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CIK: 0001765690
Total reported value
$1.6B
$1.6B
515 檔
13.5%
During the Q1 2026 filing period, Moneco Advisors, LLC (CIK: 0001765690) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 515 reported positions.
In Q1 2026, Moneco Advisors, LLC displayed an active expansion posture, initiating 34 new positions and adding to 87 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 515 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.69% | -0.77% | -10.78% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.66% | -0.07% | +18.12% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.26% | -0.11% | +6.89% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.90% | -0.25% | +10.11% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.63% | +0.29% | +2.41% | |
| 6 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.09% | -0.33% | +4.77% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.06% | -0.35% | +2.08% | |
| 8 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.98% | -0.28% | +3.73% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.92% | -0.27% | +2.68% | |
| 10 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.86% | -0.28% | +6.79% | |
| 11 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.84% | -0.28% | +5.17% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.73% | +0.19% | +39.40% | |
| 13 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.69% | -0.21% | +15.10% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.45% | +2.92% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.53% | -0.06% | -0.05% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.12% | +1.74% | |
| 17 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.22% | -0.29% | -5.51% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | -0.12% | +2.13% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.11% | -1.48% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.95% | -0.31% | +2.57% | |
| 21 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.83% | -0.08% | +11.23% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.20% | +6.12% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.09% | -21.26% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.80% | +0.02% | +59.28% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.44% | +16.21% | |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.78% | -0.04% | +32.03% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.76% | -0.17% | -3.48% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.73% | +0.17% | -5.98% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.01% | +0.64% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.69% | +0.07% | +28.71% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.66% | -0.21% | -22.99% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.07% | -16.82% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.65% | -0.09% | -2.51% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | -0.04% | +3.06% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | -0.09% | -3.52% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.04% | +7.87% | |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.55% | +0.05% | +27.67% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.16% | -4.03% | |
| 39 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.52% | -0.24% | -1.13% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.52% | -0.07% | -6.54% | |
| 41 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.52% | -0.13% | -8.68% | |
| 42 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.49% | -0.16% | -2.78% | |
| 43 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.49% | -0.07% | -20.67% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.03% | +3.08% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.46% | -0.01% | +29.12% | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.44% | -0.12% | +12.17% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.44% | -0.09% | +5.41% | |
| 48 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.44% | — | +16.20% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.26% | +1.23% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.15% | -4.41% |
According to official SEC Form 13F filings, Moneco Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 515 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, SPYM, SPYV) accounted for 13.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
XSSPX
市值: $3.3M
Top Position Liquidated / Trimmed
XBXMX
前期市值: $3.6M
During Q1 2026, Moneco Advisors, LLC's top holdings by market value included SGOV (4.7%)、SPYM (3.7%)、SPYV (3.3%). The largest single position, SGOV, represented 4.7% of total portfolio value.
In Q1 2026, Moneco Advisors, LLC made 200 total portfolio adjustments, initiating 34 new buys, adding to 87 positions, trimming 56 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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