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CIK: 0002043741
Total reported value
$143.9M
$143.9M
47 檔
28.0%
According to the latest 13F quarterly dataset, Planwiser Financial, LLC managed an equity portfolio of $143.9M at the end of Q1 2025, spanning 47 distinct U.S. exchange-listed positions.
During Q1 2025, Planwiser Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.72% | +0.26% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.50% | — | — | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 6.02% | -3.16% | — | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.32% | — | — | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.94% | +0.01% | — | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.47% | +0.03% | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 4.05% | -0.93% | — | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.88% | -0.92% | — | |
| 9 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 3.33% | -0.05% | — | |
| 10 | AVIG | Avantis Core Fixed Income | ETF-Other | 3.06% | -0.09% | — | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.71% | +0.78% | — | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 2.70% | -2.29% | — | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.69% | +2.10% | — | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.57% | -0.02% | — | |
| 15 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.57% | — | — | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.46% | +0.12% | — | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.29% | — | — | |
| 18 | HGER | Harbor Commodity All Weather | ETF-Commodities | 2.18% | -0.18% | — | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.06% | +0.11% | — | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.95% | — | — | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.94% | -0.21% | — | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.93% | — | — | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.92% | — | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.24% | +0.94% | — | |
| 25 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 1.16% | -2.43% | — | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.00% | +0.04% | — | |
| 27 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.98% | — | — | |
| 28 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.97% | -0.02% | — | |
| 29 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.96% | -0.03% | — | |
| 30 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.96% | +0.01% | — | |
| 31 | DFSD | Dimensional Short Duration | ETF-Other | 0.92% | +0.01% | — | |
| 32 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.92% | — | — | |
| 33 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.79% | — | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.66% | -0.03% | — | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | -0.14% | — | |
| 36 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.47% | -0.01% | — | |
| 37 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.45% | +2.26% | — | |
| 38 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.41% | -0.01% | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | -0.01% | — | |
| 40 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.33% | -0.01% | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | -0.08% | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.25% | +0.01% | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | — | — | |
| 44 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.22% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | — | |
| 46 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.19% | — | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | -0.03% | — |
According to official SEC Form 13F filings, Planwiser Financial, LLC reported a total U.S. public equity portfolio value of $143.9M across 47 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, IVV, SPTI) accounted for 28.0% of total reported equity market value during Q1 2025.
During Q1 2025, Planwiser Financial, LLC's top holdings by market value included AVUS (10.7%)、IVV (9.5%)、SPTI (6.0%). The largest single position, AVUS, represented 10.7% of total portfolio value.
In Q1 2025, Planwiser Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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