Portfolio (Quarterly) Guide ↗

PLANWISER FINANCIAL, LLC

· CIK 0002043741

13F Portfolio $144M AUM 50 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 6 New 19 Added 23 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLF	SELECT SECTOR SPDR TR	—	64,921	$3.5M	2.60%	SOLD
2	VWOB	VANGUARD WHITEHALL FDS	—	37,989	$2.6M	1.92%	SOLD
3	EWG	ISHARES INC	—	42,417	$1.8M	1.36%	SOLD

Sector Allocation

Healthcare 35.6%

Financial Services 34.7%

Technology 29.7%