Moneywise, Inc. 13F Holdings · Q2 2026
Moneywise, Inc. reported 86 securities worth $268.06M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHX (7.82%), ITOT (6.52%), SPY (6.48%). Among its top 25 positions this quarter: 2 new, 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $21.0M | 7.82% | 712,622 | Added |
| 2 | ITOT | ISHARES TR | $17.5M | 6.52% | 106,454 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $17.4M | 6.48% | 23,276 | Trimmed |
| 4 | IWV | ISHARES TR | $16.6M | 6.21% | 39,011 | Trimmed |
| 5 | VV | VANGUARD INDEX FDS | $15.3M | 5.73% | 44,629 | Trimmed |
| 6 | PTL | NORTHERN LTS FD TR IV | $12.8M | 4.79% | 44,863 | Added |
| 7 | ESUM | STRATEGY SHS | $8.9M | 3.32% | 290,812 | Added |
| 8 | IWN | ISHARES TR | $8.9M | 3.31% | 40,123 | Added |
| 9 | EEM | ISHARES TR | $8.7M | 3.25% | 127,286 | Added |
| 10 | IEFA | ISHARES TR | $8.1M | 3.01% | 83,608 | Trimmed |
| 11 | IWM | ISHARES TR | $7.7M | 2.86% | 25,502 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $6.9M | 2.57% | 31,604 | New |
| 13 | SCHM | SCHWAB STRATEGIC TR | $6.8M | 2.53% | 184,056 | Added |
| 14 | IAGG | ISHARES TR | $6.5M | 2.43% | 128,729 | Added |
| 15 | XLK | SELECT SECTOR SPDR TR | $6.4M | 2.40% | 33,719 | New |
| 16 | XLE | SELECT SECTOR SPDR TR | $6.3M | 2.35% | 118,532 | Added |
| 17 | SCHF | SCHWAB STRATEGIC TR | $6.2M | 2.32% | 224,324 | Added |
| 18 | ESSC | STRATEGY SHS | $6.1M | 2.26% | 190,897 | Trimmed |
| 19 | FDLS | NORTHERN LTS FD TR IV | $3.7M | 1.37% | 87,113 | Added |
| 20 | COWZ | PACER FDS TR | $3.5M | 1.32% | 56,813 | Trimmed |
| 21 | IWL | ISHARES TR | $3.4M | 1.25% | 18,127 | Added |
| 22 | IEMG | ISHARES INC | $3.3M | 1.24% | 40,201 | Added |
| 23 | IVV | ISHARES TR | $3.2M | 1.21% | 4,335 | Trimmed |
| 24 | IUSB | ISHARES TR | $3.0M | 1.12% | 64,798 | Trimmed |
| 25 | VTEB | VANGUARD MUN BD FDS | $2.9M | 1.08% | 57,003 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR