§ 13F · FUND PROFILE
MONEYWISE, INC..
AUM · $268M (13F)Positions · 86Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 713K | $21M | 7.8% | ±0% |
| 2 | ITOT | ISHARES TR | 106K | $17M | 6.5% | +81% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 23K | $17M | 6.5% | −4% |
| 4 | IWV | ISHARES TR | 39K | $17M | 6.2% | −3% |
| 5 | VV | VANGUARD INDEX FDS | 45K | $15M | 5.7% | −2% |
| 6 | PTL | NORTHERN LTS FD TR IV | 45K | $13M | 4.8% | +46% |
| 7 | ESUM | STRATEGY SHS | 291K | $9M | 3.3% | +5% |
| 8 | IWN | ISHARES TR | 40K | $9M | 3.3% | +11% |
| 9 | EEM | ISHARES TR | 127K | $9M | 3.2% | +4% |
| 10 | IEFA | ISHARES TR | 84K | $8M | 3.0% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONEYWISE, SIGNAL
AC read
MONEYWISE, INC. is a Other fund managing $268 million in assets. The fund runs a portfolio of 86 positions.
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