Planwiser Financial, LLC reported 50 holdings worth US$144M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Planwiser Financial, LLC reported 50 holdings worth US$144M as of Jun 30, 2026. Largest: Eli Lilly And Company. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$144M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Eli Lilly And Company | 208 | US$249K | 0.17% |