§ 13F · FUND PROFILE
PLANWISER FINANCIAL, LLC.
AUM · $126M (13F)Positions · 48Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 126K | $16M | 11.2% | −1% |
| 2 | IVV | ISHARES TR | 19K | $14M | 9.9% | −2% |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | 146K | $7M | 4.8% | +5% |
| 4 | VUG | VANGUARD INDEX FDS | 78K | $7M | 4.7% | +390% |
| 5 | SPDW | SPDR INDEX SHS FDS | 132K | $7M | 4.6% | −16% |
| 6 | IGIB | ISHARES TR | 106K | $6M | 3.9% | +6% |
| 7 | ICVT | ISHARES TR | 41K | $5M | 3.5% | NEW |
| 8 | VTV | VANGUARD INDEX FDS | 19K | $4M | 2.9% | −3% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 48K | $4M | 2.7% | +452% |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 93K | $4M | 2.7% | −44% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANWISER SIGNAL
AC read
PLANWISER FINANCIAL, LLC is a Other fund managing $126 million in assets. The fund runs a portfolio of 48 positions.
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