Game Plan Financial Advisors, LLC

CIK: 0001802952Latest portfolio: $248.7M · Q4 2025

Holdings

366

Total Value

$248.7M

New Positions

357

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
GOOGALPHABET INC CLASS CLASS C
53,906$16.9M6.80%NEW
2
AAPLAPPLE INC
50,972$13.9M5.57%NEW
3
NVDANVIDIA CORP
73,143$13.6M5.48%NEW
4
SWVXXSCHWAB PRIME ADVANTAGE MONEY INVESTOR
10,573,129$10.6M4.25%NEW
5
AMZNAMAZON.COM INC
45,777$10.6M4.25%NEW
6
MSFTMICROSOFT CORP
17,902$8.7M3.48%NEW
7
SCHVSCHWAB US LARGE CAP GROWTH ETF
255,622$8.3M3.35%NEW
8
BRK/BBERKSHIRE HATHAWAY CLASS CLASS B
15,054$7.6M3.04%NEW
9
B 0 02/12/26US TREASURY BILL26U S T BILL DUE 02/12/26
7,145,000$7.1M2.86%NEW
10
XLFSTE STRT FINCL SLCT SECTOR SPDR ETF
125,243$6.9M2.76%NEW
11
GSGOLDMAN SACHS GROUP INC
7,440$6.5M2.63%NEW
12
ETNEATON CORP PLC F
19,796$6.3M2.54%NEW
13
SCHXSCHWAB US LARGE CAP VALUE ETF
200,946$6.0M2.39%NEW
14
B 0 03/26/26US TREASURY BILL26U S T BILL DUE 03/26/26
5,850,000$5.8M2.33%NEW
15
JPMJPMORGAN CHASE CO
17,328$5.6M2.24%NEW
16
NDQINVSC QQQ TRUST SRS 1 ETF
7,815$4.8M1.93%NEW
17
SCHMCHARLES SCHWAB US MC ETF
151,063$4.5M1.83%NEW
18
SCHDSCHWAB US DIVIDEND EQUITY ETF
155,845$4.3M1.72%NEW
19
AXPAMERICAN EXPRESS CO
11,392$4.2M1.69%NEW
20
RPMRPM INTL INC
38,526$4.0M1.61%NEW
21
HACKAMPLIFY CYBERSECURITY ETF
48,378$3.9M1.56%NEW
22
SCHBSCHWAB US BROAD MARKET ETF
141,395$3.7M1.49%NEW
23
UPSUNITED PARCEL SVC INC CLASS CLASS B
34,513$3.4M1.38%NEW
24
IWDISHARES RUSSELL 1000 VALUE ETF
15,780$3.3M1.33%NEW
25
SCHGSCHWAB US LARGE CAP ETF
119,038$3.2M1.29%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($8.33868596539595e+265T)
Unknown0.0% ($1.0573756671155802e+176T)
Technology0.0% ($1.3857136418657267e+80T)
Consumer Cyclical0.0% ($1.0566155187273962e+37T)
Industrials0.0% ($6.305342312561737e+31T)
Healthcare0.0% ($9.26781458242162e+27T)
Communication Services0.0% ($16915144472252.9T)
Consumer Defensive0.0% ($2044625.7T)
Energy0.0% ($361.3T)
Basic Materials0.0% ($4.0T)
Utilities0.0% ($120.5M)
Real Estate0.0% ($10K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 14, 2026$248.7M368
Q3 2025Oct 29, 2025$241.4B0
Q2 2025Jul 24, 2025$228.9B365
Q1 2025May 19, 2025$206.0B372

Fund Information

CIK0001802952
Most Recent FilingJan 14, 2026
Number of Filings4

Game Plan Financial Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $248.7M across 366 holdings. The largest position is ALPHABET INC CLASS CLASS C (GOOG), representing 6.8% of the portfolio. Compared to the previous quarter, the fund opened 368 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.