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Portfolio (Quarterly) Guide ↗

PlanVest Financial, Inc

· CIK 0002135239
13F Portfolio $150M AUM 597 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 117 Added 46 Reduced 12 Exited
Page 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION COM Energy 1,868.0 $310K 0.21% +155.0 +9.1% $165.73 +21.8%
42 VTV VANGUARD VALUE ETF 1,275.0 $278K 0.19% +22.0 +1.8% $217.85 +3.4%
43 VUG VANGUARD GROWTH ETF 3,218.0 $277K 0.18% +3K +539.8% $86.14 +2.8%
44 VO VANGUARD MID-CAP ETF 3,274.0 $264K 0.18% +3K +380.8% $80.57 +2.4%
45 CAT CATERPILLAR INC COM Industrials 222.0 $236K 0.16% +176.0 +382.6% $1063.55 -24.8%
46 EPI WISDOMTREE INDIA EARNINGS FUND 5,415.0 $232K 0.15% +429.0 +8.6% $42.78 +0.5%
47 GSEE GOLDMAN SACHS MARKETBETA EMERGING MARKETS EQUITY ETF 2,468.0 $174K 0.12% +150.0 +6.5% $70.53 -2.0%
48 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 1,377.0 $172K 0.12% +1K +281.4% $124.80 +0.6%
49 IJH ISHARES CORE S&P MID-CAP ETF 2,135.0 $165K 0.11% +61.0 +2.9% $77.10 -1.7%
50 GE GE AEROSPACE COM NEW Industrials 436.0 $163K 0.11% +71.0 +19.4% $373.43 -8.3%
51 RTX RTX CORPORATION COM Industrials 858.0 $163K 0.11% +309.0 +56.3% $189.74 +11.6%
52 IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST Financial Services 3,762.0 $151K 0.10% +375.0 +11.1% $40.01 +11.0%
53 VBK VANGUARD SMALL-CAP GROWTH ETF 399.0 $146K 0.10% +32.0 +8.7% $365.70 -3.8%
54 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,184.0 $142K 0.10% +1K +700.0% $119.52 +0.5%
55 AXP AMERICAN EXPRESS CO COM Financial Services 395.0 $134K 0.09% +95.0 +31.7% $338.25 -1.5%
56 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 4,398.0 $130K 0.09% +30.0 +0.7% $29.54 -3.4%
57 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2,370.0 $119K 0.08% +30.0 +1.3% $50.37 -0.5%
58 SOXX ISHARES SEMICONDUCTOR ETF 163.0 $104K 0.07% +70.0 +75.3% $640.87 -20.6%
59 IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 832.0 $95K 0.06% +27.0 +3.4% $114.07 -0.2%
60 KMI KINDER MORGAN INC DEL COM Energy 2,941.0 $94K 0.06% +21.0 +0.7% $31.97 -1.3%
Page 3 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.4%
Technology 25.8%
Consumer Cyclical 7.3%
Healthcare 6.5%
Consumer Defensive 5.5%
Communication Services 5.2%
Industrials 4.2%
Utilities 3.5%
Energy 3.0%
Real Estate 2.6%