PlanVest Financial, Inc - Portfolio overview

PlanVest Financial, Inc has 565 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB US DIVIDEND EQUITY ETF, 6.05%
2. IVV - ISHARES CORE S&P 500 ETF, 4.81%
3. QQQM - INVESCO NASDAQ 100 ETF, 3.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.