Planwiser Financial, LLC

High-turnover traderDiversified strategyMomentum follower

Total reported value

$138.1M

Reporting period: 2026-03-31 · Number of holdings: 47

PLANWISER FINANCIAL, LLC disclosed 47 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $138.1M and a quarterly turnover rate of 100.0%.

Personality snowflake

Concentration: 18.95
Portfolio Stability: 100
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 94
Sizing Uniformity: 88.81

Recent moves

Add IVV
+125.2%　$7.8M
Trim QQQ
-96.3%　-$6.8M
Sold out SPY
New buy AVUS
Sold out HEFA
Sold out IJH

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AVUS	Avantis U.s. Equity ETF	ETF-Other	10.96%	+10.96%	NEW
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	9.90%	+5.69%	+125.18%
3	VUG	Vanguard Growth ETF	ETF-Other	5.58%	+5.58%	NEW
4	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	5.55%	+5.55%	NEW
5	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-Other	5.30%	+5.30%	NEW
6	DFAI	Dimensional International Co	ETF-Other	4.95%	+4.95%	NEW
7	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	4.77%	+4.77%	NEW
8	TMFC	Motley Fool 100 Index ETF	ETF-Large Cap & Growth	4.58%	+4.58%	NEW
9	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	3.89%	+3.89%	NEW
10	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-Other	3.20%	+3.20%	NEW
11	VTV	Vanguard Value ETF	ETF-Other	2.92%	+2.92%	NEW
12	AVIG	Avantis Core Fixed Income	ETF-Other	2.69%	+2.69%	NEW
13	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	2.41%	+2.41%	NEW
14	HGER	Harbor Commodity All Weather	ETF-Commodities	2.30%	+2.30%	NEW
15	SCHM	Schwab US Mid Cap ETF	ETF-Other	2.22%	+2.22%	NEW
16	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.20%	+2.20%	NEW
17	XLK	Ss Technology Select Sector	ETF-Tech	2.20%	+2.20%	NEW
18	XLC	Ss Comm Select Sector Spdr	ETF-Other	2.15%	+2.15%	NEW
19	XLI	Ss Industrial Select Sector	ETF-Other	2.14%	+2.14%	NEW
20	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.86%	+1.86%	NEW
21	XLE	Ss Energy Select Sector	ETF-Other	1.86%	+1.86%	NEW
22	BUFF	Innovator Laddered Allocatio	ETF-Other	1.41%	+1.41%	NEW
23	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	1.32%	+1.32%	NEW
24	VB	Vanguard Small-cap ETF	ETF-Other	1.29%	—	—
25	EWJ	Ishares Msci Japan ETF	ETF-Other	1.14%	—	—
26	EWI	Ishares Msci Italy ETF	ETF-Other	1.14%	—	—
27	EWC	Ishares Msci Canada ETF	ETF-Other	1.09%	—	—
28	EWU	Ishares Msci United Kingdom	ETF-Other	1.05%	—	—
29	BFRZ	Innovator Eq Mng 100 Bfr ETF	ETF-Other	0.96%	—	—
30	DFSD	Dimensional Short Duration	ETF-Other	0.78%	—	—
31	JMBS	Janus Henderson Mortg Backed	ETF-Other	0.72%	—	—
32	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.61%	—	—
33	IWB	Ishares Russell 1000 ETF	ETF-Other	0.59%	—	—
34	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	0.55%	—	—
35	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.53%	—	—
36	FLQM	Franklin U.s. Mid Cap Multif	ETF-Other	0.48%	—	—
37	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.47%	—	—
38	IWF	Ishares Russell 1000 Growth	ETF-Other	0.30%	—	—
39	BUFD	Ft Vst Lad Deep Buf Etf-usdi	ETF-Other	0.29%	—	—
40	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.27%	—	—
41	SPHY	Ss Spdr P High Yield ETF	ETF-High Yield	0.23%	—	—
42	ILTB	Ishares Core 10+ Year Usd Bo	ETF-Other	0.22%	—	—
43	IWR	Ishares Russell Mid-cap ETF	ETF-Other	0.21%	—	—
44	IWD	Ishares Russell 1000 Value E	ETF-Other	0.20%	—	—
45	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.20%	-4.86%	-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%	—	—

