PLANWISER FINANCIAL, LLC — 13F holdings

PLANWISER FINANCIAL, LLC reported 50 holdings worth $144M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. AVUS AMERICAN CENTY ETF TR — $16.1M (11.2%)
  2. IVV ISHARES TR — $14.2M (9.9%)
  3. VMBS VANGUARD SCOTTSDALE FDS — $6.86M (4.8%)
  4. VUG VANGUARD INDEX FDS — $6.69M (4.7%)
  5. SPDW SPDR INDEX SHS FDS — $6.67M (4.6%)
  6. IGIB ISHARES TR — $5.65M (3.9%)
  7. ICVT ISHARES TR — $4.99M (3.5%)
  8. VTV VANGUARD INDEX FDS — $4.22M (2.9%)
  9. DIMENSIONAL ETF TRUST — $3.92M (2.7%)
  10. DFAI DIMENSIONAL ETF TRUST — $3.83M (2.7%)