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CIK: 0001703080
Total reported value
$268.1M
$268.1M
82 檔
26.5%
As reported in its official Q1 2026 Form 13F filing, Moneywise, Inc.'s tracked investment portfolio stood at $268.1M with 82 total positions.
Moneywise, Inc. executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 11 holdings and trimming 36 positions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SPY, IWV) accounted for 26.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.94% | -0.12% | -3.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.86% | -0.38% | -1.06% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.52% | -0.31% | +1.90% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 5.94% | -0.21% | -5.44% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.70% | -0.69% | -18.81% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.65% | +2.87% | -18.36% | |
| 7 | PTL | Inspire 500 ETF | ETF-Other | 3.36% | +1.43% | -12.87% | |
| 8 | ESUM | Eventide US Market ETF | ETF-Other | 3.17% | +0.15% | +3.08% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.06% | -2.98% | — | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.03% | +0.22% | +188.99% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.99% | +0.32% | — | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.72% | -0.37% | — | |
| 13 | XLB | Ss Materials Select Sector | ETF-Other | 2.71% | -2.62% | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.45% | +0.41% | +976.63% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.44% | +0.09% | +10.10% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.24% | -2.24% | EXIT | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.23% | +0.20% | +52.79% | |
| 18 | ESSC | Eventide Small Cap ETF | ETF-Small Cap | 2.21% | +0.05% | +199.08% | |
| 19 | BIBL | Inspire 100 ETF | ETF-Other | 2.09% | -1.16% | -24.24% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.06% | +0.26% | +54.70% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.57% | -0.25% | -19.73% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.39% | -0.31% | -12.98% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.33% | -0.21% | -9.64% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.03% | +20.46% | |
| 25 | FDLS | Inspire Fidelis Multi Factor | ETF-Other | 1.18% | +0.19% | +56.78% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.15% | +0.09% | +17.70% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | -0.04% | -6.83% | |
| 28 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.01% | +0.24% | +71.87% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.98% | -0.05% | -26.76% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | -0.08% | -8.57% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.84% | +0.05% | +28.05% | |
| 32 | QGRO | American Century US Quality | ETF-Other | 0.80% | -0.07% | -13.32% | |
| 33 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.73% | +0.04% | +5.27% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.72% | +0.19% | +60.01% | |
| 35 | WWJD | Inspire International ETF | ETF-Other | 0.72% | -0.06% | +54.15% | |
| 36 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.66% | +0.10% | +70.83% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.65% | +0.10% | +27.09% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | -0.01% | +0.05% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | +0.19% | +51.41% | |
| 40 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.51% | +0.04% | -5.87% | |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.50% | -0.10% | -17.93% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | -0.03% | -13.01% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | — | +11.26% | |
| 44 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.49% | -0.05% | -18.31% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | — | -7.56% | |
| 46 | BLES | Inspire Global Hope ETF | ETF-Other | 0.45% | -0.03% | +0.57% | |
| 47 | PRAY | Fis Trust - Fis Christian St | ETF-Other | 0.44% | -0.02% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.06% | — | |
| 49 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.37% | -0.08% | -2.19% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.70% | -67.41% |
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 Q1 2026.
During Q1 2026, Moneywise, Inc.'s top holdings by market value included SCHX (7.9%)、SPY (6.9%)、IWV (6.5%). The largest single position, SCHX, represented 7.9% of total portfolio value.
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Top New Position Initiated
IEF
市值: $7.0M
Top Position Liquidated / Trimmed
XLK
前期市值: $6.8M
In Q1 2026, Moneywise, Inc. made 85 total portfolio adjustments, initiating 11 new buys, adding to 27 positions, trimming 36 holdings, and fully liquidating 11 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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