Planwiser Financial, LLC Portfolio Holdings

Planwiser Financial, LLC

$110 Billion
Q1 2025

Planwiser Financial, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $11.8B, Ishares Core S&P 500 ETF with a value of $10.5B, Spdr Ser Tr Spdr Portfolio Int with a value of $6.65B, Vanguard Mortg Backed Sec ETF with a value of $5.88B, and Vanguard Value ETF with a value of $5.46B.

Examining the 13F form we can see an increase of $110B in the current position value.

Planwiser Financial, LLC is based out at Colorado Springs, CO

Below you can find more details about Planwiser Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion

ETFs: $99.3 Billion

Consumer Defensive: $2.84 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AVUS American Centy ETF Tr Avantis ETFs	$0	$11.8 Billion 10.72% of portfolio	128,743	Q1 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$10.5 Billion 9.5% of portfolio	18,601	Q1 2025 New
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$6.65 Billion 6.02% of portfolio	232,655	Q1 2025 New
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$5.88 Billion 5.32% of portfolio	127,938	Q1 2025 New
VTV Vanguard Value ETF ETFs	$0	$5.46 Billion 4.94% of portfolio	32,552	Q1 2025 New
AVLV American Centy ETF Tr Avantis	$0	$4.94 Billion 4.47% of portfolio	78,154	Q1 2025 New
VUG Vanguard Growth ETF ETFs	$0	$4.48 Billion 4.05% of portfolio	11,638	Q1 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$4.28 Billion 3.88% of portfolio	111,579	Q1 2025 New
ILTB Ishares Core 10+ Year Usd Bond ETFs	$0	$3.68 Billion 3.33% of portfolio	75,820	Q1 2025 New
AVIG American Centy ETF Tr Avantis ETFs	$0	$3.38 Billion 3.06% of portfolio	82,344	Q1 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.99 Billion 2.71% of portfolio	74,478	Q1 2025 New
DFAI Dimensional ETF Tr ETFs	$0	$2.98 Billion 2.7% of portfolio	91,047	Q1 2025 New
AVEM American Centy ETF Tr Avantis ETFs	$0	$2.97 Billion 2.69% of portfolio	48,080	Q1 2025 New
BUFF Blue Buffalo Pet Products, Inc. Consumer Defensive	$0	$2.84 Billion 2.57% of portfolio	63,972	Q1 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$2.84 Billion 2.57% of portfolio	57,874	Q1 2025 New
ISTB Ihares Core 1 5 Years Usd Bond ETFs	$0	$2.72 Billion 2.46% of portfolio	56,248	Q1 2025 New
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$2.53 Billion 2.29% of portfolio	49,830	Q1 2025 New
HGER Harbor ETF Tr All Weather Infl	$0	$2.41 Billion 2.18% of portfolio	102,204	Q1 2025 New
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$2.28 Billion 2.06% of portfolio	87,222	Q1 2025 New
XLU Utilities Sector Spdr ETFs	$0	$2.15 Billion 1.95% of portfolio	26,650	Q1 2025 New
XLC Select Sector Spdr Tr Communic ETFs	$0	$2.15 Billion 1.94% of portfolio	22,020	Q1 2025 New
XLF Financial Sector Spdr ETFs	$0	$2.13 Billion 1.93% of portfolio	43,133	Q1 2025 New
XLY Select Sector Spdr Consumer Di ETFs	$0	$2.12 Billion 1.92% of portfolio	10,648	Q1 2025 New
VB Vanguard Small Cap ETF ETFs	$0	$1.37 Billion 1.24% of portfolio	6,222	Q1 2025 New
TMFC Rbb Rf Inc Motley Fool 100 Ind ETFs	$0	$1.28 Billion 1.16% of portfolio	22,346	Q1 2025 New
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$1.11 Billion 1.0% of portfolio	21,245	Q1 2025 New
EWG Ishares Msci Germany ETF ETFs	$0	$1.08 Billion 0.98% of portfolio	26,628	Q1 2025 New
EWI Ishares Inc Msci Italy ETF ETFs	$0	$1.07 Billion 0.97% of portfolio	23,782	Q1 2025 New
EWJ Ishares Msci Japan ETF ETFs	$0	$1.06 Billion 0.96% of portfolio	14,718	Q1 2025 New
EWC Ishares Msci Canada ETF ETFs	$0	$1.06 Billion 0.96% of portfolio	24,793	Q1 2025 New
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$1.02 Billion 0.92% of portfolio	21,395	Q1 2025 New
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$1.01 Billion 0.92% of portfolio	22,611	Q1 2025 New
Dimensional ETF Trust	-	$877 Million 0.79% of portfolio	-	Q1 2025 New
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$725 Million 0.66% of portfolio	2,352	Q1 2025 New
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$601 Million 0.54% of portfolio	6,120	Q1 2025 New
FLQM Franklin Templeton ETF Tr Libe ETFs	$0	$524 Million 0.47% of portfolio	9,952	Q1 2025 New
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$499 Million 0.45% of portfolio	8,438	Q1 2025 New
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$458 Million 0.41% of portfolio	18,565	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$382 Million 0.35% of portfolio	1,025	Q1 2025 New
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$363 Million 0.33% of portfolio	14,532	Q1 2025 New
IEFA Ishares Tr ETFs	$0	$321 Million 0.29% of portfolio	4,027	Q1 2025 New
IWD Ishares Russell 1000 Val ETF ETFs	$0	$271 Million 0.25% of portfolio	1,471	Q1 2025 New
IWR Ishares Russell Mid Cap ETF ETFs	$0	$278 Million 0.25% of portfolio	3,245	Q1 2025 New
PSTP Innovator Etfs Tr Pwr Buffer S ETFs	$0	$243 Million 0.22% of portfolio	7,691	Q1 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$228 Million 0.21% of portfolio	443	Q1 2025 New
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$208 Million 0.19% of portfolio	10,006	Q1 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$206 Million 0.19% of portfolio	426	Q1 2025 New

Summary

Portfolio
No. of Stocks 47
Current Value $110 Billion
Filing
Period Q1 2025
Filing Date May 08, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 47 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Planwiser Financial, LLC Portfolio Holdings