Moneywise, Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the company’s address as 1563 Crossings Centre Dr, Ste 100, Forest, VA 24551, and identifies Aryn Sands as the agent for the report.
The portfolio consists of 63 individual equity securities, all of which are listed as sole voting power with zero shared voting power. The filing provides a detailed breakdown of these holdings, which include a mix of exchange-traded funds (ETFs) and individual stocks.
The largest holding in the portfolio is the iShares Core International Aggregate Bond ETF, which comprises 129,022 shares. Other significant ETF positions include the Schwab Strategic International Equity ETF (196,079 shares) and the Schwab Strategic US Large-Cap ETF (334,521 shares). The portfolio also holds substantial positions in various other ETFs tracking broad market indices, such as the iShares Core S&P Total Stock Market ETF (49,255 shares) and the iShares Core MSCI EAFE ETF (71,588 shares).
Among the individual stock positions disclosed, Greif Inc. Class A and Class B shares are listed with 9,750 and 2,000 shares, respectively. The filing also includes a position in Tesla Inc. common stock, with 708 shares held.
