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Tara Kos

Plus Group Wealth Advisors Llc

Assets Managed
$106.328M
Holdings
48
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
16.99%(2Q avg: 8.91%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Plus Group Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Plus Group Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 106.328M in assets, with a quarterly growth rate of 16.99% and a 2-quarter average growth rate of 8.91%. The portfolio is managed by Tara Kos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -7.33%
11.4%
$12.12M
16,458 shares@ $736.4 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 1.81%
8.73%
$9.276M
266,466 shares@ $34.81 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 2.07%
8.54%
$9.077M
29,945 shares@ $303.12 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 7.39%
7.92%
$8.413M
303,719 shares@ $27.71 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Decreased -3.44%
7.87%
$8.36M
173,524 shares@ $48.18 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 316.56%
7.56%
$8.038M
99,760 shares@ $80.58 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.87%
5.72%
$6.076M
179,550 shares@ $33.85 avg price
FDN
First Trust Dj Internet Ind
Recent Activity
Decreased -0.96%
5.58%
$5.924M
22,379 shares@ $264.73 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Increased 16.19%
5.01%
$5.32M
89,073 shares@ $59.74 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.24%
3.83%
$4.071M
17,080 shares@ $238.34 avg price

1-10 of 48