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 $2.16B across 633 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SVAL ($118.2M, 5.48%), SPMO ($97.0M, 4.49%), IEMG ($85.3M, 3.95%), VOO ($77.4M, 3.59%), IWS ($73.0M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SVAL | ISHARES TR | $118.2M | 5.48% | 2.8M | Added |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | $97.0M | 4.49% | 600,487 | Trimmed |
| 3 | IEMG | ISHARES INC | $85.3M | 3.95% | 1.0M | Added |
| 4 | VOO | VANGUARD INDEX FDS | $77.4M | 3.59% | 112,722 | Added |
| 5 | IWS | ISHARES TR | $73.0M | 3.38% | 443,267 | Added |
| 6 | QQQ | INVESCO QQQ TR | $59.2M | 2.75% | 80,444 | New |
| 7 | MAGS | LISTED FDS TR | $43.6M | 2.02% | 678,103 | Added |
| 8 | AAPL | APPLE INC | $40.0M | 1.85% | 138,265 | Trimmed |
| 9 | XLI | SELECT SECTOR SPDR TR | $37.2M | 1.72% | 200,680 | Added |
| 10 | XLF | SELECT SECTOR SPDR TR | $31.3M | 1.45% | 584,198 | Added |
| 11 | SPTM | SPDR SERIES TRUST | $29.9M | 1.38% | 329,144 | Added |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $28.5M | 1.32% | 134,013 | Trimmed |
| 13 | IEFA | ISHARES TR | $24.8M | 1.15% | 257,120 | Added |
| 14 | VYM | VANGUARD WHITEHALL FDS | $24.4M | 1.13% | 154,087 | Trimmed |
| 15 | XLK | SELECT SECTOR SPDR TR | $23.3M | 1.08% | 122,230 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $21.6M | 1.00% | 107,822 | Added |
| 17 | MSFT | MICROSOFT CORP | $19.9M | 0.92% | 53,320 | Added |
| 18 | IJR | ISHARES TR | $19.8M | 0.92% | 133,556 | Trimmed |
| 19 | VLGEA | VILLAGE SUPER MKT INC | $16.9M | 0.78% | 399,653 | Added |
| 20 | SPAB | SPDR SERIES TRUST | $16.7M | 0.77% | 652,734 | Trimmed |
| 21 | LLY | ELI LILLY & CO | $16.6M | 0.77% | 13,841 | Trimmed |
| 22 | IVV | ISHARES TR | $15.9M | 0.74% | 21,282 | Added |
| 23 | BUFR | FIRST TR EXCHNG TRADED FD VI | $14.7M | 0.68% | 401,583 | Added |
| 24 | JCPB | J P MORGAN EXCHANGE TRADED F | $14.2M | 0.66% | 302,811 | Added |
| 25 | SGOV | ISHARES TR | $13.5M | 0.63% | 134,226 | Added |
Source: SEC Form 13F filings · as of 2026-06-30