Arkolith/Funds/Monetary Solutions, Ltd

Monetary Solutions, Ltd

CIK 2112370
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Monetary Solutions, Ltd holds a focused book of 397 reported positions worth $116.1M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Schwab US DVD Equity ETF. Their largest long position is Schwab US DVD Equity ETF at 11% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
59%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

20% mapped to company sectors

ETFs / funds
74%
Information Technology
6%
No sector on file yet
6%
Financials
5%
Health Care
4%
Industrials
2%
Consumer Discretionary
1%
Utilities
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Monetary Solutions, Ltd

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Swiss Re Ltd26 / 80$1.0B
Golden Reserve Retirement LLC30 / 80$560.4M
PPS&V Asset Management Consultants, Inc.19 / 80$159.2M
BCK Partners, Inc.18 / 80$173.8M
Ciovacco Capital Management LLC14 / 80$183.2M
Independent Investors Inc23 / 80$418.5M
Mokosak Advisory Group, LLC14 / 80$363.5M

Ranked by the share of each fund's own book sitting in the names it shares with Monetary Solutions, Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

397 positions
#SecurityValueShares% PortLast moveHistory
1Schwab US Dividend Equity ETF
ETF
$12.5M393.1K
10.7%
−2.5%
Reduced · −10K sh
2Schwab U.S. Mid-Cap ETF
ETF
$10.3M278.5K
8.8%
−7.2%
Reduced · −22K sh
3Schwab U.S. Large-Cap ETF
ETF
$9.0M305.8K
7.7%
~0%
Added · +24 sh
4Ishares Floating Rate Bond ETF
ETF
$7.8M152.6K
6.7%
+8.2%
Added · +12K sh
5Schwab U.S. Small-Cap ETF
ETF
$7.7M212.6K
6.6%
−11%
Reduced · −25K sh
6Schwab U.S. Large-Cap Growth ETF
ETF
$4.6M136.7K
4.0%
−0.9%
Reduced · −1K sh
7Apple Inc Com
Stock
$4.5M15.5K
3.9%
−8.5%
Reduced · −1K sh
8JPMorgan Chase & Co Com
Stock
$4.4M13.4K
3.8%
−1.0%
Reduced · −134 sh
9State Street SPDR Bloomberg Short Term High Yield Bond ETF
ETF
$4.1M163.7K
3.5%
+14%
Added · +20K sh
10Vanguard Mid-Cap Value ETF
ETF
$3.5M17.6K
3.0%
+0.4%
Added · +69 sh
11Invesco S&P Midcap Momentum ETF
ETF
$3.0M17.5K
2.6%
+11%
Added · +2K sh
12Vanguard Small Cap Value ETF
ETF
$2.7M11.3K
2.4%
+2.4%
Added · +262 sh
13Schwab U.S. Large-Cap Value ETF
ETF
$2.4M68.1K
2.0%
−0.4%
Reduced · −279 sh
14Vanguard International High Dividend Yield ETF
ETF
$2.0M20.5K
1.7%
+11%
Added · +2K sh
15Abbvie Inc Com
Stock
$1.9M7.7K
1.7%
Held
16Vanguard High Dividend Yield Index ETF
ETF
$1.8M11.6K
1.6%
+51%
Added · +4K sh
17Schwab International Equity ETF
ETF
$1.4M49.9K
1.2%
+0.1%
Added · +36 sh
18Schwab 1-5 Year Corporate Bond ETF
ETF
$1.3M51.6K
1.1%
+0.1%
Added · +44 sh
19Invesco QQQ Trust Series I
ETF
$1.1M1.5K
1.0%
Held
20Pacer US Cash Cows 100 ETF
ETF
$1.1M17.9K
1.0%
+0.1%
Added · +9 sh
21Vanguard Small-Cap Growth ETF
ETF
$1.1M3.0K
0.9%
+13%
Added · +334 sh
22Johnson & Johnson Com
Stock
$1.1M4.3K
0.9%
−1.8%
Reduced · −80 sh
23State Street SPDR Portfolio S&P 500 Growth ETF
ETF
$977K8.2K
0.8%
+1.7%
Added · +135 sh
24Flowserve Corp Com
Stock
$952K12.8K
0.8%
Held
25Schwab Fundamental U.S. Large Company ETF
ETF
$874K28.1K
0.8%
+0.1%
Added · +20 sh
26Ishares Core Dividend Growth ETF
ETF
$867K11.4K
0.7%
+25%
Added · +2K sh
27Avantis U.S. Small Cap Value ETF
ETF
$806K6.5K
0.7%
−4.5%
Reduced · −301 sh
28Fidelity High Dividend ETF
ETF
$772K12.8K
0.7%
+33%
Added · +3K sh
29Vanguard Mid-Cap ETF
ETF
$754K9.4K
0.6%
+397%
Added · +7K sh
30Microsoft Corp Com
Stock
$683K1.8K
0.6%
+20%
Added · +305 sh
31Schwab Fundamental International Equity ETF
ETF
$668K12.7K
0.6%
+15%
Added · +2K sh
32Vanguard Short-Term Corporate Bond ETF
ETF
$636K8.0K
0.5%
+0.2%
Added · +13 sh
33Fidelity Enhanced International ETF
ETF
$544K13.6K
0.5%
+71%
Added · +6K sh
34State Street SPDR S&P 500 ETF
ETF
$544K728
0.5%
Held
35Emerson Elec Co Com
Stock
$530K3.7K
0.5%
Held
36State Street Communication Services Select Sector SPDR ETF
ETF
$528K4.9K
0.5%
−4.4%
Reduced · −225 sh
37Vanguard Information Technology ETF
ETF
$508K4.2K
0.4%
+700%
Added · +4K sh
38Abbott Laboratories Com
Stock
$475K5.2K
0.4%
Held
39Ishares Core S&P 500 ETF
ETF
$446K595
0.4%
+30%
Added · +139 sh
40Vaneck Retail ETF
ETF
$427K1.7K
0.4%
+2.8%
Added · +45 sh
41Intel Corp Com
Stock
$404K2.9K
0.3%
−1.7%
Reduced · −50 sh
42Ishares Morningstar Mid-Cap Growth ETF
ETF
$393K4.0K
0.3%
−0.8%
Reduced · −33 sh
43Vanguard Small-Cap ETF
ETF
$331K1.1K
0.3%
+33%
Added · +272 sh
44Vanguard Health Care ETF
ETF
$330K1.1K
0.3%
−13%
Reduced · −165 sh
45ExxonMobil Holdings Corp Com SHS
Stock
$322K2.4K
0.3%
New
New position
46Amazon Com Inc Com
Stock
$319K1.3K
0.3%
Held
47Cisco Sys Inc Com
Stock
$302K2.6K
0.3%
−15%
Reduced · −460 sh
48Tractor Supply Co Com
Stock
$296K9.4K
0.3%
Held
49Vanguard S&P 500 ETF
ETF
$293K426
0.3%
+2.4%
Added · +10 sh
50Vaneck Semiconductor ETF
ETF
$291K444
0.3%
Held
Showing 50 of 397 positions
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Filing history

As-of date vs the date the SEC received each filing

$116.1M · Q2 2026Q4 2025 · $101.5MQ2 2026 · $116.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d397$116.1M13F-HR
Q1 2026Mar 31, 2026May 1, 202631d318$103.5M13F-HR
Q4 2025Dec 31, 2025Feb 23, 202654d315$101.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.