13F Filings History of PLANWISER FINANCIAL, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$133,650,131
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Colorado Springs, CO
Summary
This page shows a list of all the recent 13F filings made by PLANWISER FINANCIAL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PLANWISER FINANCIAL, LLC reported 47 stock holdings with total value $133,650,131 as of Q4 2025. Top holdings included IVV, AVUS, SPDW, DFAI, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $133,650,131 +$30,541,573 -$24,254,109 +$6,287,464 IVV, AVUS, SPDW, DFAI, VTV Restatement 13 Feb 2026, 13:56
Q3 2025 48 $125,912,400 +$20,679,047 -$18,115,403 +$2,563,644 AVUS, IVV, VTV, VUG, AVLV 13F-HR 12 Nov 2025, 18:32
Q2 2025 44 $117,246,598 +$22,777,973 -$24,048,820 -$1,270,847 IVV, AVUS, SPDW, DFAI, VTV 13F-HR 13 Aug 2025, 19:30
Q1 2025 47 $110,406,128 $0 $0 $0 AVUS, IVV, SPTI, VMBS, VTV 13F-HR 08 May 2025, 10:50