Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MONECO Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

MONECO Advisors, LLC (CIK 1765690) reported $1.64B across 595 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($64.1M, 3.92%), SPYM ($58.7M, 3.59%), SPYV ($51.5M, 3.15%), AAPL ($47.8M, 2.92%), IWY ($43.4M, 2.65%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SGOVISHARES TR$64.1M3.92%637,159Added
2SPYMSPDR SERIES TRUST$58.7M3.59%668,521Added
3SPYVSPDR SERIES TRUST$51.5M3.15%846,807Added
4AAPLAPPLE INC$47.8M2.92%165,022Added
5IWYISHARES TR$43.4M2.65%149,208Trimmed
6NVDANVIDIA CORPORATION$33.7M2.06%168,672Added
7SPDWSPDR INDEX SHS FDS$31.4M1.92%624,036Added
8BSCRINVESCO EXCH TRD SLF IDX FD$28.7M1.76%1.5MAdded
9BSCQINVESCO EXCH TRD SLF IDX FD$28.0M1.71%1.4MAdded
10BSCSINVESCO EXCH TRD SLF IDX FD$27.8M1.70%1.4MAdded
11BSCTINVESCO EXCH TRD SLF IDX FD$27.0M1.65%1.5MAdded
12BSCVINVESCO EXCH TRD SLF IDX FD$25.9M1.58%1.6MAdded
13BSCUINVESCO EXCH TRD SLF IDX FD$25.6M1.56%1.5MAdded
14BSCWINVESCO EXCH TRD SLF IDX FD$24.2M1.48%1.2MAdded
15VUGVANGUARD INDEX FDS$24.0M1.47%279,062Added
16MSFTMICROSOFT CORP$23.0M1.40%61,546Added
17SPYGSPDR SERIES TRUST$20.2M1.23%169,472Added
18SPYSTATE STR SPDR S&P 500 ETF T$16.6M1.02%22,283Trimmed
19AMZNAMAZON COM INC$16.8M1.02%70,344Added
20JNJJOHNSON & JOHNSON$16.4M1.00%64,501Added
21JPEFJ P MORGAN EXCHANGE TRADED F$15.3M0.93%190,357Trimmed
22AVUVAMERICAN CENTY ETF TR$14.7M0.90%117,977Added
23GOOGLALPHABET INC$14.7M0.90%41,188Added
24SPEMSPDR INDEX SHS FDS$13.3M0.82%257,782Added
25SLYGSPDR SERIES TRUST$12.5M0.76%104,727Added

Source: SEC Form 13F filings · as of 2026-06-30