Planwiser Financial, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$138.1M
Q ending 2026-03-31
Prior quarter
$343.2M
Q ending 2025-12-31
Change
-59.8% QoQ · +25.1% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUS | Shares | $15.1M | 128K |
| Ishares Tr | IVV | Shares | $13.7M | 19K |
| Vanguard Index Fds | VUG | Shares | $7.7M | 16K |
| Spdr Index Shs Fds | SPDW | Shares | $7.7M | 157K |
| Spdr Series Trust | SPTI | Shares | $7.3M | 255K |
| Dimensional Etf Trust | DFAI | Shares | $6.8M | 165K |
| Vanguard Scottsdale Fds | VMBS | Shares | $6.6M | 140K |
| Rbb Fd Inc | TMFC | Shares | $6.3M | 88K |
| Ishares Tr | IGIB | Shares | $5.4M | 100K |
| Vanguard Whitehall Fds | VWOB | Shares | $4.4M | 66K |
| Vanguard Index Fds | VTV | Shares | $4.0M | 20K |
| American Centy Etf Tr | AVIG | Shares | $3.7M | 89K |
| Ishares Tr | ISTB | Shares | $3.3M | 69K |
| Harbor Etf Trust | HGER | Shares | $3.2M | 102K |
| Schwab Strategic Tr | SCHM | Shares | $3.1M | 93K |
| Vanguard Mun Bd Fds | VTEB | Shares | $3.0M | 61K |
| Select Sector Spdr Tr | XLK | Shares | $3.0M | 20K |
| Select Sector Spdr Tr | XLC | Shares | $3.0M | 25K |
| Select Sector Spdr Tr | XLI | Shares | $3.0M | 17K |
| Spdr Index Shs Fds | SPEM | Shares | $2.6M | 51K |
| Select Sector Spdr Tr | XLE | Shares | $2.6M | 46K |
| Innovator Etfs Trust | BUFF | Shares | $1.9M | 38K |
| American Centy Etf Tr | AVLV | Shares | $1.8M | 22K |
| Vanguard Index Fds | VB | Shares | $1.8M | 6K |
| Ishares Inc | EWJ | Shares | $1.6M | 18K |
| Ishares Inc | EWI | Shares | $1.6M | 27K |
| Ishares Inc | EWC | Shares | $1.5M | 26K |
| Ishares Tr | EWU | Shares | $1.5M | 30K |
| Innovator Etfs Trust | BFRZ | Shares | $1.3M | 50K |
| Dimensional Etf Trust | DFSD | Shares | $1.1M | 22K |
| Janus Detroit Str Tr | JMBS | Shares | $999K | 22K |
| Spdr Series Trust | HYMB | Shares | $843K | 34K |
| Ishares Tr | IWB | Shares | $810K | 2K |
| American Centy Etf Tr | AVEM | Shares | $762K | 9K |
| Ishares Tr | AGG | Shares | $729K | 7K |
| Franklin Templeton Etf Tr | FLQM | Shares | $661K | 12K |
| Dimensional Etf Trust | DFAS | Shares | $650K | 9K |
| Ishares Tr | IWF | Shares | $408K | 871 |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $397K | 14K |
| Ishares Tr | IEFA | Shares | $373K | 4K |
| Spdr Series Trust | SPHY | Shares | $318K | 13K |
| Ishares Tr | ILTB | Shares | $302K | 6K |
| Ishares Tr | IWR | Shares | $291K | 3K |
| Ishares Tr | IWD | Shares | $273K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $272K | 426 |
| Innovator Etfs Trust | PSTP | Shares | $263K | 7K |
| Vanguard Index Fds | VOO | Shares | $247K | 384 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.