Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

PlanVest Financial

Latest statistics and disclosures from PlanVest Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002135239

Tip: Access up to 7 years of quarterly data

Positions held by PlanVest Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for PlanVest Financial

PlanVest Financial holds 602 positions in its portfolio as reported in the September 2026 quarterly 13F filing

PlanVest Financial has 602 total positions. Only the first 250 positions are shown.

Sign up to view all of the PlanVest Financial Sept. 30, 2026 positions
Download the PlanVest Financial September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Us Dividend Equity Etf Etf (SCHD)	5.4	$8.4M	259k	32.53	View chart
Ishares Core S&p 500 Etf Etf (IVV)	5.3	$8.3M	11k	765.84	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	4.6	$7.2M	24k	304.64	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	3.6	$5.6M	201k	27.83	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	3.6	$5.5M	59k	94.54	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	3.3	$5.1M	147k	34.95	View chart
Fidelity Total Bond Etf Etf (FBND)	2.9	$4.6M	105k	43.30	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	2.6	$4.0M	20k	195.75	View chart
Invesco S&p Smallcap Quality Etf Etf (XSHQ)	2.4	$3.7M	82k	44.92	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	2.3	$3.5M	32k	111.65	View chart
Fidelity Enhanced International Etf Etf (FENI)	2.2	$3.4M	86k	39.91	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.1	$3.3M	4.5k	739.81	View chart
Ishares Core High Dividend Etf Etf (HDV)	2.1	$3.3M	118k	27.96	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	2.0	$3.2M	4.2k	762.65	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.9	$2.9M	49k	59.31	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	1.8	$2.9M	12k	247.93	View chart
Apple Stock (AAPL)	1.8	$2.8M	8.4k	333.01	View chart
Microsoft Corp Stock (MSFT)	1.8	$2.8M	5.4k	512.86	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.5	$2.4M	19k	125.26	View chart
Innovator Nasdaq-100 10 Buffer Etf Quarterly Etf (QBUF)	1.3	$2.0M	64k	30.87	View chart
Ishares Yield Optimized Bond Etf Etf (BYLD)	1.2	$1.9M	86k	21.54	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	1.2	$1.9M	33k	56.66	View chart
Carmax Stock (KMX)	1.1	$1.7M	32k	55.11	View chart
Convergence Long/short Equity Etf Etf (CLSE)	1.1	$1.7M	50k	34.01	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	1.1	$1.6M	30k	54.10	View chart
Spdr Gold Shares Etf (GLD)	1.0	$1.6M	4.3k	380.84	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	1.0	$1.6M	18k	90.68	View chart
Natixis Gateway Quality Income Etf Etf (GQI)	1.0	$1.6M	26k	60.43	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.9	$1.4M	3.4k	416.13	View chart
Applied Matls Stock (AMAT)	0.9	$1.4M	2.8k	511.34	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.9	$1.4M	19k	70.61	View chart
Abbvie Stock (ABBV)	0.8	$1.2M	4.6k	261.59	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	0.8	$1.2M	26k	45.36	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.7	$1.1M	13k	89.76	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.7	$1.1M	18k	61.26	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.7	$1.1M	23k	48.46	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$1.0M	3.0k	344.12	View chart
Innovator U.s. Equity 10 Buffer Etf - Quarterly Etf (ZALT)	0.6	$1.0M	29k	34.54	View chart
Eaton Vance Income Opportunities Etf Etf (XAGG)	0.6	$888k	18k	48.15	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$845k	1.7k	497.93	View chart
Amazon Stock (AMZN)	0.5	$835k	3.4k	249.16	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.5	$776k	13k	60.86	View chart
Nvidia Corporation Stock (NVDA)	0.5	$719k	3.1k	228.39	View chart
Welltower Reit (WELL)	0.5	$702k	3.0k	230.26	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$654k	934.00	700.69	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.4	$638k	3.9k	162.74	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.4	$631k	21k	29.59	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.4	$627k	1.7k	374.29	View chart
Broadcom Stock (AVGO)	0.4	$618k	1.8k	351.19	View chart
Advanced Micro Devices Stock (AMD)	0.4	$614k	1.0k	611.55	View chart
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT)	0.4	$596k	9.2k	64.48	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	0.4	$581k	11k	51.41	View chart
International Business Machs Stock (IBM)	0.4	$576k	2.6k	219.90	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.4	$564k	7.5k	75.62	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.4	$551k	6.1k	90.44	View chart
Philip Morris Intl Stock (PM)	0.4	$546k	2.9k	190.83	View chart
Overlay Shares Large Cap Equity Etf Etf (OVL)	0.3	$536k	9.5k	56.31	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.3	$534k	7.1k	75.39	View chart
Ishares Gold Trust Etf (IAU)	0.3	$517k	6.6k	78.10	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.3	$501k	6.9k	72.86	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.3	$489k	4.2k	117.76	View chart
United Bankshares Inc West Va Stock (UBSI)	0.3	$464k	10k	45.94	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$450k	1.4k	330.89	View chart
Altria Group Stock (MO)	0.3	$433k	6.4k	67.34	View chart
American Elec Pwr Stock (AEP)	0.3	$427k	3.6k	118.65	View chart
Abbott Laboratories Stock (ABT)	0.3	$422k	4.3k	98.83	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.3	$417k	8.8k	47.36	View chart
Chevron Corporation Stock (CVX)	0.3	$395k	1.9k	204.22	View chart
Lazard International Dynamic Equity Etf Etf (IDEQ)	0.2	$383k	11k	35.02	View chart
Verizon Communications Stock (VZ)	0.2	$382k	8.3k	45.87	View chart
Enbridge Stock (ENB)	0.2	$376k	8.1k	46.49	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$374k	516.00	724.97	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.2	$370k	5.9k	63.18	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.2	$368k	4.1k	90.11	View chart
Duke Energy Corp Stock (DUK)	0.2	$362k	3.2k	114.02	View chart
Innovator U.s. Equity Buffer Etf - April Etf (BAPR)	0.2	$353k	6.5k	54.63	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$352k	6.3k	56.22	View chart
Cisco Sys Stock (CSCO)	0.2	$337k	3.1k	107.64	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.2	$333k	4.5k	73.70	View chart
Archer Daniels Midland Stock (ADM)	0.2	$320k	4.0k	79.39	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.2	$315k	6.6k	47.89	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.2	$296k	4.6k	64.59	View chart
Coca Cola Stock (KO)	0.2	$296k	3.4k	86.08	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.2	$276k	1.3k	216.06	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.2	$275k	3.9k	70.51	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.2	$269k	3.9k	68.50	View chart
At&t Stock (T)	0.2	$267k	11k	24.40	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.2	$257k	3.3k	78.42	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.2	$255k	1.1k	231.26	View chart
Intel Corp Stock (INTC)	0.2	$252k	2.1k	120.25	View chart
Lowes Cos Stock (LOW)	0.2	$238k	1.3k	184.35	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$230k	2.1k	109.37	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$227k	2.4k	94.03	View chart
Burke Herbert Finl Svcs Corp Stock (BHRB)	0.1	$224k	3.3k	68.60	View chart
Unilever Adr (UL)	0.1	$219k	3.6k	60.73	View chart
Ft Vest Laddered Autocallable Barrier & Resilient Income Etf Etf (ACYS)	0.1	$207k	10k	20.58	View chart
Visa Inc Com Cl A Stock (V)	0.1	$206k	574.00	359.59	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$200k	2.8k	71.94	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.1	$198k	4.0k	49.17	View chart
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ)	0.1	$197k	9.7k	20.39	View chart
Strategy Inc Cl A Stock (MSTR)	0.1	$193k	1.3k	153.09	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.1	$192k	4.4k	43.18	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$191k	375.00	509.03	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$190k	1.5k	123.08	View chart
Novartis Adr (NVS)	0.1	$189k	1.3k	142.57	View chart
Procter & Gamble Stock (PG)	0.1	$182k	1.3k	145.31	View chart
Lam Research Corp Stock (LRCX)	0.1	$181k	550.00	328.51	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$181k	530.00	340.62	View chart
Caterpillar Stock (CAT)	0.1	$180k	222.00	809.76	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.1	$179k	3.9k	45.84	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$179k	2.3k	77.21	View chart
Deere & Co Stock (DE)	0.1	$175k	260.00	672.79	View chart
Goldman Sachs Marketbeta Emerging Markets Equity Etf Etf (GSEE)	0.1	$174k	2.5k	68.72	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$174k	3.2k	54.43	View chart
Oracle Corp Stock (ORCL)	0.1	$172k	1.3k	137.31	View chart
Ge Aerospace Stock (GE)	0.1	$171k	546.00	312.23	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$168k	865.00	193.75	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$168k	3.3k	50.38	View chart
Merck & Co Stock (MRK)	0.1	$164k	1.1k	145.26	View chart
Ge Vernova Stock (GEV)	0.1	$160k	168.00	950.69	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.1	$159k	3.8k	41.42	View chart
Johnson & Johnson Stock (JNJ)	0.1	$159k	599.00	264.78	View chart
Ishares U.s. Large Cap Premium Income Active Etf Etf (BALI)	0.1	$157k	4.6k	34.46	View chart
Cvs Health Corp Stock (CVS)	0.1	$157k	1.8k	85.67	View chart
Ishares Intermediate Muni Income Active Etf Etf (INMU)	0.1	$157k	6.9k	22.89	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$149k	1.2k	125.67	View chart
Southern Stock (SO)	0.1	$149k	1.8k	82.87	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$147k	2.6k	57.56	View chart
Walmart Stock (WMT)	0.1	$146k	1.4k	103.90	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$145k	709.00	203.79	View chart
Pimco Corporate & Incm Strg Cef (PCN)	0.1	$144k	14k	10.67	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$140k	3.9k	35.61	View chart
Invesco Dorsey Wright Momentum Etf Etf (PDP)	0.1	$136k	988.00	137.78	View chart
Tesla Stock (TSLA)	0.1	$136k	383.00	354.81	View chart
Innovator Growth-100 Power Buffer Etf - July Etf (NJUL)	0.1	$135k	1.7k	78.63	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$135k	399.00	337.83	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$133k	2.7k	49.68	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.1	$131k	3.2k	40.73	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$131k	963.00	136.04	View chart
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.1	$127k	4.7k	27.28	View chart
Rtx Corporation Stock (RTX)	0.1	$126k	677.00	185.74	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$124k	349.00	355.67	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.1	$123k	2.5k	49.48	View chart
Paychex Stock (PAYX)	0.1	$122k	1.2k	98.50	View chart
Oneok Stock (OKE)	0.1	$121k	1.4k	85.27	View chart
American Express Stock (AXP)	0.1	$120k	395.00	304.10	View chart
Medtronic Stock (MDT)	0.1	$117k	1.4k	86.26	View chart
Siriusxm Holdings Stock (SIRI)	0.1	$115k	4.4k	25.88	View chart
Eli Lilly & Co Stock (LLY)	0.1	$114k	99.00	1155.99	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.1	$114k	2.6k	43.99	View chart
Trane Technologies Stock (TT)	0.1	$113k	250.00	451.98	View chart
Pepsico Stock (PEP)	0.1	$107k	842.00	126.71	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.1	$105k	2.4k	44.05	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$104k	183.00	568.73	View chart
Sun Life Financial Stock (SLF)	0.1	$104k	1.3k	77.97	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.1	$103k	980.00	105.34	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.1	$101k	1.4k	73.39	View chart
Ubs Group Stock (UBS)	0.1	$101k	2.1k	48.13	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$101k	318.00	316.08	View chart
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)	0.1	$100k	2.2k	44.85	View chart
Ishares High Yield Active Etf Etf (BRHY)	0.1	$98k	2.0k	49.33	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.1	$95k	1.8k	53.75	View chart
Pfizer Stock (PFE)	0.1	$92k	3.2k	28.52	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.1	$91k	1.8k	50.72	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$90k	925.00	96.88	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$90k	1.1k	84.92	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$89k	3.0k	30.15	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	0.1	$89k	832.00	106.88	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$86k	188.00	456.19	View chart
Home Depot Stock (HD)	0.1	$85k	297.00	284.69	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$84k	3.7k	22.59	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.1	$84k	294.00	284.60	View chart
First Trust Large Cap Growth Alphadex Fund Etf (FTC)	0.1	$82k	463.00	177.28	View chart
Bank Nova Scotia B C Stock (BNS)	0.1	$81k	888.00	90.84	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$80k	477.00	166.89	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.1	$80k	305.00	260.58	View chart
Vulcan Matls Stock (VMC)	0.1	$79k	323.00	244.40	View chart
Blackrock Muniyild Qult Cef (MQY)	0.1	$79k	7.9k	9.93	View chart
Netflix Stock (NFLX)	0.1	$78k	1.1k	69.58	View chart
Constellation Energy Corp Stock (CEG)	0.0	$77k	304.00	253.78	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$75k	897.00	84.08	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$75k	1.3k	57.80	View chart
Dominion Energy Stock (D)	0.0	$73k	1.2k	60.54	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$73k	2.0k	36.95	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$72k	131.00	551.60	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$72k	1.4k	52.85	View chart
Ishares Silver Trust Etf (SLV)	0.0	$72k	1.3k	54.51	View chart
Adobe Stock (ADBE)	0.0	$71k	296.00	239.94	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$71k	1.0k	70.00	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$70k	832.00	84.30	View chart
Consolidated Edison Stock (ED)	0.0	$69k	677.00	102.22	View chart
Suncor Energy Stock (SU)	0.0	$68k	999.00	67.87	View chart
Blackrock Corpor Hi Yld Cef (HYT)	0.0	$67k	8.6k	7.84	View chart
Equinix Reit (EQIX)	0.0	$67k	66.00	1014.09	View chart
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD)	0.0	$67k	1.7k	38.47	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$67k	1.4k	49.21	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$66k	446.00	148.30	View chart
Disney Walt Stock (DIS)	0.0	$66k	630.00	104.97	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$66k	819.00	80.65	View chart
Barrett Business Svcs Stock (BBSI)	0.0	$66k	2.2k	30.27	View chart
Hartford Schroders Tax-aware Bond Etf Etf (HTAB)	0.0	$66k	3.7k	17.89	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$66k	350.00	187.05	View chart
Lazard Us Systematic Small Cap Equity Etf Etf (SYZ)	0.0	$65k	2.3k	29.00	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$62k	1.1k	55.05	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$60k	635.00	94.98	View chart
Innovator Equity Defined Protection Etf - 2 Yr To April 2028 Etf (AAPR)	0.0	$60k	2.0k	29.77	View chart
Peoples Bancorp Stock (PEBO)	0.0	$59k	1.6k	36.60	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$59k	195.00	300.06	View chart
Innovator U.s. Equity Buffer Etf - January Etf (BJAN)	0.0	$57k	947.00	60.53	View chart
Travelers Companies Stock (TRV)	0.0	$57k	159.00	356.51	View chart
Boeing Stock (BA)	0.0	$56k	300.00	186.05	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$55k	896.00	61.47	View chart
Texas Instrs Stock (TXN)	0.0	$55k	195.00	279.67	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.0	$54k	184.00	292.10	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$54k	502.00	106.71	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$53k	853.00	62.36	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$53k	593.00	89.63	View chart
Nylim Mackay Definedterm Muni Cef (MMD)	0.0	$53k	3.9k	13.61	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$53k	477.00	110.94	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.0	$53k	858.00	61.58	View chart
Blackrock Multi Sector Inc Tr Cef (BIT)	0.0	$52k	4.6k	11.24	View chart
Innovator Equity Defined Protection Etf - 1 Yr February Etf (ZFEB)	0.0	$52k	2.0k	26.37	View chart
Public Storage Reit (PSA)	0.0	$50k	177.00	282.84	View chart
Digital Rlty Tr Reit (DLR)	0.0	$49k	281.00	175.53	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.0	$49k	1.9k	26.62	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$49k	406.00	121.24	View chart
Morgan Stanley Stock (MS)	0.0	$49k	260.00	188.08	View chart
Realty Income Corp Reit (O)	0.0	$49k	899.00	54.30	View chart
Spotify Technology S A Stock (SPOT)	0.0	$49k	100.00	487.38	View chart
Microchip Technology Stock (MCHP)	0.0	$48k	622.00	77.75	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.0	$48k	1.5k	32.90	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$48k	593.00	81.14	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$48k	79.00	609.00	View chart
Sysco Corp Stock (SYY)	0.0	$48k	610.00	77.96	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$47k	98.00	483.48	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$47k	538.00	87.80	View chart
The Cigna Group Stock (CI)	0.0	$47k	173.00	271.49	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$47k	168.00	277.89	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$47k	715.00	65.20	View chart
Franklin Municipal High Yield Etf Etf (FTMH)	0.0	$47k	4.3k	10.86	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$45k	881.00	51.23	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.0	$45k	229.00	195.53	View chart
Aflac Stock (AFL)	0.0	$45k	400.00	111.78	View chart
Allstate Corp Stock (ALL)	0.0	$44k	199.00	221.69	View chart
Servicenow Stock (NOW)	0.0	$43k	324.00	134.01	View chart
Csx Corp Stock (CSX)	0.0	$43k	931.00	46.49	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$43k	1.4k	30.59	View chart
Franklin Senior Loan Etf Franklin Liberty Senior Loan Fund Etf (FLBL)	0.0	$43k	1.9k	23.00	View chart
Citigroup Stock (C)	0.0	$42k	326.00	129.47	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$42k	46.00	916.98	View chart

Past Filings by PlanVest Financial

SEC 13F filings are viewable for PlanVest Financial going back to 2026

PlanVest Financial 2026 Q3 filed Nov. 9, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z