PlanVest Financial, Inc

13F Portfolio Filings

Most recent 13F: Q1 2026
Location: Gaithersburg, MD
CIK: 0002135239
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q1 2026	565	131,496	SCHD, IVV, QQQM, AGG	13F-HR	5/14/2026	000213523926000001