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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, VUG, SPDW, SPTI, and represent 37.28% of Planwiser Financial's stock portfolio.
Added to shares of these 10 stocks: AVUS (+$15M), VUG (+$7.7M), SPDW (+$7.7M), IVV (+$7.6M), SPTI (+$7.3M), DFAI (+$6.8M), VMBS (+$6.6M), TMFC (+$6.3M), IGIB (+$5.4M), VWOB.
Started 45 new stock positions in XLE, SPTI, EWC, BUFD, SPEM, SPHY, EWJ, ISTB, VTV, DFAS.
Reduced shares in these 10 stocks: , HEFA (-$9.7M), IJH (-$7.9M), QQQ (-$7.1M), , FLDR (-$5.5M), FNDE (-$5.5M), IJR (-$5.2M), SPMO, GSY.
Sold out of its positions in AAPL, HDEF, FLDR, DIVI, GSY, SPHQ, XMMO, XSMO, IDHQ, IDMO.
Planwiser Financial was a net seller of stock by $-2.7M.
Planwiser Financial has $138M in assets under management (AUM), dropping by -1.63%.
Central Index Key (CIK): 0002043741

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Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 47 positions in its portfolio as reported in the March 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)	11.0	$15M	NEW	128k	118.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.9	$14M	+125%	19k	703.19	View chart
Vanguard Index Fds Growth Etf (VUG)	5.6	$7.7M	NEW	16k	485.65	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	5.6	$7.7M	NEW	157k	48.88	View chart
Spdr Series Trust State Street Spd (SPTI)	5.3	$7.3M	NEW	255k	28.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.9	$6.8M	NEW	165k	41.33	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.8	$6.6M	NEW	140k	47.12	View chart
RBB Motley Fol Etf (TMFC)	4.6	$6.3M	NEW	88k	72.20	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	3.9	$5.4M	NEW	100k	53.59	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	3.2	$4.4M	NEW	66k	67.26	View chart
Vanguard Index Fds Value Etf (VTV)	2.9	$4.0M	NEW	20k	202.04	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	2.7	$3.7M	NEW	89k	41.77	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.4	$3.3M	NEW	69k	48.52	View chart
Harbor Etf Trust Harbor Commodity (HGER)	2.3	$3.2M	NEW	102k	31.22	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.2	$3.1M	NEW	93k	33.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$3.0M	NEW	61k	50.26	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.2	$3.0M	NEW	20k	150.30	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.1	$3.0M	NEW	25k	117.36	View chart
Select Sector Spdr Tr State Street Ind (XLI)	2.1	$3.0M	NEW	17k	171.18	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.9	$2.6M	NEW	51k	50.45	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.9	$2.6M	NEW	46k	55.76	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.4	$1.9M	NEW	38k	51.19	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.3	$1.8M	NEW	22k	84.32	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$1.8M	NEW	6.4k	278.27	View chart
Ishares Msci Japan Etf (EWJ)	1.1	$1.6M	NEW	18k	89.07	View chart
Ishares Msci Italy Etf (EWI)	1.1	$1.6M	NEW	27k	58.19	View chart
Ishares Msci Cda Etf (EWC)	1.1	$1.5M	NEW	26k	58.04	View chart
Ishares Tr Msci Uk Etf New (EWU)	1.1	$1.5M	NEW	31k	47.80	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	1.0	$1.3M	NEW	50k	26.36	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$1.1M	NEW	22k	48.11	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.7	$999k	NEW	22k	45.61	View chart
Spdr Series Trust State Street Spd (HYMB)	0.6	$843k	NEW	34k	25.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$810k	NEW	2.1k	383.32	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$762k	NEW	8.7k	87.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$729k	NEW	7.3k	99.62	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.5	$661k	NEW	12k	56.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$650k	NEW	8.6k	75.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$408k	NEW	871.00	468.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$397k	NEW	14k	28.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$373k	NEW	3.9k	96.43	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$318k	NEW	14k	23.56	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$302k	NEW	6.1k	49.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$291k	NEW	2.8k	102.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$273k	NEW	1.2k	224.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$272k	-96%	426.00	637.40	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.2	$263k	NEW	7.4k	35.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$247k	NEW	384.00	642.91	View chart

Past Filings by Planwiser Financial

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

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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