SEC Form 13F

PlanVest Financial, Inc 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$149,678,336
Positions597

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB US DIVIDEND EQUITY ETFSCHDETF$8,200,773258,618
ISHARES CORE S&P 500 ETFIVVETF$7,207,4529,624
INVESCO NASDAQ 100 ETFQQQMETF$6,615,17721,834
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETFGRNYETF$5,171,462187,033
ISHARES CORE U.S. AGGREGATE BOND ETFAGGETF$5,014,22550,659
INNOVATOR DEFINED WEALTH SHIELD ETFBALTETF$4,818,054140,591
INVESCO QQQ TRUST SERIES IQQQETF$4,329,4405,879
STATE STREET SPDR S&P 500 ETFSPYETF$4,200,6495,625
FIDELITY TOTAL BOND ETFFBNDETF$4,126,76990,718
INVESCO S&P SMALLCAP QUALITY ETFXSHQETF$4,022,10183,180

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page