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 stocks worth $116.1M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Schwab US DVD Equity ETF. Their largest long position is Schwab US DVD Equity ETF at 11% of the equity book. Cloning the disclosed picks since 2026 would be +8% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Monetary Solutions, Ltd's latest
holdings, largest changes, and filing provenance.
Opened
91
new positions
Added to
51
existing
Trimmed
24
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+7.6%
+19.0%/yr · since Feb '26
Their reported book
+9.3%
held from quarter-end
S&P 500
+8.6%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Monetary Solutions, Ltd (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +9.3%, a 1.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Monetary Solutions, Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

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.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
7%
Financials
5%
Health Care
4%
Industrials
1%
Consumer Discretionary
1%
Utilities
1%
Materials
0%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock'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

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026397$116.1M13F-HR
Q1 2026Mar 31, 2026May 1, 2026318$103.5M13F-HR
Q4 2025Dec 31, 2025Feb 23, 2026315$101.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.