BankPlus Wealth Management LLC
Q3 2025 13F Holdings
- Locationjackson, MS
- Num holdings
108
- Value ($000)
$169,777
- Date Filed10/30/2025
- Form type13F-HR
- CIK0002051117
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $49.91 M | 29 % | 74,563 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $13.63 M | 8 % | 286,540 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $7.70 M | 5 % | 165,945 | ||
AAPL APPLE INC | COM | 037833100 | $6.35 M | 4 % | 24,924 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $3.93 M | 2 % | 52,899 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.76 M | 2 % | 7,263 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.68 M | 2 % | 15,190 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.65 M | 2 % | 5,476 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $3.52 M | 2 % | 30,950 | ||
TOTR T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 | $3.49 M | 2 % | 85,511 |
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