BankPlus Wealth Management LLC
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$193.5M
Holdings
117
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 99.7% (25.1k → 76 shares)
27.3%
02
$JCPB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 286.5k shares)
8.6%
03
$JPIE
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 165.9k shares)
4.8%
04
$BND
VANGUARD BD INDEX FDS
Q4 2025: Sold 64.2% (52.9k → 18.9k shares)
3.1%
05
$AAPL
APPLE INC
Q1 2026: Sold 96.0% (5.9k → 234 shares)
3.1%
06
$IQLT
ISHARES TR
Q1 2026: New position (91 shares)
2.6%
07
$TOTR
T ROWE PRICE ETF INC
Q4 2025: Exited (was 85.5k shares)
2.3%
08
$IWM
ISHARES TR
Q1 2026: New position (790 shares)
2.1%
09
$EFG
ISHARES TR
Q1 2026: Sold 98.0% (8.9k → 182 shares)
1.9%
10
$LQD
ISHARES TR
Q1 2026: New position (52 shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:44 UTC.