Planwiser Financial, LLC Portfolio Holdings

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

Planwiser Financial, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $13.5B, Ishares Core S&P 500 ETF with a value of $12.8B, Vanguard Value ETF with a value of $6.2B, Vanguard Growth ETF with a value of $5.69B, and American Centy ETF Tr Avantis with a value of $5.66B.

Examining the 13F form we can see an increase of $8.67B in the current position value, from $117B to 126B.

Planwiser Financial, LLC is based out at Colorado Springs, CO

Below you can find more details about Planwiser Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $114 Billion
Consumer Defensive: $1.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.5 Billion 10.7% of portfolio
121,956
Q3 2025 Added 6.01%
$0
$12.8 Billion 10.2% of portfolio
18,696
Q3 2025 Reduced 6.54%
$0
$6.2 Billion 4.92% of portfolio
33,516
Q3 2025 Reduced 6.56%
$0
$5.69 Billion 4.52% of portfolio
11,341
Q3 2025 Reduced 4.41%
$0
$5.66 Billion 4.49% of portfolio
77,773
Q3 2025 Added 1.06%
$0
$5.08 Billion 4.03% of portfolio
116,441
Q3 2025 Reduced 30.47%
$0
$5.01 Billion 3.98% of portfolio
93,182
Q3 2025 Added 52.98%
$0
$4.12 Billion 3.27% of portfolio
39,749
Q3 2025 Added 58.79%
$0
$3.98 Billion 3.16% of portfolio
58,997
Q3 2025 New
$0
$3.52 Billion 2.8% of portfolio
73,849
Q3 2025 Added 34.35%
$0
$3.46 Billion 2.75% of portfolio
82,663
Q3 2025 Added 10.43%
$0
$3.43 Billion 2.72% of portfolio
93,693
Q3 2025 Reduced 52.24%
$0
$3.36 Billion 2.67% of portfolio
43,025
Q3 2025 Added 399.94%
$0
$3.19 Billion 2.54% of portfolio
68,003
Q3 2025 Added 1.6%
$0
$3.13 Billion 2.49% of portfolio
132,882
Q3 2025 Added 107.13%
$0
$3.12 Billion 2.48% of portfolio
108,067
Q3 2025 Reduced 40.46%
$0
$2.96 Billion 2.35% of portfolio
141,534
Q3 2025 New
$0
$2.92 Billion 2.32% of portfolio
109,583
Q3 2025 Reduced 4.78%
$0
$2.67 Billion 2.12% of portfolio
8,828
Q3 2025 Reduced 23.78%
$0
$2.52 Billion 2.0% of portfolio
10,405
Q3 2025 Reduced 22.58%
$0
$2.5 Billion 1.99% of portfolio
84,941
Q3 2025 Added 0.42%
$0
$2.45 Billion 1.95% of portfolio
46,982
Q3 2025 Reduced 17.39%
$0
$2.4 Billion 1.91% of portfolio
21,165
Q3 2025 Reduced 25.84%
$0
$1.91 Billion 1.52% of portfolio
38,701
Q3 2025 Reduced 14.8%
$0
$1.55 Billion 1.23% of portfolio
21,247
Q3 2025 Reduced 3.06%
$0
$1.53 Billion 1.22% of portfolio
6,030
Q3 2025 Reduced 3.24%
$0
$1.29 Billion 1.03% of portfolio
15,483
Q3 2025 New
Innovator Etfs Trust
-
$1.29 Billion 1.02% of portfolio
-
Q3 2025 New
$0
$1.27 Billion 1.01% of portfolio
25,143
Q3 2025 Reduced 23.8%
$0
$1.23 Billion 0.98% of portfolio
30,086
Q3 2025 Reduced 14.36%
$0
$1.17 Billion 0.93% of portfolio
26,615
Q3 2025 Reduced 22.34%
$0
$1.01 Billion 0.8% of portfolio
20,560
Q3 2025 Added 3.06%
$0
$943 Million 0.75% of portfolio
20,582
Q3 2025 New
$0
$799 Million 0.63% of portfolio
2,137
Q3 2025 Reduced 0.74%
$0
$733 Million 0.58% of portfolio
13,379
Q3 2025 Added 37.53%
$0
$611 Million 0.49% of portfolio
6,104
Q3 2025 Reduced 28.47%
$0
$566 Million 0.45% of portfolio
8,336
Q3 2025 Added 0.55%
$0
$500 Million 0.4% of portfolio
19,934
Q3 2025 Added 12.27%
$0
$475 Million 0.38% of portfolio
17,028
Q3 2025 Added 1.48%
$0
$437 Million 0.35% of portfolio
895
Q3 2025 Reduced 1.1%
$0
$316 Million 0.25% of portfolio
9,020
Q3 2025 Added 1.63%
$0
$300 Million 0.24% of portfolio
1,471
Q1 2025 New
$0
$294 Million 0.23% of portfolio
3,075
Q3 2025 Reduced 2.6%
$0
$269 Million 0.21% of portfolio
426
Q1 2025 New
$0
$258 Million 0.21% of portfolio
2,930
Q3 2025 Reduced 0.75%
$0
$262 Million 0.21% of portfolio
5,200
Q3 2025 Reduced 89.33%
$0
$241 Million 0.19% of portfolio
384
Q3 2025 Reduced 1.03%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $126 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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