MONEYWISE, INC.
MONEYWISE, INC. reported 86 positions worth $268.1M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SCHX (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $21.0M | 7.82% | 712,622 | — | — | |
| ▸ 2 | ITOT | SH | $17.5M | 6.52% | 106,454 | — | — | |
| ▸ 3 | SPY | SH | $17.4M | 6.48% | 23,276 | — | — | |
| ▸ 4 | IWV | SH | $16.6M | 6.21% | 39,011 | — | — | |
| ▸ 5 | VV | SH | $15.3M | 5.73% | 44,629 | — | — | |
| ▸ 6 | PTL | SH | $12.8M | 4.79% | 44,863 | — | — | |
| ▸ 7 | ESUM | SH | $8.9M | 3.32% | 290,812 | — | — | |
| ▸ 8 | IWN | SH | $8.9M | 3.31% | 40,123 | — | — | |
| ▸ 9 | EEM | SH | $8.7M | 3.25% | 127,286 | — | — | |
| ▸ 10 | IEFA | SH | $8.1M | 3.01% | 83,608 | — | — |
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Frequently Asked Questions
What stocks does MONEYWISE, INC. hold as of Q2 2026?
MONEYWISE, INC. reported 86 positions worth $268.1M in its Q2 2026 13F filing. Largest positions: SCHX (7.8%), ITOT (6.5%), SPY (6.5%), IWV (6.2%) and VV (5.7%).
What did MONEYWISE, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MONEYWISE, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.