Investor
PLANWISER FINANCIAL, LLC
CIK 0002043741 · filed 2026-05-12 · SEC filing
13F book
$138.1M
Positions
47
4 new · 4 sold
Largest name
11.0%
American Centy Etf Tr
Est. mark
$3.07M
Price effect on 43 names still held. Flow $1.42M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 127.5K | $15.1M | 11.0% | $509.4K | Added$788.2K |
| Ishares Tr | — | 19.4K | $13.7M | 9.9% | $289.1K | Cut−$1.03M |
| Vanguard Growth Etf | — | 15.9K | $7.7M | 5.6% | $104.7K | Added$1.88M |
| Spdr Index Shs Fds | — | 156.9K | $7.67M | 5.6% | $419K | Cut−$319.8K |
| Spdr Series Trust | — | 255.3K | $7.32M | 5.3% | −$9.84K | Added$4.18M |
| Dimensional Etf Trust | — | 165.4K | $6.84M | 4.9% | $309.3K | Cut$272.8K |
| Vanguard Scottsdale Fds | — | 139.7K | $6.58M | 4.8% | −$5.05K | Added$1.82M |
| Rbb Fd Inc | — | 87.6K | $6.33M | 4.6% | $36.5K | Added$4.81M |
| Ishares Tr | — | 100.1K | $5.37M | 3.9% | −$7.83K | Added$4.16M |
| Vanguard Whitehall Fds | — | 65.7K | $4.42M | 3.2% | −$11K | Added$1.85M |
| Vanguard Index Fds | — | 19.9K | $4.03M | 2.9% | $71.2K | Cut−$2.45M |
| American Centy Etf Tr | — | 88.9K | $3.71M | 2.7% | −$16.9K | Cut−$864.1K |
| Ishares Tr | — | 68.7K | $3.33M | 2.4% | — | New |
| Harbor Etf Trust | — | 101.6K | $3.17M | 2.3% | $479.6K | Cut−$447.9K |
| Schwab Strategic Tr | — | 92.7K | $3.06M | 2.2% | $65.9K | Cut$15.5K |
| Vanguard Mun Bd Fds | — | 60.6K | $3.04M | 2.2% | −$15.1K | Added$1.32K |
| Select Sector Spdr Tr | — | 20.2K | $3.04M | 2.2% | $131.2K | Cut−$467.1K |
| Select Sector Spdr Tr | — | 25.3K | $2.96M | 2.1% | $68.9K | Cut−$534.9K |
| Select Sector Spdr Tr | — | 17.3K | $2.95M | 2.1% | $83.2K | Cut−$845.8K |
| Spdr Index Shs Fds | — | 51.1K | $2.58M | 1.9% | $83.3K | Cut−$139.3K |
| Select Sector Spdr Tr | — | 46K | $2.57M | 1.9% | — | New |
| Innovator Etfs Trust | — | 38.1K | $1.95M | 1.4% | $33.1K | Added$399K |
| American Centy Etf Tr | — | 21.5K | $1.82M | 1.3% | $99.1K | Cut−$4.52M |
| Vanguard Index Fds | — | 6.42K | $1.79M | 1.3% | $9.2K | Cut−$92.4K |
| Ishares Inc | — | 17.7K | $1.57M | 1.1% | — | New |
| Ishares Inc | — | 27K | $1.57M | 1.1% | $101.2K | Cut−$234.7K |
| Ishares Inc | — | 25.9K | $1.5M | 1.1% | $78.2K | Cut−$331.7K |
| Ishares Tr | — | 30.5K | $1.46M | 1.1% | $80.5K | Cut−$359.8K |
| Innovator Etfs Trust | — | 50.3K | $1.33M | 1.0% | −$15.4K | Added$410.3K |
| Dimensional Etf Trust | — | 22.3K | $1.07M | 0.8% | — | New |
| Janus Detroit Str Tr | — | 21.9K | $999K | 0.7% | −$4.94K | Added$13.5K |
| Spdr Series Trust | — | 33.6K | $843.3K | 0.6% | $0 | Added$24.1K |
| Ishares Tr | — | 2.11K | $810K | 0.6% | $15.2K | Cut$169 |
| American Centy Etf Tr | — | 8.67K | $761.8K | 0.6% | $53.3K | Cut$50.3K |
| Ishares Tr | — | 7.32K | $728.8K | 0.5% | −$2.83K | Cut−$1.44M |
| Franklin Templeton Etf Tr | — | 11.7K | $660.8K | 0.5% | −$15.6K | Added$10.8K |
| Dimensional Etf Trust | — | 8.64K | $650.2K | 0.5% | −$345 | Cut−$3.36K |
| Ishares Tr | — | 871 | $408.4K | 0.3% | $5.65K | Held |
| First Tr Exchng Traded Fd Vi | — | 13.7K | $397.3K | 0.3% | $7.7K | Cut−$73.8K |
| Ishares Tr | — | 3.87K | $372.8K | 0.3% | $15.5K | Cut$14.8K |
| State Srt Spdr Prtfl Hgh | — | 13.5K | $317.8K | 0.2% | −$3.17K | Added$39.4K |
| Ishares Tr | — | 6.11K | $302.3K | 0.2% | −$2.2K | Cut−$2.39M |
| Ishares Tr | — | 2.85K | $291K | 0.2% | $3.98K | Cut−$8.32K |
| Ishares Tr | — | 1.22K | $272.6K | 0.2% | $5.95K | Held |
| Invesco Qqq Tr | — | 426 | $271.5K | 0.2% | $9K | Held |
| Innovator Etfs Trust | — | 7.37K | $263.1K | 0.2% | $1.96K | Cut−$50.1K |
| Vanguard Index Fds | — | 384 | $246.9K | 0.2% | $5.05K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.