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.
MONEY CONCEPTS CAPITAL CORP (CIK 716851) reported $1.81B across 562 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SVAL ($98.9M, 5.47%), SPMO ($69.5M, 3.84%), IWS ($62.6M, 3.46%), VOO ($61.1M, 3.38%), IEMG ($43.1M, 2.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SVAL | ISHARES TR | $98.9M | 5.47% | 2.8M | New |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | $69.5M | 3.84% | 619,748 | Trimmed |
| 3 | IWS | ISHARES TR | $62.6M | 3.46% | 429,682 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $61.1M | 3.38% | 102,303 | Added |
| 5 | IEMG | ISHARES INC | $43.1M | 2.38% | 618,127 | New |
| 6 | MAGS | LISTED FDS TR | $37.9M | 2.09% | 653,662 | Trimmed |
| 7 | AAPL | APPLE INC | $36.3M | 2.01% | 143,206 | Added |
| 8 | XLI | SELECT SECTOR SPDR TR | $31.5M | 1.74% | 194,579 | Added |
| 9 | XLV | SELECT SECTOR SPDR TR | $30.5M | 1.69% | 208,270 | Added |
| 10 | XLF | SELECT SECTOR SPDR TR | $27.0M | 1.49% | 546,602 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $26.6M | 1.47% | 138,703 | Added |
| 12 | SPTM | SPDR SERIES TRUST | $24.9M | 1.38% | 314,766 | Added |
| 13 | VYM | VANGUARD WHITEHALL FDS | $23.3M | 1.29% | 157,470 | Added |
| 14 | IEFA | ISHARES TR | $22.3M | 1.23% | 246,444 | Added |
| 15 | SPAB | SPDR SERIES TRUST | $19.5M | 1.08% | 760,696 | Added |
| 16 | MSFT | MICROSOFT CORP | $19.3M | 1.07% | 52,101 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $18.5M | 1.02% | 106,129 | Trimmed |
| 18 | IJR | ISHARES TR | $16.7M | 0.92% | 134,376 | Added |
| 19 | VLGEA | VILLAGE SUPER MKT INC | $16.5M | 0.91% | 391,214 | Added |
| 20 | XLK | SELECT SECTOR SPDR TR | $16.3M | 0.90% | 122,485 | Trimmed |
| 21 | PSLV | SPROTT ASSET MANAGEMENT LP | $15.1M | 0.83% | 617,202 | Added |
| 22 | SHY | ISHARES TR | $13.8M | 0.77% | 167,601 | Added |
| 23 | IVV | ISHARES TR | $13.3M | 0.74% | 20,377 | Added |
| 24 | LLY | ELI LILLY & CO | $12.9M | 0.71% | 14,054 | Added |
| 25 | AGG | ISHARES TR | $12.7M | 0.70% | 127,502 | Added |
Source: SEC Form 13F filings · as of 2026-03-31