13F Filings History of BankPlus Wealth Management LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$181,173,139
Signature - Title
Tony Edwards - (Interim) CCO
Location
Jackson, MS
Summary
This page shows a list of all the recent 13F filings made by BankPlus Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BankPlus Wealth Management LLC reported 111 stock holdings with total value $181,173,139 as of Q4 2025. Top holdings included IVV, JCPB, JPIE, AAPL, and BND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 111 $181,173,139 +$11,524,961 -$2,510,015 +$9,014,946 IVV, JCPB, JPIE, AAPL, BND 13F-HR 03 Feb 2026, 18:01
Q3 2025 108 $169,777,268 +$11,526,288 -$933,432 +$10,592,856 IVV, JCPB, JPIE, AAPL, BND 13F-HR 30 Oct 2025, 09:00
Q2 2025 101 $150,713,197 +$8,931,623 -$2,796,249 +$6,135,374 IVV, JCPB, JPIE, AAPL, MSFT 13F-HR 16 Jul 2025, 12:29
Q1 2025 98 $136,147,376 +$18,038,644 -$12,739,380 +$5,299,264 IVV, JCPB, JPIE, AAPL, SPY 13F-HR 25 Apr 2025, 09:52
Q4 2024 104 $134,184,483 $0 $0 $0 IVV, JCPB, JPIE, AAPL, RDVY 13F-HR 22 Jan 2025, 15:17