Holders — by stockHoldings — by fund
PLANWISER FINANCIAL, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002043741
$143.9M
disclosed book value
50
positions
11.2%
largest position share
Positions, as of 2026-06-30
top 50 of 50 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AVUSAMERICAN CENTY ETF TR | 126,080 | $16.1M | 11.2% |
| 2 | IVVISHARES TR | 19,023 | $14.2M | 9.9% |
| 3 | VMBSVANGUARD SCOTTSDALE FDS | 146,485 | $6.9M | 4.8% |
| 4 | VUGVANGUARD INDEX FDS | 77,711 | $6.7M | 4.7% |
| 5 | SPDWSPDR INDEX SHS FDS | 132,304 | $6.7M | 4.6% |
| 6 | IGIBISHARES TR | 106,302 | $5.7M | 3.9% |
| 7 | ICVTISHARES TR | 41,005 | $5.0M | 3.5% |
| 8 | VTVVANGUARD INDEX FDS | 19,347 | $4.2M | 2.9% |
| 9 | DFASDIMENSIONAL ETF TRUST | 47,652 | $3.9M | 2.7% |
| 10 | DFAIDIMENSIONAL ETF TRUST | 92,813 | $3.8M | 2.7% |
| 11 | AVEMAMERICAN CENTY ETF TR | 39,579 | $3.8M | 2.7% |
| 12 | SPEMSPDR INDEX SHS FDS | 73,229 | $3.8M | 2.6% |
| 13 | AVIGAMERICAN CENTY ETF TR | 90,260 | $3.7M | 2.6% |
| 14 | SPHYSPDR SERIES TRUST | 157,816 | $3.7M | 2.6% |
| 15 | ISTBISHARES TR | 75,402 | $3.6M | 2.5% |
| 16 | SCHMSCHWAB STRATEGIC TR | 91,116 | $3.4M | 2.3% |
| 17 | XLKSELECT SECTOR SPDR TR | 17,096 | $3.3M | 2.3% |
| 18 | XLISELECT SECTOR SPDR TR | 17,448 | $3.2M | 2.2% |
| 19 | VBVANGUARD INDEX FDS | 10,599 | $3.2M | 2.2% |
| 20 | VTEBVANGUARD MUN BD FDS | 62,046 | $3.1M | 2.2% |
| 21 | TMFCRBB FD INC | 40,670 | $3.1M | 2.2% |
| 22 | SPTISPDR SERIES TRUST | 108,302 | $3.1M | 2.1% |
| 23 | HGERHARBOR ETF TRUST | 104,199 | $3.1M | 2.1% |
| 24 | XLCSELECT SECTOR SPDR TR | 26,001 | $2.8M | 1.9% |
| 25 | XLESELECT SECTOR SPDR TR | 51,665 | $2.7M | 1.9% |
| 26 | BUFFINNOVATOR ETFS TRUST | 38,381 | $2.0M | 1.4% |
| 27 | AVLVAMERICAN CENTY ETF TR | 21,368 | $1.9M | 1.4% |
| 28 | EWJISHARES INC | 17,795 | $1.7M | 1.2% |
| 29 | EWIISHARES INC | 27,248 | $1.6M | 1.1% |
| 30 | EWCISHARES INC | 26,432 | $1.5M | 1.1% |
| 31 | EWUISHARES TR | 31,610 | $1.5M | 1% |
| 32 | BFRZINNOVATOR ETFS TRUST | 52,368 | $1.4M | 1% |
| 33 | FDHYFIDELITY COVINGTON TRUST | 23,155 | $1.1M | 0.8% |
| 34 | DFSDDIMENSIONAL ETF TRUST | 23,700 | $1.1M | 0.8% |
| 35 | JMBSJANUS DETROIT STR TR | 23,138 | $1.0M | 0.7% |
| 36 | HYMBSPDR SERIES TRUST | 34,083 | $867,072 | 0.6% |
| 37 | IWBISHARES TR | 1,964 | $804,258 | 0.6% |
| 38 | FLQMFRANKLIN TEMPLETON ETF TR | 11,605 | $671,756 | 0.5% |
| 39 | AGGISHARES TR | 5,721 | $566,265 | 0.4% |
| 40 | IWFISHARES TR | 3,332 | $413,734 | 0.3% |
| 41 | BUFDFIRST TR EXCHNG TRADED FD VI | 13,703 | $407,253 | 0.3% |
| 42 | IWRISHARES TR | 2,846 | $313,971 | 0.2% |
| 43 | IWDISHARES TR | 1,217 | $295,037 | 0.2% |
| 44 | PSTPINNOVATOR ETFS TRUST | 7,347 | $270,259 | 0.2% |
| 45 | IEFAISHARES TR | 2,782 | $268,686 | 0.2% |
| 46 | VOOVANGUARD INDEX FDS | 384 | $263,514 | 0.2% |
| 47 | LLYELI LILLY & CO | 208 | $249,481 | 0.2% |
| 48 | QQQINVESCO QQQ TR | 331 | $243,748 | 0.2% |
| 49 | ILTBISHARES TR | 4,839 | $238,325 | 0.2% |
| 50 | SEAGATE TECHNOLOGY HLDNGS PL | 216 | $208,440 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.