Planwiser Financial, LLC 13F Holdings · Q2 2026
Planwiser Financial, LLC reported 50 securities worth $143.90M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVUS (11.22%), IVV (9.90%), VMBS (4.77%). Among its top 25 positions this quarter: 1 new, 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $16.1M | 11.22% | 126,080 | Trimmed |
| 2 | IVV | ISHARES TR | $14.2M | 9.90% | 19,023 | Trimmed |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | $6.9M | 4.77% | 146,485 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $6.7M | 4.65% | 77,711 | Added |
| 5 | SPDW | SPDR INDEX SHS FDS | $6.7M | 4.63% | 132,304 | Trimmed |
| 6 | IGIB | ISHARES TR | $5.7M | 3.93% | 106,302 | Added |
| 7 | ICVT | ISHARES TR | $5.0M | 3.47% | 41,005 | New |
| 8 | VTV | VANGUARD INDEX FDS | $4.2M | 2.93% | 19,347 | Trimmed |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $3.9M | 2.73% | 47,652 | Added |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $3.8M | 2.66% | 92,813 | Trimmed |
| 11 | AVEM | AMERICAN CENTY ETF TR | $3.8M | 2.65% | 39,579 | Added |
| 12 | SPEM | SPDR INDEX SHS FDS | $3.8M | 2.64% | 73,229 | Added |
| 13 | AVIG | AMERICAN CENTY ETF TR | $3.7M | 2.60% | 90,260 | Added |
| 14 | SPHY | SPDR SERIES TRUST | $3.7M | 2.57% | 157,816 | Added |
| 15 | ISTB | ISHARES TR | $3.6M | 2.53% | 75,402 | Added |
| 16 | SCHM | SCHWAB STRATEGIC TR | $3.4M | 2.33% | 91,116 | Trimmed |
| 17 | XLK | SELECT SECTOR SPDR TR | $3.3M | 2.26% | 17,096 | Trimmed |
| 18 | XLI | SELECT SECTOR SPDR TR | $3.2M | 2.25% | 17,448 | Added |
| 19 | VB | VANGUARD INDEX FDS | $3.2M | 2.23% | 10,599 | Added |
| 20 | VTEB | VANGUARD MUN BD FDS | $3.1M | 2.18% | 62,046 | Added |
| 21 | TMFC | RBB FD INC | $3.1M | 2.15% | 40,670 | Trimmed |
| 22 | SPTI | SPDR SERIES TRUST | $3.1M | 2.14% | 108,302 | Trimmed |
| 23 | HGER | HARBOR ETF TRUST | $3.1M | 2.12% | 104,199 | Added |
| 24 | XLC | SELECT SECTOR SPDR TR | $2.8M | 1.94% | 26,001 | Added |
| 25 | XLE | SELECT SECTOR SPDR TR | $2.7M | 1.91% | 51,665 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR