PLANWISER FINANCIAL, LLC

DOSSIER · 13F-HR · Q1 2026

PLANWISER FINANCIAL, LLC

$138M in tracked AUM across 47 positions as of Q1 2026.

PF

CIK 0002043741 · last filed Mar 31, 2026

Total AUM

$138M

as of Q1 2026

Holdings

47

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

PLANWISER FINANCIAL, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.