Planwiser Financial, Llc Portfolio Stock Holdings
Planwiser Financial, Llc disclosed 47 stock positions valued at approximately $138.1 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, ISHARES TR, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 47
- Portfolio Value
- $138.1M
Holdings by Sector
Planwiser Financial, Llc Portfolio Holdings in Q1 2026
46 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUS | Other | 10.96% | 127,513 | +127,513 | +100.00% | $15,137,068 |
| ISHARES TR | IVV | Other | 9.90% | 19,444 | +10,809 | +125.18% | $13,672,797 |
| VANGUARD INDEX FDS | VUG | Other | 5.58% | 15,861 | +15,861 | +100.00% | $7,702,877 |
| SPDR INDEX SHS FDS | SPDW | Other | 5.55% | 156,907 | +156,907 | +100.00% | $7,669,619 |
| SPDR SERIES TRUST | SPTI | Other | 5.30% | 255,313 | +255,313 | +100.00% | $7,319,838 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 4.95% | 165,418 | +165,418 | +100.00% | $6,836,726 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 4.77% | 139,690 | +139,690 | +100.00% | $6,582,173 |
| RBB FD INC | TMFC | Other | 4.58% | 87,638 | +87,638 | +100.00% | $6,327,464 |
| ISHARES TR | IGIB | Other | 3.89% | 100,146 | +100,146 | +100.00% | $5,366,798 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 3.20% | 65,700 | +65,700 | +100.00% | $4,418,982 |
| VANGUARD INDEX FDS | VTV | Other | 2.92% | 19,931 | +19,931 | +100.00% | $4,026,787 |
| AMERICAN CENTY ETF TR | AVIG | Other | 2.69% | 88,927 | +88,927 | +100.00% | $3,714,481 |
| ISHARES TR | ISTB | Other | 2.41% | 68,709 | +68,709 | +100.00% | $3,333,774 |
| HARBOR ETF TRUST | HGER | Other | 2.30% | 101,620 | +101,620 | +100.00% | $3,172,576 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.22% | 92,737 | +92,737 | +100.00% | $3,060,319 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.20% | 60,578 | +60,578 | +100.00% | $3,044,650 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.20% | 20,211 | +20,211 | +100.00% | $3,037,713 |
| SELECT SECTOR SPDR TR | XLC | Other | 2.15% | 25,256 | +25,256 | +100.00% | $2,964,044 |
| SELECT SECTOR SPDR TR | XLI | Other | 2.14% | 17,259 | +17,259 | +100.00% | $2,954,396 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.86% | 51,058 | +51,058 | +100.00% | $2,575,900 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.86% | 46,007 | +46,007 | +100.00% | $2,565,350 |
| INNOVATOR ETFS TRUST | BUFF | Other | 1.41% | 38,085 | +38,085 | +100.00% | $1,949,571 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.32% | 21,543 | +21,543 | +100.00% | $1,816,506 |
| VANGUARD INDEX FDS | VB | Other | 1.29% | 6,415 | +6,415 | +100.00% | $1,785,104 |
| ISHARES INC | EWJ | Other | 1.14% | 17,663 | +17,663 | +100.00% | $1,573,243 |
| ISHARES INC | EWI | Other | 1.14% | 26,993 | +26,993 | +100.00% | $1,570,723 |
| ISHARES INC | EWC | Other | 1.09% | 25,902 | +25,902 | +100.00% | $1,503,352 |
| ISHARES TR | EWU | Other | 1.05% | 30,478 | +30,478 | +100.00% | $1,456,848 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.78% | 22,281 | +22,281 | +100.00% | $1,071,939 |
| JANUS DETROIT STR TR | JMBS | Other | 0.72% | 21,902 | +21,902 | +100.00% | $998,950 |
| SPDR SERIES TRUST | HYMB | Other | 0.61% | 33,624 | +33,624 | +100.00% | $843,290 |
| ISHARES TR | IWB | Other | 0.59% | 2,113 | +2,113 | +100.00% | $809,955 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.55% | 8,673 | +8,673 | +100.00% | $761,836 |
| ISHARES TR | AGG | Other | 0.53% | 7,316 | +7,316 | +100.00% | $728,789 |
| FRANKLIN TEMPLETON ETF TR | FLQM | Other | 0.48% | 11,701 | +11,701 | +100.00% | $660,755 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.47% | 8,640 | +8,640 | +100.00% | $650,160 |
| ISHARES TR | IWF | Other | 0.30% | 871 | +871 | +100.00% | $408,421 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.29% | 13,744 | +13,744 | +100.00% | $397,339 |
| ISHARES TR | IEFA | Other | 0.27% | 3,866 | +3,866 | +100.00% | $372,798 |
| SPDR SERIES TRUST | SPHY | Other | 0.23% | 13,489 | +13,489 | +100.00% | $317,792 |
| ISHARES TR | ILTB | Other | 0.22% | 6,110 | +6,110 | +100.00% | $302,262 |
| ISHARES TR | IWR | Other | 0.21% | 2,846 | +2,846 | +100.00% | $291,032 |
| ISHARES TR | IWD | Other | 0.20% | 1,217 | +1,217 | +100.00% | $272,632 |
| INVESCO QQQ TR | QQQ | Other | 0.20% | 426 | -11,133 | -96.31% | $271,532 |
| INNOVATOR ETFS TRUST | PSTP | Other | 0.19% | 7,367 | +7,367 | +100.00% | $263,053 |
| VANGUARD INDEX FDS | VOO | Other | 0.18% | 384 | +384 | +100.00% | $246,876 |