Plan Group Financial, LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$385.3B

Holdings

202

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (202 positions)

#StockSharesValue% PortfolioType
201
NUVNUVEEN MUN VALUE FD INC
12,978$117.0M0.03%
202
SLQTSELECTQUOTE INC
19,533$27.0M0.01%
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