Moneywise, Inc. Top Holdings and 13F Report (2026) About Moneywise, Inc.Investment ActivityMoneywise, Inc. has $229.01 million in total holdings as of March 31, 2026.Moneywise, Inc. owns shares of 82 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 23.38% of the portfolio was purchased this quarter.About 26.48% of the portfolio was sold this quarter.This quarter, Moneywise, Inc. has purchased 82 new stocks and bought additional shares in 27 stocks.Moneywise, Inc. sold shares of 36 stocks and completely divested from 11 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $18,194,016SPDR S&P 500 ETF Trust $15,710,294iShares Russell 3000 ETF $14,933,741Vanguard Large-Cap ETF $13,608,735iShares Core MSCI EAFE ETF $8,474,623 Largest New Holdings this Quarter 464287440 - iShares 7-10 Year Treasury Bond ETF $7,002,504 Holding464287630 - iShares Russell 2000 Value ETF $6,854,418 Holding81369Y506 - Energy Select Sector SPDR Fund $6,239,396 Holding81369Y100 - Materials Select Sector SPDR Fund $6,205,299 Holding337959100 - FIS TR $1,007,322 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 73,371 shares (about $7.00M)iShares Russell 2000 Value ETF 36,154 shares (about $6.85M)Energy Select Sector SPDR Fund 101,851 shares (about $6.24M)Materials Select Sector SPDR Fund 124,180 shares (about $6.21M)iShares Russell 2000 ETF 20,558 shares (about $5.10M) Largest Sales this Quarter Toews Agility Shares Managed Risk ETF 443,058 shares (about $15.66M)Timothy Plan International ETF 97,751 shares (about $3.52M)iShares Core MSCI EAFE ETF 21,682 shares (about $1.96M)iShares Core S&P Total U.S. Stock Market ETF 13,201 shares (about $1.88M)Vanguard Growth ETF 3,775 shares (about $1.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoneywise, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$18,194,016$751,508 â–¼-4.0%709,5957.9%ETFSPYSPDR S&P 500 ETF Trust$15,710,294$169,089 â–¼-1.1%24,1576.9%FinanceIWViShares Russell 3000 ETF$14,933,741$279,125 â–²1.9%40,2876.5%ETFVVVanguard Large-Cap ETF$13,608,735$783,286 â–¼-5.4%45,5375.9%ETFIEFAiShares Core MSCI EAFE ETF$8,474,623$1,962,876 â–¼-18.8%93,6113.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$8,359,642$1,880,218 â–¼-18.4%58,6933.7%ETFNORTHERN LTS FD TR IV$7,704,480$1,138,008 â–¼-12.9%30,7503.4%INSPIRE 500 ETFSTRATEGY SHS$7,265,411$216,849 â–²3.1%277,5183.2%EVENTIDE US MRKTIEFiShares 7-10 Year Treasury Bond ETF$7,002,504$7,002,504 â–²New Holding73,3713.1%ETFEEMiShares MSCI Emerging Markets ETF$6,932,092$4,533,389 â–²189.0%122,0653.0%FinanceIWNiShares Russell 2000 Value ETF$6,854,418$6,854,418 â–²New Holding36,1543.0%ETFXLEEnergy Select Sector SPDR Fund$6,239,396$6,239,396 â–²New Holding101,8512.7%ETFXLBMaterials Select Sector SPDR Fund$6,205,299$6,205,299 â–²New Holding124,1802.7%ETFIWMiShares Russell 2000 ETF$5,620,522$5,098,473 â–²976.6%22,6632.5%FinanceSCHMSchwab U.S. Mid-Cap ETF$5,597,376$513,688 â–²10.1%180,7942.4%ETFIWOiShares Russell 2000 Growth ETF$5,134,926$1,626,180 â–¼-24.1%16,3632.2%ETFIAGGiShares Core International Aggregate Bond ETF$5,116,379$1,767,809 â–²52.8%102,2462.2%ETFSTRATEGY SHS$5,069,798$3,374,686 â–²199.1%193,8002.2%EVENTIDE SMALL CBIBLInspire 100 ETF$4,779,692$1,529,075 â–¼-24.2%101,3722.1%ETFSCHFSchwab International Equity ETF$4,710,989$1,665,675 â–²54.7%190,3432.1%ETFCOWZPacer US Cash Cows 100 ETF$3,591,117$882,781 â–¼-19.7%57,4031.6%ETFVTEBVanguard Tax-Exempt Bond ETF$3,188,081$475,403 â–¼-13.0%63,9021.4%ETFIUSBiShares Core Total USD Bond Market ETF$3,035,105$323,885 â–¼-9.6%65,7091.3%ManufacturingIVViShares Core S&P 500 ETF$2,849,915$484,022 â–²20.5%4,3631.2%ETFFDLSInspire Fidelis Multi Factor ETF$2,700,028$977,805 â–²56.8%73,0921.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,634,269$396,183 â–²17.7%37,7671.2%ETFVBVanguard Small-Cap ETF$2,470,175$180,987 â–¼-6.8%9,4311.1%ETFIWLiShares Russell Top 200 ETF$2,323,705$971,687 â–²71.9%14,4801.0%ETFSCHASchwab US Small-Cap ETF$2,252,843$823,133 â–¼-26.8%77,4711.0%ETFVOVanguard Mid-Cap ETF$1,990,882$186,654 â–¼-8.6%6,9330.9%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,916,627$419,896 â–²28.1%36,4660.8%ManufacturingQGROAmerican Century U.S. Quality Growth ETF$1,837,146$282,315 â–¼-13.3%17,4920.8%ETFSTRATEGY SHS$1,673,886$83,810 â–²5.3%57,7200.7%EVENTIDE HIGH DIIWRiShares Russell Mid-Cap ETF$1,653,602$620,137 â–²60.0%17,0070.7%ETFWWJDInspire International ETF$1,639,281$575,840 â–²54.1%43,8430.7%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$1,512,707$627,177 â–²70.8%61,1810.7%ETFSCHESchwab Emerging Markets Equity ETF$1,496,197$318,924 â–²27.1%45,4080.7%ETFIJHiShares Core S&P Mid-Cap ETF$1,424,608$743 â–²0.1%21,0960.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,203,133$408,489 â–²51.4%12,1200.5%FinanceFYCFirst Trust Small Cap Growth AlphaDEX Fund$1,162,773$72,540 â–¼-5.9%11,9900.5%ETFCALFPacer US Small Cap Cash Cows ETF$1,144,525$250,101 â–¼-17.9%25,5080.5%ETFGOOGAlphabet$1,142,842$170,967 â–¼-13.0%3,9840.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,120,865$113,444 â–²11.3%9,9100.5%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$1,119,574$250,973 â–¼-18.3%20,3820.5%ETFVTIVanguard Total Stock Market ETF$1,063,487$86,940 â–¼-7.6%3,3150.5%ETFBLESInspire Global Hope ETF$1,029,809$5,855 â–²0.6%23,2180.4%ETFFIS TR$1,007,322$1,007,322 â–²New Holding31,3030.4%FIS CHRISTIAN STMSFTMicrosoft$984,3350.0%2,6590.4%Computer and TechnologyMUSTColumbia Multi-Sector Municipal Income ETF$838,817$18,767 â–¼-2.2%40,8980.4%ETFVUGVanguard Growth ETF$797,066$1,648,726 â–¼-67.4%1,8250.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$794,150$24,282 â–¼-3.0%10,8580.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$779,738$391,866 â–²101.0%33,5800.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$720,050$720,050 â–²New Holding7,8570.3%ETFGEFGreif$653,9330.0%9,7500.3%IndustrialsSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$598,956$8,274 â–¼-1.4%12,5230.3%FinanceFTCSFirst Trust Capital Strength ETF$595,241$107,694 â–¼-15.3%6,4170.3%ETFMRSKToews Agility Shares Managed Risk ETF$557,520$15,656,569 â–¼-96.6%15,7770.2%ETFIVEiShares S&P 500 Value ETF$520,932$108,114 â–²26.2%2,4670.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$476,401$23,771 â–¼-4.8%16,3540.2%ETFVLUEiShares MSCI USA Value Factor ETF$458,111$458,111 â–²New Holding3,2220.2%ETFBINCiShares Flexible Income Active ETF$446,570$8,153 â–¼-1.8%8,5990.2%ETFXMLVInvesco S&P MidCap Low Volatility ETF$425,929$407,290 â–¼-48.9%6,7640.2%ETFTPIFTimothy Plan International ETF$404,914$3,522,986 â–¼-89.7%11,2350.2%ETFIJRiShares Core S&P Small-Cap ETF$377,220$151,758 â–¼-28.7%3,0350.2%ETFGLDSPDR Gold Shares$376,934$39,156 â–²11.6%8760.2%FinanceMGKVanguard Mega Cap Growth ETF$373,319$373,319 â–²New Holding1,0160.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$350,549$193 â–¼-0.1%7,2550.2%ETFTPSCTimothy Plan US Small Cap Core ETF$322,746$596,978 â–¼-64.9%7,6040.1%ETFNVDANVIDIA$291,598$33,485 â–¼-10.3%1,6720.1%Computer and TechnologyRFDIFirst Trust RiverFront Dynamic Developed International ETF$283,9400.0%3,4580.1%ETFAAPLApple$274,907$14,215 â–¼-4.9%1,0830.1%Computer and TechnologyCSXCSX$267,5640.0%6,5180.1%TransportationIJKiShares S&P Mid-Cap 400 Growth ETF$255,255$201 â–²0.1%2,5370.1%ETFBWXTBWX Technologies$252,7500.0%1,2360.1%AerospaceNEENextEra Energy$251,7840.0%2,7110.1%UtilitiesXOMExxonMobil$251,266$251,266 â–²New Holding1,4810.1%EnergyBNDWVanguard Total World Bond ETF$249,156$13,193 â–¼-5.0%3,6450.1%ETFBUYWMain BuyWrite ETF$226,787$226,787 â–²New Holding16,1070.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$220,374$530 â–²0.2%1,6630.1%ETFHDHome Depot$215,0940.0%6540.1%Retail/WholesaleGOOGLAlphabet$212,7940.0%7400.1%Computer and TechnologyKOCocaCola$202,520$202,520 â–²New Holding2,6630.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$0$6,824,796 â–¼-100.0%00.0%ETFHYMUiShares High Yield Muni Income Active ETF$0$5,140,590 â–¼-100.0%00.0%ETFCGGRCapital Group Growth ETF$0$5,024,486 â–¼-100.0%00.0%ETFXLUUtilities Select Sector SPDR Fund$0$4,584,883 â–¼-100.0%00.0%ETFPRAYFIS Biblically Responsible Risk Managed ETF$0$968,304 â–¼-100.0%00.0%ETFTPHDTimothy Plan High Dividend Stock ETF$0$905,022 â–¼-100.0%00.0%ETFVBKVanguard Small-Cap Growth ETF$0$254,377 â–¼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$228,867 â–¼-100.0%00.0%ETFSCHBSchwab US Broad Market ETF$0$214,435 â–¼-100.0%00.0%ETFIBMInternational Business Machines$0$213,826 â–¼-100.0%00.0%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$0$211,742 â–¼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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