Planwiser Financial
Planwiser Financial reported 50 stocks worth $144M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AVUS (11.2%), IVV (9.9%) and VMBS (4.8%). Compared with Q1 2026, the fund opened new positions in ICVT, FDHY and LLY, added to VMBS, VUG and IGIB, trimmed AVUS, IVV and SPDW and sold out of VWOB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUS Avantis U.s. Equity ETF | $16.1M | 11.2% | 126K | −1,433 (−1%) | 6 of 6 | |
| 2 |  IVV Ishares TR | $14.2M | 9.9% | 19K | −421 (−2%) | 6 of 6 | |
| 3 |  VMBS Vanguard Scottsdale Fds | $6.9M | 4.8% | 146K | +6,795 (+5%) | 6 of 6 | |
| 4 |  VUG Vanguard Index Fds | $6.7M | 4.7% | 78K | +62K (+390%) | 6 of 6 | |
| 5 |  SPDW Spdr Developed | $6.7M | 4.6% | 132K | −25K (−16%) | 6 of 6 | |
| 6 |  IGIB Ishares TR | $5.7M | 3.9% | 106K | +6,156 (+6%) | 6 of 6 | |
| 7 |  ICVT Ishares TR Conv BD ETF | $5M | 3.5% | 41K | New position | 4 of 6 | |
| 8 |  VTV Vanguard Index Fds | $4.2M | 2.9% | 19K | −584 (−3%) | 6 of 6 | |
| 9 | DIMENSIONAL U S SMALL CAP ETF | $3.9M | 2.7% | 48K | +39K (+452%) | 6 of 6 | |
| 10 |  DFAI Dimensional Intern Core | $3.8M | 2.7% | 93K | −73K (−44%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VWOB Vanguard Whitehall Fds | $4.4M | 66K |
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Planwiser Financial 13F FAQ
What does Planwiser Financial own?
Planwiser Financial reported 50 stocks worth $144M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AVUS (11.2%), IVV (9.9%) and VMBS (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Planwiser Financial buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 25 added to, 18 trimmed and 1 sold out. New positions include ICVT, FDHY and LLY. It sold all of VWOB.
When will Planwiser Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Planwiser Financial's portfolio worth?
The Q2 2026 filing reports $144M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.