Moneywise, Inc. Portfolio Holdings
Moneywise, Inc.
- $204 Million
- Q3 2025
Moneywise, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $204 Million distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Toews Agility Shares Managed R with a value of $21.5M, Schwab Strategic Tr Us Large C with a value of $21.1M, Spdr S&P 500 ETF Trust with a value of $17M, Ishares Russell 3000 ETF with a value of $14.6M, and Ishares Core S&P Total U.S. St with a value of $13.9M.
Examining the 13F form we can see an increase of $5.73M in the current position value, from $199M to 204M.
Below you can find more details about Moneywise, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$204 Million
ETFs: $174 Million
Technology: $2.58 Million
Industrials: $1.7 Million
Communication Services: $1.13 Million
Consumer Cyclical: $1.05 Million
Basic Materials: $510,000
Energy: $445,000
Utilities: $203,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|