MONEYWISE, INC.
•CIK: 1703080•Filing: Q4 2025
**MONEYWISE, INC.** manages $240M across a diversified portfolio of 82 positions. The fund exhibits notable concentration in sector-specific and broad market exposure, highlighted by top holdings including SCHX at $19.9M and MRSK at $16.9M. Significant allocations are also directed toward core indices, with SPY ($16.7M) and IWV ($15.3M) representing substantial weights. This structure suggests a tactical approach balancing sector bets with established market benchmarks.
Total AUM
$240.4M
QoQ Performance
+8.8%
Positions
35
Top 10 Concentration
53.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
MRSK
SPY
IWV
VV
SCHX8.3%
MRSK7.0%
SPY6.9%
IWV6.4%
VV6.3%
ITOT4.4%
IEFA4.3%
PTL3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.2%
ETF8.1%
Technology1.6%
Consumer0.1%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW17 new positions
↑27 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023