Planwiser Financial, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Planwiser Financial, LLC reported 47 stock positions worth $110.4 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 10.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.5%) and SS SPDR P Int Term TSY ETF (SPTI, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- COLORADO SPRINGS, CO
- CIK
- 0002043741
- Portfolio Value
- $110.4M (Q1 2025)
- SEC Filing
- 0002043741-25-000001 ↗ filed May 8, 2025
Holdings Value
Holdings 47 stocks · $110.4M
| AVUS Avantis U.S. Equity ETF | 10.72% | 128,743 | $11.8M | — |
| IVV iShares Core S&P 500 ETF | 9.50% | 18,601 | $10.5M | — |
| SPTI SS SPDR P Int Term TSY ETF | 6.02% | 232,655 | $6.6M | — |
| VMBS Vanguard Mortgage-Backed Sec | 5.32% | 127,938 | $5.9M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.94% | 32,552 | $5.5M | — |
| AVLV Avantis US Large Cap Value | 4.47% | 78,154 | $4.9M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.05% | 11,638 | $4.5M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.88% | 111,579 | $4.3M | — |
| ILTB iShares Core 10+ Year Usd Bo | 3.33% | 75,820 | $3.7M | — |
| AVIG Avantis Core Fixed Income | 3.06% | 82,344 | $3.4M | — |
| SPEM State Street SP PTF Em ETF | 2.71% | 74,478 | $3.0M | — |
| DFAI Dimensional International Co. | 2.70% | 91,047 | $3.0M | — |
| AVEM Avantis Emerging Markets Eq | 2.69% | 48,080 | $3.0M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.57% | 57,874 | $2.8M | — |
| BUFF Innovator Laddered Allocatio | 2.57% | 63,972 | $2.8M | — |
| ISTB iShares Core 1-5 Year Usd Bo | 2.46% | 56,248 | $2.7M | — |
| IAGG iShares Intl Aggregate Bond | 2.29% | 49,830 | $2.5M | — |
| HGER Harbor Commodity All Weather | 2.18% | 102,204 | $2.4M | — |
| SCHM Schwab US Mid Cap ETF | 2.06% | 87,222 | $2.3M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.95% | 26,650 | $2.2M | — |
| XLC SS Comm Select Sector SPDR | 1.94% | 22,020 | $2.1M | — |
| XLF SS Financial Select Sector | 1.93% | 43,133 | $2.1M | — |
| XLY SS Consumer Disc Select Sect | 1.92% | 10,648 | $2.1M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.24% | 6,222 | $1.4M | — |
| TMFC Motley Fool 100 Index ETF | 1.16% | 22,346 | $1.3M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.00% | 21,245 | $1.1M | — |
| EWG iShares MSCI Germany ETF | 0.98% | 26,628 | $1.1M | — |
| EWI iShares MSCI Italy ETF | 0.97% | 23,782 | $1.1M | — |
| EWC iShares MSCI Canada ETF | 0.96% | 24,793 | $1.1M | — |
| EWJ iShares MSCI Japan ETF | 0.96% | 14,718 | $1.1M | — |
| DFSD Dimensional Short Duration | 0.92% | 21,395 | $1.0M | — |
| JMBS Janus Henderson Mortg Backed | 0.92% | 22,611 | $1.0M | — |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.79% | 16,580 | $877K | — |
| IWB iShares Russell 1000 ETF | 0.66% | 2,352 | $725K | — |
| AGG iShares Core U.S. Aggregate | 0.54% | 6,120 | $601K | — |
| FLQM Franklin U.S. Mid Cap Multif | 0.47% | 9,952 | $524K | — |
| DFAS Dimensional US Small Cap ETF | 0.45% | 8,438 | $499K | — |
| HYMB SS SPDR N Ice HY Muni ETF | 0.41% | 18,565 | $458K | — |
| IWF iShares Russell 1000 Growth | 0.35% | 1,025 | $382K | — |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.33% | 14,532 | $363K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 4,027 | $321K | — |
| IWR iShares Russell Mid-Cap ETF | 0.25% | 3,245 | $278K | — |
| IWD iShares Russell 1000 Value E | 0.24% | 1,471 | $271K | — |
| PSTP Innovator PWR Buff Su St ETF | 0.22% | 7,691 | $243K | — |
| VOO Vanguard S&P 500 ETF | 0.21% | 443 | $228K | — |
| BKLN Invesco Senior Loan ETF | 0.19% | 10,006 | $208K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 426 | $206K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 50 | $143.9M | AVUS, IVV, VMBS, VUG, SPDW |
| Q1 2026 | 47 | $138.1M | AVUS, IVV, VUG, SPDW, SPTI |
| Q4 2025Amended | 47 | $133.7M | IVV, AVUS, SPDW, DFAI, VTV |
| Q3 2025 | 48 | $125.9M | AVUS, IVV, VTV, VUG, AVLV |
| Q2 2025 | 44 | $117.2M | IVV, AVUS, SPDW, DFAI, VTV |
| Q1 2025 | 47 | $110.4M | AVUS, IVV, SPTI, VMBS, VTV |