PlanWiser Financial’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

PlanWiser Financial’s Portfolio ALLW Stock Details ALLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.36M	Buy	+152,497	New	+$4.51M	2.93%	7

Other funds holding ALLW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $707M AUM 17.52% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

PlanWiser Financial's ALLW Position: Q3 2026 in Review

PlanWiser Financial opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q3 2026: 152,497 shares worth $4.36M. The stake represents 2.93% of the portfolio and ranks #7 among its holdings.

133 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

PlanWiser Financial held 152,497 shares of State Street Bridgewater All Weather ETF worth $4.36M as of Q3 2026.
State Street Bridgewater All Weather ETF was a new PlanWiser Financial position in Q3 2026.
State Street Bridgewater All Weather ETF made up 2.93% of PlanWiser Financial's portfolio in Q3 2026, its #7 holding.
133 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on PlanWiser Financial's 13F filing for Q3 2026, filed 12 Nov 2026.