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CIK: 0001703080
Total reported value
$268.1M
$268.1M
74 檔
31.7%
The Q2 2025 SEC filing reveals that Moneywise, Inc. held a total portfolio value of $268.1M, covering 74 public equity positions.
In Q2 2025, Moneywise, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 10 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MRSK, SCHX, SPY) accounted for 31.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRSK | Toews Agility Shares Managed | ETF-Other | 10.51% | -0.04% | — | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.51% | -0.12% | -34.71% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.63% | -0.38% | +5.78% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.43% | -0.31% | +5.94% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.75% | +2.87% | -33.06% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 5.25% | -0.21% | -28.72% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.62% | -0.69% | — | |
| 8 | PTL | Inspire 500 ETF | ETF-Other | 3.43% | +1.43% | -28.57% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.38% | — | — | |
| 10 | ESUM | Eventide US Market ETF | ETF-Other | 2.71% | +0.15% | +274.18% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.45% | -0.25% | -47.06% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.11% | +0.09% | -15.52% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.05% | +2.40% | NEW | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.05% | — | — | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.87% | -0.31% | +21.40% | |
| 16 | QGRO | American Century US Quality | ETF-Other | 1.81% | -0.07% | -9.98% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.73% | -0.21% | -10.50% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.62% | -0.05% | -11.99% | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.24% | -0.10% | -26.83% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.20% | -0.08% | -69.93% | |
| 21 | BIBL | Inspire 100 ETF | ETF-Other | 1.20% | -1.16% | -14.35% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.19% | — | — | |
| 23 | TPIF | Timothy Plan Intl ETF | ETF-Other | 1.17% | -0.03% | +208.03% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.70% | +578.47% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | -0.03% | +10.43% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.05% | — | — | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 1.05% | — | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.02% | +0.22% | — | |
| 29 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.98% | +0.04% | -10.38% | |
| 30 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.79% | -0.05% | -18.30% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.06% | +8.06% | |
| 32 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.74% | -0.08% | -27.58% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | -0.01% | -71.31% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | +27.54% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | -0.04% | -62.50% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | — | -87.41% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.46% | — | — | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.46% | -0.05% | -18.05% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.03% | -2.36% | |
| 40 | WWJD | Inspire International ETF | ETF-Other | 0.40% | -0.06% | +16.35% | |
| 41 | FTCS | First Trust Capital Strength | ETF-Other | 0.39% | -0.04% | -24.24% | |
| 42 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.39% | -0.04% | -4.39% | |
| 43 | BLES | Inspire Global Hope ETF | ETF-Other | 0.39% | -0.03% | +9.32% | |
| 44 | ✓ | Neos ETF Trust | ETF-Other | 0.38% | — | +19.61% | |
| 45 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.36% | +0.04% | +4.86% | |
| 46 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.35% | — | -73.85% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | +0.01% | +0.30% | |
| 48 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.34% | -0.01% | +10.04% | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.33% | -0.04% | -13.40% | |
| 50 | GEF | Greif Inc-cl A | Stock-Other | 0.30% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRSK | Toews Agility Shares Managed | +10.5% | NEW | New buy |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +3.6% | NEW | New buy |
| 3 | IWP | Ishares Russell Mid-cap Grow | +3.4% | NEW | New buy |
| 4 | XLK | Ss Technology Select Sector | +2.1% | NEW | New buy |
| 5 | XLI | Ss Industrial Select Sector | +2.1% | NEW | New buy |
| 6 | ESUM | Eventide US Market ETF | +2% | +274.18% | Add |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +1.2% | NEW | New buy |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.1% | NEW | New buy |
| 9 | XLF | Ss Financial Select Sector | +1.1% | NEW | New buy |
| 10 | EEM | Ishares Msci Emerging Market | +1% | NEW | New buy |
| 11 | VUG | Vanguard Growth ETF | +1% | +578.47% | Add |
| 12 | TPIF | Timothy Plan Intl ETF | +0.8% | +208.03% | Add |
| 13 | UPS | United Parcel Service-cl B | +0.5% | NEW | New buy |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +5.78% | Add |
| 15 | IWV | Ishares Russell 3000 ETF | +0.2% | +5.94% | Add |
| 16 | NUE | Nucor CORP | +0.2% | NEW | New buy |
| 17 | SHYM | Ishares Short Duration High | +0.2% | NEW | New buy |
| 18 | SHYD | Vaneck Sh Hi Yld Muni | +0.2% | NEW | New buy |
| 19 | MSFT | Microsoft CORP | +0.2% | +8.06% | Add |
| 20 | IVE | Ishares S&p 500 Value ETF | +0.2% | NEW | New buy |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +27.54% | Add |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +21.40% | Add |
| 23 | AAPL | Apple Inc | +0.1% | +96.44% | Add |
| 24 | FMUN | Fidelity System Muni Bnd ETF | +0.1% | NEW | New buy |
| 25 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 26 | CSX | Csx CORP | +0.1% | NEW | New buy |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.43% | Add |
| 28 | FTCS | First Trust Capital Strength | -0.2% | -24.24% | Trim |
| 29 | SPLV | Invesco S&p 500 Low Volatili | -0.2% | -18.05% | Trim |
| 30 | BNDW | Vanguard Total World Bond Et | -0.2% | -36.39% | Trim |
| 31 | BIBL | Inspire 100 ETF | -0.3% | -14.35% | Trim |
| 32 | FLQM | Franklin U.s. Mid Cap Multif | -0.3% | -18.30% | Trim |
| 33 | MUST | Columbia Multi-sect Muni Inc | -0.4% | -27.58% | Trim |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.4% | -10.50% | Trim |
| 35 | SCHM | Schwab US Mid Cap ETF | -0.5% | -15.52% | Trim |
| 36 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.6% | -26.83% | Trim |
| 37 | BINC | Ishares Flex I A Etf-usd Inc | -0.6% | -70.00% | Trim |
| 38 | IYW | Ishares Ustechnology ETF | -0.9% | EXIT | Sold out |
| 39 | IFRA | Ishares US Infrastructure | -1% | EXIT | Sold out |
| 40 | VB | Vanguard Small-cap ETF | -1% | -62.50% | Trim |
| 41 | TPHD | Timothy Plan High Dvd Stck | -1.2% | -73.85% | Trim |
| 42 | PTL | Inspire 500 ETF | -1.4% | -28.57% | Trim |
| 43 | DGRO | Ishares Core Dividend Growth | -1.7% | EXIT | Sold out |
| 44 | IJH | Ishares Core S&p Midcap ETF | -1.8% | -71.31% | Trim |
| 45 | VV | Vanguard Large-cap ETF | -2.2% | -28.72% | Trim |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | -2.7% | -47.06% | Trim |
| 47 | VO | Vanguard Mid-cap ETF | -3% | -69.93% | Trim |
| 48 | ITOT | Ishares Core S&p Total U.s. | -3% | -33.06% | Trim |
| 49 | IVW | Ishares S&p 500 Growth ETF | -3.1% | -87.41% | Trim |
| 50 | SCHX | Schwab US Large-cap ETF | -5.4% | -34.71% | Trim |
According to official SEC Form 13F filings, Moneywise, Inc. reported a total U.S. public equity portfolio value of $268.1M across 74 disclosed positions in Q2 2025.
During Q2 2025, Moneywise, Inc.'s top holdings by market value included MRSK (10.5%)、SCHX (9.5%)、SPY (7.6%). The largest single position, MRSK, represented 10.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
MRSK
市值: $22.4M
Top Position Liquidated / Trimmed
DGRO
前期市值: $3.3M
In Q2 2025, Moneywise, Inc. made 50 total portfolio adjustments, initiating 17 new buys, adding to 10 positions, trimming 20 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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