SEC Form 13F

Plan Group Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$485,544,418
Positions249

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRACWIMSCI ACWI ETF$16,064,683102,342
BERKSHIRE HATHAWAY INC DELBRK.ACL A$15,725,85021
PACER FDS TRCOWZUS CASH COWS 100$15,537,748249,803
J P MORGAN EXCHANGE TRADED FJQUAUS QUALTY FCTR$15,103,544208,959
PACER FDS TRCOWGUS LRG CP CASH$13,049,574325,050
JPMORGAN CHASE & COJPMCOM$12,301,97537,583
ISHARES TRSGOV0-3 MTH TREASURY$11,449,937113,737
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$11,161,30316,251
VANGUARD INDEX FDSVTITOTAL STK MKT$11,042,86629,842
SPDR INDEX SHS FDSEDIVST MAR DIVID ETF$10,649,436260,012

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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