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CIK: 0001703080
Total reported value
$268.1M
$268.1M
72 檔
32.9%
As reported in its official Q3 2025 Form 13F filing, Moneywise, Inc.'s tracked investment portfolio stood at $268.1M with 72 total positions.
In Q3 2025, Moneywise, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 15 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MRSK, SCHX, SPY) accounted for 32.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRSK | Toews Agility Shares Managed | ETF-Other | 9.75% | -0.04% | -9.43% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.53% | -0.12% | -3.69% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.71% | -0.38% | -2.92% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.63% | -0.31% | -1.12% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.29% | +2.87% | +5.11% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 5.40% | -0.21% | -1.27% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.62% | -0.69% | -0.86% | |
| 8 | PTL | Inspire 500 ETF | ETF-Other | 3.62% | +1.43% | +0.59% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.31% | — | -1.10% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 3.20% | +2.40% | NEW | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.13% | — | +189.28% | |
| 12 | ESUM | Eventide US Market ETF | ETF-Other | 3.06% | +0.15% | +11.89% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.38% | -0.25% | -3.37% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.12% | +0.09% | -1.55% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.07% | -0.31% | +11.95% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.89% | -0.21% | +12.10% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.73% | -0.05% | +0.71% | |
| 18 | QGRO | American Century US Quality | ETF-Other | 1.68% | -0.07% | -8.41% | |
| 19 | BIBL | Inspire 100 ETF | ETF-Other | 1.26% | -1.16% | +1.62% | |
| 20 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.26% | -0.10% | -4.43% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.23% | +0.70% | -0.32% | |
| 22 | TPIF | Timothy Plan Intl ETF | ETF-Other | 1.20% | -0.03% | +2.83% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.19% | -0.08% | -2.45% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | -0.03% | -2.60% | |
| 25 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.05% | +0.04% | -1.87% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.05% | +0.22% | -2.89% | |
| 27 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.79% | -0.05% | -0.74% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.06% | -4.01% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | -0.01% | -2.90% | |
| 30 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.60% | +0.04% | +63.35% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | — | -9.90% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | -0.04% | -4.25% | |
| 33 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.53% | -0.08% | -27.09% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | -0.03% | -5.81% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | — | +1.02% | |
| 36 | WWJD | Inspire International ETF | ETF-Other | 0.44% | -0.06% | +10.74% | |
| 37 | BLES | Inspire Global Hope ETF | ETF-Other | 0.43% | -0.03% | +10.74% | |
| 38 | ✓ | Neos ETF Trust | ETF-Other | 0.42% | — | +11.40% | |
| 39 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.42% | -0.05% | -6.24% | |
| 40 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.39% | -0.01% | +11.56% | |
| 41 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.39% | -0.04% | — | |
| 42 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.39% | — | +8.95% | |
| 43 | FTCS | First Trust Capital Strength | ETF-Other | 0.37% | -0.04% | -4.41% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.37% | — | -0.21% | |
| 45 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.30% | -0.04% | -5.90% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.01% | -16.51% | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.28% | — | -17.44% | |
| 48 | GEF | Greif Inc-cl A | Stock-Other | 0.26% | -0.02% | — | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.25% | -0.01% | +0.01% | |
| 50 | NUE | Nucor CORP | Stock-Materials | 0.23% | — | +0.11% |
According to official SEC Form 13F filings, Moneywise, Inc. reported a total U.S. public equity portfolio value of $268.1M across 72 disclosed positions in Q3 2025.
During Q3 2025, Moneywise, Inc.'s top holdings by market value included MRSK (9.8%)、SCHX (9.5%)、SPY (7.7%). The largest single position, MRSK, represented 9.8% of total portfolio value.
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Top New Position Initiated
MRSK
市值: $21.5M
Top Position Liquidated / Trimmed
DGRO
前期市值: $3.3M
In Q3 2025, Moneywise, Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 15 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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