StockDriftsStockDriftsTop 50 Moneywise INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 7.82% | 712.6K | $21.0M | +0.43%(+3.03K) | $11.26(+170.96%) | 2026-06-30 | |
| ITOT | ISHARES TR | 6.52% | 106.5K | $17.5M | +81.37%(+47.76K) | $131.25(+29.40%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.48% | 23.3K | $17.4M | -3.65%(-881) | $536.46(+44.53%) | 2026-06-30 | |
| IWV | ISHARES TR | 6.21% | 39.0K | $16.6M | -3.17%(-1.28K) | $310.46(+41.14%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 5.73% | 44.6K | $15.3M | -1.99%(-908) | $261.96(+36.10%) | 2026-06-30 | |
| PTL | NORTHERN LTS FD TR IV | 4.79% | 44.9K | $12.8M | +45.90%(+14.11K) | $226.00(+29.29%) | 2026-06-30 | |
| ESUM | STRATEGY SHS | 3.32% | 290.8K | $8.9M | +4.79%(+13.29K) | $25.10(+26.69%) | 2026-06-30 | |
| IWN | ISHARES TR | 3.31% | 40.1K | $8.9M | +10.98%(+3.97K) | $187.14(+21.05%) | 2026-06-30 | |
| EEM | ISHARES TR | 3.25% | 127.3K | $8.7M | +4.28%(+5.22K) | $52.76(+28.34%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.01% | 83.6K | $8.1M | -10.69%(-10.00K) | $81.66(+24.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.26% | +53.11% | +6.82% | +39.05% |
| Top 20 Holdings Unweighted | +12.81% | +43.58% | +6.17% | +34.92% |
Moneywise INC reports $268.06M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (7.8%), ITOT (6.5%) and SPY (6.5%). The top 20 holdings account for 72.85% of reported assets. Its disclosed equity book has returned +53.11% on a three-year cumulative basis. Figures reflect the Q2 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 Moneywise INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1703080). View Moneywise INC’s 13F filings on SEC