What does MONEYWISE, INC. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

MONEYWISE, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$18M710K7.9%

STATE STR SPDR S&P 500 ETF T

$16M24K6.9%

ISHARES TR

$15M40K6.5%

VANGUARD INDEX FDS

$14M46K5.9%

ISHARES TR

$8M94K3.7%

ISHARES TR

$8M59K3.7%

NORTHERN LTS FD TR IV

$8M31K3.4%

STRATEGY SHS

$7M278K3.2%

ISHARES TR

$7M73K3.1%

ISHARES TR

$7M122K3.0%

Filing history loading…