BankPlus Wealth Management LLC
Q2 2025 13F Holdings
- Locationjackson, MS
- Num holdings
101
- Value ($000)
$150,713
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $45.36M | 30 % | 73,049 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $12.56M | 8 % | 266,810 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $7.11M | 5 % | 153,576 | ||
AAPL APPLE INC | COM | 037833100 | $4.83M | 3 % | 23,523 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.66M | 2 % | 7,358 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $3.65M | 2 % | 49,597 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.45M | 2 % | 5,587 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $3.31M | 2 % | 29,517 | ||
TOTR T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 | $3.13M | 2 % | 77,098 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.11M | 2 % | 14,404 |
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