BankPlus Wealth Management LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$181.2B
Holdings
111
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | RIVNRIVIAN AUTOMOTIVE INC | 12,421 | $244.0M | 0.13% | |
| 102 | JNJJOHNSON & JOHNSON | 1,164 | $240.0M | 0.13% | |
| 103 | SPGPINVESCO EXCHANGE TRADED FD T | 2,086 | $237.0M | 0.13% | |
| 104 | CRWDCROWDSTRIKE HLDGS INC | 478 | $224.0M | 0.12% | |
| 105 | TMOTHERMO FISHER SCIENTIFIC INC | 379 | $219.0M | 0.12% | |
| 106 | IEFISHARES TR | 2,223 | $213.0M | 0.12% | |
| 107 | EWEDWARDS LIFESCIENCES CORP | 2,421 | $206.0M | 0.11% | |
| 108 | HGLBHIGHLAND GLOBAL ALLOCATION F | 16,000 | $146.0M | 0.08% | |
| 109 | FSCOFS CREDIT OPPORTUNITIES CORP | 20,000 | $126.0M | 0.07% | |
| 110 | JPCNUVEEN PFD & INCOME OPPORTUN | 10,892 | $88.0M | 0.05% | |
| 111 | MGFMFS GOVT MKTS INCOME TR | 15,415 | $46.0M | 0.03% |
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