Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MONECO Advisors, LLC (CIK 1765690) reported $1.29B across 515 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($60.4M, 4.69%), SPLG ($47.2M, 3.66%), SPYV ($42.1M, 3.26%), IWY ($37.4M, 2.90%), AAPL ($34.0M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $60.4M | 4.69% | 600,219 | Trimmed |
| 2 | SPLG | SPDR SERIES TRUST | $47.2M | 3.66% | 617,252 | Added |
| 3 | SPYV | SPDR SERIES TRUST | $42.1M | 3.26% | 743,606 | Added |
| 4 | IWY | ISHARES TR | $37.4M | 2.90% | 150,279 | Added |
| 5 | AAPL | APPLE INC | $34.0M | 2.63% | 133,792 | Added |
| 6 | BSCR | INVESCO EXCH TRD SLF IDX FD | $26.9M | 2.09% | 1.4M | Added |
| 7 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $26.5M | 2.06% | 1.4M | Added |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $25.5M | 1.98% | 1.2M | Added |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | $24.8M | 1.92% | 1.3M | Added |
| 10 | BSCV | INVESCO EXCH TRD SLF IDX FD | $24.0M | 1.86% | 1.5M | Added |
| 11 | BSCU | INVESCO EXCH TRD SLF IDX FD | $23.8M | 1.84% | 1.4M | Added |
| 12 | SPDW | SPDR INDEX SHS FDS | $22.2M | 1.73% | 487,362 | Added |
| 13 | BSCW | INVESCO EXCH TRD SLF IDX FD | $21.8M | 1.69% | 1.1M | Added |
| 14 | NVDA | NVIDIA CORPORATION | $20.7M | 1.61% | 118,673 | Added |
| 15 | VUG | VANGUARD INDEX FDS | $19.7M | 1.53% | 45,199 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $19.5M | 1.52% | 52,806 | Added |
| 17 | JPEF | J P MORGAN EXCHANGE TRADED F | $15.7M | 1.22% | 219,224 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $14.7M | 1.14% | 22,536 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $14.3M | 1.11% | 58,349 | Trimmed |
| 20 | GLD | SPDR GOLD TR | $12.3M | 0.95% | 28,577 | Added |
| 21 | RWL | INVESCO EXCH TRADED FD TR II | $10.7M | 0.83% | 93,169 | Added |
| 22 | AMZN | AMAZON COM INC | $10.5M | 0.82% | 50,538 | Added |
| 23 | GOOGL | ALPHABET INC | $10.4M | 0.81% | 36,263 | Trimmed |
| 24 | SPEM | SPDR INDEX SHS FDS | $10.4M | 0.80% | 220,859 | Added |
| 25 | SPYG | SPDR SERIES TRUST | $10.2M | 0.79% | 104,046 | Added |
Source: SEC Form 13F filings · as of 2026-03-31