MONEYWISE, INC.

Q3 2025 13F-HR Holdings

Location
Forest, VA
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
72
Total value ($000)
$221,056
Net value change ($000)
+7,771 (3.6%)
New positions
5
Sold out positions
7
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLU 4,687 209.0%
XLK 2,690 61.5%
ITOT 1,640 13.4%
ESUM 983 17.0%
IWV 927 6.8%
SCHX 770 3.8%
SPY 760 4.7%
VV 733 6.5%
PTL 683 9.3%
VTEB 572 14.3%
Top Reduces (Value $000, Stocks/ETFs)
XLI -4,372 -100.0%
SGOV -2,547 -100.0%
XLF -2,230 -100.0%
MRSK -865 -3.9%
SHYM -467 -100.0%
SHYD -438 -100.0%
MUST -407 -25.6%
BNDW -334 -55.8%
FMUN -244 -100.0%
IBM -203 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type