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CIK: 0002043741
Total reported value
$143.9M
$143.9M
55 檔
36.0%
At the close of Q4 2025, Planwiser Financial, LLC disclosed equity holdings valued at approximately $143.9M, spread across 55 reported holdings.
Planwiser Financial, LLC executed strategic sector rebalancing during Q4 2025, establishing 24 new positions while fully exiting 24 holdings and trimming 1 positions.
According to official SEC Form 13F filings, Planwiser Financial, LLC reported a total U.S. public equity portfolio value of $143.9M across 55 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, HEFA, IJH) accounted for 36.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPY
市值: $21.0M
Top Position Liquidated / Trimmed
AVUS
前期市值: $13.5M
During Q4 2025, Planwiser Financial, LLC's top holdings by market value included SPY (14.9%)、HEFA (6.9%)、IJH (5.6%). The largest single position, SPY, represented 14.9% of total portfolio value.
In Q4 2025, Planwiser Financial, LLC made 50 total portfolio adjustments, initiating 24 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 24 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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