MONEYWISE, INC.

Q4 2025 13F-HR Holdings

Location
Forest, VA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$240,410
Net value change ($000)
+19,354 (8.8%)
New positions
17
Sold out positions
7
Turnover %
17.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IWO 6,959 NEW
SHYM 5,141 NEW
CGGR 5,024 NEW
IAGG 3,347 NEW
BIBL 3,243 116.0%
VV 3,229 27.1%
SCHWAB STRATEGIC TRUST 2,544 614.5%
IEFA 2,302 28.7%
IEMG 1,911 776.8%
ESSC 1,678 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWP -7,311 -100.0%
MRSK -4,665 -21.6%
ITOT -3,223 -23.2%
XLU -2,345 -33.8%
QGRO -1,398 -37.7%
CALF -1,396 -50.3%
SCHX -1,172 -5.6%
FYC -1,107 -47.5%
COWZ -963 -18.3%
VTEB -876 -19.2%
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