PLANWISER FINANCIAL, LLC
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 143,901
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 50 | 143,901 | 13F-HR | PLANWISER FINANCIAL, LLC |
| Q1 2026 | 5/12/2026 | 47 | 138,134 | 13F-HR | PLANWISER FINANCIAL, LLC |
| Q4 2025 | 2/13/2026 | 47 | 133,650 | 13F-HR/A - RESTATEMENT | PLANWISER FINANCIAL, LLC |
| Q4 2025 | 2/13/2026 | 55 | 140,425 | 13F-HR | PLANWISER FINANCIAL, LLC |
| Q3 2025 | 11/13/2025 | 48 | 125,912 | 13F-HR | PLANWISER FINANCIAL, LLC |
| Q2 2025 | 8/14/2025 | 44 | 117,247 | 13F-HR | PLANWISER FINANCIAL, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.206 K | 3.6% | 272 | 0 | 272 |
| ETFs | 138.7 K | 96.4% | 5.492 K | 0 | 5.492 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
143,901
Holdings
50
QoQ value change ($000)
5,767
(4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.