MONEYWISE, INC.
SEC Form 13F institutional filer · CIK 0001703080
13F-HR · 22 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
95.8%
MONEYWISE, INC. — $144M AUM allocation strategy
MONEYWISE, INC. files SEC Form 13F and reports $144M of long US equity value across 22 reported holdings for 2026-03-31.
Its largest sector bet is Financials 26.6%, followed by Information Technology 1.1% and Communication Services 0.8%.
The top 10 holdings account for 96% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MONEYWISE, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$144M
total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
96% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IWM +64.7K sh · +$11.3M+$SCHW +43.8K sh · +$381K+$IVV +2.76K sh · −$1.6M
Biggest trims (shares)
−$BLK −231K sh · −$5.13M−$IVZ −6.8K sh · −$404K−$BEN −4.57K sh · −$284K
Exited to nil (held last quarter, gone now)
$XLK ($6.82M last qtr)$XLU ($4.58M last qtr)$VOO ($229K last qtr)$IBM ($214K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage23.2%—
- Asset Management & Custody Banks2.7%—
- Interactive Media & Services0.8%—
- Financial Exchanges & Data0.7%—
- Systems Software0.7%—
- Semiconductors0.2%—
- Technology Hardware, Storage & Peripherals0.2%—
- Rail Transportation0.2%—
- Other holdings71.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
4 of 4 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.25M | $33.5M | +43.8K | 23.2% |
| $BLK | BlackRock Inc | 18.5K | $1.57M | -231K | 1.1% |
| $IVZ | Invesco Ltd | 17.6K | $1.22M | -6.8K | 0.8% |
| $GOOGL | Alphabet Inc | 3.98K | $1.14M | -596 | 0.8% |
…and 18 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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