# EDGAR Filing Document

**Accession Number:** 0002109515
**File Stem:** 0002109515-26-000001
**Filing Date:** 2026-2
**Character Count:** 8215
**Document Hash:** 205fd98829082103eab46504a5d5a0c4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002109515-26-000001.hdr.sgml**: 20260205

**ACCESSION NUMBER**: 0002109515-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260205

**DATE AS OF CHANGE**: 20260205

**EFFECTIVENESS DATE**: 20260205

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Plus Group Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0002109515

**ORGANIZATION NAME:**
- **EIN:** 371921828
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26091
- **FILM NUMBER:** 26601655

**BUSINESS ADDRESS:**
- **STREET 1:** 680 MAIN ST
- **CITY:** BELGIUM
- **STATE:** WI
- **ZIP:** 53004
- **BUSINESS PHONE:** 262-285-7654

**MAIL ADDRESS:**
- **STREET 1:** 680 MAIN ST
- **CITY:** BELGIUM
- **STATE:** WI
- **ZIP:** 53004

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Plus Group Wealth Advisors LLC<br>**Address:** 680 MAIN ST<br>BELGIUM, WI 53004

**Form 13F File Number:** 028-26091

**CRD Number (if applicable):** 000300714

**SEC File Number (if applicable):** 801-132046

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Tara M S Kos<br>**Title:** Director of Client Services  Operations<br>**Phone:** 262-285-7654

**Signature, Place, and Date of Signing:**

Tara M S Kos  Belgium, WI  02-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 43

**Form 13F Information Table Value Total:** $90146325

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 4322566 | 18727 | SH |  | SOLE | 0 | 0 | 0 | 18727 |
| APPLE INC | COM | 037833100 |  | 267510 | 984 | SH |  | SOLE | 0 | 0 | 0 | 984 |
| BADGER METER INC | COM | 056525108 |  | 616365 | 3534 | SH |  | SOLE | 0 | 0 | 0 | 3534 |
| CONSTRUCTION PARTNERS INC | COM CL A | 21044C107 |  | 227629 | 2097 | SH |  | SOLE | 0 | 0 | 0 | 2097 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 642237 | 11329 | SH |  | SOLE | 0 | 0 | 0 | 11329 |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | 316092725 |  | 582320 | 22475 | SH |  | SOLE | 0 | 0 | 0 | 22475 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 401433 | 8719 | SH |  | SOLE | 0 | 0 | 0 | 8719 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 1196262 | 12353 | SH |  | SOLE | 0 | 0 | 0 | 12353 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 1674691 | 18102 | SH |  | SOLE | 0 | 0 | 0 | 18102 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 2155507 | 43119 | SH |  | SOLE | 0 | 0 | 0 | 43119 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 7668499 | 166417 | SH |  | SOLE | 0 | 0 | 0 | 166417 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 4057265 | 67700 | SH |  | SOLE | 0 | 0 | 0 | 67700 |
| FIRST TR EXCHANGE-TRADED FD | SSI STRG ETF | 33739Q507 |  | 1115763 | 25927 | SH |  | SOLE | 0 | 0 | 0 | 25927 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 5855742 | 21754 | SH |  | SOLE | 0 | 0 | 0 | 21754 |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | 35473P439 |  | 501789 | 17895 | SH |  | SOLE | 0 | 0 | 0 | 17895 |
| GABELLI UTIL TR | COM | 36240A101 |  | 1073435 | 178016 | SH |  | SOLE | 0 | 0 | 0 | 178016 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 11280893 | 18364 | SH |  | SOLE | 0 | 0 | 0 | 18364 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 204939 | 433 | SH |  | SOLE | 0 | 0 | 0 | 433 |
| ISHARES TR | CORE S ETF | 464287200 |  | 210892 | 308 | SH |  | SOLE | 0 | 0 | 0 | 308 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 206098 | 2189 | SH |  | SOLE | 0 | 0 | 0 | 2189 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 392511 | 1866 | SH |  | SOLE | 0 | 0 | 0 | 1866 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 547605 | 9567 | SH |  | SOLE | 0 | 0 | 0 | 9567 |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | 46641Q126 |  | 519388 | 11119 | SH |  | SOLE | 0 | 0 | 0 | 11119 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 452581 | 7787 | SH |  | SOLE | 0 | 0 | 0 | 7787 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 274900 | 10000 | SH |  | SOLE | 0 | 0 | 0 | 10000 |
| MARKEL GROUP INC | COM | 570535104 |  | 214965 | 100 | SH |  | SOLE | 0 | 0 | 0 | 100 |
| MICROSOFT CORP | COM | 594918104 |  | 320156 | 662 | SH |  | SOLE | 0 | 0 | 0 | 662 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 440958 | 16076 | SH |  | SOLE | 0 | 0 | 0 | 16076 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 6625548 | 275605 | SH |  | SOLE | 0 | 0 | 0 | 275605 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 5929104 | 181763 | SH |  | SOLE | 0 | 0 | 0 | 181763 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 7557794 | 255245 | SH |  | SOLE | 0 | 0 | 0 | 255245 |
| SMITH A O CORP | COM | 831865209 |  | 305642 | 4570 | SH |  | SOLE | 0 | 0 | 0 | 4570 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 370964 | 544 | SH |  | SOLE | 0 | 0 | 0 | 544 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 223945 | 2714 | SH |  | SOLE | 0 | 0 | 0 | 2714 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A672 |  | 2543699 | 88200 | SH |  | SOLE | 0 | 0 | 0 | 88200 |
| SPROTT INC | COM NEW | 852066208 |  | 489600 | 5000 | SH |  | SOLE | 0 | 0 | 0 | 5000 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 2410962 | 27246 | SH |  | SOLE | 0 | 0 | 0 | 27246 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 6705174 | 23104 | SH |  | SOLE | 0 | 0 | 0 | 23104 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 7423319 | 28778 | SH |  | SOLE | 0 | 0 | 0 | 28778 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 651690 | 1039 | SH |  | SOLE | 0 | 0 | 0 | 1039 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 226125 | 2700 | SH |  | SOLE | 0 | 0 | 0 | 2700 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 314837 | 763 | SH |  | SOLE | 0 | 0 | 0 | 763 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 943023 | 8942 | SH |  | SOLE | 0 | 0 | 0 | 8942 |

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