Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PLANWISER FINANCIAL, LLC (CIK 2043741) reported $138.1M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($15.1M, 10.96%), IVV ($13.7M, 9.90%), VUG ($7.7M, 5.58%), SPDW ($7.7M, 5.55%), SPTI ($7.3M, 5.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $15.1M | 10.96% | 127,513 | Added |
| 2 | IVV | ISHARES TR | $13.7M | 9.90% | 19,444 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $7.7M | 5.58% | 15,861 | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $7.7M | 5.55% | 156,907 | Trimmed |
| 5 | SPTI | SPDR SERIES TRUST | $7.3M | 5.30% | 255,313 | Added |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $6.8M | 4.95% | 165,418 | Trimmed |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $6.6M | 4.77% | 139,690 | Added |
| 8 | TMFC | RBB FD INC | $6.3M | 4.58% | 87,638 | Added |
| 9 | IGIB | ISHARES TR | $5.4M | 3.89% | 100,146 | Added |
| 10 | VWOB | VANGUARD WHITEHALL FDS | $4.4M | 3.20% | 65,700 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $4.0M | 2.92% | 19,931 | Trimmed |
| 12 | AVIG | AMERICAN CENTY ETF TR | $3.7M | 2.69% | 88,927 | Trimmed |
| 13 | ISTB | ISHARES TR | $3.3M | 2.41% | 68,709 | New |
| 14 | HGER | HARBOR ETF TRUST | $3.2M | 2.30% | 101,620 | Trimmed |
| 15 | SCHM | SCHWAB STRATEGIC TR | $3.1M | 2.22% | 92,737 | Trimmed |
| 16 | VTEB | VANGUARD MUN BD FDS | $3.0M | 2.20% | 60,578 | Added |
| 17 | XLK | SELECT SECTOR SPDR TR | $3.0M | 2.20% | 20,211 | Trimmed |
| 18 | XLC | SELECT SECTOR SPDR TR | $3.0M | 2.15% | 25,256 | Trimmed |
| 19 | XLI | SELECT SECTOR SPDR TR | $3.0M | 2.14% | 17,259 | Trimmed |
| 20 | XLE | SELECT SECTOR SPDR TR | $2.6M | 1.86% | 46,007 | New |
| 21 | SPEM | SPDR INDEX SHS FDS | $2.6M | 1.86% | 51,058 | Trimmed |
| 22 | BUFF | INNOVATOR ETFS TRUST | $1.9M | 1.41% | 38,085 | Added |
| 23 | AVLV | AMERICAN CENTY ETF TR | $1.8M | 1.32% | 21,543 | Trimmed |
| 24 | VB | VANGUARD INDEX FDS | $1.8M | 1.29% | 6,415 | Trimmed |
| 25 | EWJ | ISHARES INC | $1.6M | 1.14% | 17,663 | New |
Source: SEC Form 13F filings · as of 2026-03-31