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Manager record

Planwiser Financial, Llc

Colorado Springs, CO · CIK 2043741 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$143.90MReported 13F valueQ2 2026 · as filed
50Holdings listed
+4.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $117.2M$117.2MQ2 202544 holdingsQ3 2025: $125.9M$125.9MQ3 202548 holdingsQ4 2025: $130.9M$130.9MQ4 202547 holdingsQ1 2026: $138.1M$138.1MQ1 202647 holdingsQ2 2026: $143.9M$143.9MQ2 202650 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$143.90M · 50 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$138.13M · 47 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$343.21M · 183 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR/A · period Q4 2025

$130.94M · 47 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$125.91M · 48 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$117.25M · 44 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology