Monetary Solutions, Ltd
All 13F Filings
- Location
- Dayton, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 116,116
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/23/2026 | 397 | 116,116 | 13F-HR | Monetary Solutions, Ltd |
| Q1 2026 | 5/1/2026 | 318 | 103,473 | 13F-HR | Monetary Solutions, Ltd |
| Q4 2025 | 2/23/2026 | 315 | 101,512 | 13F-HR | Monetary Solutions, Ltd |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.11 K | 19.9% | 1.747 K | 0 | 1.747 K |
| ETFs | 93.01 K | 80.1% | 10.89 K | 0 | 10.89 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
116,116
Holdings
397
QoQ value change ($000)
12,643
(12.2%)
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.