MONEYWISE, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, MONEYWISE, INC. held in its portfolio 81 assets valued at $240,409,937 (i.e. $240.41M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($19.88M), NORTHERN LIGHTS FD TR ($16.89M), and SPDR S&P 500 ETF TR ($16.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MONEYWISE, INC. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 738905 | 19883943 | US LRG CAP ETF |
| NORTHERN LIGHTS FD TR | 458835 | 16885116 | TOEWS AGILTY SHS |
| SPDR S&P 500 ETF TR | 24417 | 16650656 | TR UNIT |
| ISHARES TR | 39534 | 15293916 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 48158 | 15160075 | LARGE CAP ETF |
| ISHARES TR | 71894 | 10689967 | CORE S&P TTL STK |
| ISHARES TR | 115293 | 10314139 | CORE MSCI EAFE |
| NORTHERN LTS FD TR IV | 35292 | 8759203 | INSPIRE 500 ETF |
| STRATEGY SHS | 269235 | 7250510 | EVENTIDE US MRKT |
| ISHARES TR | 21545 | 6959353 | RUS 2000 GRW ETF |
| SELECT SECTOR SPDR TR | 47404 | 6824796 | STATE STREET TEC |
| NORTHERN LTS FD TR IV | 133802 | 6038481 | INSPIRE 100 ETF |
| BLACKROCK ETF TRUST II | 231350 | 5140590 | SHORT DURATION H |
| CAPITAL GROUP GROWTH ETF | 112986 | 5024486 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 164202 | 4937559 | US MID-CAP ETF |
| SELECT SECTOR SPDR TR | 107399 | 4584883 | STATE STREET UTI |
| PACER FDS TR | 71514 | 4302978 | US CASH COWS 100 |
| TIMOTHY PLAN | 108986 | 3779623 | INTL ETF |
| VANGUARD MUN BD FDS | 73431 | 3692851 | TAX EXEMPT BD |
| ISHARES TR | 72721 | 3384434 | CORE UNIVRSL USD |
| ISHARES TR | 66918 | 3346593 | CORE INTL AGGR |
| SCHWAB STRATEGIC TR | 105777 | 3012517 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 123043 | 2957960 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 5600 | 2732132 | GROWTH ETF |
| VANGUARD INDEX FDS | 10122 | 2610854 | SMALL CP ETF |
| ISHARES TR | 3622 | 2480999 | CORE S&P500 ETF |
| AMERICAN CENTY ETF TR | 20180 | 2311035 | US QUALITY GROW |
| ISHARES TR | 42238 | 2310833 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 7583 | 2200672 | MID CAP ETF |
| ISHARES INC | 32087 | 2156867 | CORE MSCI EMKT |
| STRATEGY SHS | 64798 | 1678260 | EVENTIDE SMALL C |
| NORTHERN LTS FD TR IV | 46622 | 1666258 | INSPIRE FIDELIS |
| ISHARES TR | 28477 | 1505863 | ISHS 1-5YR INVS |
| STRATEGY SHS | 54830 | 1455183 | EVENTIDE HIGH DI |
| ISHARES TR | 8425 | 1437535 | RUS TOP 200 ETF |
| ALPHABET INC | 4580 | 1437286 | CAP STK CL C |
| FRANKLIN TEMPLETON ETF TR | 24951 | 1403758 | US MID CP MLTFCT |
| ISHARES TR | 21085 | 1391607 | CORE S&P MCP ETF |
| PACER FDS TR | 31082 | 1379104 | US SMALL CAP CAS |
| MICROSOFT CORP | 2659 | 1285991 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 12738 | 1224319 | SML CP GRW ALP |
| VANGUARD INDEX FDS | 3586 | 1202134 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 35729 | 1170112 | EMRG MKTEQ ETF |
| ISHARES TR | 8907 | 1097905 | S&P 500 GRWT ETF |
| NORTHERN LTS FD TR IV | 28442 | 1037556 | INSPIRE INTL ETF |
| ISHARES TR | 10629 | 1023242 | RUS MID CAP ETF |
| NORTHERN LTS FD TR IV | 23086 | 997480 | INSPIRE GBL HOPE |
| NEOS ETF TRUST | 30976 | 968304 | FIS CHRISTIAN |
| SPDR SERIES TRUST | 19955 | 949408 | STATE STREET SPD |
| TIMOTHY PLAN | 23489 | 905022 | HIG DV STK ETF |
| TIMOTHY PLAN | 21669 | 898165 | U S SM CP CORE |
| SCHWAB STRATEGIC TR | 35815 | 891789 | 1 5YR CORP BD |
| COLUMBIA ETF TR I | 41813 | 861766 | MULTI SEC MUNI |
| INVESCO EXCH TRADED FD TR II | 13232 | 825251 | S&P MIDCP LOW |
| ISHARES TR | 8005 | 799581 | CORE US AGGBD ET |
| INVESCO EXCH TRADED FD TR II | 11190 | 799218 | S&P500 LOW VOL |
| FIRST TR EXCHANGE-TRADED FD | 7578 | 701080 | CAP STRENGTH ETF |
| GREIF INC | 9750 | 660075 | CL A |
| SCHWAB STRATEGIC TR | 17170 | 560081 | US LCAP GR ETF |
| ISHARES TR | 2105 | 518222 | RUSSELL 2000 ETF |
| ISHARES TR | 4256 | 511487 | CORE S&P SCP ETF |
| BLACKROCK ETF TRUST II | 8756 | 462067 | ISHARES FLEXIBLE |
| ISHARES TR | 1955 | 414517 | S&P 500 VAL ETF |
| SCHWAB STRATEGIC TR | 16704 | 390376 | US AGGREGATE B |
| NVIDIA CORPORATION | 1864 | 347637 | COM |
| SPDR GOLD TR | 785 | 311103 | GOLD SHS |
| APPLE INC | 1139 | 309565 | COM |
| FIRST TR EXCH TRADED FD III | 3458 | 278393 | RIVRFRNT DYN DEV |
| VANGUARD SCOTTSDALE FDS | 3838 | 263796 | TOTAL WLD BD ETF |
| VANGUARD INDEX FDS | 842 | 254377 | SML CP GRW ETF |
| ISHARES TR | 2535 | 245613 | S&P MC 400GR ETF |
| CSX CORP | 6518 | 236278 | COM |
| ALPHABET INC | 740 | 231620 | CAP STK CL A |
| VANGUARD INDEX FDS | 365 | 228867 | S&P 500 ETF SHS |
| HOME DEPOT INC | 654 | 225041 | COM |
| ISHARES TR | 1659 | 218364 | S&P MC 400VL ETF |
| NEXTERA ENERGY INC | 2711 | 217627 | COM |
| SCHWAB STRATEGIC TR | 8175 | 214435 | US BRD MKT ETF |
| INTERNATIONAL BUSINESS MACHS | 722 | 213826 | COM |
| BWX TECHNOLOGIES INC | 1236 | 213630 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4236 | 211742 | FST LOW OPPT EFT |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.