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CIK: 0002043741
Total reported value
$143.9M
$143.9M
44 檔
31.2%
The Q2 2025 SEC filing reveals that Planwiser Financial, LLC held a total portfolio value of $143.9M, covering 44 public equity positions.
During Q2 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.92% | — | +7.55% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.22% | +0.26% | -10.64% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.80% | -0.92% | +50.09% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.80% | -2.29% | +115.45% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.50% | +0.01% | +10.19% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.61% | +0.03% | -1.53% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 4.61% | -0.93% | +1.94% | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 4.42% | -3.16% | -21.98% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.76% | +0.04% | +186.71% | |
| 10 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.64% | -0.09% | -9.10% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.62% | — | -47.68% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.61% | +0.06% | — | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.61% | -0.21% | +29.60% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.59% | — | +26.22% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 2.57% | — | +31.85% | |
| 16 | HGER | Harbor Commodity All Weather | ETF-Commodities | 2.43% | -0.18% | +12.60% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.24% | -0.02% | -6.40% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.09% | +0.11% | -3.02% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.04% | +0.78% | -26.20% | |
| 20 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.02% | -0.05% | -35.72% | |
| 21 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.98% | +3.47% | NEW | |
| 22 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.85% | — | -29.00% | |
| 23 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.31% | -0.03% | +33.08% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.31% | +0.94% | +0.16% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.30% | +2.34% | — | |
| 26 | EWI | Ishares Msci Italy ETF | ETF-Other | 1.29% | -0.02% | +30.82% | |
| 27 | EWQ | Ishares Msci France ETF | ETF-Other | 1.25% | — | — | |
| 28 | EWG | Ishares Msci Germany ETF | ETF-Other | 1.25% | — | +31.93% | |
| 29 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 1.24% | -2.43% | -1.92% | |
| 30 | FDHY | Fidelity Enh Hi Yld ETF | ETF-Other | 0.83% | +0.79% | NEW | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.72% | -0.14% | +39.43% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.64% | -0.03% | -8.46% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.51% | +2.10% | -82.10% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.47% | +2.26% | -1.75% | |
| 35 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.46% | -0.01% | -2.25% | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.39% | -0.01% | +15.46% | |
| 37 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.37% | -0.01% | -4.36% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | -0.01% | -11.71% | |
| 39 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.26% | — | +15.39% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.26% | +0.01% | -2.71% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | — | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.21% | -0.08% | -26.69% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | -0.03% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | -12.42% |
According to official SEC Form 13F filings, Planwiser Financial, LLC reported a total U.S. public equity portfolio value of $143.9M across 44 disclosed positions in Q2 2025.
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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 IVV, AVUS, SPDW) accounted for 31.2% of total reported equity market value during Q2 2025.
During Q2 2025, Planwiser Financial, LLC's top holdings by market value included IVV (10.9%)、AVUS (10.2%)、SPDW (5.8%). The largest single position, IVV, represented 10.9% of total portfolio value.
In Q2 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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