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Planwiser Financial

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

Top 5 stock holdings are SPY, HEFA, IJH, QQQ, SJNK, and represent 36.87% of Planwiser Financial's stock portfolio.
Added to shares of these 10 stocks: SPY (+$21M), HEFA (+$9.7M), IJH (+$7.9M), QQQ (+$6.8M), SJNK (+$6.2M), FLDR (+$5.5M), FNDE (+$5.5M), IJR (+$5.2M), SPMO, GSY.
Started 53 new stock positions in XMMO, UTWO, VIGI, AAPL, SCHX, IWY, FLDR, HEFA, FNDE, NVDA.
Reduced shares in these 10 stocks: AVUS (-$14M), IVV (-$6.9M), VTV (-$6.2M), VUG (-$5.7M), AVLV (-$5.7M), , IGIB (-$5.0M), ICVT, VWOB, .
Sold out of its positions in AVLV, AVIG, AVEM, AVUS, DFAI, DFAS, FDHY, FTSL, BUFD, FLQM.
Planwiser Financial was a net buyer of stock by $15M.
Planwiser Financial has $140M in assets under management (AUM), dropping by 11.53%.
Central Index Key (CIK): 0002043741

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Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	14.9	$21M	NEW	31k	681.92	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	6.9	$9.7M	NEW	233k	41.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.6	$7.9M	NEW	119k	66.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$7.1M	+2613%	12k	614.32	View chart
Spdr Series Trust State Street Spd (SJNK)	4.4	$6.2M	NEW	245k	25.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$5.9M	-53%	8.6k	684.91	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	3.9	$5.5M	NEW	109k	50.23	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	3.9	$5.5M	NEW	152k	36.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$5.2M	NEW	44k	120.18	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.4	$4.8M	NEW	40k	119.32	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	3.1	$4.4M	NEW	87k	50.25	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.5	$3.5M	NEW	81k	42.87	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.4	$3.4M	NEW	33k	100.34	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.4	$3.3M	NEW	37k	91.45	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.0	$2.8M	NEW	20k	138.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	1.8	$2.5M	NEW	20k	126.46	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	1.8	$2.5M	NEW	62k	39.88	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.8	$2.5M	NEW	67k	36.82	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.6	$2.2M	NEW	8.1k	276.93	View chart
Spdr Series Trust State Street Spd (FLRN)	1.4	$2.0M	NEW	65k	30.73	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.4	$2.0M	NEW	26k	75.05	View chart
RBB F/m 3 Year Inves (ZTRE)	1.4	$2.0M	NEW	38k	51.25	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.4	$2.0M	NEW	67k	29.36	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.4	$2.0M	NEW	35k	55.57	View chart
RBB F M 2year Inves (ZTWO)	1.4	$1.9M	NEW	38k	50.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$1.9M	NEW	69k	27.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	1.3	$1.9M	NEW	38k	48.72	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.3	$1.8M	NEW	25k	72.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$1.8M	NEW	29k	62.47	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.2	$1.7M	NEW	34k	48.66	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.0	$1.4M	NEW	46k	29.82	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$1.2M	NEW	13k	89.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.1M	NEW	48k	24.04	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.8	$1.1M	NEW	31k	35.15	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$900k	NEW	11k	80.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$819k	NEW	15k	53.76	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$707k	NEW	8.4k	84.22	View chart
Spdr Series Trust State Street Spd (SPMD)	0.5	$686k	NEW	12k	57.91	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.5	$674k	NEW	17k	38.89	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$530k	NEW	11k	46.86	View chart
Tesla Motors (TSLA)	0.4	$496k	NEW	1.1k	449.76	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.4	$495k	NEW	13k	39.15	View chart
NVIDIA Corporation (NVDA)	0.3	$485k	NEW	2.6k	186.51	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$440k	NEW	14k	30.99	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$351k	NEW	7.7k	45.45	View chart
RBB Us Treasry 12 Mt (OBIL)	0.2	$336k	NEW	6.7k	50.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$317k	NEW	2.2k	143.52	View chart
Apple (AAPL)	0.2	$303k	NEW	1.1k	271.80	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.2	$285k	NEW	12k	22.91	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$249k	NEW	5.1k	48.56	View chart
Microsoft Corporation (MSFT)	0.2	$231k	NEW	478.00	483.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$231k	NEW	1.1k	212.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$221k	NEW	8.2k	26.91	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$214k	NEW	5.0k	43.25	View chart
RBB Us Treas 3 Yr Nt (UTRE)	0.1	$202k	NEW	4.1k	49.83	View chart

Past Filings by Planwiser Financial

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

Planwiser Financial 2025 Q4 filed Feb. 13, 2026
Planwiser Financial 2025 Q4 restated filed Feb. 13, 2026
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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