13F Filings History of PLANWISER FINANCIAL, LLC

Latest 13F filing: Q2 2026 - 07 Aug 2026
Latest reported 13F value: $143,900,652
Largest 13F holdings: AVUS IVV VMBS VUG SPDW IGIB ICVT VTV DFAS DFAI AVEM SPEM
+8 more
AVIG SPHY ISTB SCHM XLK XLI VB VTEB
Form 13F summary: PLANWISER FINANCIAL, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
PLANWISER FINANCIAL, LLC reported 50 equity holdings with a total reported market value of $143,900,652 for Q2 2026. Top reported holdings included AVUS, IVV, VMBS, VUG, and SPDW.
Manager signature: Lindsay Lingo - CCO
Manager location: Colorado Springs, CO

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q2 2026

Latest value

$143,900,652

Quarter delta

+$5,766,498

Accepted

07 Aug 2026, 11:28

Rows shown

1-6 of 6

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q2 2026	50	$143,900,652	+$26,118,515	-$18,163,341	+$7,955,174	AVUS, IVV, VMBS, VUG, SPDW	13F-HR	07 Aug 2026, 11:28
Q1 2026	47	$138,134,154	+$28,343,583	-$27,600,091	+$743,492	AVUS, IVV, VUG, SPDW, SPTI	13F-HR	12 May 2026, 12:53
Q4 2025	47	$133,650,131	+$30,541,573	-$24,254,109	+$6,287,464	IVV, AVUS, SPDW, DFAI, VTV	Restatement	13 Feb 2026, 13:56
Q3 2025	48	$125,912,400	+$20,679,047	-$18,115,403	+$2,563,644	AVUS, IVV, VTV, VUG, AVLV	13F-HR	12 Nov 2025, 18:32
Q2 2025	44	$117,246,598	+$22,777,973	-$24,048,820	-$1,270,847	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