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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 30  ·  597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS COM Technology 2,511.0 $706K 0.47% $281.20 -16.2%
42 WELL WELLTOWER INC COM Real Estate 3,073.0 $697K 0.47% $226.96 +4.9%
43 AVGO BROADCOM INC COM Technology 1,766.0 $667K 0.45% +370.0 +26.5% $377.75 -2.4%
44 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 20,850.0 $626K 0.42% +4K +20.2% $30.01 -0.3%
45 VOO VANGUARD S&P 500 ETF 902.0 $619K 0.41% +322.0 +55.5% $686.51 +3.0%
46 XCEM COLUMBIA EM CORE EX-CHINA ETF 11,504.0 $608K 0.41% +120.0 +1.1% $52.88 -3.3%
47 AMZN AMAZON COM INC COM Consumer Cyclical 2,453.0 $585K 0.39% +592.0 +31.8% $238.34 +11.8%
48 NVDA NVIDIA CORPORATION COM Technology 2,897.0 $580K 0.39% +169.0 +6.2% $200.10 +8.7%
49 ACWX ISHARES MSCI ACWI EX U.S. ETF 7,407.0 $564K 0.38% +1K +25.1% $76.11 +2.0%
50 AMD ADVANCED MICRO DEVICES INC COM Technology 953.0 $554K 0.37% +250.0 +35.6% $580.91 -19.9%
51 VTI VANGUARD TOTAL STOCK MARKET ETF 1,495.0 $553K 0.37% +211.0 +16.4% $370.10 +2.5%
52 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 6,056.0 $552K 0.37% +690.0 +12.9% $91.21 +3.1%
53 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 6,919.0 $531K 0.35% +448.0 +6.9% $76.70 -1.7%
54 DGRO ISHARES CORE DIVIDEND GROWTH ETF 6,972.0 $528K 0.35% +832.0 +13.6% $75.79 +4.7%
55 EXXONMOBIL HOLDINGS CORP COM SHS 3,823.0 $523K 0.35% NEW $136.71
56 NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 8,327.0 $521K 0.35% $62.52 +1.9%
57 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,859.0 $517K 0.35% $180.92 +6.1%
58 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 8,934.0 $505K 0.34% +824.0 +10.2% $56.48 +2.3%
59 AEP AMERICAN ELEC PWR CO INC COM Utilities 3,584.0 $490K 0.33% $136.82 -10.6%
60 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 10,062.0 $461K 0.31% -971.0 -8.8% $45.83 +3.9%
Page 3 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%