13F Filings History of Monetary Solutions, Ltd
- Latest 13F filing
- Q2 2026 - 23 Jul 2026
- Latest reported 13F value
- $116,115,846
- Largest 13F holdings
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SCHD SCHM SCHX FLOT SCHA SCHG AAPL JPM SJNK VOE XMMO VBR
+8 more
SCHV VYMI ABBV VYM SCHF SCHJ QQQ COWZ - Form 13F summary
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- 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 397 equity holdings with a total reported market value of $116,115,846 for Q2 2026. Top reported holdings included SCHD, SCHM, SCHX, FLOT, and SCHA.
- Manager signature
- Brian J Walker - President
- Manager location
- Dayton, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$116,115,846
Quarter delta
+$12,642,680
Accepted
23 Jul 2026, 09:42
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 397 | $116,115,846 | +$5,842,301 | -$3,277,360 | +$2,564,941 | SCHD, SCHM, SCHX, FLOT, SCHA | 13F-HR | 23 Jul 2026, 09:42 |
| Q1 2026 | 318 | $103,473,166 | +$3,324,874 | -$1,812,019 | +$1,512,855 | SCHD, SCHM, SCHX, FLOT, SCHA | 13F-HR | 01 May 2026, 12:37 |
| Q4 2025 | 315 | $101,512,297 | $0 | $0 | $0 | SCHD, SCHM, SCHX, FLOT, SCHA | 13F-HR | 23 Feb 2026, 14:08 |