PLANWISER FINANCIAL, LLC: summary

PLANWISER FINANCIAL, LLC reported 55 positions with a reported value of $148.89M in its 13F for Q3 2026. Compared with Q2 2026: 9 new positions, 4 exited.

Top positions

• ISHARES CORE S&P 500 ETF
• AVANTIS U.S. EQUITY ETF
• VANGUARD MORNINGSTAR GROWTH ETF
• STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
• RBB FD INC
• iMGP DBi Managed Futures Strat
• SSGA ACTIVE TR
• VANGUARD MORTGAGE-BACKED SECURITIES ETF
• STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
• VANGUARD MORNINGSTAR VALUE ETF