Portfolio (Quarterly) Guide ↗

Monetary Solutions, Ltd

· CIK 0002112370

13F Portfolio $103M AUM 318 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 35 Added 20 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IJR	ISHARES CORE S&P SMALL CAP ETF	—	514	$62K	0.06%	SOLD
2	EW	EDWARDS LIFESCIENCES CORP COM	Healthcare	28	$2K	0.00%	SOLD
3	—	HILLENBRAND INC COM	—	75	$2K	0.00%	SOLD
4	SOLV	SOLVENTUM CORP COM SHS	Healthcare	2	$158.0	—	SOLD

Sector Allocation

Financial Services 27.2%

Technology 26.8%

Healthcare 19.1%

Industrials 8.4%

Consumer Cyclical 5.9%

Energy 3.0%

Consumer Defensive 2.7%

Utilities 2.5%

Communication Services 2.3%

Basic Materials 1.8%