BankPlus Wealth Management LLC

Q3 2025 13F Holdings

  • Location
    jackson, MS
  • Num holdings

    108

  • Value ($000)

    $169,777

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0002051117
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$49.91M
29 %

74,563

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$13.63M
8 %

286,540

J
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
46641Q159
$7.70M
5 %

165,945

A
AAPL

APPLE INC

COM
037833100
$6.35M
4 %

24,924

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$3.93M
2 %

52,899

M
MSFT

MICROSOFT CORP

COM
594918104
$3.76M
2 %

7,263

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$3.68M
2 %

15,190

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.65M
2 %

5,476

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$3.52M
2 %

30,950

T
TOTR

T ROWE PRICE ETF INC

TOTAL RETURN ETF
87283Q800
$3.49M
2 %

85,511

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