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Planwiser Financial, LLC

13F filer · CIK 0002043741
Reported Aug 7, 2026
Net buyer this quarter
13F portfolio value$144MU.S. long equity reported on 13F
Positions42 new · 0 closed
Net flow last quarter+$404KBuys minus sells
Top 10 positions weight1.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 7, 20264 positions
BUFFBlue Buffalo Pet Products, Inc.$2.02M1.41%0.02%+0.8%Q1 2025
LLYELI LILLY & Co$249K0.17%0.00%NewQ2 2026
QQQInvesco QQQ Trust, Series 1$244K0.17%Not reported-22.3%Q1 2025
STXSeagate Technology Holdings plc$208K0.14%0.00%NewQ2 2026
Q1 2026Reported May 12, 20262 positions
BUFFBlue Buffalo Pet Products, Inc.$1.95M1.41%0.02%Not reportedQ1 2025
QQQInvesco QQQ Trust, Series 1$272K0.20%Not reportedNot reportedQ1 2025
Q3 2025Reported Nov 13, 20252 positions
BUFFBlue Buffalo Pet Products, Inc.$1.91M1.52%0.02%-14.8%Q1 2025
QQQInvesco QQQ Trust, Series 1$269K0.21%Not reportedNot reportedQ1 2025
Q2 2025Reported Aug 14, 20252 positions
BUFFBlue Buffalo Pet Products, Inc.$2.17M1.85%0.02%-29.0%Q1 2025
QQQInvesco QQQ Trust, Series 1$242K0.21%Not reportedNot reportedQ1 2025
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