PlanVest Financial, Inc
PlanVest Financial, Inc reported 597 positions worth $149.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SCHD (5.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $8.2M | 5.48% | 258,618 | — | — | |
| ▸ 2 | IVV | SH | $7.2M | 4.82% | 9,624 | — | — | |
| ▸ 3 | QQQM | SH | $6.6M | 4.42% | 21,834 | — | — | |
| ▸ 4 | GRNY | SH | $5.2M | 3.46% | 187,033 | — | — | |
| ▸ 5 | AGG | SH | $5.0M | 3.35% | 50,659 | — | — | |
| ▸ 6 | BALT | SH | $4.8M | 3.22% | 140,591 | — | — | |
| ▸ 7 | QQQ | SH | $4.3M | 2.89% | 5,879 | — | — | |
| ▸ 8 | SPY | SH | $4.2M | 2.81% | 5,625 | — | — | |
| ▸ 9 | FBND | SH | $4.1M | 2.76% | 90,718 | — | — | |
| ▸ 10 | XSHQ | SH | $4.0M | 2.69% | 83,180 | — | — |
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Frequently Asked Questions
What stocks does PlanVest Financial, Inc hold as of Q2 2026?
PlanVest Financial, Inc reported 597 positions worth $149.7M in its Q2 2026 13F filing. Largest positions: SCHD (5.5%), IVV (4.8%), QQQM (4.4%), GRNY (3.5%) and AGG (3.4%).
What did PlanVest Financial, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PlanVest Financial, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.