13F Filings History of Monetary Solutions, Ltd
- Latest 13F filing
- Q1 2026 - 01 May 2026
- Latest reported 13F value
- $103,467,145
- Form 13F summary
-
- Monetary Solutions, Ltd Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Monetary Solutions, Ltd reported 318 equity holdings with a total reported market value of $103,467,145 for Q1 2026. Top reported holdings included SCHWAB US DIVIDEND EQUITY ETF, SCHWAB U.S. MID-CAP ETF, SCHWAB U.S. LARGE-CAP ETF, ISHARES FLOATING RATE BOND ETF, and SCHWAB U.S. SMALL-CAP ETF.
- Largest 13F holdings
-
SCHWAB US DIVIDEND EQUITY ETF SCHWAB U.S. MID-CAP ETF SCHWAB U.S. LARGE-CAP ETF ISHARES FLOATING RATE BOND ETF SCHWAB U.S. SMALL-CAP ETF APPLE INC COM SCHWAB U.S. LARGE-CAP GROWTH ETF JPMORGAN CHASE & CO COM STATE...
- Manager signature
- Brian J Walker - Partner
- Manager location
- Dayton, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Monetary Solutions, Ltd with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$103,467,145
Quarter delta
n/a
Accepted
01 May 2026, 12:37
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 318 | $103,467,145 | $0 | $0 | $0 | SCHWAB US DIVIDEND EQUITY ETF, SCHWAB U.S. MID-CAP ETF, SCHWAB U.S. LARGE-CAP ETF, ISHARES FLOATING RATE BOND ETF, SCHWAB U.S. SMALL-CAP ETF | 13F-HR | 01 May 2026, 12:37 |