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CIK: 0001703080
Total reported value
$268.1M
$268.1M
82 檔
31.3%
According to the latest 13F quarterly dataset, Moneywise, Inc. managed an equity portfolio of $268.1M at the end of Q4 2025, spanning 82 distinct U.S. exchange-listed positions.
In Q4 2025, Moneywise, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.27% | -0.12% | -7.57% | |
| 2 | MRSK | Toews Agility Shares Managed | ETF-Other | 7.02% | -0.04% | -24.14% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.93% | -0.38% | -4.55% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.36% | -0.31% | +2.29% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 6.31% | -0.21% | +24.27% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.45% | +2.87% | -24.74% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.29% | -0.69% | +25.64% | |
| 8 | PTL | Inspire 500 ETF | ETF-Other | 3.64% | +1.43% | +10.04% | |
| 9 | ESUM | Eventide US Market ETF | ETF-Other | 3.02% | +0.15% | +8.21% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.89% | -2.24% | EXIT | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.84% | +2.40% | NEW | |
| 12 | BIBL | Inspire 100 ETF | ETF-Other | 2.51% | -1.16% | +112.71% | |
| 13 | SHYM | Ishares Short Duration High | ETF-Other | 2.14% | — | — | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 2.09% | — | — | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.05% | +0.09% | +3.90% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.91% | — | +35.16% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.79% | -0.25% | -21.96% | |
| 18 | TPIF | Timothy Plan Intl ETF | ETF-Other | 1.57% | -0.03% | +36.60% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.54% | -0.31% | -19.53% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.41% | -0.21% | -18.70% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.39% | +0.20% | — | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.25% | -0.05% | -23.02% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.23% | +0.26% | +591.60% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 1.14% | +0.70% | -0.96% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.09% | -0.04% | +115.77% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -0.03% | +0.64% | |
| 27 | QGRO | American Century US Quality | ETF-Other | 0.96% | -0.07% | -37.76% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.96% | +0.22% | -3.13% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | -0.08% | -15.11% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | +0.09% | +761.16% | |
| 31 | ESSC | Eventide Small Cap ETF | ETF-Small Cap | 0.70% | +0.05% | — | |
| 32 | FDLS | Inspire Fidelis Multi Factor | ETF-Other | 0.69% | +0.19% | — | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | +0.05% | — | |
| 34 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.61% | +0.04% | +10.80% | |
| 35 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.60% | +0.24% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.03% | -1.14% | |
| 37 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.58% | -0.05% | -19.31% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | -0.01% | -3.90% | |
| 39 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.57% | -0.10% | -50.97% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.06% | -13.95% | |
| 41 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.51% | +0.04% | -50.43% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | — | -8.57% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.49% | +0.10% | — | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | — | -2.06% | |
| 45 | WWJD | Inspire International ETF | ETF-Other | 0.43% | -0.06% | +2.32% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.43% | +0.19% | — | |
| 47 | BLES | Inspire Global Hope ETF | ETF-Other | 0.41% | -0.03% | +2.35% | |
| 48 | ✓ | Neos ETF Trust | ETF-Other | 0.40% | — | +4.06% | |
| 49 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.38% | — | +7.83% | |
| 50 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.37% | -0.01% | +3.49% |
According to official SEC Form 13F filings, Moneywise, Inc. reported a total U.S. public equity portfolio value of $268.1M across 82 disclosed positions in Q4 2025.
During Q4 2025, Moneywise, Inc.'s top holdings by market value included SCHX (8.3%)、MRSK (7.0%)、SPY (6.9%). The largest single position, SCHX, represented 8.3% 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.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, MRSK, SPY) accounted for 31.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWO
市值: $7.0M
Top Position Liquidated / Trimmed
IWP
前期市值: $7.3M
In Q4 2025, Moneywise, Inc. made 50 total portfolio adjustments, initiating 15 new buys, adding to 13 positions, trimming 17 holdings, and fully liquidating 5 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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