§ 13F · FUND PROFILE
MONEYWISE, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $213.3T (13F)Positions · 74Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 739K | $19.9T | 8.3% | −8% |
| 2 | MRSK | NORTHERN LIGHTS FD TR | 459K | $16.9T | 7.0% | −24% |
| 3 | SPY | SPDR S&P 500 ETF TR | 24K | $16.7T | 6.9% | −5% |
| 4 | IWV | ISHARES TR | 40K | $15.3T | 6.4% | +2% |
| 5 | VV | VANGUARD INDEX FDS | 48K | $15.2T | 6.3% | +24% |
| 6 | ITOT | ISHARES TR | 72K | $10.7T | 4.4% | −25% |
| 7 | IEFA | ISHARES TR | 115K | $10.3T | 4.3% | +26% |
| 8 | PTL | NORTHERN LTS FD TR IV | 35K | $8.8T | 3.6% | +10% |
| 9 | ESUM | STRATEGY SHS | 269K | $7.3T | 3.0% | +8% |
| 10 | IWO | ISHARES TR | 22K | $7.0T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONEYWISE, SIGNAL
AC read
MONEYWISE, INC. is a Other fund managing $213285.0 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed