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CIK: 0002043741
Total reported value
$143.9M
$143.9M
47 檔
35.8%
During the Q1 2026 filing period, Planwiser Financial, LLC (CIK: 0002043741) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $143.9M across 47 reported positions.
Planwiser Financial, LLC executed strategic sector rebalancing during Q1 2026, establishing 45 new positions while fully exiting 53 holdings and trimming 1 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.96% | +0.26% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.90% | — | +125.18% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.58% | -0.93% | — | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.55% | -0.92% | — | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.30% | -3.16% | — | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 4.95% | -2.29% | — | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.77% | — | — | |
| 8 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 4.58% | -2.43% | — | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.89% | +0.04% | — | |
| 10 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.20% | -3.20% | EXIT | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.92% | +0.01% | — | |
| 12 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.69% | -0.09% | — | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.41% | +0.12% | — | |
| 14 | HGER | Harbor Commodity All Weather | ETF-Commodities | 2.30% | -0.18% | — | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.22% | +0.11% | — | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.20% | -0.02% | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 2.20% | +0.06% | — | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.15% | -0.21% | — | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 2.14% | +0.11% | — | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.86% | +0.78% | — | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 1.86% | +0.05% | — | |
| 22 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.41% | — | — | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.32% | +0.03% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.29% | +0.94% | — | |
| 25 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.14% | +0.01% | — | |
| 26 | EWI | Ishares Msci Italy ETF | ETF-Other | 1.14% | -0.02% | — | |
| 27 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.09% | -0.03% | — | |
| 28 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.05% | -0.04% | — | |
| 29 | BFRZ | Innovator Eq Mng 100 Bfr ETF | ETF-Other | 0.96% | +0.02% | — | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.78% | +0.01% | — | |
| 31 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.72% | — | — | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.61% | -0.01% | — | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.59% | -0.03% | — | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.55% | +2.10% | — | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.14% | — | |
| 36 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.48% | -0.01% | — | |
| 37 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.47% | +2.26% | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | -0.01% | — | |
| 39 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.29% | -0.01% | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.27% | -0.08% | — | |
| 41 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.23% | +2.34% | — | |
| 42 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.22% | -0.05% | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.21% | +0.01% | — | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | -0.03% | -96.31% | |
| 46 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.19% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | — |
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 2026.
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, VUG) accounted for 35.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVUS
市值: $15.1M
Top Position Liquidated / Trimmed
SPY
前期市值: $21.0M
During Q1 2026, Planwiser Financial, LLC's top holdings by market value included AVUS (11.0%)、IVV (9.9%)、VUG (5.6%). The largest single position, AVUS, represented 11.0% of total portfolio value.
In Q1 2026, Planwiser Financial, LLC made 100 total portfolio adjustments, initiating 45 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 53 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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