Notify me when Plan Group Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 202 | $385,291,408 | +$47,003,205 | -$40,481,215 | +$6,521,990 | VOO, BRKA, ACWI, COWZ, JPM | 13F-HR | 03 Feb 2026, 10:08 |
| Q3 2025 | 185 | $372,463,057 | +$82,202,437 | -$31,247,499 | +$50,954,938 | BRKA, VOO, ACWI, COWZ, IWR | 13F-HR | 27 Oct 2025, 13:51 |
| Q2 2025 | 159 | $304,099,166 | +$53,195,634 | -$43,193,736 | +$10,001,898 | VOO, ACWI, COWZ, IWR, IJR | 13F-HR | 13 Aug 2025, 14:28 |
| Q1 2025 | 148 | $280,096,367 | +$99,769,732 | -$8,528,873 | +$91,240,859 | VOO, ACWI, COWZ, IWR, DFAI | 13F-HR | 09 May 2025, 12:31 |
| Q4 2024 | 115 | $189,334,867 | +$7,502,781 | -$3,810,279 | +$3,692,502 | VOO, COWZ, ACWI, IWR, DFAI | 13F-HR | 31 Jan 2025, 16:32 |
| Q3 2024 | 114 | $189,386,085 | +$21,262,754 | -$5,115,166 | +$16,147,588 | VOO, COWZ, ACWI, DFAI, DFAE | 13F-HR | 22 Oct 2024, 13:03 |
| Q2 2024 | 99 | $163,505,937 | +$22,998,956 | -$11,855,390 | +$11,143,566 | VOO, COWZ, ACWI, DFAI, IJR | 13F-HR | 05 Aug 2024, 13:10 |
| Q1 2024 | 94 | $152,295,933 | +$34,834,638 | -$2,517,800 | +$32,316,838 | VOO, COWZ, ACWI, DFAI, DFAE | 13F-HR | 26 Apr 2024, 13:01 |
| Q4 2023 | 71 | $113,957,187 | +$18,477,794 | -$53,641,793 | -$35,163,999 | VOO, COWZ, ACWI, DFAI, DFAE | 13F-HR | 29 Jan 2024, 11:52 |
| Q3 2023 | 71 | $138,854,038 | +$56,641,889 | -$33,441,534 | +$23,200,355 | ACWI, DFAI, DFAE, VOO, RPV | 13F-HR | 13 Nov 2023, 09:02 |
| Q2 2023 | 66 | $119,472,297 | $0 | $0 | $0 | DFAI, DFAE, DFCF, RPV, COWZ | 13F-HR | 10 Aug 2023, 10:28 |
| Q2 2022 | 59 | $58,138,000 | $0 | $0 | $0 | BLACKSTONE REAL ESTATE INCOME TRUST CLASS D, SPTL, VTV, VTI, GSIE | Restatement | 12 Aug 2022, 12:34 |