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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BRHY ISHARES HIGH YIELD ACTIVE ETF 1,770.0 $90K 0.06% +100.0 +6.0% $51.06 -0.0%
62 VB VANGUARD SMALL-CAP ETF 289.0 $88K 0.06% +43.0 +17.5% $303.19 -0.8%
63 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 1,013.0 $87K 0.06% +666.0 +191.9% $85.49 +2.4%
64 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 3,684.0 $86K 0.06% +340.0 +10.2% $23.44 -0.5%
65 MSTR STRATEGY INC CL A NEW Technology 965.0 $84K 0.06% +199.0 +26.0% $86.93 +46.5%
66 PSA PUBLIC STORAGE COM Real Estate 257.0 $82K 0.06% +80.0 +45.2% $318.31 -1.5%
67 CMDY ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF 1,299.0 $72K 0.05% +48.0 +3.8% $55.23 +13.5%
68 PEBO PEOPLES BANCORP INC COM Financial Services 1,584.0 $61K 0.04% +20.0 +1.3% $38.41 +3.2%
69 BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF 1,737.0 $59K 0.04% +20.0 +1.2% $34.15 +12.1%
70 TXN TEXAS INSTRS INC COM Technology 195.0 $58K 0.04% +2.0 +1.0% $297.32 -13.0%
71 SMH VANECK SEMICONDUCTOR ETF 79.0 $52K 0.04% +10.0 +14.5% $655.89 -15.7%
72 ALL ALLSTATE CORP COM Financial Services 199.0 $47K 0.03% +1.0 +0.5% $237.76 +9.6%
73 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,817.0 $47K 0.03% +26.0 +1.4% $25.95 +32.2%
74 C CITIGROUP INC COM NEW Financial Services 325.0 $45K 0.03% +2.0 +0.6% $139.82 -5.0%
75 FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 1,860.0 $43K 0.03% +50.0 +2.8% $22.92 +1.1%
76 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 814.0 $41K 0.03% +234.0 +40.3% $50.21 -1.1%
77 CHCO CITY HLDG CO COM Financial Services 301.0 $40K 0.03% +3.0 +1.0% $132.49 +8.3%
78 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 872.0 $38K 0.03% +136.0 +18.5% $44.02 +1.0%
79 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 513.0 $34K 0.02% +83.0 +19.3% $66.60 -2.5%
80 BDJ BLACKROCK ENHANCED EQUITY DIVI COM Financial Services 2,436.0 $23K 0.02% +49.0 +2.0% $9.57 +3.2%
Page 4 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%