Plus Group Wealth Advisors LLC
All 13F Filings
- Location
- Belgium, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 111,807
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 51 | 111,807 | 13F-HR | Plus Group Wealth Advisors LLC |
| Q2 2026 | 7/13/2026 | 48 | 106,328 | 13F-HR | Plus Group Wealth Advisors LLC |
| Q1 2026 | 4/7/2026 | 41 | 90,894 | 13F-HR | Plus Group Wealth Advisors LLC |
| Q4 2025 | 2/5/2026 | 43 | 90,146 | 13F-HR | Plus Group Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.23 K | 25.2% | 0 | 3.413 K | -3.413 K |
| ETFs | 83.58 K | 74.8% | 8.891 K | 0 | 8.891 K |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
111,807
Holdings
51
QoQ value change ($000)
5,479
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.