Plus Group Wealth Advisors LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Tara Kos, Director of Client Services & Operations, lists a total of 51 securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings being First Trust Exchange-Traded Fund (First Trust S Shares) and Schwab Strategic Trust funds. The largest individual position is the Schwab Strategic Trust International Equity ETF, which comprises 360,501 shares. Other significant ETF holdings include the Schwab Strategic Trust US Large Cap Growth ETF (206,287 shares) and the Schwab Strategic Trust US Large Cap Value ETF (175,814 shares).
In terms of individual equities, the largest position is Berkshire Hathaway Inc. Class B, with 2,963 shares. Other notable individual stock holdings include Amazon.com Inc. (14,754 shares), Annaly Capital Management (10,687 shares), and Kinder Morgan Inc. (10,069 shares). The filing indicates that all positions are held as sole beneficial ownership, with no shared voting or investment power.
