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Game Plan Financial Advisors, LLC
Game Plan Financial Advisors, LLC is a registered investment advisor serving individual clients, high-net-worth individuals, and some charitable organizations, primarily through discretionary accounts and with a diversified portfolio focused on large-cap equities and ETFs.
Investment Strategy
The firm focuses on diversified investments primarily in large-cap equities (e.g., Apple, Microsoft, NVIDIA, Amazon, Alphabet) and ETFs such as SCHV, XLF, and SCHX, reflecting a blend of growth and value strategies. The portfolio is structured for U.S. clients and managed on a discretionary basis.
Latest 13F Filing Activity
Game Plan Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 254 equity positions with a total 13F market value of $192M. The fund increased holdings in Servicenow Inc., Nvidia Corp., Microsoft Corp. among other positions. Game Plan Financial Advisors, LLC reduced exposure to Schwab Us Large Cap Etf, Ishares Russell 1000 Value Etf, Apple Inc. among others.
Top Holdings
Equity Positions (254)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 5.28% | $10.1M | 64,148 | $53.23 | $157.99 | +$3.0M |
G GOOG | ALPHABET INC CLASS C | 5.13% | $9.9M | 55,529 | $143.26 | $177.39 | +$1.6M |
M MSFT | MICROSOFT CORP | 4.67% | $9.0M | 18,018 | $396.74 | $497.41 | +$3.0M |
S SCHV | SCHWAB US LARGE CAP GROWTH ETF | 4.10% | $7.9M | 269,783 | $25.06 | $27.67 | +$2.5M |
A AMZN | AMAZON.COM INC | 4.06% | $7.8M | 35,495 | $157.65 | $219.39 | +$307.4K |
Industry Allocation
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