PLANWISER FINANCIAL, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$125.9B
Holdings
48
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUSAMERICAN CENTY ETF TR | 121,956 | $13.5B | 10.70% | |
| 2 | IVVISHARES TR | 18,696 | $12.8B | 10.20% | |
| 3 | VTVVANGUARD INDEX FDS | 33,516 | $6.2B | 4.92% | |
| 4 | VUGVANGUARD INDEX FDS | 11,341 | $5.7B | 4.52% | |
| 5 | AVLVAMERICAN CENTY ETF TR | 77,773 | $5.7B | 4.49% | |
| 6 | SPDWSPDR INDEX SHS FDS | 116,441 | $5.1B | 4.03% | |
| 7 | IGIBISHARES TR | 93,182 | $5.0B | 3.98% | |
| 8 | ICVTISHARES TR | 39,749 | $4.1B | 3.27% | |
| 9 | VWOBVANGUARD WHITEHALL FDS | 58,997 | $4.0B | 3.16% | |
| 10 | SPEMSPDR INDEX SHS FDS | 73,849 | $3.5B | 2.80% | |
| 11 | AVIGAMERICAN CENTY ETF TR | 82,663 | $3.5B | 2.75% | |
| 12 | DFAIDIMENSIONAL ETF TRUST | 93,693 | $3.4B | 2.72% | |
| 13 | AVEMAMERICAN CENTY ETF TR | 43,025 | $3.4B | 2.67% | |
| 14 | VMBSVANGUARD SCOTTSDALE FDS | 68,003 | $3.2B | 2.54% | |
| 15 | SPHYSPDR SERIES TRUST | 132,882 | $3.1B | 2.49% | |
| 16 | SPTISPDR SERIES TRUST | 108,067 | $3.1B | 2.48% | |
| 17 | BKLNINVESCO EXCH TRADED FD TR II | 141,534 | $3.0B | 2.35% | |
| 18 | VTEBVANGUARD MUN BD FDS | 58,791 | $3.0B | 2.35% | |
| 19 | HGERHARBOR ETF TRUST | 109,583 | $2.9B | 2.32% | |
| 20 | XLKSELECT SECTOR SPDR TR | 8,828 | $2.7B | 2.12% | |
| 21 | XLYSELECT SECTOR SPDR TR | 10,405 | $2.5B | 2.00% | |
| 22 | SCHMSCHWAB STRATEGIC TR | 84,941 | $2.5B | 1.99% | |
| 23 | XLFSELECT SECTOR SPDR TR | 46,982 | $2.5B | 1.95% | |
| 24 | XLCSELECT SECTOR SPDR TR | 21,165 | $2.4B | 1.91% | |
| 25 | BUFFINNOVATOR ETFS TRUST | 38,701 | $1.9B | 1.52% | |
| 26 | TMFCRBB FD INC | 21,247 | $1.5B | 1.23% | |
| 27 | VBVANGUARD INDEX FDS | 6,030 | $1.5B | 1.22% | |
| 28 | EWJISHARES INC | 15,483 | $1.3B | 1.03% | |
| 29 | BFRZINNOVATOR ETFS TRUST | 47,657 | $1.3B | 1.02% | |
| 30 | EWCISHARES INC | 25,143 | $1.3B | 1.01% | |
| 31 | EWGISHARES INC | 30,086 | $1.2B | 0.98% | |
| 32 | EWQISHARES INC | 26,615 | $1.2B | 0.93% | |
| 33 | FDHYFIDELITY COVINGTON TRUST | 20,560 | $1.0B | 0.80% | |
| 34 | FTSLFIRST TR EXCHANGE-TRADED FD | 20,582 | $943.1M | 0.75% | |
| 35 | IWBISHARES TR | 2,137 | $799.4M | 0.63% | |
| 36 | FLQMFRANKLIN TEMPLETON ETF TR | 13,379 | $733.4M | 0.58% | |
| 37 | AGGISHARES TR | 6,104 | $610.9M | 0.49% | |
| 38 | DFASDIMENSIONAL ETF TRUST | 8,336 | $566.3M | 0.45% | |
| 39 | HYMBSPDR SERIES TRUST | 19,934 | $500.1M | 0.40% | |
| 40 | BUFDFIRST TR EXCHNG TRADED FD VI | 17,028 | $474.6M | 0.38% | |
| 41 | IWFISHARES TR | 895 | $436.7M | 0.35% | |
| 42 | PSTPINNOVATOR ETFS TRUST | 9,020 | $316.3M | 0.25% | |
| 43 | IWDISHARES TR | 1,471 | $300.2M | 0.24% | |
| 44 | IWRISHARES TR | 3,075 | $293.9M | 0.23% | |
| 45 | NDQINVESCO QQQ TR | 426 | $269.3M | 0.21% | |
| 46 | ILTBISHARES TR | 5,200 | $262.4M | 0.21% | |
| 47 | AQLTISHARES TR | 2,930 | $258.1M | 0.21% | |
| 48 | VOOVANGUARD INDEX FDS | 384 | $241.0M | 0.19% |