MONEYWISE, INC.
All 13F Filings
- Location
- Forest, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 268,057
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 86 | 268,057 | 13F-HR | MONEYWISE, INC. |
| Q1 2026 | 4/27/2026 | 82 | 229,008 | 13F-HR | MONEYWISE, INC. |
| Q4 2025 | 2/5/2026 | 82 | 240,410 | 13F-HR | MONEYWISE, INC. |
| Q3 2025 | 10/24/2025 | 72 | 221,056 | 13F-HR | MONEYWISE, INC. |
| Q2 2025 | 7/16/2025 | 74 | 213,285 | 13F-HR | MONEYWISE, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.07 K | 10.1% | 0 | 3.973 K | -3.973 K |
| ETFs | 241 K | 89.9% | 43.02 K | 0 | 43.02 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
268,057
Holdings
86
QoQ value change ($000)
39,049
(17.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.