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BankPlus Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    jackson, MS
  • Num holdings

    117

  • Value ($000)

    $193,541

  • Date Filed
    04/22/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$52.93M
27 %

81,004

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$16.74M
9 %

355,561

J
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
46641Q159
$9.26M
5 %

201,042

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$5.97M
3 %

81,096

A
AAPL

APPLE INC

COM
037833100
$5.97M
3 %

23,510

I
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$5.03M
3 %

108,725

T
TOTR

T ROWE PRICE ETF INC

TOTAL RETURN ETF
87283Q800
$4.38M
2 %

108,847

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$4.08M
2 %

16,460

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$3.75M
2 %

33,692

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$3.54M
2 %

32,518

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