Question 1

What stocks does BANKPLUS WEALTH MANAGEMENT LLC hold in its portfolio?

Accepted Answer

BANKPLUS WEALTH MANAGEMENT LLC's top stock holdings include AAPL, IVV, JCPB and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BANKPLUS WEALTH MANAGEMENT LLC's largest stock holdings?

Accepted Answer

BANKPLUS WEALTH MANAGEMENT LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $6.8 million), IVV (valued at approximately $61.5 million), JCPB (valued at approximately $17.4 million), JPM (valued at approximately $3.5 million), JPIE (valued at approximately $9.5 million).

Question 3

When was BANKPLUS WEALTH MANAGEMENT LLC's last SEC filing?

Accepted Answer

BANKPLUS WEALTH MANAGEMENT LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BANKPLUS WEALTH MANAGEMENT LLC recently bought or sold?

Accepted Answer

BANKPLUS WEALTH MANAGEMENT LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BANKPLUS WEALTH MANAGEMENT LLC reported?

Accepted Answer

BANKPLUS WEALTH MANAGEMENT LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BANKPLUS WEALTH MANAGEMENT LLC invest in?

Accepted Answer

BANKPLUS WEALTH MANAGEMENT LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.