BankPlus Wealth Management LLC

**BankPlus Wealth Management LLC** manages $181M across 111 distinct positions, exhibiting a diversified, large-cap tilt. The portfolio is significantly anchored by its top holding in IVV, representing $52.4M, followed by JCPB at $14.6M. Notable allocations include substantial exposure to sector-specific ETFs such as JPIE ($8.3M) and a balanced mix across technology and fixed income, including AAPL ($6.7M) and BND ($4.3M). This structure suggests a disciplined approach targeting core market indices while maintaining tactical overweighting in specific growth and value segments.

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