13F Insight
DOSSIER · 13F-HR · Q1 2026

PlanVest Financial, Inc

PlanVest Financial's family office based in New York, NY — $131M in tracked AUM across 565 positions as of Q1 2026.

PF
PlanVest Financial·New York, NY·Family Office
CIK 0002135239 · last filed Mar 31, 2026
Total AUM
$131M
▼ 3.2%
vs prior
Holdings
565
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PlanVest Financial, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$8M259K6.0%
02
IVV
ISHARES CORE S&P 500 ETF
$6M10K4.8%
03
QQQM
INVESCO NASDAQ 100 ETF
$5M22K4.0%
04
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$5M49K3.7%
05
BALT
INNOVATOR DEFINED WEALTH SHIELD ETF
$5M136K3.5%
06
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$4M186K3.4%
07
FBND
FIDELITY TOTAL BOND ETF
$4M87K3.0%
08
XSHQ
INVESCO S&P SMALLCAP QUALITY ETF
$4M84K2.7%
09
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
$4M34K2.7%
10
SPY
STATE STREET SPDR S&P 500 ETF
$3M5K2.7%

Filing history

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