BankPlus Wealth Management LLC
RIA/Wealth
BankPlus Wealth Management LLC is a RIA/Wealth based in Jackson, MS led by Tony Darren Edwards, reporting $186.1M in AUM as of Q3 2025 with 69% ETF concentration, 59% concentrated in top 10 holdings, and 29% allocation to IVV.
PresidentTony Darren Edwards
- Portfolio Value
- $169.8M
- Positions
- 108
- Top Holding
- IVV at 29.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BankPlus Wealth Management LLC's portfolio (58.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $49.9M | 29.40% | +$1.0M Bought | — 74.6K shares | |
ETF ETF | $13.6M | 8.03% | +$938.2K Bought | — 286.5K shares | |
ETF ETF | $7.7M | 4.54% | +$574.1K Bought | — 165.9K shares | |
Consumer Electronics Technology | $6.3M | 3.74% | +$356.8K Bought | 0.00% 24.9K shares | |
ETF ETF | $3.9M | 2.32% | +$245.6K Bought | — 52.9K shares | |
Software - Infrastructure Technology | $3.8M | 2.22% | -$49.2K Sold | 0.00% 7.3K shares | |
ETF ETF | $3.7M | 2.17% | +$190.3K Bought | — 15.2K shares | |
ETF ETF | $3.6M | 2.15% | -$74.0K Sold | — 5.5K shares | |
ETF ETF | $3.5M | 2.08% | +$163.2K Bought | — 31.0K shares | |
ETF ETF | $3.5M | 2.05% | +$343.1K Bought | — 85.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BankPlus Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-34.45% | |
-6.79% | |
-6.24% | |
-5.81% |
Analytics
Portfolio insights and performance metrics for BankPlus Wealth Management LLC
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