You're signed outSign in or to get full access.
Planwiser Financial, LLC
Planwiser Financial, LLC is a registered investment adviser headquartered in Colorado Springs, Colorado. The firm provides investment advisory services, including financial planning, portfolio management, and retirement planning. Planwiser aims to help clients make informed, wise decisions with their resources, emphasizing ethical standards, sustainable profitability, and whole-person success for clients and team members. Its ideal clients are those with meaningful goals who value long-term relationships and professional guidance. Planwiser was incorporated in Colorado and employs a small team of advisers dedicated to objective, cost-effective financial advice.
Investment Strategy
Planwiser Financial offers a holistic approach to investment management, focusing on tailored portfolios based on each client’s individual goals, risk tolerance, and financial situation. The firm combines portfolio management with comprehensive financial planning and retirement strategies. Planwiser emphasizes objective and cost-effective advice, encouraging client engagement and education. The firm aims to align client portfolios with long-term objectives, fostering thoughtful stewardship and whole-person well-being, and upholds high ethical standards throughout the advisory process.
Latest 13F Filing Activity
Planwiser Financial, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 44 equity positions with a total 13F market value of $117B. The fund increased holdings in Dimensional Etf Trust, Select Sector SPDR TR, SPDR Index SHS FDS among other positions. Planwiser Financial, LLC reduced exposure to Vanguard Scottsdale FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.92% | $12.80B | 20,005 | $566.04 | $620.90 | +$2.31B |
A AVUS | AMERICAN CENTY ETF TR | 10.22% | $11.98B | 115,043 | $92.38 | $100.82 | +$142.5M |
S SPDW | SPDR INDEX SHS FDS | 5.80% | $6.80B | 167,471 | $37.77 | $40.49 | +$2.53B |
D DFAI | DIMENSIONAL ETF TRUST | 5.80% | $6.80B | 196,158 | $33.02 | $34.57 | +$3.82B |
V VTV | VANGUARD INDEX FDS | 5.50% | $6.45B | 35,869 | $173.11 | $176.74 | +$991.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more