StockDriftsStockDriftsTop 50 Planwiser Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 11.22% | 126.1K | $16.1M | -1.12%(-1.43K) | $95.90(+37.10%) | 2026-06-30 | |
| IVV | ISHARES TR | 9.9% | 19.0K | $14.2M | -2.17%(-421) | $588.88(+32.00%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.77% | 146.5K | $6.9M | +4.86%(+6.79K) | $46.46(-0.64%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.65% | 77.7K | $6.7M | -18.34%(-17.45K) | $68.73(+29.58%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.63% | 132.3K | $6.7M | -15.68%(-24.60K) | $38.74(+33.52%) | 2026-06-30 | |
| IGIB | ISHARES TR | 3.93% | 106.3K | $5.7M | +6.15%(+6.16K) | $53.40(-2.09%) | 2026-06-30 | |
| ICVT | ISHARES TR | 3.47% | 41.0K | $5.0M | new | $97.31(+18.69%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.93% | 19.3K | $4.2M | -2.93%(-584) | $171.28(+31.84%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.73% | 47.7K | $3.9M | +451.53%(+39.01K) | $73.40(+13.93%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.66% | 92.8K | $3.8M | -43.89%(-72.61K) | $34.13(+26.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.57% |
Planwiser Financial LLC reports $143.90M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (11.2%), IVV (9.9%) and VMBS (4.8%). The top 20 holdings account for 75.13% of reported assets. Its disclosed equity book has returned +24.84% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Planwiser Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043741). View Planwiser Financial LLC’s 13F filings on SEC