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	47	$138.1M	100	1AVUS 2IVV 3VUG Top holdings2026-03-31 1.AVUS 2.IVV 3.VUG 4.SPDW 5.SPTI 6.DFAI 7.VMBS 8.TMFC 9.IGIB 10.VWOB
2025-12-31	55	$140.4M	100	1SPY 2HEFA 3IJH Top holdings2025-12-31 1.SPY 2.HEFA 3.IJH 4.QQQ 5.SJNK 6.IVV 7.FLDR 8.FNDE 9.IJR 10.SPMO
2025-09-30	48	$125.9M	49	1AVUS 2IVV 3VTV Top holdings2025-09-30 1.AVUS 2.IVV 3.VTV 4.VUG 5.AVLV 6.SPDW 7.IGIB 8.ICVT 9.VWOB 10.SPEM
2025-06-30	44	$117.2M	0	1IVV 2AVUS 3SPDW Top holdings2025-06-30 1.IVV 2.AVUS 3.SPDW 4.DFAI 5.VTV 6.AVLV 7.VUG 8.SPTI 9.IGIB 10.AVIG
2025-03-31	47	$110.4M	0	1AVUS 2IVV 3SPTI Top holdings2025-03-31 1.AVUS 2.IVV 3.SPTI 4.VMBS 5.VTV 6.AVLV 7.VUG 8.SPDW 9.ILTB 10.AVIG

Holding changes this quarter

Planwiser Financial, LLC's most significant position changes for 2026-03-31: Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Avantis U.s. Equity ETF (AVUS); Sold out: Isha Curr Hedged Msci Eafe (HEFA); Sold out: Ishares Core S&p Midcap ETF (IJH); New buy: Vanguard Growth ETF (VUG).

Position changes disclosed by Planwiser Financial, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVV	Ishares Core S&p 500 ETF	+5.7%	+125.18%	Add
2	QQQ	Invesco Qqq Trust Series 1	-4.9%	-96.31%	Trim
3	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
4	AVUS	Avantis U.s. Equity ETF	—	NEW	New buy
5	HEFA	Isha Curr Hedged Msci Eafe	—	EXIT	Sold out
6	IJH	Ishares Core S&p Midcap ETF	—	EXIT	Sold out
7	VUG	Vanguard Growth ETF	—	NEW	New buy
8	SPDW	Ste Str Spdr Pt Dw EU ETF	—	NEW	New buy
9	SPTI	Ss Spdr P Int Term Tsy ETF	—	NEW	New buy
10	DFAI	Dimensional International Co	—	NEW	New buy
11	VMBS	Vanguard Mortgage-backed Sec	—	NEW	New buy
12	TMFC	Motley Fool 100 Index ETF	—	NEW	New buy
13	SJNK	Ss Spdr Bb St Hi Yield ETF	—	EXIT	Sold out
14	FLDR	Fidelity Low Durat Fact ETF	—	EXIT	Sold out
15	FNDE	Schwab Fndmntl Em Mrk Eq ETF	—	EXIT	Sold out
16	IGIB	Ishares 5-10y Inv Grade CORP	—	NEW	New buy
17	IJR	Ishares Core S&p Small-cap E	—	EXIT	Sold out
18	SPMO	Invesco S&p 500 Momentum ETF	—	EXIT	Sold out
19	VWOB	Vanguard Emerg Mkts Gov Bnd	—	NEW	New buy
20	GSY	Invesco Ultra Short Duration	—	EXIT	Sold out
21	VTV	Vanguard Value ETF	—	NEW	New buy
22	AVIG	Avantis Core Fixed Income	—	NEW	New buy
23	SHYG	Ishares 0-5 Yr Hy CORP Bond	—	EXIT	Sold out
24	MINT	Pimco Enhanced Short Maturit	—	EXIT	Sold out
25	VIGI	Vanguard Int Div App Indx Fd	—	EXIT	Sold out
26	ISTB	Ishares Core 1-5 Year Usd Bo	—	NEW	New buy
27	HGER	Harbor Commodity All Weather	—	NEW	New buy
28	SCHM	Schwab US Mid Cap ETF	—	NEW	New buy
29	VTEB	Vanguard Tax-exempt Bond ETF	—	NEW	New buy
30	XLK	Ss Technology Select Sector	—	NEW	New buy
31	XLC	Ss Comm Select Sector Spdr	—	NEW	New buy
32	XLI	Ss Industrial Select Sector	—	NEW	New buy
33	XMMO	Invesco S&p Midcap Momentum	—	EXIT	Sold out
34	SPEM	State Street Sp Ptf Em ETF	—	NEW	New buy
35	XLE	Ss Energy Select Sector	—	NEW	New buy
36	RWK	Invesco S&p Midcap 400 Rev	—	EXIT	Sold out
37	LVHD	Franklin U.s. Low Volatility	—	EXIT	Sold out
38	LVHI	Franklin International Low V	—	EXIT	Sold out
39	IWY	Ishares Russell Top 200 Grow	—	EXIT	Sold out
40	FLRN	Ss Spdr Bb Ig Float Rt ETF	—	EXIT	Sold out
41	SPHQ	Invesco S&p 500 Quality ETF	—	EXIT	Sold out
42	ZTRE	F/m 3-year Inv Gr CORP B ETF	—	EXIT	Sold out
43	ANGL	Vaneck Fallen Angel High Yld	—	EXIT	Sold out
44	IDMO	Invesco S&p International De	—	EXIT	Sold out
45	BUFF	Innovator Laddered Allocatio	—	NEW	New buy
46	ZTWO	F/m 2-year Inv G CORP B ETF	—	EXIT	Sold out
47	SCHD	Schwab US Dvd Equity ETF	—	EXIT	Sold out
48	RWJ	Invesco S&p Smallcap 600	—	EXIT	Sold out
49	XSMO	Invesco S&p Smallcap Momentu	—	EXIT	Sold out
50	AVLV	Avantis US Large Cap Value	—	NEW	New buy

FAQ

What is Planwiser Financial, LLC and what type of investor is it?

Planwiser Financial, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $138.1M, spread across 47 disclosed positions.

What are Planwiser Financial, LLC's largest equity positions?

Based on the latest 13F filing, Planwiser Financial, LLC's top holdings by market value are: 1. Avantis U.s. Equity ETF (AVUS) — $15.1M (11.0%) 2. Ishares Core S&p 500 ETF (IVV) — $13.7M (9.9%) 3. Vanguard Growth ETF (VUG) — $7.7M (5.6%) 4. Ste Str Spdr Pt Dw EU ETF (SPDW) — $7.7M (5.5%) 5. Ss Spdr P Int Term Tsy ETF (SPTI) — $7.3M (5.3%)

What changes did Planwiser Financial, LLC make in its most recent portfolio filing?

In the latest reported quarter, Planwiser Financial, LLC made 50 notable position adjustments: 22 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 26 were completely exited. The largest of these moves: Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Avantis U.s. Equity ETF (AVUS); Sold out: Isha Curr Hedged Msci Eafe (HEFA); Sold out: Ishares Core S&p Midcap ETF (IJH); New buy: Vanguard Growth ETF (VUG)

What sectors does Planwiser Financial, LLC focus on?

Sector breakdown data is not yet available for Planwiser Financial, LLC. Check back after the next 13F processing cycle.