Moneco Advisors, LLC holds a diversified book of 595 stocks worth $1.6B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Nebius Group NV and trimmed Ishares Russell Top 200 Grow. Their largest long position is Ishares 0-3 Month Treasury B at 4% of the equity book. Cloning the disclosed picks since 2025 would be +27% (+19.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.8 points over this window.
Growth of $10,000 cloning Moneco Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Moneco Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $563.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $150.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $150.5B |
| LPL Financial LLC | 80 / 80 | $98.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $83.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $60.7B |
| STIFEL FINANCIAL CORP | 80 / 80 | $30.6B |
| Cetera Investment Advisers | 80 / 80 | $23.3B |
Ranked by how many of Moneco Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR 0-3 MTH TREASURY | $64.1M | 637.2K | 3.9% | ▲+6.2% Added · +37K sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $58.7M | 668.5K | 3.6% | ▲+8.3% Added · +51K sh | |
| 3 | SPDR Series Trust ST STR P500VAL | $51.5M | 846.8K | 3.1% | ▲+14% Added · +103K sh | |
| 4 | Apple Inc COM | $47.8M | 165.0K | 2.9% | ▲+23% Added · +31K sh | |
| 5 | Ishares TR RUS TP200 GR ETF | $43.4M | 149.2K | 2.7% | ▼−0.7% Reduced · −1K sh | |
| 6 | Nvidia Corporation COM | $33.7M | 168.7K | 2.1% | ▲+42% Added · +50K sh | |
| 7 | SPDR Index SHS FDS ST STR PO EX ETF | $31.4M | 624.0K | 1.9% | ▲+28% Added · +137K sh | |
| 8 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $28.7M | 1.47M | 1.8% | ▲+6.9% Added · +94K sh | |
| 9 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $28.0M | 1.43M | 1.7% | ▲+5.3% Added · +73K sh | |
| 10 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $27.8M | 1.36M | 1.7% | ▲+9.0% Added · +113K sh | |
| 11 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $27.0M | 1.45M | 1.6% | ▲+9.2% Added · +122K sh | |
| 12 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $25.9M | 1.58M | 1.6% | ▲+8.2% Added · +119K sh | |
| 13 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $25.6M | 1.54M | 1.6% | ▲+8.2% Added · +116K sh | |
| 14 | Invesco Exch TRD SLF Idx FD BULLETSHS 2032 | $24.2M | 1.18M | 1.5% | ▲+12% Added · +123K sh | |
| 15 | Vanguard Index FDS GROWTH ETF | $24.0M | 279.1K | 1.5% | ▲+517% Added · +234K sh | |
| 16 | Microsoft Corp COM | $23.0M | 61.5K | 1.4% | ▲+17% Added · +9K sh | |
| 17 | SPDR Series Trust ST STR P500GRW | $20.2M | 169.5K | 1.2% | ▲+63% Added · +65K sh | |
| 18 | Amazon Com Inc COM | $16.8M | 70.3K | 1.0% | ▲+39% Added · +20K sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $16.6M | 22.3K | 1.0% | ▼−1.1% Reduced · −253 sh | |
| 20 | Johnson & Johnson COM | $16.4M | 64.5K | 1.0% | ▲+11% Added · +6K sh | |
| 21 | J P Morgan Exchange Traded F EQUITY FOCUS ETF | $15.3M | 190.4K | 0.9% | ▼−13% Reduced · −29K sh | |
| 22 | Alphabet Inc CAP STK CL A | $14.7M | 41.2K | 0.9% | ▲+14% Added · +5K sh | |
| 23 | American Centy ETF TR US SML CP VALU | $14.7M | 118.0K | 0.9% | ▲+39% Added · +33K sh | |
| 24 | SPDR Index SHS FDS ST PORT MARK ETF | $13.3M | 257.8K | 0.8% | ▲+17% Added · +37K sh | |
| 25 | SPDR Series Trust ST STR SP600GRWO | $12.5M | 104.7K | 0.8% | ▲+14% Added · +13K sh | |
| 26 | Micron Technology Inc COM | $12.4M | 10.7K | 0.8% | ▲+4.0% Added · +417 sh | |
| 27 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $12.3M | 96.6K | 0.8% | ▲+3.7% Added · +3K sh | |
| 28 | SPDR Series Trust ST STR SP400VAL | $12.2M | 128.2K | 0.7% | ▲+8.7% Added · +10K sh | |
| 29 | Broadcom Inc COM | $11.3M | 30.0K | 0.7% | ▲+66% Added · +12K sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $11.3M | 22.6K | 0.7% | ▲+20% Added · +4K sh | |
| 31 | Advanced Micro Devices Inc COM | $11.0M | 19.0K | 0.7% | ▲+76% Added · +8K sh | |
| 32 | SPDR Gold TR GOLD SHS | $10.5M | 28.6K | 0.6% | ▲+0.2% Added · +59 sh | |
| 33 | Caterpillar Inc COM | $10.3M | 9.7K | 0.6% | ▲+54% Added · +3K sh | |
| 34 | Vaneck ETF Trust SEMICONDUCTR ETF | $10.3M | 15.7K | 0.6% | ▲+20% Added · +3K sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $10.0M | 13.6K | 0.6% | ▲+7.3% Added · +922 sh | |
| 36 | Alphabet Inc CAP STK CL C | $9.9M | 28.2K | 0.6% | ▲+67% Added · +11K sh | |
| 37 | SPDR Series Trust ST STR SP400GRW | $9.9M | 88.3K | 0.6% | ▲+21% Added · +15K sh | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $9.8M | 26.6K | 0.6% | ▲+2.9% Added · +751 sh | |
| 39 | Ishares TR MSCI USA MIN ETF | $9.7M | 100.1K | 0.6% | ▼−5.4% Reduced · −6K sh | |
| 40 | Schwab Strategic TR US DIVIDEND EQ | $9.5M | 298.4K | 0.6% | ▲+9.3% Added · +25K sh | |
| 41 | SPDR Series Trust ST STR SP DIV | $9.1M | 59.8K | 0.6% | ▲+4.4% Added · +3K sh | |
| 42 | Meta Platforms Inc CL A | $8.2M | 14.5K | 0.5% | ▲+68% Added · +6K sh | |
| 43 | Ishares TR CORE S&P TTL STK | $8.1M | 49.3K | 0.5% | ▼−5.4% Reduced · −3K sh | |
| 44 | Pimco ETF TR ENHAN SHRT MA AC | $8.0M | 79.2K | 0.5% | ▲+209% Added · +54K sh | |
| 45 | JPMorgan Chase & Co COM | $8.0M | 24.4K | 0.5% | ▲+21% Added · +4K sh | |
| 46 | SPDR Series Trust ST STR SP600SM C | $7.4M | 67.9K | 0.5% | ▲+9.3% Added · +6K sh | |
| 47 | Eli Lilly & Co COM | $7.4M | 6.1K | 0.5% | ▲+19% Added · +969 sh | |
| 48 | Ishares TR S&P 100 ETF | $7.4M | 20.1K | 0.4% | ▼−4.6% Reduced · −976 sh | |
| 49 | Pacer FDS TR US CASH COWS 100 | $7.3M | 117.5K | 0.4% | ▼−14% Reduced · −18K sh | |
| 50 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $7.2M | 137.5K | 0.4% | ▲+28% Added · +30K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1765690/holdings"
Use Arkolith to show MONECO ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 598 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 515 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 507 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 494 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 468 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 15, 2025 | 454 | $965.8M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Aug 15, 2025 | 465 | $947.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.