PLANWISER FINANCIAL, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, PLANWISER FINANCIAL, LLC held in its portfolio 50 assets valued at $343,207,655 (i.e. $343.21M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($20.95M), SPDR SERIES TRUST ($10.53M), and ISHARES TR ($9.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PLANWISER FINANCIAL, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 30724 | 20951310 | TR UNIT |
| SPDR SERIES TRUST | 349192 | 10527313 | STATE STREET SPD |
| ISHARES TR | 233384 | 9652762 | HDG MSCI EAFE |
| ISHARES TR | 119165 | 7864890 | CORE S&P MCP ETF |
| INVESCO QQQ TR | 11559 | 7100943 | UNIT SER 1 |
| ISHARES TR | 8635 | 5914201 | CORE S&P500 ETF |
| FIDELITY MERRIMACK STR TR | 109018 | 5475974 | LOW DURTIN ETF |
| SCHWAB STRATEGIC TR | 151800 | 5473912 | FUNDAMENTAL EMER |
| ISHARES TR | 43587 | 5238286 | CORE S&P SCP ETF |
| INVESCO EXCH TRADED FD TR II | 40301 | 4808715 | S&P 500 MOMNTM |
| INVESCO ACTIVELY MANAGED EXC | 86902 | 4366827 | ULTRA SHRT DUR |
| ISHARES TR | 80791 | 3463514 | 0-5YR HI YL CP |
| PIMCO ETF TR | 33418 | 3353162 | ENHAN SHRT MA AC |
| VANGUARD WHITEHALL FDS | 36614 | 3348379 | INTL DVD ETF |
| INVESCO EXCHANGE TRADED FD T | 20316 | 2812953 | S&P MDCP MOMNTUM |
| INVESCO EXCH TRADED FD TR II | 19581 | 2476213 | S&P MDCP 400 REV |
| LEGG MASON ETF INVT | 61874 | 2467634 | FRANKLIN US LOW |
| LEGG MASON ETF INVT | 66938 | 2464657 | FRANKLIN INTL LW |
| ISHARES TR | 8099 | 2242874 | RUS TP200 GR ETF |
| INVESCO EXCHANGE TRADED FD T | 26361 | 1978393 | S&P500 QUALITY |
| RBB FD INC | 38408 | 1968410 | F/M 3 YEAR INVES |
| VANECK ETF TRUST | 66702 | 1958704 | FALLEN ANGEL HG |
| INVESCO EXCH TRADED FD TR II | 35171 | 1954452 | S&P INTL MOMNT |
| RBB FD INC | 38083 | 1934997 | F M 2YEAR INVES |
| SCHWAB STRATEGIC TR | 69173 | 1897415 | US DIVIDEND EQ |
| INVESCO EXCH TRADED FD TR II | 38011 | 1851896 | S&P SMALLCAP 600 |
| INVESCO EXCHANGE TRADED FD T | 25404 | 1829342 | S&P SMLCP MOMENT |
| VANGUARD TAX-MANAGED FDS | 28619 | 1787829 | VAN FTSE DEV MKT |
| WISDOMTREE TR | 34106 | 1659598 | ITL HDG QTLY DIV |
| SCHWAB STRATEGIC TR | 45469 | 1355886 | INTERNL DIVID |
| WISDOMTREE TR | 13198 | 1180297 | US QTLY DIV GRT |
| SCHWAB STRATEGIC TR | 47586 | 1143958 | INTL EQTY ETF |
| INVESCO EXCH TRADED FD TR II | 30679 | 1078367 | S&P INTL QULTY |
| VANGUARD INTL EQUITY INDEX F | 15238 | 819195 | FTSE EMR MKT ETF |
| PROSHARES TR | 8389 | 706548 | S&P MDCP 400 DIV |
| FRANKLIN TEMPLETON ETF TR | 17324 | 673730 | INTL COR DIV TIL |
| TESLA INC | 1102 | 495639 | COM |
| SPDR INDEX SHS FDS | 12649 | 495208 | S&P EM MKT DIV |
| NVIDIA CORPORATION | 2601 | 485107 | COM |
| DBX ETF TR | 14204 | 440182 | XTRACK MSCI EAFE |
| ISHARES TR | 7724 | 351056 | MSCI INTL QUALTY |
| RBB FD INC | 6691 | 335855 | US TREASRY 12 MT |
| VANGUARD WHITEHALL FDS | 2211 | 317323 | HIGH DIV YLD |
| APPLE INC | 1116 | 303329 | COM |
| VANECK ETF TRUST | 12432 | 284817 | SHRT HGH YLD MUN |
| RBB FD INC | 5121 | 248701 | US TREASY 2 YR |
| MICROSOFT CORP | 478 | 231241 | COM |
| ISHARES TR | 1087 | 230520 | S&P 500 VAL ETF |
| SCHWAB STRATEGIC TR | 8201 | 220689 | US LRG CAP ETF |
| RBB FD INC | 4058 | 202230 | US TREAS 3 YR NT |
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