StockDriftsStockDriftsTop 50 Monetary Solutions LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 10.22% | 367.8K | $12.0M | -6.43%(-25.27K) | $27.36(+29.36%) | 2026-09-30 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 7.7% | 300.4K | $9.0M | -1.76%(-5.38K) | $26.62(+12.79%) | 2026-09-30 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 7.68% | 264.3K | $9.0M | -5.11%(-14.22K) | $29.85(+16.33%) | 2026-09-30 | |
| FLOT | ISHARES FLOATING RATE BOND ETF | 7.12% | 163.3K | $8.3M | +7.04%(+10.74K) | $50.98(+0.04%) | 2026-09-30 | |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 5.26% | 188.7K | $6.2M | -11.25%(-23.92K) | $28.19(+15.89%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 4.39% | 15.4K | $5.1M | -0.39%(-60) | $263.24(+32.28%) | 2026-09-30 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 4.17% | 135.9K | $4.9M | -0.62%(-853) | $32.26(+8.29%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO COM | 3.79% | 13.4K | $4.4M | +0.03%(+4) | $318.83(+5.56%) | 2026-09-30 | |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 3.76% | 181.6K | $4.4M | +10.91%(+17.87K) | $25.32(-4.86%) | 2026-09-30 | |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 2.93% | 17.5K | $3.4M | -0.27%(-47) | $176.05(+17.65%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.29% |
Monetary Solutions LTD reports $117.09M in US-listed equity holdings across 636 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (10.2%), SCHX (7.7%) and SCHM (7.7%). The top 20 holdings account for 73.2% of reported assets. Its disclosed equity book has returned +11.03% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Monetary Solutions LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112370). View Monetary Solutions LTD’s 13F filings on SEC