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PLANWISER FINANCIAL, LLC
PLANWISER FINANCIAL, LLC
Latest filing: 2026-06-30
PLANWISER FINANCIAL, LLC runs PLANWISER FINANCIAL, LLC and currently holds 50 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $143.90M. Their top holdings are AVUS, IVV, VMBS, VUG, SPDW. The top five represent 35.2% of reported portfolio weight. PLANWISER FINANCIAL, LLC ranks #924 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PLANWISER FINANCIAL, LLC initiated 1 new position. They added to 25 existing positions. They trimmed 17 positions. Their current best-performing preview position is XLK with returns of +38.34%.
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50 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUS AMERICAN CENTY ETF TR | 11.22% | $94.10 | $130.54 | +38.72% | Trimmed -1.12% |
 IVV ISHARES TR | 9.90% | $580.89 | $769.30 | +32.43% | Trimmed -2.17% |
 VMBS VANGUARD SCOTTSDALE FDS | 4.77% | $46.68 | $46.15 | -1.14% | Added +4.86% |
 VUG VANGUARD INDEX FDS | 4.65% | $65.55 | $87.49 | +33.47% | Added +389.95% |
 SPDW SPDR INDEX SHS FDS | 4.63% | $39.94 | $52.01 | +30.22% | Trimmed -15.68% |
 IGIB ISHARES TR | 3.93% | $53.25 | $52.14 | -2.08% | Added +6.15% |
 ICVT ISHARES TR | 3.47% | $121.74 | $115.91 | -4.79% | Added +100.00% |
 VTV VANGUARD INDEX FDS | 2.93% | $173.11 | $226.35 | +30.76% | Trimmed -2.93% |
 DFAS DIMENSIONAL ETF TRUST | 2.73% | $78.32 | $83.03 | +6.01% | Added +451.53% |
 DFAI DIMENSIONAL ETF TRUST | 2.66% | $35.24 | $43.33 | +22.96% | Trimmed -43.89% |
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