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Planwiser Financial

Latest statistics and disclosures from Planwiser Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, IVV, VTV, VUG, AVLV, and represent 34.83% of Planwiser Financial's stock portfolio.
Added to shares of these 10 stocks: VWOB, BKLN, AVEM, IGIB, SPHY, ICVT, EWJ, BFRZ, FTSL, SPEM.
Started 5 new stock positions in BKLN, BFRZ, FTSL, EWJ, VWOB.
Reduced shares in these 10 stocks: DFAI, SPDW, ILTB, SPTI, EWI, IVV, XLC, XLK, XLY, XLF.
Sold out of its position in EWI.
Planwiser Financial was a net buyer of stock by $2.6M.
Planwiser Financial has $126M in assets under management (AUM), dropping by 7.39%.
Central Index Key (CIK): 0002043741

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Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	10.7	$14M	+6%	122k	110.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.2	$13M	-6%	19k	686.68	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$6.2M	-6%	34k	184.88	View chart
Vanguard Index Fds Growth Etf (VUG)	4.5	$5.7M	-4%	11k	501.82	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.5	$5.7M		78k	72.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.0	$5.1M	-30%	116k	43.63	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	4.0	$5.0M	+52%	93k	53.76	View chart
Ishares Tr Conv Bd Etf (ICVT)	3.3	$4.1M	+58%	40k	103.63	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	3.2	$4.0M	NEW	59k	67.46	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.8	$3.5M	+34%	74k	47.67	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	2.8	$3.5M	+10%	83k	41.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.7	$3.4M	-52%	94k	36.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.7	$3.4M	+399%	43k	78.19	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	2.5	$3.2M		68k	46.97	View chart
Spdr Series Trust Portfli High Yld (SPHY)	2.5	$3.1M	+107%	133k	23.59	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	2.5	$3.1M	-40%	108k	28.86	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	2.3	$3.0M	NEW	142k	20.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.3	$3.0M	+8%	59k	50.31	View chart
Harbor Etf Trust Harbor Commodity (HGER)	2.3	$2.9M	-4%	110k	26.63	View chart
Select Sector Spdr Tr Technology (XLK)	2.1	$2.7M	-23%	8.8k	301.91	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	2.0	$2.5M	-22%	10k	242.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$2.5M		85k	29.47	View chart
Select Sector Spdr Tr Financial (XLF)	1.9	$2.5M	-17%	47k	52.15	View chart
Select Sector Spdr Tr Communication (XLC)	1.9	$2.4M	-25%	21k	113.59	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.5	$1.9M	-14%	39k	49.31	View chart
RBB Motley Fol Etf (TMFC)	1.2	$1.5M	-3%	21k	72.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$1.5M	-3%	6.0k	254.41	View chart
Ishares Msci Jpn Etf New (EWJ)	1.0	$1.3M	NEW	16k	83.64	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	1.0	$1.3M	NEW	48k	27.01	View chart
Ishares Msci Cda Etf (EWC)	1.0	$1.3M	-23%	25k	50.67	View chart
Ishares Msci Germany Etf (EWG)	1.0	$1.2M	-14%	30k	40.91	View chart
Ishares Msci France Etf (EWQ)	0.9	$1.2M	-22%	27k	44.07	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.8	$1.0M	+3%	21k	48.95	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.7	$943k	NEW	21k	45.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$799k		2.1k	374.08	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.6	$733k	+37%	13k	54.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$611k	-28%	6.1k	100.09	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$566k		8.3k	67.93	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.4	$500k	+12%	20k	25.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$475k		17k	27.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$437k		895.00	487.96	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.3	$316k		9.0k	35.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$300k		1.5k	204.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$294k	-2%	3.1k	95.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$269k		426.00	632.08	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$262k	-89%	5.2k	50.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$258k		2.9k	88.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$241k		384.00	627.73	View chart

Past Filings by Planwiser Financial

SEC 13F filings are viewable for Planwiser Financial going back to 2025

Planwiser Financial 2025 Q3 filed Nov. 13, 2025
Planwiser Financial 2025 Q2 filed Aug. 14, 2025
Planwiser Financial 2025 Q1 filed May 8, 2025

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