Moneywise
$268M 13F equity value
89 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Moneywise covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 712,622 | $21M | 7.8% |
| ITOT | ISHARES TR | 106,454 | $17M | 6.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 23,276 | $17M | 6.5% |
| IWV | ISHARES TR | 39,011 | $17M | 6.2% |
| VV | VANGUARD INDEX FDS | 44,629 | $15M | 5.7% |
| PTL | NORTHERN LTS FD TR IV | 44,863 | $13M | 4.8% |
| ESUM | STRATEGY SHS | 290,812 | $9M | 3.3% |
| IWN | ISHARES TR | 40,123 | $9M | 3.3% |
| EEM | ISHARES TR | 127,286 | $9M | 3.2% |
| IEFA | ISHARES TR | 83,608 | $8M | 3.0% |
Track Moneywise's 13F portfolio: $268M in reported holdings, 89 positions. Top holdings and quarterly changes on SentiSense.
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