MONEYWISE, INC.

Q3 2026 13F-HR Holdings

Location
Forest, VA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$105,275
Net value change ($000)
-162,782 (-60.7%)
New positions
9
Sold out positions
32
Turnover %
26.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IUSV 874 NEW
VCIT 873 NEW
JMOM 820 403.9%
IEF 808 368.9%
QUAL 767 363.5%
IUSG 724 NEW
AGG 579 30.0%
IWO 471 NEW
IPAC 465 NEW
VGK 437 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWV -14,852 -89.3%
SPY -14,803 -85.2%
VV -13,384 -87.2%
PTL -11,913 -92.8%
SCHX -10,936 -52.1%
ITOT -9,297 -53.2%
ESUM -8,071 -90.6%
IWN -8,004 -90.2%
EEM -7,568 -86.9%
IWM -6,546 -85.4%
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