MONEYWISE, INC.

Q1 2026 13F-HR Holdings

Location
Forest, VA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$229,008
Net value change ($000)
-11,402 (-4.7%)
New positions
11
Sold out positions
11
Turnover %
23.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEF 7,003 NEW
IWN 6,854 NEW
XLE 6,239 NEW
XLB 6,205 NEW
IWM 5,103 985.1%
EEM 4,621 200.0%
ESSC 3,392 202.1%
IAGG 1,769 52.9%
SCHWAB STRATEGIC TRUST 1,753 59.3%
FDLS 1,034 62.1%
Top Reduces (Value $000, Stocks/ETFs)
MRSK -16,327 -96.7%
XLK -6,825 -100.0%
SHYM -5,141 -100.0%
CGGR -5,024 -100.0%
XLU -4,585 -100.0%
TPIF -3,375 -89.3%
ITOT -2,330 -21.8%
VUG -1,935 -70.8%
IEFA -1,839 -17.8%
IWO -1,824 -26.2%
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