Plus Group Wealth Advisors LLC
•CIK: 2109515•Filing: Q4 2025
**Plus Group Wealth Advisors LLC** manages $90M across a portfolio of 43 positions, exhibiting a focus on diversified growth and sector exposure. Top holdings reveal significant allocations to technology and broad market indices, notably NDQ at $11.3M and FVD at $7.7M. Further concentration is seen in core market segments with SCHV ($7.6M), VB ($7.4M), and VO ($6.7M). The portfolio structure suggests a tactical allocation emphasizing established market leaders and sector-specific ETFs.
Total AUM
$90.1M
QoQ Performance
N/A
Positions
25
Top 10 Concentration
74.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
FVD
SCHV
VB
VO
SCHF
SCHG
FDN
NDQ12.5%
FVD8.5%
SCHV8.4%
VB8.2%
VO7.4%
SCHF7.3%
SCHG6.6%
FDN6.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other93.2%
Consumer4.8%
ETF1.4%
Technology0.7%