Plan Group Financial, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity securities holdings as of September 30, 2026. The filing reports that the firm holds positions in 230 different companies, with a total value of approximately $5.1 billion.
The portfolio is heavily weighted toward large-cap technology and energy companies. Apple Inc. is the largest holding, with 26,460 shares valued at approximately $4.9 billion. Other major technology positions include Microsoft Corporation (22,226 shares), NVIDIA Corporation (20,518 shares), and Broadcom Inc. (14,394 shares). The firm also holds significant positions in energy giants, including Exxon Mobil (49,654 shares), Chevron (25,279 shares), and Occidental Petroleum (15,000 shares).
In addition to individual stocks, the filing reveals substantial investments in exchange-traded funds (ETFs). The firm holds over 100,000 shares of the iShares Core MSCI Total International Stock ETF and more than 100,000 shares of the iShares Core S&P 500 ETF. Other notable ETF holdings include the Invesco ActiveExchange-Traded Fund T S&P500 Equal Weight (964 shares) and the Invesco ActiveExchange-Traded Fund T S&P500 Pure Value (36,231 shares).
The filing lists Jennifer Wesolowski as the consultant responsible for the report, which was submitted on October 22, 2026.
