13F Insight
DOSSIER · 13F-HR · Q2 2026

MONEYWISE, INC.

$268M in tracked AUM across 86 positions as of Q2 2026.

MI
CIK 0001703080 · last filed Jun 30, 2026
Total AUM
$268M
as of Q2 2026
Holdings
86
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MONEYWISE, INC. 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
SCHX
SCHWAB STRATEGIC TR
$21M713K7.8%02
ITOT
ISHARES TR
$17M106K6.5%03
SPY
STATE STR SPDR S&P 500 ETF T
$17M23K6.5%04
IWV
ISHARES TR
$17M39K6.2%05
VV
VANGUARD INDEX FDS
$15M45K5.7%06
PTL
NORTHERN LTS FD TR IV
$13M45K4.8%07
ESUM
STRATEGY SHS
$9M291K3.3%08
IWN
ISHARES TR
$9M40K3.3%09
EEM
ISHARES TR
$9M127K3.2%10
IEFA
ISHARES TR
$8M84K3.0%

Filing history

2026Q2Jun 30
$268M▲ 17.1%
86 positionsView →2026Q1Mar 31
$229M▼ 4.7%
82 positionsView →2025Q4Dec 31
$240M▲ 8.8%
82 positionsView →2025Q3Sep 30
$221M▲ 3.6%
72 positionsLocked2025Q2Jun 30
$213M▲ 12.9%
74 positionsLocked2025Q1Mar 31
$189M▼ 5.3%
56 positionsLocked2024Q4Dec 31
$199M▼ 1.9%
51 positionsLocked2024Q3Sep 30
$203M▲ 7.6%
60 positionsLocked2024Q2Jun 30
$189M▲ 2.7%
57 positionsLocked2024Q1Mar 31
$184M▲ 5.7%
59 positionsLocked2023Q4Dec 31
$174M▲ 9.2%
52 positionsLocked2023Q3Sep 30
$159M▼ 1.1%
50 positionsLocked
Showing 12 of 38