13F Insight
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DOSSIER · 13F-HR · Q2 2026

PlanVest Financial, Inc

$150M in tracked AUM across 597 positions as of Q2 2026.

PF
CIK 0002135239 · last filed Jun 30, 2026
Total AUM
$150M
as of Q2 2026
Holdings
597
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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