Institutional Fund
Moneco Advisors, LLC
Fairfield, CTCIK 17656907 filings on record
Portfolio Value
$1.29B
Q1 2026
Holdings
515
Reported positions
New Buys
45
Opened this quarter
QoQ Change
+2.4%
from $1.26B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.7%
- Spdr Series Trust3.7%
- Spdr Series Trust3.3%
- Ishares Tr2.9%
- Apple Inc2.6%
- Invesco Exch Trd Slf Idx Fd2.1%
- Other80.8%
Portfolio Holdings
515 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 600.2K | $60.42M | 4.7% | −72.5K | Reduced |
| 2 | Spdr Series Trust | 617.3K | $47.24M | 3.7% | +94.7K | Added |
| 3 | Spdr Series Trust | 743.6K | $42.07M | 3.3% | +48.0K | Added |
| 4 | Ishares Tr | 150.3K | $37.40M | 2.9% | +13.8K | Added |
| 5 | Apple Inc | 133.8K | $33.95M | 2.6% | +3.1K | Added |
| 6 | Invesco Exch Trd Slf Idx Fd | 1.37M | $26.90M | 2.1% | +62.4K | Added |
| 7 | Invesco Exch Trd Slf Idx Fd | 1.36M | $26.54M | 2.1% | +27.7K | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 1.25M | $25.53M | 2.0% | +45.0K | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 1.33M | $24.82M | 1.9% | +34.7K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 1.46M | $24.03M | 1.9% | +92.8K | Added |
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