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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, VMBS, VUG, SPDW, and represent 35.17% of Planwiser Financial's stock portfolio.
Added to shares of these 10 stocks: VUG (+$5.3M), ICVT, SPHY, DFAS, AVEM, VB, SPEM, FDHY, IGIB, ISTB.
Started 4 new stock positions in STX, LLY, FDHY, ICVT.
Reduced shares in these 10 stocks: VWOB, SPTI, TMFC, DFAI, SPDW, XLK, IVV, AVUS, AGG, VTV.
Sold out of its position in VWOB.
Planwiser Financial was a net buyer of stock by $8.0M.
Planwiser Financial has $144M in assets under management (AUM), dropping by 4.17%.
Central Index Key (CIK): 0002043741

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Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 50 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	11.2	$16M		126k	128.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.9	$14M	-2%	19k	748.88	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.8	$6.9M	+4%	147k	46.81	View chart
Vanguard Index Fds Growth Etf (VUG)	4.7	$6.7M	+389%	78k	86.14	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	4.6	$6.7M	-15%	132k	50.39	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	3.9	$5.7M	+6%	106k	53.17	View chart
Ishares Tr Conv Bd Etf (ICVT)	3.5	$5.0M	NEW	41k	121.74	View chart
Vanguard Index Fds Value Etf (VTV)	2.9	$4.2M	-2%	19k	217.93	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.7	$3.9M	+451%	48k	82.34	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.7	$3.8M	-43%	93k	41.25	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.7	$3.8M	+356%	40k	96.49	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	2.6	$3.8M	+43%	73k	51.78	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	2.6	$3.7M		90k	41.41	View chart
Spdr Series Trust St Port High Etf (SPHY)	2.6	$3.7M	+1069%	158k	23.44	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.5	$3.6M	+9%	75k	48.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.3	$3.4M		91k	36.87	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.3	$3.3M	-15%	17k	190.52	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	2.2	$3.2M		17k	185.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.2	$3.2M	+65%	11k	303.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$3.1M	+2%	62k	50.58	View chart
RBB Motley Fol Etf (TMFC)	2.2	$3.1M	-53%	41k	76.16	View chart
Spdr Series Trust St Inter Etf (SPTI)	2.1	$3.1M	-57%	108k	28.39	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	2.1	$3.1M	+2%	104k	29.34	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.9	$2.8M	+2%	26k	107.13	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.9	$2.7M	+12%	52k	53.11	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.4	$2.0M		38k	52.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.4	$1.9M		21k	91.21	View chart
Ishares Msci Japan Etf (EWJ)	1.2	$1.7M		18k	93.27	View chart
Ishares Msci Italy Etf (EWI)	1.1	$1.6M		27k	59.24	View chart
Ishares Msci Cda Etf (EWC)	1.1	$1.5M	+2%	26k	57.64	View chart
Ishares Tr Msci Uk Etf New (EWU)	1.0	$1.5M	+3%	32k	46.14	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	1.0	$1.4M	+4%	52k	27.03	View chart
Fidelity Covington Trust Enha High Yi Etf (FDHY)	0.8	$1.1M	NEW	23k	49.03	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.8	$1.1M	+6%	24k	47.75	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.7	$1.0M	+5%	23k	44.99	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.6	$867k		34k	25.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$804k	-7%	2.0k	409.50	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.5	$672k		12k	57.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$566k	-21%	5.7k	98.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$414k	+282%	3.3k	124.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.3	$407k		14k	29.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$314k		2.8k	110.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$295k		1.2k	242.43	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.2	$270k		7.3k	36.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$269k	-28%	2.8k	96.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$264k		384.00	686.23	View chart
Eli Lilly & Co. (LLY)	0.2	$250k	NEW	208.00	1199.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$244k	-22%	331.00	736.40	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$238k	-20%	4.8k	49.25	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$208k	NEW	216.00	965.00	View chart

Past Filings by Planwiser Financial

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

Planwiser Financial 2026 Q2 filed Aug. 7, 2026
Planwiser Financial 2026 Q1 filed May 12, 2026
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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