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Portfolio (Quarterly) Guide ↗

Monetary Solutions, Ltd

· CIK 0002112370
13F Portfolio $116M AUM 397 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 88 New 39 Added 23 Reduced 9 Exited
Page 4 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP COM Technology 1,343.0 $197K 0.17% $146.55 +1.6%
62 MCD MCDONALDS CORP COM Consumer Cyclical 724.0 $196K 0.17% +155.0 +27.2% $270.31 -1.3%
63 VOT VANGUARD MID-CAP GROWTH ETF 619.0 $190K 0.16% $306.30 -0.4%
64 WMT WALMART INC COM Consumer Defensive 1,604.0 $182K 0.16% -35.0 -2.1% $113.28 -7.9%
65 BERKSHIRE HATHAWAY INC DEL CL B NEW 362.0 $181K 0.16% +122.0 +50.8% $500.39
66 VTI VANGUARD TOTAL STOCK MARKET ETF 483.0 $179K 0.15% $370.04 +2.2%
67 AMAT APPLIED MATLS INC COM Technology 236.0 $171K 0.15% $723.00 -33.6%
68 UNH UNITEDHEALTH GROUP INC COM Healthcare 399.0 $166K 0.14% $415.63 -3.5%
69 PEP PEPSICO INC COM Consumer Defensive 1,193.0 $162K 0.14% $135.38 +5.0%
70 SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 5,072.0 $161K 0.14% $31.73 +5.9%
71 LLY ELI LILLY & CO COM Healthcare 130.0 $156K 0.13% $1199.43 -0.8%
72 FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 2,762.0 $155K 0.13% $56.20 +1.9%
73 NVDA NVIDIA CORPORATION COM Technology 775.0 $155K 0.13% -90.0 -10.4% $200.09 +4.8%
74 SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 2,533.0 $155K 0.13% -292.0 -10.3% $61.10 +2.7%
75 CALF PACER US SMALL CAP CASH COWS ETF 2,725.0 $138K 0.12% -209.0 -7.1% $50.62 +13.5%
76 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 4,676.0 $137K 0.12% $29.24 -0.5%
77 AMGN AMGEN INC COM Healthcare 359.0 $130K 0.11% $362.12 +21.6%
78 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 3,130.0 $129K 0.11% $41.10 +4.1%
79 EPD ENTERPRISE PRODS PARTNERS L P COM 3,363.0 $124K 0.11% $36.76
80 AVGO BROADCOM INC COM Technology 325.0 $123K 0.11% $377.75 -5.9%
Page 4 of 20  ·  397 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 28.7%
Technology 28.6%
Healthcare 19.5%
Industrials 8.4%
Consumer Cyclical 5.4%
Utilities 2.5%
Consumer Defensive 2.4%
Communication Services 2.3%
Basic Materials 1.4%
Energy 0.6%