Monetary Solutions, Ltd

DOSSIER · 13F-HR · Q2 2026

Monetary Solutions, Ltd

$116M in tracked AUM across 397 positions as of Q2 2026.

MS

CIK 0002112370 · last filed Jun 30, 2026

Total AUM

$116M

as of Q2 2026

Holdings

397

—

positions

Whale Score

51

51

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Monetary Solutions, Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SCHD

SCHWAB US DIVIDEND EQUITY ETF

$12M393K10.7%02

SCHM

SCHWAB U.S. MID-CAP ETF

$10M279K8.8%03

SCHX

SCHWAB U.S. LARGE-CAP ETF

$9M306K7.7%04

FLOT

ISHARES FLOATING RATE BOND ETF

$8M153K6.7%05

SCHA

SCHWAB U.S. SMALL-CAP ETF

$8M213K6.6%06

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$5M137K4.0%07

AAPL

APPLE INC COM

$4M15K3.9%08

JPM

JPMORGAN CHASE & CO COM

$4M13K3.8%09

SJNK

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF