Fund Universe

BankPlus Wealth Management LLC

CIK 0002051117 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.452
AUM ($M)
222
Positions
126
Turnover
0.09
Top-10 wt
58%
Herfindahl
0.093
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 130 positions · portfolio value $222M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IVV funds › ISHARES TR ADD 27.7% +0.3% 61.5 82,143 +1,139 5
JCPB funds › J P MORGAN EXCHANGE TRADED F ADD 7.8% -0.8% 17.4 371,116 +15,555 5
JPIE funds › J P MORGAN EXCHANGE TRADED F ADD 4.3% -0.5% 9.5 205,578 +4,536 5
VCRB funds › VANGUARD MALVERN FDS NEW 3.6% +3.6% 8.1 104,339 +104,339 1
AAPL funds › APPLE INC TRIM 3.1% -0.0% 6.8 23,495 -15 5
IQLT funds › ISHARES TR ADD 2.8% +0.2% 6.3 127,136 +18,411 5
IWM funds › ISHARES TR TRIM 2.2% +0.1% 4.9 16,143 -317 5
RDVY funds › FIRST TR EXCHANGE TRADED FD ADD 2.0% +0.3% 4.5 55,816 +6,974 5
TOTR funds › T ROWE PRICE EXCHANGE-TRADED ADD 2.0% -0.3% 4.4 110,869 +2,022 5
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 2.0% +0.4% 4.4 14,547 +1,680 5
EFG funds › ISHARES TR TRIM 1.8% -0.1% 4.1 32,969 -723 5
LQD funds › ISHARES TR ADD 1.8% -0.1% 3.9 36,155 +3,637 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 1.7% -0.0% 3.8 5,102 -30 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.6% -0.1% 3.5 10,609 -181 5
MSFT funds › MICROSOFT CORP ADD 1.4% -0.1% 3.1 8,305 +274 5
SPEM funds › SPDR INDEX SHS FDS ADD 1.3% +0.2% 3.0 57,765 +8,615 5
VO funds › VANGUARD INDEX FDS ADD 1.1% +0.2% 2.5 31,318 +24,690 5
IWR funds › ISHARES TR TRIM 1.1% -0.0% 2.4 22,174 -266 5
JHMM funds › JOHN HANCOCK EXCHANGE TRADED TRIM 1.0% -0.0% 2.3 30,511 -396 5
SCHA funds › SCHWAB STRATEGIC TR ADD 1.0% +0.2% 2.2 61,046 +7,542 5
GOOG funds › ALPHABET INC ADD 0.8% +0.1% 1.9 5,271 +91 5
LRCX funds › LAM RESEARCH CORP TRIM 0.7% +0.3% 1.6 3,776 -532 5
LDUR funds › PIMCO ETF TR TRIM 0.7% -0.2% 1.6 16,667 -1,463 5
AMZN funds › AMAZON COM INC ADD 0.7% +0.0% 1.6 6,619 +317 5
DIAL funds › COLUMBIA ETF TR I ADD 0.7% -0.0% 1.5 84,891 +8,799 5
NVDA funds › NVIDIA CORPORATION ADD 0.7% +0.0% 1.5 7,653 +43 5
LLY funds › ELI LILLY & CO ADD 0.7% +0.1% 1.5 1,208 +18 5
V funds › VISA INC ADD 0.6% +0.0% 1.4 4,172 +133 5
VTI funds › VANGUARD INDEX FDS ADD 0.6% +0.0% 1.3 3,445 +233 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.6% +0.1% 1.2 2,613 +70 5
GWW funds › WW GRAINGER INC ADD 0.6% +0.0% 1.2 898 +6 5
CAT funds › CATERPILLAR INC TRIM 0.5% +0.1% 1.2 1,138 -25 5
ABBV funds › ABBVIE INC ADD 0.5% +0.0% 1.2 4,751 +118 5
PG funds › PROCTER & GAMBLE CO TRIM 0.5% -0.1% 1.1 7,738 -390 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.5% +0.2% 1.1 3,276 -34 5
TXN funds › TEXAS INSTRS INC TRIM 0.5% +0.1% 1.1 3,721 -12 5
C funds › CITIGROUP INC ADD 0.5% +0.1% 1.0 7,149 +992 2
AMGN funds › AMGEN INC ADD 0.4% +0.0% 1.0 2,638 +314 5
RTX funds › RTX CORPORATION ADD 0.4% -0.0% 0.9 4,935 +216 5
GOOGL funds › ALPHABET INC ADD 0.4% +0.0% 0.9 2,563 +17 5
CSCO funds › CISCO SYS INC ADD 0.4% +0.1% 0.9 7,582 +119 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.4% +0.0% 0.9 866 +39 5
NFLT funds › ETFIS SER TR I TRIM 0.4% -0.1% 0.9 37,692 -409 5
PGR funds › PROGRESSIVE CORP ADD 0.4% -0.0% 0.8 3,816 +77 5
PULS funds › PGIM ETF TR TRIM 0.4% -0.1% 0.8 16,776 -2,728 5
VLO funds › VALERO ENERGY CORP TRIM 0.4% -0.0% 0.8 3,146 -36 5
QQQ funds › INVESCO QQQ TR TRIM 0.4% +0.0% 0.8 1,102 -9 5
GRMN funds › GARMIN LTD ADD 0.3% -0.0% 0.8 3,179 +116 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.3% -0.1% 0.7 5,481 +144 5
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.3% -0.0% 0.7 3,283 +120 5
HD funds › HOME DEPOT INC ADD 0.3% -0.0% 0.7 2,041 +47 5
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.3% -0.1% 0.7 2,292 +118 5
AJG funds › GALLAGHER ARTHUR J & CO ADD 0.3% -0.0% 0.7 2,885 +28 5
FAST funds › FASTENAL CO ADD 0.3% -0.0% 0.7 13,714 +399 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.3% -0.1% 0.7 700 +18 5
CVX funds › CHEVRON CORPORATION ADD 0.3% -0.0% 0.6 3,911 +1,079 2
LMT funds › LOCKHEED MARTIN CORP ADD 0.3% -0.1% 0.6 1,246 +49 5
ASML funds › ASML HLDG NV ADD 0.3% +0.1% 0.6 315 +27 4
TJX funds › TJX COS INC NEW ADD 0.3% -0.0% 0.6 4,128 +171 5
LOW funds › LOWES COS INC ADD 0.3% -0.0% 0.6 2,790 +117 5
DE funds › DEERE & CO ADD 0.3% -0.0% 0.6 948 +6 5
DIS funds › DISNEY WALT CO ADD 0.3% -0.0% 0.6 6,088 +121 5
DGX funds › QUEST DIAGNOSTICS INC ADD 0.2% -0.0% 0.5 2,574 +50 5
MS funds › MORGAN STANLEY ADD 0.2% +0.0% 0.5 2,593 +89 2
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.2% +0.1% 0.5 704 +156 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.2% +0.0% 0.5 1,069 +199 2
NEE funds › NEXTERA ENERGY INC ADD 0.2% -0.0% 0.5 6,083 +148 5
META funds › META PLATFORMS INC ADD 0.2% +0.0% 0.5 943 +205 5
DLR funds › DIGITAL RLTY TR INC ADD 0.2% -0.0% 0.5 2,845 +33 5
COWZ funds › PACER FDS TR TRIM 0.2% -0.0% 0.5 8,161 -318 5
CUSIP:624756102 funds › MUELLER INDS INC TRIM 0.2% -0.0% 0.5 4,075 -62 4
KO funds › COCA COLA CO ADD 0.2% -0.0% 0.5 6,032 +73 5
SGOV funds › ISHARES TR ADD 0.2% -0.0% 0.5 4,753 +42 5
IGSB funds › ISHARES TR ADD 0.2% -0.0% 0.5 8,959 +56 3
BX funds › BLACKSTONE INC ADD 0.2% -0.0% 0.5 3,854 +233 5
TFC funds › TRUIST FINL CORP ADD 0.2% -0.0% 0.4 8,974 +306 5
TRMK funds › TRUSTMARK CORP TRIM 0.2% -0.0% 0.4 9,601 -341 5
LMBS funds › FIRST TR EXCHANGE-TRADED FD NEW 0.2% +0.2% 0.4 8,694 +8,694 1
ARCC funds › ARES CAPITAL CORP ADD 0.2% -0.0% 0.4 23,335 +802 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.2% -0.0% 0.4 7,258 +225 5
OKE funds › ONEOK INC NEW ADD 0.2% -0.0% 0.4 4,673 +37 5
BLK funds › BLACKROCK INC ADD 0.2% +0.0% 0.4 419 +66 2
TEM funds › TEMPUS AI INC NEW 0.2% +0.2% 0.4 6,900 +6,900 1
TSLA funds › TESLA INC TRIM 0.2% -0.0% 0.4 935 -11 5
TMUS funds › T-MOBILE US INC ADD 0.2% -0.1% 0.4 2,333 +160 5
PNC funds › PNC FINL SVCS GROUP INC NEW 0.2% +0.2% 0.4 1,554 +1,554 1
MUB funds › ISHARES TR ADD 0.2% -0.0% 0.4 3,519 +29 5
PLD funds › PROLOGIS INC. ADD 0.2% -0.0% 0.4 2,777 +101 5
SHYG funds › ISHARES TR ADD 0.2% -0.0% 0.4 8,843 +105 3
