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MONEYWISE, INC. Portfolio

Auto-discovered active 13F filer.

SmallHigh Turnover how tags are computed

Q2 2026

Q2 2026 · 86 positions · Total reported value $268.06M · Top-10 concentration 50.4%

Turnover: 100.0% · 86 new · 0 cut · 0 exited

Active Share (vs S&P 500): 98.1% · vs QQQ: 98.5% — share of the book that differs from index weights (higher = more active) · ranking

In its Q2 2026 13F filing, MONEYWISE, INC. disclosed 86 equity positions with a combined reported value of $268.06M. The filing implies a moderately concentrated portfolio: its ten largest positions account for 50.4% of reported value. HoldingsHub classifies the profile as Small / High Turnover.

The largest disclosed positions as of Q2 2026 were SCHX ($20.97M), ITOT ($17.49M), SPY ($17.38M). By sector, the heaviest allocations are Technology 1.2%, Industrials 0.7%.

Versus the prior quarter, MONEYWISE, INC. opened 86 new positions, trimmed 0 and fully exited 0, a turnover rate of 100.0% of positions.

Figures come from the fund's SEC Form 13F filing. 13F reports are filed within 45 days of quarter end and cover long positions of $100,000 or more; they exclude short positions and non-13F asset classes, so treat this page as a quarter-end snapshot rather than the fund's live book.

Sector Allocation

Technology 1.2%
Industrials 0.7%
Financials 0.1%
Utilities 0.1%
Consumer Discretionary 0.1%
Consumer Staples 0.1%
Energy 0.1%
Other 97.6%
Sort by: Value Shares Weight Sector Change · CSV
# Symbol Company Shares Value Weight Change
1 SCHX SCHWAB STRATEGIC TR History 712.62K $20.97M 7.82% New
2 ITOT ISHARES TR History 106.45K $17.49M 6.52% New
3 SPY STATE STR SPDR S&P 500 ETF T History 23.28K $17.38M 6.48% New
4 IWV ISHARES TR History 39.01K $16.63M 6.21% New
5 VV VANGUARD INDEX FDS History 44.63K $15.35M 5.73% New
6 PTL NORTHERN LTS FD TR IV History 44.86K $12.83M 4.79% New
7 ESUM STRATEGY SHS History 290.81K $8.91M 3.32% New
8 IWN ISHARES TR History 40.12K $8.88M 3.31% New
9 EEM ISHARES TR History 127.29K $8.71M 3.25% New
10 IEFA ISHARES TR History 83.61K $8.07M 3.01% New
11 IWM ISHARES TR History 25.50K $7.66M 2.86% New
12 VTV VANGUARD INDEX FDS History 31.60K $6.89M 2.57% New
13 SCHM SCHWAB STRATEGIC TR History 184.06K $6.79M 2.53% New
14 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF History 128.73K $6.51M 2.43% New
15 XLK SELECT SECTOR SPDR TR History 33.72K $6.42M 2.40% New
16 XLE SELECT SECTOR SPDR TR History 118.53K $6.30M 2.35% New
17 SCHF SCHWAB STRATEGIC TR History 224.32K $6.21M 2.32% New
18 ESSC STRATEGY SHS History 190.90K $6.07M 2.26% New
19 FDLS INSPIRE FIDELIS MULTI FACTOR ETF History 87.11K $3.68M 1.37% New
20 COWZ PACER FDS TR History 56.81K $3.53M 1.32% New
21 IWL ISHARES TR History 18.13K $3.35M 1.25% New
22 IEMG ISHARES INC History 40.20K $3.33M 1.24% New
23 IVV ISHARES TR History 4.33K $3.25M 1.21% New
24 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF History 64.80K $2.99M 1.12% New
25 VTEB VANGUARD MUN BD FDS History 57.00K $2.88M 1.08% New
26 VUG VANGUARD INDEX FDS History 32.72K $2.82M 1.05% New
27 VB VANGUARD INDEX FDS History 9.20K $2.79M 1.04% New
28 BIBL NORTHERN LTS FD TR IV History 43.25K $2.50M 0.93% New
29 SCHA SCHWAB STRATEGIC TR History 68.99K $2.49M 0.93% New
30 IWR ISHARES TR History 22.02K $2.43M 0.91% New
31 IGSB ISHARES TR History 45.39K $2.38M 0.89% New
32 VO VANGUARD INDEX FDS History 26.41K $2.13M 0.79% New
33 ELCV STRATEGY SHS History 62.61K $2.06M 0.77% New
34 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF History 82.31K $2.03M 0.76% New
35 SCHE SCHWAB STRATEGIC TR History 55.71K $2.02M 0.75% New
36 QGRO AMERICAN CENTY ETF TR History 16.55K $1.95M 0.73% New
37 AGG ISHARES CORE U.S. AGGREGATE BOND ETF History 19.52K $1.93M 0.72% New
38 WWJD NORTHERN LTS FD TR IV History 46.56K $1.78M 0.66% New
39 IJH ISHARES TR History 21.10K $1.63M 0.61% New
40 FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND History 11.48K $1.46M 0.55% New
41 IVW ISHARES TR History 9.63K $1.32M 0.49% New
42 GOOG ALPHABET INC History 3.60K $1.27M 0.47% New
43 VTI VANGUARD INDEX FDS History 3.31K $1.22M 0.46% New
44 SCHZ SCHWAB STRATEGIC TR History 51.17K $1.18M 0.44% New
45 FLQM FRANKLIN TEMPLETON ETF TR History 20.19K $1.17M 0.44% New
46 PRAY FIS TR History 31.93K $1.13M 0.42% New
47 BLES INSPIRE GLOBAL HOPE ETF History 23.67K $1.13M 0.42% New
48 CALF PACER FDS TR History 21.30K $1.08M 0.40% New
49 MSFT Microsoft Corporation History 2.67K $995.66K 0.37% New
50 SPLV INVESCO EXCH TRADED FD TR II History 10.84K $811.78K 0.30% New