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PLANWISER FINANCIAL, LLC

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13F filer, CIK 2043741, COLORADO SPRINGS, CO

PLANWISER FINANCIAL, LLC reported $125,912,400 across 48 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 52.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001986152-25-000105

Period
2025-09-30
Reported value
$126M
Holdings
48
Top 10 weight
52.07%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VWOBnew+58,997$3.98M
BKLNnew+141,534$2.96M
AVEMadded+34,419$2.69M
IGIBadded+32,270$1.73M
SPHYadded+68,728$1.62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFAIreduced-102,465-$3.75M
SPDWreduced-51,030-$2.23M
ILTBreduced-43,539-$2.2M
SPTIreduced-73,450-$2.12M
EWIexited-31,112-$1.52M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001986152-25-000105, largest first. % of portfolio is the value over $125,912,400, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 128,743 shares; 2025Q2: 115,043 shares; 2025Q3: 121,956 shares 121,956$13.5M10.7%+6,913Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,601 shares; 2025Q2: 20,005 shares; 2025Q3: 18,696 shares 18,696$12.8M10.2%-1,309Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 32,552 shares; 2025Q2: 35,869 shares; 2025Q3: 33,516 shares 33,516$6.2M4.92%-2,353Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,638 shares; 2025Q2: 11,864 shares; 2025Q3: 11,341 shares 11,341$5.69M4.52%-523Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 78,154 shares; 2025Q2: 76,960 shares; 2025Q3: 77,773 shares 77,773$5.66M4.49%+813Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 111,579 shares; 2025Q2: 167,471 shares; 2025Q3: 116,441 shares 116,441$5.08M4.03%-51,030Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,245 shares; 2025Q2: 60,912 shares; 2025Q3: 93,182 shares 93,182$5.01M3.98%+32,270Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 25,032 shares; 2025Q3: 39,749 shares 39,749$4.12M3.27%+14,717Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,997 shares 58,997$3.98M3.16%newTimeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 74,478 shares; 2025Q2: 54,968 shares; 2025Q3: 73,849 shares 73,849$3.52M2.8%+18,881Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,344 shares; 2025Q2: 74,854 shares; 2025Q3: 82,663 shares 82,663$3.46M2.75%+7,809Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 91,047 shares; 2025Q2: 196,158 shares; 2025Q3: 93,693 shares 93,693$3.43M2.72%-102,465Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 48,080 shares; 2025Q2: 8,606 shares; 2025Q3: 43,025 shares 43,025$3.36M2.67%+34,419Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 127,938 shares; 2025Q2: 66,933 shares; 2025Q3: 68,003 shares 68,003$3.19M2.54%+1,070Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 64,154 shares; 2025Q3: 132,882 shares 132,882$3.13M2.49%+68,728Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 232,655 shares; 2025Q2: 181,517 shares; 2025Q3: 108,067 shares 108,067$3.12M2.48%-73,450Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,006 shares; 2025Q2: not reported; 2025Q3: 141,534 shares 141,534$2.96M2.35%newTimeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 57,874 shares; 2025Q2: 54,168 shares; 2025Q3: 58,791 shares 58,791$2.96M2.35%+4,623Timeline
HGERHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 102,204 shares; 2025Q2: 115,079 shares; 2025Q3: 109,583 shares 109,583$2.92M2.32%-5,496Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 11,582 shares; 2025Q3: 8,828 shares 8,828$2.67M2.12%-2,754Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,648 shares; 2025Q2: 13,440 shares; 2025Q3: 10,405 shares 10,405$2.52M2%-3,035Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 87,222 shares; 2025Q2: 84,584 shares; 2025Q3: 84,941 shares 84,941$2.5M1.99%+357Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,133 shares; 2025Q2: 56,871 shares; 2025Q3: 46,982 shares 46,982$2.45M1.95%-9,889Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,020 shares; 2025Q2: 28,538 shares; 2025Q3: 21,165 shares 21,165$2.4M1.91%-7,373Timeline
BUFFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 63,972 shares; 2025Q2: 45,422 shares; 2025Q3: 38,701 shares 38,701$1.91M1.52%-6,721Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,346 shares; 2025Q2: 21,918 shares; 2025Q3: 21,247 shares 21,247$1.55M1.23%-671Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,222 shares; 2025Q2: 6,232 shares; 2025Q3: 6,030 shares 6,030$1.53M1.22%-202Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,718 shares; 2025Q2: not reported; 2025Q3: 15,483 shares 15,483$1.29M1.03%newTimeline
BFRZINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,657 shares 47,657$1.29M1.02%newTimeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,793 shares; 2025Q2: 32,994 shares; 2025Q3: 25,143 shares 25,143$1.27M1.01%-7,851Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,628 shares; 2025Q2: 35,129 shares; 2025Q3: 30,086 shares 30,086$1.23M0.98%-5,043Timeline
EWQISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 34,271 shares; 2025Q3: 26,615 shares 26,615$1.17M0.93%-7,656Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 19,949 shares; 2025Q3: 20,560 shares 20,560$1.01M0.8%+611Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,582 shares 20,582$943K0.75%newTimeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,352 shares; 2025Q2: 2,153 shares; 2025Q3: 2,137 shares 2,137$799K0.63%-16Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,952 shares; 2025Q2: 9,728 shares; 2025Q3: 13,379 shares 13,379$733K0.58%+3,651Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,120 shares; 2025Q2: 8,533 shares; 2025Q3: 6,104 shares 6,104$611K0.49%-2,429Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,438 shares; 2025Q2: 8,290 shares; 2025Q3: 8,336 shares 8,336$566K0.45%+46Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,565 shares; 2025Q2: 17,756 shares; 2025Q3: 19,934 shares 19,934$500K0.4%+2,178Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,532 shares; 2025Q2: 16,779 shares; 2025Q3: 17,028 shares 17,028$475K0.38%+249Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,025 shares; 2025Q2: 905 shares; 2025Q3: 895 shares 895$437K0.35%-10Timeline
PSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,691 shares; 2025Q2: 8,875 shares; 2025Q3: 9,020 shares 9,020$316K0.25%+145Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares 1,471$300K0.24%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,245 shares; 2025Q2: 3,157 shares; 2025Q3: 3,075 shares 3,075$294K0.23%-82Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares 426$269K0.21%0Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,820 shares; 2025Q2: 48,739 shares; 2025Q3: 5,200 shares 5,200$262K0.21%-43,539Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,027 shares; 2025Q2: 2,952 shares; 2025Q3: 2,930 shares 2,930$258K0.21%-22Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 443 shares; 2025Q2: 388 shares; 2025Q3: 384 shares 384$241K0.19%-4Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EWIISHARES INC31,112$1.52Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001986152-25-000105 base2025-11-13acceptance time not in the bulk data set