Moneywise, Inc. holds a focused book of 86 stocks worth $268.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Value ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Schwab US Large-Cap ETF at 8% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1703080/holdings"
Use Arkolith to show MONEYWISE, INC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning Moneywise, Inc.'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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $21.0M | 712.6K | 7.8% | ▲+0.4% Added · +3K sh | |
| 2 | Ishares TR CORE S&P TTL STK | $17.5M | 106.5K | 6.5% | ▲+81% Added · +48K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $17.4M | 23.3K | 6.5% | ▼−3.6% Reduced · −881 sh | |
| 4 | Ishares TR RUSSELL 3000 ETF | $16.6M | 39.0K | 6.2% | ▼−3.2% Reduced · −1K sh | |
| 5 | Vanguard Index FDS LARGE CAP ETF | $15.3M | 44.6K | 5.7% | ▼−2.0% Reduced · −908 sh | |
| 6 | Northern LTS FD TR IV INSPIRE 500 ETF | $12.8M | 44.9K | 4.8% | ▲+46% Added · +14K sh | |
| 7 | Strategy SHS EVENTIDE US MRKT | $8.9M | 290.8K | 3.3% | ▲+4.8% Added · +13K sh | |
| 8 | Ishares TR RUS 2000 VAL ETF | $8.9M | 40.1K | 3.3% | ▲+11% Added · +4K sh | |
| 9 | Ishares TR MSCI EMG MKT ETF | $8.7M | 127.3K | 3.2% | ▲+4.3% Added · +5K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $8.1M | 83.6K | 3.0% | ▼−11% Reduced · −10K sh | |
| 11 | Ishares TR RUSSELL 2000 ETF | $7.7M | 25.5K | 2.9% | ▲+13% Added · +3K sh | |
| 12 | Vanguard Index FDS VALUE ETF | $6.9M | 31.6K | 2.6% | ▲New New position | |
| 13 | Schwab Strategic TR US MID-CAP ETF | $6.8M | 184.1K | 2.5% | ▲+1.8% Added · +3K sh | |
| 14 | Ishares TR CORE INTL AGGR | $6.5M | 128.7K | 2.4% | ▲+26% Added · +26K sh | |
| 15 | Select Sector SPDR TR ST STR TECHN ETF | $6.4M | 33.7K | 2.4% | ▲New New position | |
| 16 | Select Sector SPDR TR ST STR ENERG ETF | $6.3M | 118.5K | 2.3% | ▲+16% Added · +17K sh | |
| 17 | Schwab Strategic TR INTL EQTY ETF | $6.2M | 224.3K | 2.3% | ▲+18% Added · +34K sh | |
| 18 | Strategy SHS EVEN SMAL CA ETF | $6.1M | 190.9K | 2.3% | ▼−1.5% Reduced · −3K sh | |
| 19 | Northern LTS FD TR IV INSPIRE FIDELIS | $3.7M | 87.1K | 1.4% | ▲+19% Added · +14K sh | |
| 20 | Pacer FDS TR US CASH COWS 100 | $3.5M | 56.8K | 1.3% | ▼−1.0% Reduced · −590 sh | |
| 21 | Ishares TR RUS TOP 200 ETF | $3.4M | 18.1K | 1.3% | ▲+25% Added · +4K sh | |
| 22 | Ishares Inc CORE MSCI EMKT | $3.3M | 40.2K | 1.2% | ▲+6.4% Added · +2K sh | |
| 23 | Ishares TR CORE S&P500 ETF | $3.2M | 4.3K | 1.2% | ▼−0.6% Reduced · −28 sh | |
| 24 | Ishares TR CORE UNIVRSL USD | $3.0M | 64.8K | 1.1% | ▼−1.4% Reduced · −911 sh | |
| 25 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.9M | 57.0K | 1.1% | ▼−11% Reduced · −7K sh | |
| 26 | Vanguard Index FDS GROWTH ETF | $2.8M | 32.7K | 1.1% | ▲18× Added · +31K sh | |
| 27 | Vanguard Index FDS SMALL CP ETF | $2.8M | 9.2K | 1.0% | ▼−2.5% Reduced · −234 sh | |
| 28 | Northern LTS FD TR IV INSPIRE 100 ETF | $2.5M | 43.3K | 0.9% | ▼−57% Reduced · −58K sh | |
| 29 | Schwab Strategic TR US SML CAP ETF | $2.5M | 69.0K | 0.9% | ▼−11% Reduced · −8K sh | |
| 30 | Ishares TR RUS MID CAP ETF | $2.4M | 22.0K | 0.9% | ▲+29% Added · +5K sh | |
| 31 | Ishares TR ISHS 1-5YR INVS | $2.4M | 45.4K | 0.9% | ▲+24% Added · +9K sh | |
| 32 | Vanguard Index FDS MID CAP ETF | $2.1M | 26.4K | 0.8% | ▲+281% Added · +19K sh | |
| 33 | Strategy SHS EVEN HIGH DI ETF | $2.1M | 62.6K | 0.8% | ▲+8.5% Added · +5K sh | |
| 34 | Schwab Strategic TR 1 5YR CORP BD | $2.0M | 82.3K | 0.8% | ▲+35% Added · +21K sh | |
| 35 | Schwab Strategic TR EMRG MKTEQ ETF | $2.0M | 55.7K | 0.8% | ▲+23% Added · +10K sh | |
| 36 | American Centy ETF TR US QUALITY GROW | $2.0M | 16.6K | 0.7% | ▼−5.4% Reduced · −939 sh | |
| 37 | Ishares TR CORE US AGGBD ET | $1.9M | 19.5K | 0.7% | ▲+61% Added · +7K sh | |
| 38 | Northern LTS FD TR IV INSPIRE INTL ETF | $1.8M | 46.6K | 0.7% | ▲+6.2% Added · +3K sh | |
| 39 | Ishares TR CORE S&P MCP ETF | $1.6M | 21.1K | 0.6% | ▲~0% Added · +4 sh | |
| 40 | First TR Exchange-Traded Alp SML CP GRW ALP | $1.5M | 11.5K | 0.5% | ▼−4.2% Reduced · −506 sh | |
| 41 | Ishares TR S&P 500 GRWT ETF | $1.3M | 9.6K | 0.5% | ▼−2.9% Reduced · −283 sh | |
| 42 | Alphabet Inc CAP STK CL C | $1.3M | 3.6K | 0.5% | ▼−9.7% Reduced · −387 sh | |
| 43 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.3K | 0.5% | ▼−0.1% Reduced · −5 sh | |
| 44 | Schwab Strategic TR US AGGREGATE B | $1.2M | 51.2K | 0.4% | ▲+52% Added · +18K sh | |
| 45 | Franklin Templeton ETF TR US MID CP MLTFCT | $1.2M | 20.2K | 0.4% | ▼−0.9% Reduced · −195 sh | |
| 46 | Fis TR CHRISTIAN STK FD | $1.1M | 31.9K | 0.4% | ▲+2.0% Added · +627 sh | |
| 47 | Northern LTS FD TR IV INSPIRE GBL HOPE | $1.1M | 23.7K | 0.4% | ▲+1.9% Added · +455 sh | |
| 48 | Pacer FDS TR US SM CAP CA ETF | $1.1M | 21.3K | 0.4% | ▼−17% Reduced · −4K sh | |
| 49 | Microsoft Corp COM | $996K | 2.7K | 0.4% | ▲+0.4% Added · +10 sh | |
| 50 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $812K | 10.8K | 0.3% | ▼−0.2% Reduced · −20 sh |
As-of date vs the date the SEC received each filing
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.