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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 5 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QTUM DEFIANCE QUANTUM ETF 730.0 $121K 0.10% +30.0 +4.3% $165.38 -10.0%
82 KGC KINROSS GOLD CORP COM Basic Materials 4,705.0 $111K 0.10% $23.62 +36.8%
83 LNT ALLIANT ENERGY CORP COM Utilities 1,456.0 $111K 0.10% $76.29 -9.7%
84 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 1,200.0 $111K 0.10% $92.09 -2.8%
85 AEP AMERICAN ELEC PWR CO INC COM Utilities 750.0 $103K 0.09% $136.81 -9.8%
86 IWR ISHARES RUSSELL MIDCAP ETF 914.0 $101K 0.09% $110.37 +2.6%
87 DIS DISNEY WALT CO COM Communication Services 1,020.0 $98K 0.09% $96.25 +13.9%
88 KO COCA COLA CO COM Consumer Defensive 1,195.0 $97K 0.08% $81.27 +10.8%
89 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 526.0 $94K 0.08% $178.60 -2.9%
90 AVDE AVANTIS INTERNATIONAL EQUITY ETF 1,035.0 $92K 0.08% $89.20 +5.8%
91 META META PLATFORMS INC CL A Communication Services 160.0 $90K 0.08% +75.0 +88.2% $563.29 +2.3%
92 ARDT ARDENT HEALTH INC COM Healthcare 8,972.0 $88K 0.08% $9.84 +14.1%
93 B BARRICK MNG CORP COM SHS Basic Materials 2,399.0 $88K 0.08% $36.73 +27.9%
94 SPACE EXPLORATION TECHN CORP CLASS A COM STK 511.0 $87K 0.07% NEW $170.86
95 XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 4,090.0 $86K 0.07% NEW $21.05 -2.7%
96 GE GE AEROSPACE COM NEW Industrials 223.0 $83K 0.07% $373.06 -5.0%
97 NEM NEWMONT CORP COM Basic Materials 886.0 $83K 0.07% $93.42 +40.9%
98 CGW INVESCO S&P GLOBAL WATER INDEX ETF 1,253.0 $82K 0.07% $65.74 -0.0%
99 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,540.0 $82K 0.07% $53.11 +17.5%
100 QLD PROSHARES ULTRA QQQ 840.0 $81K 0.07% $96.76 -8.1%
Page 5 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%