13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002043741
Total reported value
$143.9M
$143.9M
48 檔
30.5%
As reported in its official Q3 2025 Form 13F filing, Planwiser Financial, LLC's tracked investment portfolio stood at $143.9M with 48 total positions.
Planwiser Financial, LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 7 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.70% | +0.26% | +6.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.20% | — | -6.54% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.92% | +0.01% | -6.56% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.52% | -0.93% | -4.41% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.49% | +0.03% | +1.06% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.03% | -0.92% | -30.47% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.98% | +0.04% | +52.98% | |
| 8 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 3.27% | +3.47% | NEW | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.16% | -3.20% | EXIT | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.80% | +0.78% | +34.35% | |
| 11 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.75% | -0.09% | +10.43% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 2.72% | -2.29% | -52.24% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.67% | +2.10% | +399.94% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.54% | — | +1.60% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.49% | +2.34% | +107.13% | |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.48% | -3.16% | -40.46% | |
| 17 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.35% | — | — | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.35% | -0.02% | +8.53% | |
| 19 | HGER | Harbor Commodity All Weather | ETF-Commodities | 2.32% | -0.18% | -4.78% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 2.12% | +0.06% | -23.78% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.00% | — | -22.58% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.99% | +0.11% | +0.42% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 1.95% | — | -17.39% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.91% | -0.21% | -25.84% | |
| 25 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.52% | — | -14.80% | |
| 26 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 1.23% | -2.43% | -3.06% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 1.22% | +0.94% | -3.24% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.03% | +0.01% | — | |
| 29 | BFRZ | Innovator Eq Mng 100 Bfr ETF | ETF-Other | 1.02% | +0.02% | — | |
| 30 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.01% | -0.03% | -23.80% | |
| 31 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.98% | — | -14.36% | |
| 32 | EWQ | Ishares Msci France ETF | ETF-Other | 0.93% | — | -22.34% | |
| 33 | FDHY | Fidelity Enh Hi Yld ETF | ETF-Other | 0.80% | +0.79% | NEW | |
| 34 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.75% | — | — | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.63% | -0.03% | -0.74% | |
| 36 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.58% | -0.01% | +37.53% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.14% | -28.47% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.45% | +2.26% | +0.55% | |
| 39 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.40% | -0.01% | +12.27% | |
| 40 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.38% | -0.01% | +1.48% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | -0.01% | -1.10% | |
| 42 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.25% | — | +1.63% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | — | — | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.23% | +0.01% | -2.60% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | -0.03% | — | |
| 46 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.21% | -0.05% | -89.33% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.21% | -0.08% | -0.75% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | -1.03% |
According to official SEC Form 13F filings, Planwiser Financial, LLC reported a total U.S. public equity portfolio value of $143.9M across 48 disclosed positions in Q3 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, VTV) accounted for 30.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
ICVT
市值: $4.1M
Top Position Liquidated / Trimmed
ISTB
前期市值: $2.7M
During Q3 2025, Planwiser Financial, LLC's top holdings by market value included AVUS (10.7%)、IVV (10.2%)、VTV (4.9%). The largest single position, AVUS, represented 10.7% of total portfolio value.
In Q3 2025, Planwiser Financial, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 16 positions, trimming 18 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.