PLANWISER FINANCIAL, LLC
13F Portfolio Filings
Most recent 13F
Q2 2025
Location
Colorado Springs, CO
CIK
0002043741
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2025
44
117,246
IVV, AVUS, SPDW, DFAI
13F-HR
8/13/2025
000198615225000068
Q1 2025
47
110,406
AVUS, IVV, SPTI, VMBS
13F-HR
5/8/2025
000204374125000001