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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 5 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVGO BROADCOM INC COM Technology 325.0 $101K 0.10% $309.51 +21.7%
82 AEP AMERICAN ELEC PWR CO INC COM Utilities 750.0 $98K 0.10% $131.08 -1.0%
83 DIS DISNEY WALT CO COM Communication Services 1,020.0 $98K 0.10% $96.38 +5.1%
84 B BARRICK MNG CORP COM SHS Basic Materials 2,399.0 $98K 0.10% $40.79 +4.9%
85 NEM NEWMONT CORP COM Basic Materials 884.0 $96K 0.09% $108.24 +0.2%
86 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,540.0 $94K 0.09% $61.26 -9.6%
87 T AT&T INC COM Communication Services 3,189.0 $92K 0.09% $28.99 -20.1%
88 KO COCA COLA CO COM Consumer Defensive 1,195.0 $91K 0.09% $76.05 +5.6%
89 IWR ISHARES RUSSELL MIDCAP ETF 914.0 $89K 0.09% -343.0 -27.3% $97.19 +12.1%
90 AVDE AVANTIS INTERNATIONAL EQUITY ETF 1,035.0 $88K 0.09% +240.0 +30.2% $84.84 +7.1%
91 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,400.0 $85K 0.08% $60.65 -7.8%
92 FSLR FIRST SOLAR INC COM Energy 420.0 $83K 0.08% +355.0 +546.1% $197.26 +34.0%
93 LMT LOCKHEED MARTIN CORP COM Industrials 136.0 $82K 0.08% $604.39 -11.3%
94 AMAT APPLIED MATLS INC COM Technology 236.0 $81K 0.08% $341.79 +66.3%
95 CGW INVESCO S&P GLOBAL WATER INDEX ETF 1,253.0 $80K 0.08% $63.95 -0.4%
96 ARDT ARDENT HEALTH INC COM Healthcare 8,972.0 $77K 0.07% $8.56 +8.2%
97 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 526.0 $76K 0.07% $144.71 +16.8%
98 QTUM DEFIANCE QUANTUM ETF 700.0 $75K 0.07% $107.30 +51.2%
99 DVY ISHARES SELECT DIVIDEND ETF 495.0 $75K 0.07% $151.41 +3.3%
100 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 1,191.0 $70K 0.07% $58.80 +13.0%
Page 5 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%