Planwiser Financial, LLC reported 2 positions worth $457.92K for the quarter ended Jun 30, 2026. Its largest holding is ELI LILLY & Co at 54.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & Co | Healthcare | 208 | $249.48K | 54.48% | – | – | – | 0% |
| 2 | STX Seagate Technology Holdings plc | Technology | 216 | $208.44K | 45.52% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Planwiser Financial.
As of its Q2 2026 13F filing, Planwiser Financial, LLC’s five largest positions were ELI LILLY & Co (LLY) at 54.5%, Seagate Technology Holdings plc (STX) at 45.5% of the reported portfolio.
Planwiser Financial, LLC reported a 13F portfolio worth $457.92K across 2 positions for Q2 2026.
From the Form 13F-HR reports Planwiser Financial, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.