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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
Page 10 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FXO FIRST TRUST FINANCIALS ALPHADEX FUND 250.0 $14K 0.01% $56.19 +9.8%
182 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 105.0 $14K 0.01% $132.50 +10.2%
183 IYG ISHARES US FINANCIAL SERVICES ETF 162.0 $13K 0.01% $82.84 +10.9%
184 UNM UNUM GROUP COM Financial Services 182.0 $13K 0.01% $73.03 +25.7%
185 SYY SYSCO CORP COM Consumer Defensive 185.0 $13K 0.01% +2.0 +1.1% $71.14 +11.7%
186 AON AON PLC SHS CL A Financial Services 40.0 $13K 0.01% $322.77 +2.7%
187 ENB ENBRIDGE INC COM Energy 228.0 $12K 0.01% $54.14 +2.8%
188 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 157.0 $12K 0.01% $78.41 +7.7%
189 Q QNITY ELECTRONICS INC COMMON STOCK Technology 106.0 $12K 0.01% $115.38 +31.9%
190 VUG VANGUARD GROWTH ETF 28.0 $12K 0.01% $436.79 -80.1%
191 PYPL PAYPAL HLDGS INC COM Financial Services 261.0 $12K 0.01% +250.0 +2272.7% $45.23 -3.5%
192 PCAR PACCAR INC COM Industrials 102.0 $12K 0.01% $115.50 +4.8%
193 STLA STELLANTIS N.V SHS Consumer Cyclical 1,630.0 $12K 0.01% $7.09 -6.3%
194 SHEL SHELL PLC SPON ADS Energy 123.0 $11K 0.01% $93.00 -11.6%
195 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 318.0 $11K 0.01% $35.70 +1.3%
196 DOW DOW HLDGS INC COM Basic Materials 270.0 $11K 0.01% $41.65 -20.9%
197 IHAK ISHARES CYBERSECURITY & TECH ETF 250.0 $11K 0.01% $43.65 +28.0%
198 C CITIGROUP INC COM NEW Financial Services 94.0 $11K 0.01% $113.41 +26.1%
199 MGK VANGUARD MEGA CAP GROWTH ETF 29.0 $11K 0.01% $367.45 -76.0%
200 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 125.0 $10K 0.01% NEW $80.58 +20.3%
Page 10 of 16  ·  318 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%