13F Filings History of Monetary Solutions, Ltd

Latest 13F report
Q4 2025 - 23 Feb 2026
Value $
$101,512,297
Signature - Title
Brian J Walker - Partner
Location
Dayton, OH
Summary
This page shows a list of all the recent 13F filings made by Monetary Solutions, Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Monetary Solutions, Ltd reported 315 stock holdings with total value $101,512,297 as of Q4 2025. Top holdings included SCHD, SCHM, SCHX, FLOT, and SCHA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 315 $101,512,297 $0 $0 $0 SCHD, SCHM, SCHX, FLOT, SCHA 13F-HR 23 Feb 2026, 14:08