MONEYWISE, INC.

Q2 2026 13F-HR Holdings

Location
Forest, VA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$268,057
Net value change ($000)
+39,049 (17.1%)
New positions
7
Sold out positions
3
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ITOT 9,127 109.2%
VTV 6,887 NEW
XLK 6,424 NEW
PTL 5,131 66.6%
SCHX 2,778 15.3%
IWM 2,041 36.3%
IWN 2,021 29.5%
VUG 2,021 253.6%
EEM 1,776 25.6%
VV 1,739 12.8%
Top Reduces (Value $000, Stocks/ETFs)
IEF -6,784 -96.9%
XLB -5,961 -96.1%
IWO -5,135 -100.0%
BIBL -2,276 -47.6%
BIL -720 -100.0%
IEFA -400 -4.7%
VTEB -305 -9.6%
BUYW -227 -100.0%
MGK -107 -28.7%
CALF -67 -5.9%
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