13F Filings History of Plus Group Wealth Advisors LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$90,146,325
Signature - Title
Tara M S Kos - Director of Client Services & Operations
Location
Belgium, WI
Summary
This page shows a list of all the recent 13F filings made by Plus Group Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Plus Group Wealth Advisors LLC reported 43 stock holdings with total value $90,146,325 as of Q4 2025. Top holdings included QQQ, FVD, SCHV, VB, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $90,146,325 $0 $0 $0 QQQ, FVD, SCHV, VB, VO 13F-HR 05 Feb 2026, 12:46