§ 13F · FUND PROFILE
MONEYWISE, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221M (13F)Positions · 72Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 710K | $18M | 7.9% | −4% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 24K | $16M | 6.9% | −1% |
| 3 | IWV | ISHARES TR | 40K | $15M | 6.5% | +2% |
| 4 | VV | VANGUARD INDEX FDS | 46K | $14M | 5.9% | −5% |
| 5 | IEFA | ISHARES TR | 94K | $8M | 3.7% | −19% |
| 6 | ITOT | ISHARES TR | 59K | $8M | 3.7% | −18% |
| 7 | PTL | NORTHERN LTS FD TR IV | 31K | $8M | 3.4% | −13% |
| 8 | ESUM | STRATEGY SHS | 278K | $7M | 3.2% | +3% |
| 9 | IEF | ISHARES TR | 73K | $7M | 3.1% | NEW |
| 10 | EEM | ISHARES TR | 122K | $7M | 3.0% | +189% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONEYWISE, SIGNAL
AC read
MONEYWISE, INC. is a Other fund managing $221 million in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed