MONEYWISE, INC. Portfolio Holdings - 13F Filings | 13F Fund Database
MONEYWISE, INC. 13F Holdings
CIK 0001703080 · FOREST, VA
As of Sep 30, 2025, MONEYWISE, INC. reported
72 positions worth $221.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| TOEWS AGILITY SHARES MANAGED RISK ETF | MRSK | — | 604,818 | $21.5M | 9.75% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 799,390 | $21.1M | 9.53% |
| SPDR S&P 500 ETF TRUST | SPY | — | 25,581 |
|
7.0M7.71% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 38,649 |
4.6M | 6.63% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 95,524 |
3.9M | 6.29% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 38,754 |
1.9M | 5.40% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 91,763 | $8.0M | 3.62% |
| INSPIRE 500 ETF | PTL | — | 32,073 | $8.0M | 3.62% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 51,335 | $7.3M | 3.31% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 25,058 | $7.1M | 3.20% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 79,463 | $6.9M | 3.13% |
| STRATEGY SHS | ESUM | — | 248,810 | $6.8M | 3.06% |
| PACER US CASH COWS 100 ETF | COWZ | — | 91,636 | $5.3M | 2.38% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 158,034 | $4.7M | 2.12% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 91,256 | $4.6M | 2.07% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 89,450 | $4.2M | 1.89% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 137,410 | $3.8M | 1.73% |
| AMERICAN CENTY ETF TR | QGRO | — | 32,422 | $3.7M | 1.68% |
| INSPIRE 100 ETF | BIBL | — | 62,903 | $2.8M | 1.26% |
| PACER US SMALL CAP CASH COWS ETF | CALF | — | 63,391 | $2.8M | 1.26% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 5,654 | $2.7M | 1.23% |
| TIMOTHY PLAN INTERNATIONAL ETF | TPIF | — | 79,783 | $2.7M | 1.20% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 8,933 | $2.6M | 1.19% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,599 | $2.4M | 1.09% |
| FIRST TR EXCHANGE TRADED ALP | FYC | — | 25,699 | $2.3M | 1.05% |