PlanVest Financial, Inc
All 13F Filings
- Location
- Gaithersburg, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 155,711
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/9/2026 | 602 | 155,711 | 13F-HR | PlanVest Financial, Inc |
| Q2 2026 | 8/10/2026 | 597 | 149,678 | 13F-HR | PlanVest Financial, Inc |
| Q1 2026 | 5/14/2026 | 565 | 131,496 | 13F-HR | PlanVest Financial, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 33.99 K | 21.8% | 477 | 0 | 477 |
| ETFs | 121.7 K | 78.2% | 5.546 K | 0 | 5.546 K |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
155,711
Holdings
602
QoQ value change ($000)
6,033
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.