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PLANWISER FINANCIAL, LLC

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13F filer, CIK 2043741, COLORADO SPRINGS, CO

PLANWISER FINANCIAL, LLC reported $138,134,154 across 47 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 58.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001986152-26-000083

Period
2026-03-31
Reported value
$138M
Holdings
47
Top 10 weight
58.66%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMFCadded+66,148$4.78M
SPTIadded+146,112$4.19M
IGIBadded+77,766$4.17M
ISTBnew+68,709$3.33M
XLEnew+46,007$2.57M

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
AVLVreduced-57,938-$4.89M
XLFexited-64,921-$3.47M
ICVTexited-26,345-$2.73M
VTVreduced-12,684-$2.56M
ILTBreduced-48,008-$2.37M

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, Q1 2026

Share positions as resolved from 13F-HR 0001986152-26-000083, largest first. % of portfolio is the value over $138,134,154, 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 128,743 shares; 2025Q2: 115,043 shares; 2025Q3: 121,956 shares; 2025Q4: 125,165 shares; 2026Q1: 127,513 shares 127,513$15.1M10.96%+2,348Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,601 shares; 2025Q2: 20,005 shares; 2025Q3: 18,696 shares; 2025Q4: 21,365 shares; 2026Q1: 19,444 shares 19,444$13.7M9.9%-1,921Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,638 shares; 2025Q2: 11,864 shares; 2025Q3: 11,341 shares; 2025Q4: 12,196 shares; 2026Q1: 15,861 shares 15,861$7.7M5.58%+3,665Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 111,579 shares; 2025Q2: 167,471 shares; 2025Q3: 116,441 shares; 2025Q4: 172,894 shares; 2026Q1: 156,907 shares 156,907$7.67M5.55%-15,987Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 232,655 shares; 2025Q2: 181,517 shares; 2025Q3: 108,067 shares; 2025Q4: 109,201 shares; 2026Q1: 255,313 shares 255,313$7.32M5.3%+146,112Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 91,047 shares; 2025Q2: 196,158 shares; 2025Q3: 93,693 shares; 2025Q4: 166,344 shares; 2026Q1: 165,418 shares 165,418$6.84M4.95%-926Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 127,938 shares; 2025Q2: 66,933 shares; 2025Q3: 68,003 shares; 2025Q4: 100,959 shares; 2026Q1: 139,690 shares 139,690$6.58M4.77%+38,731Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,346 shares; 2025Q2: 21,918 shares; 2025Q3: 21,247 shares; 2025Q4: 21,490 shares; 2026Q1: 87,638 shares 87,638$6.33M4.58%+66,148Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,245 shares; 2025Q2: 60,912 shares; 2025Q3: 93,182 shares; 2025Q4: 22,380 shares; 2026Q1: 100,146 shares 100,146$5.37M3.89%+77,766Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,997 shares; 2025Q4: 37,989 shares; 2026Q1: 65,700 shares 65,700$4.42M3.2%+27,711Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 32,552 shares; 2025Q2: 35,869 shares; 2025Q3: 33,516 shares; 2025Q4: 32,615 shares; 2026Q1: 19,931 shares 19,931$4.03M2.92%-12,684Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,344 shares; 2025Q2: 74,854 shares; 2025Q3: 82,663 shares; 2025Q4: 109,118 shares; 2026Q1: 88,927 shares 88,927$3.71M2.69%-20,191Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 56,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,709 shares 68,709$3.33M2.41%newTimeline
HGERHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 102,204 shares; 2025Q2: 115,079 shares; 2025Q3: 109,583 shares; 2025Q4: 136,621 shares; 2026Q1: 101,620 shares 101,620$3.17M2.3%-35,001Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 87,222 shares; 2025Q2: 84,584 shares; 2025Q3: 84,941 shares; 2025Q4: 94,295 shares; 2026Q1: 92,737 shares 92,737$3.06M2.22%-1,558Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 57,874 shares; 2025Q2: 54,168 shares; 2025Q3: 58,791 shares; 2025Q4: 60,252 shares; 2026Q1: 60,578 shares 60,578$3.04M2.2%+326Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 11,582 shares; 2025Q3: 8,828 shares; 2025Q4: 24,371 shares; 2026Q1: 20,211 shares 20,211$3.04M2.2%-4,160Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,020 shares; 2025Q2: 28,538 shares; 2025Q3: 21,165 shares; 2025Q4: 30,524 shares; 2026Q1: 25,256 shares 25,256$2.96M2.15%-5,268Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,843 shares; 2026Q1: 17,259 shares 17,259$2.95M2.14%-5,584Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 74,478 shares; 2025Q2: 54,968 shares; 2025Q3: 73,849 shares; 2025Q4: 55,617 shares; 2026Q1: 51,058 shares 51,058$2.58M1.86%-4,559Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,007 shares 46,007$2.57M1.86%newTimeline
BUFFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 63,972 shares; 2025Q2: 45,422 shares; 2025Q3: 38,701 shares; 2025Q4: 30,938 shares; 2026Q1: 38,085 shares 38,085$1.95M1.41%+7,147Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 78,154 shares; 2025Q2: 76,960 shares; 2025Q3: 77,773 shares; 2025Q4: 79,481 shares; 2026Q1: 21,543 shares 21,543$1.82M1.32%-57,938Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,222 shares; 2025Q2: 6,232 shares; 2025Q3: 6,030 shares; 2025Q4: 6,782 shares; 2026Q1: 6,415 shares 6,415$1.79M1.29%-367Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,718 shares; 2025Q2: not reported; 2025Q3: 15,483 shares; 2025Q4: not reported; 2026Q1: 17,663 shares 17,663$1.57M1.14%newTimeline
EWIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,782 shares; 2025Q2: 31,112 shares; 2025Q3: not reported; 2025Q4: 33,163 shares; 2026Q1: 26,993 shares 26,993$1.57M1.14%-6,170Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,793 shares; 2025Q2: 32,994 shares; 2025Q3: 25,143 shares; 2025Q4: 33,352 shares; 2026Q1: 25,902 shares 25,902$1.5M1.09%-7,450Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,227 shares; 2026Q1: 30,478 shares 30,478$1.46M1.05%-9,749Timeline
BFRZINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,657 shares; 2025Q4: 34,119 shares; 2026Q1: 50,268 shares 50,268$1.33M0.96%+16,149Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,395 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,281 shares 22,281$1.07M0.78%newTimeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,497 shares; 2026Q1: 21,902 shares 21,902$999K0.72%+405Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,565 shares; 2025Q2: 17,756 shares; 2025Q3: 19,934 shares; 2025Q4: 32,665 shares; 2026Q1: 33,624 shares 33,624$843K0.61%+959Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,352 shares; 2025Q2: 2,153 shares; 2025Q3: 2,137 shares; 2025Q4: 2,153 shares; 2026Q1: 2,113 shares 2,113$810K0.59%-40Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 48,080 shares; 2025Q2: 8,606 shares; 2025Q3: 43,025 shares; 2025Q4: 8,709 shares; 2026Q1: 8,673 shares 8,673$762K0.55%-36Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,120 shares; 2025Q2: 8,533 shares; 2025Q3: 6,104 shares; 2025Q4: 21,708 shares; 2026Q1: 7,316 shares 7,316$729K0.53%-14,392Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,952 shares; 2025Q2: 9,728 shares; 2025Q3: 13,379 shares; 2025Q4: 11,234 shares; 2026Q1: 11,701 shares 11,701$661K0.48%+467Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,438 shares; 2025Q2: 8,290 shares; 2025Q3: 8,336 shares; 2025Q4: 8,680 shares; 2026Q1: 8,640 shares 8,640$650K0.47%-40Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,025 shares; 2025Q2: 905 shares; 2025Q3: 895 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871$408K0.3%0Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,532 shares; 2025Q2: 16,779 shares; 2025Q3: 17,028 shares; 2025Q4: 16,617 shares; 2026Q1: 13,744 shares 13,744$397K0.29%-2,873Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,027 shares; 2025Q2: 2,952 shares; 2025Q3: 2,930 shares; 2025Q4: 3,873 shares; 2026Q1: 3,866 shares 3,866$373K0.27%-7Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 64,154 shares; 2025Q3: 132,882 shares; 2025Q4: 11,681 shares; 2026Q1: 13,489 shares 13,489$318K0.23%+1,808Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,820 shares; 2025Q2: 48,739 shares; 2025Q3: 5,200 shares; 2025Q4: 54,118 shares; 2026Q1: 6,110 shares 6,110$302K0.22%-48,008Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,245 shares; 2025Q2: 3,157 shares; 2025Q3: 3,075 shares; 2025Q4: 2,968 shares; 2026Q1: 2,846 shares 2,846$291K0.21%-122Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares 1,217$273K0.2%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426$272K0.2%0Timeline
PSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,691 shares; 2025Q2: 8,875 shares; 2025Q3: 9,020 shares; 2025Q4: 8,835 shares; 2026Q1: 7,367 shares 7,367$263K0.19%-1,468Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 443 shares; 2025Q2: 388 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384$247K0.18%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
XLFSELECT SECTOR SPDR TR64,921$3.47Mshares
ICVTISHARES TR26,345$2.73Mshares
EWGISHARES INC42,417$1.82Mshares
LLYELI LILLY & CO196$211Kshares

How Q1 2026 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 0001986152-26-000083 base2026-05-12acceptance time not in the bulk data set