Moneywise, Inc. reported 86 holdings worth US$268M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Moneywise, Inc. reported 86 holdings worth US$268M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Greif Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$268M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 4,420 | US$1.58M | 0.59% |
| Microsoft Corp. | 2,669 | US$996K | 0.37% |
| Greif Inc. | 9,750 | US$726K | 0.27% |
| Nvidia Corporation | 1,831 | US$366K | 0.14% |
| Csx Corporation | 7,169 | US$341K | 0.13% |
| Tesla, Inc. | 779 | US$328K | 0.12% |
| Apple Inc | 1,102 | US$319K | 0.12% |
| Nextera Energy, Inc. | 2,768 | US$243K | 0.09% |
| Bwx Technologies, Inc. | 1,236 | US$241K | 0.09% |
| Home Depot, Inc. (the) | 654 | US$231K | 0.09% |
| Corning Incorporated | 893 | US$228K | 0.09% |
| Coca-cola Company (the) | 2,680 | US$218K | 0.08% |
| Exxon Mobil Corporation | 1,481 | US$202K | 0.08% |