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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 1 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD SCHWAB US DIVIDEND EQUITY ETF 258,618.0 $8.2M 5.48% $31.71 +10.1%
2 IVV ISHARES CORE S&P 500 ETF 9,624.0 $7.2M 4.82% -50.0 -0.5% $748.90 +3.2%
3 QQQM INVESCO NASDAQ 100 ETF 21,834.0 $6.6M 4.42% -130.0 -0.6% $302.98 -2.6%
4 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 187,033.0 $5.2M 3.46% +1K +0.7% $27.65 +0.6%
5 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 50,659.0 $5.0M 3.35% +1K +2.5% $98.98 -1.5%
6 BALT INNOVATOR DEFINED WEALTH SHIELD ETF 140,591.0 $4.8M 3.22% +5K +3.6% $34.27 +1.4%
7 QQQ INVESCO QQQ TRUST SERIES I Financial Services 5,879.0 $4.3M 2.89% +60.0 +1.0% $736.42 -2.7%
8 SPY STATE STREET SPDR S&P 500 ETF Financial Services 5,625.0 $4.2M 2.81% +260.0 +4.8% $746.78 +3.0%
9 FBND FIDELITY TOTAL BOND ETF 90,718.0 $4.1M 2.76% +4K +4.4% $45.49 -1.6%
10 XSHQ INVESCO S&P SMALLCAP QUALITY ETF 83,180.0 $4.0M 2.69% -538.0 -0.6% $48.35 -0.2%
11 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 20,805.0 $4.0M 2.65% -425.0 -2.0% $190.52 -2.5%
12 XMHQ INVESCO S&P MIDCAP QUALITY ETF 33,307.0 $3.8M 2.51% -705.0 -2.1% $112.88 +4.6%
13 HDV ISHARES CORE HIGH DIVIDEND ETF 117,358.0 $3.2M 2.15% +95K +430.1% $27.41 +7.4%
14 FENI FIDELITY ENHANCED INTERNATIONAL ETF 78,117.0 $3.1M 2.09% $40.13 +3.2%
15 IWD ISHARES RUSSELL 1000 VALUE ETF 11,448.0 $2.8M 1.85% +604.0 +5.6% $242.43 +6.6%
16 VWO VANGUARD FTSE EMERGING MARKETS ETF 44,777.0 $2.7M 1.79% +593.0 +1.3% $59.69 +1.8%
17 AAPL APPLE INC COM Technology 8,696.0 $2.5M 1.68% +497.0 +6.1% $289.36 +10.5%
18 IWF ISHARES RUSSELL 1000 GROWTH ETF 19,048.0 $2.4M 1.58% +15K +328.5% $124.17 -1.1%
19 MSFT MICROSOFT CORP COM Technology 5,379.0 $2.0M 1.34% $373.00 +37.7%
20 AMAT APPLIED MATLS INC COM Technology 2,758.0 $2.0M 1.33% +351.0 +14.6% $722.89 -36.1%
Page 1 of 30  ·  597 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%