Planwiser Financial, LLC - Q12026 Holdings

Planwiser Financial, LLC holds 47 stocks with a total portfolio value of $ 138.13M as of Q12026. In Q12026, Planwiser Financial, LLC added 4 new positions, increased stakes in 14 stocks, reduced 26 holdings, and fully exited 57 positions. The largest holding is American Centy Etf Tr (AVUS), representing 10.96% of the total portfolio.