BankPlus Wealth Management LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$181.2M

Holdings

111

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (111 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	RIVNRIVIAN AUTOMOTIVE INC	12,421	$244K	0.13%
102	JNJJOHNSON & JOHNSON	1,164	$240K	0.13%
103	SPGPINVESCO EXCHANGE TRADED FD T	2,086	$237K	0.13%
104	CRWDCROWDSTRIKE HLDGS INC	478	$224K	0.12%
105	TMOTHERMO FISHER SCIENTIFIC INC	379	$219K	0.12%
106	IEFISHARES TR	2,223	$213K	0.12%
107	EWEDWARDS LIFESCIENCES CORP	2,421	$206K	0.11%
108	HGLBHIGHLAND GLOBAL ALLOCATION F	16,000	$146K	0.08%
109	FSCOFS CREDIT OPPORTUNITIES CORP	20,000	$126K	0.07%
110	JPCNUVEEN PFD & INCOME OPPORTUN	10,892	$88K	0.05%
111	MGFMFS GOVT MKTS INCOME TR	15,415	$46K	0.03%

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