Moneywise, Inc. ETF holdings
Forest, VA
Reported $262.0M in 72 ETFs in its Form 13F for June 30, 2026.
ETF value
$262.0M
ETFs held
72
Change from prior quarter
+17.0%
With price moves
ETFs as a share of its 13F
97.8%
of $268.1M
Top 10 of 72 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $21.0M | 712,622 | +3,027 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $17.5M | 106,454 | +47,761 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $17.4M | 23,276 | −881 shares |
| IWV | iShares Russell 3000 ETF | $16.6M | 39,011 | −1,276 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $15.3M | 44,629 | −908 shares |
| PTL | Inspire 500 ETF | $12.8M | 44,863 | +14,113 shares |
| ESUM | Eventide US Market ETF | $8.9M | 290,812 | +13,294 shares |
| IWN | iShares Russell 2000 Value ETF | $8.9M | 40,123 | +3,969 shares |
| EEM | iShares MSCI Emerging Markets ETF | $8.7M | 127,286 | +5,221 shares |
| IEFA | iShares Core MSCI EAFE ETF | $8.1M | 83,608 | −10,003 shares |
62 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001703080. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Moneywise, Inc. own?
Moneywise, Inc. reported 72 ETF positions worth $262.0M in its Form 13F for June 30, 2026. The largest was SCHX, at $21.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.