MONEY CONCEPTS CAPITAL CORP: 13F holdings

CIK 7168512026Q2

Positions633
Reported value$2.2bn
Filed2026-08-04

Change since last quarter

Positions633 (+66 vs prior quarter)
Reported value$2.2bn (+19.3%)

Top 10 holdings

SecuritySharesValueWeight
SVAL ISHARES TR2,828,726$118.2m5.5%
SPMO INVESCO EXCH TRADED FD TR II600,487$97.0m4.5%
IEMG ISHARES INC1,029,458$85.3m4.0%
VOO VANGUARD INDEX FDS112,722$77.4m3.6%
IWS ISHARES TR443,267$73.0m3.4%
QQQ INVESCO QQQ TR80,444$59.2m2.7%
MAGS LISTED FDS TR678,103$43.6m2.0%
AAPL APPLE INC138,265$40.0m1.9%
XLI SELECT SECTOR SPDR TR200,680$37.2m1.7%
XLF SELECT SECTOR SPDR TR584,198$31.3m1.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="716851")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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