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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 13 of 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 46.0 $43K 0.03% $941.91 +0.4%
242 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 517.0 $43K 0.03% -419.0 -44.8% $82.82 -1.2%
243 FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 1,860.0 $43K 0.03% +50.0 +2.8% $22.92 +1.1%
244 HACK AMPLIFY CYBERSECURITY ETF 406.0 $43K 0.03% $104.93 +10.1%
245 EWY ISHARES MSCI SOUTH KOREA ETF 207.0 $42K 0.03% $201.93 -10.8%
246 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 380.0 $41K 0.03% $109.07 -2.5%
247 SYF SYNCHRONY FINANCIAL COM Financial Services 538.0 $41K 0.03% $76.06 +2.6%
248 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 814.0 $41K 0.03% +234.0 +40.3% $50.21 -1.1%
249 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 350.0 $41K 0.03% $116.67 +59.7%
250 IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 1,133.0 $41K 0.03% $35.97 +2.5%
251 MMM 3M CO COM Industrials 251.0 $41K 0.03% $162.21 +7.5%
252 GDX VANECK GOLD MINERS ETF 538.0 $41K 0.03% $75.45 +32.1%
253 CHCO CITY HLDG CO COM Financial Services 301.0 $40K 0.03% +3.0 +1.0% $132.49 +8.3%
254 IOO ISHARES GLOBAL 100 ETF 285.0 $39K 0.03% $136.60 +6.0%
255 RPM RPM INTL INC COM Basic Materials 350.0 $39K 0.03% NEW $111.15 -4.0%
256 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 872.0 $38K 0.03% +136.0 +18.5% $44.02 +1.0%
257 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 1,412.0 $38K 0.03% $27.05 +13.4%
258 BX BLACKSTONE INC COM Financial Services 317.0 $37K 0.03% $117.67 +21.0%
259 VBR VANGUARD SMALL CAP VALUE ETF 152.0 $37K 0.03% $242.99 +1.6%
260 PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 887.0 $37K 0.02% $41.30 +2.1%
Page 13 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%