SYY funds › SYSCO CORP ADD 0.2% +0.0% 0.4 4,375 +134 5
NXPI funds › NXP SEMICONDUCTORS N V ADD 0.2% +0.0% 0.3 1,223 +9 5
EGP funds › EASTGROUP PPTYS INC ADD 0.2% -0.0% 0.3 1,685 +47 2
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.1% +0.0% 0.3 662 +51 2
WM funds › WASTE MGMT INC DEL ADD 0.1% -0.0% 0.3 1,444 +74 2
BIPC funds › BROOKFIELD INFRASTRUCTURE CO ADD 0.1% -0.0% 0.3 8,201 +347 5
APH funds › AMPHENOL CORP ADD 0.1% +0.0% 0.3 1,782 +90 2
PRU funds › PRUDENTIAL FINL INC ADD 0.1% +0.0% 0.3 2,908 +234 5
DHR funds › DANAHER CORP DEL TRIM 0.1% -0.0% 0.3 1,621 -33 5
JNJ funds › JOHNSON & JOHNSON ADD 0.1% -0.0% 0.3 1,167 +2 4
MPWR funds › MONOLITHIC PWR SYS INC TRIM 0.1% -0.0% 0.3 212 -67 5
CNP funds › CENTERPOINT ENERGY INC ADD 0.1% -0.0% 0.3 6,439 +309 2
WMT funds › WALMART INC ADD 0.1% -0.0% 0.3 2,440 +227 2
NI funds › NISOURCE INC ADD 0.1% -0.0% 0.3 5,779 +286 2
IWF funds › ISHARES TR ADD 0.1% +0.0% 0.3 2,179 +1,635 5
ENB funds › ENBRIDGE INC TRIM 0.1% -0.0% 0.3 4,924 -863 5
GEV funds › GE VERNOVA INC NEW 0.1% +0.1% 0.3 216 +216 1
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 0.2 213 +213 1
GLW funds › CORNING INC NEW 0.1% +0.1% 0.2 938 +938 1
EW funds › EDWARDS LIFESCIENCES CORP ADD 0.1% +0.0% 0.2 2,644 +49 3
SPGP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 0.2 1,917 -176 5
ABT funds › ABBOTT LABORATORIES TRIM 0.1% -0.1% 0.2 2,516 -1,809 5
RF funds › REGIONS FINANCIAL CORP NEW TRIM 0.1% -0.0% 0.2 7,435 -1,913 5
SO funds › SOUTHERN CO ADD 0.1% -0.0% 0.2 2,310 +217 2
UBER funds › UBER TECHNOLOGIES INC NEW 0.1% +0.1% 0.2 3,051 +3,051 1
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 0.2 981 +981 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.2 981 +981 1
RIVN funds › RIVIAN AUTOMOTIVE INC ADD 0.1% +0.0% 0.2 12,427 +6 5
IEF funds › ISHARES TR ADD 0.1% -0.0% 0.2 2,259 +22 3
TMO funds › THERMO FISHER SCIENTIFIC INC NEW 0.1% +0.1% 0.2 411 +411 1
BSCR funds › INVESCO EXCH TRD SLF IDX FD TRIM 0.1% -0.0% 0.2 10,411 -3,231 2
BND funds › VANGUARD BD INDEX FDS TRIM 0.1% -3.0% 0.2 2,762 -78,334 5
COP funds › CONOCOPHILLIPS ADD 0.1% -0.0% 0.2 1,949 +111 2
BDX funds › BECTON DICKINSON & CO TRIM 0.1% -0.0% 0.2 1,327 -19 5
TLH funds › ISHARES TR NEW 0.1% +0.1% 0.2 2,000 +2,000 1
DBO funds › INVESCO DB MULTI-SECTOR COMM NEW 0.1% +0.1% 0.2 10,525 +10,525 1
JPC funds › NUVEEN PFD & INCOME OPPORTUN HOLD 0.0% -0.0% 0.1 10,892 +0 4
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -1,892 0
CRM funds › SALESFORCE INC EXIT 0.0% -0.3% 0.0 0 -2,704 0
BSCQ funds › INVESCO EXCH TRD SLF IDX FD EXIT 0.0% -0.3% 0.0 0 -26,770 0
BKAG funds › BNY MELLON ETF TRUST EXIT 0.0% -0.9% 0.0 0 -40,522 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 222 126 0.09 58% 0.093 0.452 in
2026Q1 194 117 0.07 58% 0.092 0.471 in
2025Q4 181 111 0.04 58% 0.099 0.484 in
2025Q3 170 108 0.05 59% 0.102 0.475 in
2025Q2 151 101 0.05 60% 0.106 0.511 entered
2025Q1 136 98 0.00 60% 0.113 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status