§ 13F · FUND PROFILE
PLANWISER FINANCIAL, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 102Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$274.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 31K | $21.0T | 7.6% | NEW |
| 2 | IVV | ISHARES TR | 21K | $14.7T | 5.4% | NEW |
| 3 | AVUS | AMERICAN CENTY ETF TR | 125K | $14.3T | 5.2% | NEW |
| 4 | HEFA | ISHARES TR | 233K | $9.7T | 3.5% | NEW |
| 5 | SPDW | SPDR INDEX SHS FDS | 173K | $8.0T | 2.9% | NEW |
| 6 | IJH | ISHARES TR | 119K | $7.9T | 2.9% | NEW |
| 7 | QQQ | INVESCO QQQ TR | 12K | $7.1T | 2.6% | NEW |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 166K | $6.6T | 2.4% | NEW |
| 9 | VTV | VANGUARD INDEX FDS | 33K | $6.5T | 2.4% | NEW |
| 10 | AVLV | AMERICAN CENTY ETF TR | 79K | $6.3T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANWISER SIGNAL
AC read
PLANWISER FINANCIAL, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed