Planwiser Financial, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Planwiser Financial, Llc disclosed 49 stock positions valued at approximately $143.90M as of quarter-end June 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, ISHARES TR, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $143.90M
Holdings by Sector
Planwiser Financial, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUS | Other | 11.22% | 126,080 | -1,433 | -1.12% | $16,148,326 |
| ISHARES TR | IVV | Other | 9.90% | 19,023 | -421 | -2.17% | $14,245,947 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 4.77% | 146,485 | +6,795 | +4.86% | $6,856,963 |
| VANGUARD INDEX FDS | VUG | Other | 4.65% | 77,711 | +61,850 | +389.95% | $6,694,022 |
| SPDR INDEX SHS FDS | SPDW | Other | 4.63% | 132,304 | -24,603 | -15.68% | $6,666,777 |
| ISHARES TR | IGIB | Other | 3.93% | 106,302 | +6,156 | +6.15% | $5,652,077 |
| ISHARES TR | ICVT | Other | 3.47% | 41,005 | +41,005 | +100.00% | $4,991,949 |
| VANGUARD INDEX FDS | VTV | Other | 2.93% | 19,347 | -584 | -2.93% | $4,216,258 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.73% | 47,652 | +39,012 | +451.53% | $3,923,666 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 2.66% | 92,813 | -72,605 | -43.89% | $3,828,536 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.65% | 39,579 | +30,906 | +356.35% | $3,818,978 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.64% | 73,229 | +22,171 | +43.42% | $3,791,798 |
| AMERICAN CENTY ETF TR | AVIG | Other | 2.60% | 90,260 | +1,333 | +1.50% | $3,737,667 |
| SPDR SERIES TRUST | SPHY | Other | 2.57% | 157,816 | +144,327 | +1069.96% | $3,699,207 |
| ISHARES TR | ISTB | Other | 2.53% | 75,402 | +6,693 | +9.74% | $3,638,147 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.33% | 91,116 | -1,621 | -1.75% | $3,359,447 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.26% | 17,096 | -3,115 | -15.41% | $3,257,130 |
| SELECT SECTOR SPDR TR | XLI | Other | 2.25% | 17,448 | +189 | +1.10% | $3,231,893 |
| VANGUARD INDEX FDS | VB | Other | 2.23% | 10,599 | +4,184 | +65.22% | $3,212,769 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.18% | 62,046 | +1,468 | +2.42% | $3,138,287 |
| RBB FD INC | TMFC | Other | 2.15% | 40,670 | -46,968 | -53.59% | $3,097,427 |
| SPDR SERIES TRUST | SPTI | Other | 2.14% | 108,302 | -147,011 | -57.58% | $3,074,694 |
| HARBOR ETF TRUST | HGER | Other | 2.12% | 104,199 | +2,579 | +2.54% | $3,057,199 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.94% | 26,001 | +745 | +2.95% | $2,785,487 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.91% | 51,665 | +5,658 | +12.30% | $2,743,928 |
| INNOVATOR ETFS TRUST | BUFF | Other | 1.41% | 38,381 | +296 | +0.78% | $2,021,911 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.35% | 21,368 | -175 | -0.81% | $1,948,975 |
| ISHARES INC | EWJ | Other | 1.15% | 17,795 | +132 | +0.75% | $1,659,740 |
| ISHARES INC | EWI | Other | 1.12% | 27,248 | +255 | +0.94% | $1,614,172 |
| ISHARES INC | EWC | Other | 1.06% | 26,432 | +530 | +2.05% | $1,523,540 |
Showing 30 of 49 holdings in the latest reporting period.