Planwiser Financial, LLC Top Holdings and 13F Report (2026) About Planwiser Financial, LLCInvestment ActivityPlanwiser Financial, LLC has $143.90 million in total holdings as of June 30, 2026.Planwiser Financial, LLC owns shares of 50 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 18.15% of the portfolio was purchased this quarter.About 12.62% of the portfolio was sold this quarter.This quarter, Planwiser Financial, LLC has purchased 47 new stocks and bought additional shares in 25 stocks.Planwiser Financial, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Avantis U.S. Equity ETF $16,148,326iShares Core S&P 500 ETF $14,245,947Vanguard Mortgage-Backed Securities ETF $6,856,963Vanguard Growth ETF $6,694,022SPDR Portfolio Developed World ex-US ETF $6,666,777 Largest New Holdings this Quarter 46435G102 - iShares Convertible Bond ETF $4,991,949 Holding316092618 - Fidelity High Yield Factor ETF $1,135,290 Holding532457108 - Eli Lilly and Company $249,481 HoldingG7997R103 - Seagate Technology $208,440 Holding Largest Purchases this Quarter Vanguard Growth ETF 61,850 shares (about $5.33M)iShares Convertible Bond ETF 41,005 shares (about $4.99M)SPDR Portfolio High Yield Bond ETF 144,327 shares (about $3.38M)Dimensional U.S. Small Cap ETF 39,012 shares (about $3.21M)Avantis Emerging Markets Equity ETF 30,906 shares (about $2.98M) Largest Sales this Quarter SPDR Portfolio Intermediate Term Treasury ETF 147,011 shares (about $4.17M)Motley Fool 100 Index ETF 46,968 shares (about $3.58M)Dimensional International Core Equity Market ETF 72,605 shares (about $2.99M)SPDR Portfolio Developed World ex-US ETF 24,603 shares (about $1.24M)Technology Select Sector SPDR Fund 3,115 shares (about $593.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanwiser Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$16,148,326$183,539 â–¼-1.1%126,08011.2%ETFIVViShares Core S&P 500 ETF$14,245,947$315,279 â–¼-2.2%19,0239.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$6,856,963$318,074 â–²4.9%146,4854.8%ETFVUGVanguard Growth ETF$6,694,022$5,327,756 â–²390.0%77,7114.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,666,777$1,239,741 â–¼-15.7%132,3044.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,652,077$327,315 â–²6.1%106,3023.9%ETFICVTiShares Convertible Bond ETF$4,991,949$4,991,949 â–²New Holding41,0053.5%ETFVTVVanguard Value ETF$4,216,258$127,270 â–¼-2.9%19,3472.9%ETFDFASDimensional U.S. Small Cap ETF$3,923,666$3,212,248 â–²451.5%47,6522.7%ETFDFAIDimensional International Core Equity Market ETF$3,828,536$2,994,956 â–¼-43.9%92,8132.7%ETFAVEMAvantis Emerging Markets Equity ETF$3,818,978$2,982,120 â–²356.3%39,5792.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,791,798$1,148,014 â–²43.4%73,2292.6%ETFAVIGAvantis Core Fixed Income ETF$3,737,667$55,200 â–²1.5%90,2602.6%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,699,207$3,383,025 â–²1,070.0%157,8162.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$3,638,147$322,937 â–²9.7%75,4022.5%ETFSCHMSchwab U.S. Mid-Cap ETF$3,359,447$59,766 â–¼-1.7%91,1162.3%ETFXLKTechnology Select Sector SPDR Fund$3,257,130$593,470 â–¼-15.4%17,0962.3%ETFXLIIndustrial Select Sector SPDR Fund$3,231,893$35,008 â–²1.1%17,4482.2%ETFVBVanguard Small-Cap ETF$3,212,769$1,268,254 â–²65.2%10,5992.2%ETFVTEBVanguard Tax-Exempt Bond ETF$3,138,287$74,251 â–²2.4%62,0462.2%ETFTMFCMotley Fool 100 Index ETF$3,097,427$3,577,083 â–¼-53.6%40,6702.2%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$3,074,694$4,173,643 â–¼-57.6%108,3022.1%ETFHARBOR ETF TRUST$3,057,199$75,668 â–²2.5%104,1992.1%COMM ALL WEA ETFXLCCommunication Services Select Sector SPDR Fund$2,785,487$79,812 â–²2.9%26,0011.9%ETFXLEEnergy Select Sector SPDR Fund$2,743,928$300,496 â–²12.3%51,6651.9%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$2,021,911$15,593 â–²0.8%38,3811.4%ETFAVLVAvantis U.S. Large Cap Value ETF$1,948,975$15,962 â–¼-0.8%21,3681.4%ETFEWJiShares MSCI Japan ETF$1,659,740$12,312 â–²0.7%17,7951.2%ETFEWIiShares MSCI Italy ETF$1,614,172$15,106 â–²0.9%27,2481.1%ETFEWCiShares MSCI Canada ETF$1,523,540$30,549 â–²2.0%26,4321.1%ETFEWUiShares MSCI United Kingdom ETF$1,458,485$52,230 â–²3.7%31,6101.0%ETFINNOVATOR ETFS TRUST$1,415,507$56,763 â–²4.2%52,3681.0%EQUITY MNGD 100FDHYFidelity High Yield Factor ETF$1,135,290$1,135,290 â–²New Holding23,1550.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,131,675$67,757 â–²6.4%23,7000.8%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$1,040,979$55,608 â–²5.6%23,1380.7%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$867,072$11,677 â–²1.4%34,0830.6%ETFIWBiShares Russell 1000 ETF$804,258$61,016 â–¼-7.1%1,9640.6%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$671,756$5,557 â–¼-0.8%11,6050.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$566,265$157,873 â–¼-21.8%5,7210.4%ETFIWFiShares Russell 1000 Growth ETF$413,734$305,582 â–²282.5%3,3320.3%ETFBUFDFT Vest Laddered Deep Buffer ETF$407,253$1,219 â–¼-0.3%13,7030.3%ETFIWRiShares Russell Mid-Cap ETF$313,9710.0%2,8460.2%ETFIWDiShares Russell 1000 Value ETF$295,0370.0%1,2170.2%ETFPSTPInnovator Power Buffer Step-Up Strategy ETF$270,259$736 â–¼-0.3%7,3470.2%ETFIEFAiShares Core MSCI EAFE ETF$268,686$104,693 â–¼-28.0%2,7820.2%ETFVOOVanguard S&P 500 ETF$263,5140.0%3840.2%ETFLLYEli Lilly and Company$249,481$249,481 â–²New Holding2080.2%HealthcareQQQInvesco QQQ$243,748$69,958 â–¼-22.3%3310.2%ETFILTBiShares Core 10+ Year USD Bond ETF$238,325$62,598 â–¼-20.8%4,8390.2%ETFSTXSeagate Technology$208,440$208,440 â–²New Holding2160.1%TechnologyVWOBVanguard Emerging Markets Government Bond ETF$0$4,418,982 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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