13F Filings History of PLANWISER FINANCIAL, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$125,912,400
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 48 stock holdings with total value $125,912,400 as of Q3 2025. Top holdings included AVUS, IVV, VTV, VUG, and AVLV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 48 $125,912,400 +$20,679,042 -$18,115,403 +$2,563,639 AVUS, IVV, VTV, VUG, AVLV 13F-HR 12 Nov 2025, 18:32
Q2 2025 44 $117,246,598 +$22,777,974 -$24,048,813 -$1,270,839 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