Plan Group Financial, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $355 Million distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $18.1M, Vanguard Index Fds S&P 500 ETF with a value of $17.1M, Ishares Msci Acwi ETF with a value of $13.9M, Pacer Fds Tr Us Cash Cows 100 with a value of $12.9M, and Ishares Russell Mid Cap ETF with a value of $9.47M.
Examining the 13F form we can see an increase of $60.4M in the current position value, from $295M to 355M.
Plan Group Financial, LLC is based out at Oklahoma City, OK
Below you can find more details about Plan Group Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$355 Million
ETFs: $228 Million
Financial Services: $35.9 Million
Technology: $22.6 Million
Energy: $15.1 Million
Utilities: $13.5 Million
Consumer Defensive: $11.2 Million
Real Estate: $7.27 Million
Communication Services: $6.81 Million
Other: $14.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
