13F HOLDINGS REPORT
PLANWISER FINANCIAL, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001986152-25-000105
Total Value
$125.9M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072885 | 121,956 | $13.5M | 10.70% |
| 2 | ISHARES TR | 464287200 | 18,696 | $12.8M | 10.20% |
| 3 | VANGUARD INDEX FDS | 922908744 | 33,516 | $6.2M | 4.92% |
| 4 | VANGUARD INDEX FDS | 922908736 | 11,341 | $5.7M | 4.52% |
| 5 | AMERICAN CENTY ETF TR | 025072349 | 77,773 | $5.7M | 4.49% |
| 6 | SPDR INDEX SHS FDS | 78463X889 | 116,441 | $5.1M | 4.03% |
| 7 | ISHARES TR | 464288638 | 93,182 | $5.0M | 3.98% |
| 8 | ISHARES TR | 46435G102 | 39,749 | $4.1M | 3.27% |
| 9 | VANGUARD WHITEHALL FDS | 921946885 | 58,997 | $4.0M | 3.16% |
| 10 | SPDR INDEX SHS FDS | 78463X509 | 73,849 | $3.5M | 2.80% |
| 11 | AMERICAN CENTY ETF TR | 025072562 | 82,663 | $3.5M | 2.75% |
| 12 | DIMENSIONAL ETF TRUST | 25434V203 | 93,693 | $3.4M | 2.72% |
| 13 | AMERICAN CENTY ETF TR | 025072604 | 43,025 | $3.4M | 2.67% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C771 | 68,003 | $3.2M | 2.54% |
| 15 | SPDR SERIES TRUST | 78468R606 | 132,882 | $3.1M | 2.49% |
| 16 | SPDR SERIES TRUST | 78464A672 | 108,067 | $3.1M | 2.48% |
| 17 | INVESCO EXCH TRADED FD TR II | IVZ | 141,534 | $3.0M | 2.35% |
| 18 | VANGUARD MUN BD FDS | 922907746 | 58,791 | $3.0M | 2.35% |
| 19 | HARBOR ETF TRUST | 41151J505 | 109,583 | $2.9M | 2.32% |
| 20 | SELECT SECTOR SPDR TR | 81369Y803 | 8,828 | $2.7M | 2.12% |
| 21 | SELECT SECTOR SPDR TR | 81369Y407 | 10,405 | $2.5M | 2.00% |
| 22 | SCHWAB STRATEGIC TR | 808524508 | 84,941 | $2.5M | 1.99% |
| 23 | SELECT SECTOR SPDR TR | 81369Y605 | 46,982 | $2.5M | 1.95% |
| 24 | SELECT SECTOR SPDR TR | 81369Y852 | 21,165 | $2.4M | 1.91% |
| 25 | INNOVATOR ETFS TRUST | INHD | 38,701 | $1.9M | 1.52% |
| 26 | RBB FD INC | 74933W601 | 21,247 | $1.5M | 1.23% |
| 27 | VANGUARD INDEX FDS | 922908751 | 6,030 | $1.5M | 1.22% |
| 28 | ISHARES INC | 46434G822 | 15,483 | $1.3M | 1.03% |
| 29 | INNOVATOR ETFS TRUST | INHD | 47,657 | $1.3M | 1.02% |
| 30 | ISHARES INC | 464286509 | 25,143 | $1.3M | 1.01% |
| 31 | ISHARES INC | 464286806 | 30,086 | $1.2M | 0.98% |
| 32 | ISHARES INC | 464286707 | 26,615 | $1.2M | 0.93% |
| 33 | FIDELITY COVINGTON TRUST | 316092618 | 20,560 | $1.0M | 0.80% |
| 34 | FIRST TR EXCHANGE-TRADED FD | 33738D309 | 20,582 | $943,067 | 0.75% |
| 35 | ISHARES TR | 464287622 | 2,137 | $799,409 | 0.63% |
| 36 | FRANKLIN TEMPLETON ETF TR | FGDL | 13,379 | $733,437 | 0.58% |
| 37 | ISHARES TR | 464287226 | 6,104 | $610,928 | 0.49% |
| 38 | DIMENSIONAL ETF TRUST | 25434V500 | 8,336 | $566,264 | 0.45% |
| 39 | SPDR SERIES TRUST | 78464A284 | 19,934 | $500,144 | 0.40% |
| 40 | FIRST TR EXCHNG TRADED FD VI | 33740U703 | 17,028 | $474,570 | 0.38% |
| 41 | ISHARES TR | 464287614 | 895 | $436,724 | 0.35% |
| 42 | INNOVATOR ETFS TRUST | INHD | 9,020 | $316,331 | 0.25% |
| 43 | ISHARES TR | 464287598 | 1,471 | $300,172 | 0.24% |
| 44 | ISHARES TR | 464287499 | 3,075 | $293,878 | 0.23% |
| 45 | INVESCO QQQ TR | IVZ | 426 | $269,266 | 0.21% |
| 46 | ISHARES TR | 464289479 | 5,200 | $262,444 | 0.21% |
| 47 | ISHARES TR | 46432F842 | 2,930 | $258,133 | 0.21% |
| 48 | VANGUARD INDEX FDS | 922908363 | 384 | $241,049 | 0.19% |