EdgeMarket › What Moneco Advisors, Llc reported owning
What Moneco Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
515Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | 60.4M | 4.7% | 600.2K | 100.63 | +0.0% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 47.2M | 3.7% | 617.3K | 90.13 | +20.1% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 42.1M | 3.3% | 743.6K | 63.51 | +17.5% |
| IWY iShares Russell Top 200 Growth ETF | 37.4M | 2.9% | 150.3K | 285.72 | +11.8% |
| AAPL Apple Inc. | 34.0M | 2.6% | 133.8K | 309.35 | +36.9% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 26.9M | 2.1% | 1.4M | 19.67 | +0.1% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 26.5M | 2.1% | 1.4M | 19.57 | +0.3% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 25.5M | 2.0% | 1.2M | 20.39 | -0.5% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 24.8M | 1.9% | 1.3M | 18.55 | -0.9% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 24.0M | 1.9% | 1.5M | 16.27 | -1.8% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 23.8M | 1.8% | 1.4M | 16.55 | -1.5% |
| SPDW State Street SPDR Portfolio Developed World ex | 22.2M | 1.7% | 487.4K | 52.02 | +24.4% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 21.8M | 1.7% | 1.1M | 20.29 | -1.9% |
| NVDA NVIDIA CORP | 20.7M | 1.6% | 118.7K | 214.72 | +22.4% |
| VUG Vanguard Morningstar Growth ETF | 19.7M | 1.5% | 45.2K | 87.50 | +15.9% |
| MSFT MICROSOFT CORP | 19.5M | 1.5% | 52.8K | 483.24 | -4.4% |
| JPEF JPMorgan Equity Focus ETF | 15.7M | 1.2% | 219.2K | 81.39 | +13.5% |
| SPY SPDR S&P 500 ETF TRUST | 14.7M | 1.1% | 22.5K | 765.72 | +20.0% |
| JNJ JOHNSON & JOHNSON | 14.3M | 1.1% | 58.3K | 270.24 | +51.1% |
| GLD SPDR GOLD TRUST | 12.3M | 1.0% | 28.6K | 423.36 | +37.3% |
| RWL Invesco S&P 500 Revenue ETF | 10.7M | 0.8% | 93.2K | 133.89 | +25.3% |
| AMZN AMAZON COM INC | 10.5M | 0.8% | 50.5K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 10.4M | 0.8% | 36.3K | 344.82 | +73.0% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 10.4M | 0.8% | 220.9K | 52.38 | +18.1% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 10.2M | 0.8% | 104.0K | 120.21 | +22.2% |
| MDYV State Street SPDR S&P 400 Mid Cap Value ETF | 10.0M | 0.8% | 118.0K | 95.71 | +17.2% |
| USMV iShares MSCI USA Min Vol Factor ETF | 9.8M | 0.8% | 105.8K | 101.23 | +7.0% |
| AVUV Avantis U.S. Small Cap Value ETF | 9.4M | 0.7% | 85.1K | 126.45 | +33.2% |
| unmapped CUSIP 084670702 | 9.0M | 0.7% | 18.8K | — | — |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | 8.9M | 0.7% | 91.8K | 116.01 | +27.1% |
| COWZ Pacer US Cash Cows 100 ETF | 8.5M | 0.7% | 135.9K | 72.02 | +26.3% |
| SCHD Schwab US Dividend Equity ETF | 8.4M | 0.6% | 273.0K | 35.11 | +27.6% |
| SDY State Street SPDR S&P Dividend ETF | 8.4M | 0.6% | 57.3K | 158.44 | +12.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 8.3M | 0.6% | 25.9K | 378.24 | +20.5% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 7.4M | 0.6% | 52.1K | 167.97 | +20.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 7.3M | 0.6% | 12.7K | 713.44 | +26.1% |
| MDYG State Street SPDR S&P 400 Mid Cap Growth ETF | 7.0M | 0.5% | 73.2K | 110.20 | +24.2% |
| XOM ExxonMobil Holdings Corp | 6.8M | 0.5% | 39.8K | 165.11 | +52.1% |
| SGOL abrdn Gold ETF Trust | 6.7M | 0.5% | 151.1K | 43.96 | +37.6% |
| OEF iShares S&P 100 Fund | 6.7M | 0.5% | 21.1K | 377.86 | +19.6% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 6.7M | 0.5% | 104.1K | 69.41 | +8.7% |
| JMBS Janus Henderson Mortgage-Backed Securities ETF | 6.3M | 0.5% | 139.2K | 44.37 | -1.2% |
| PTLC Pacer Trendpilot US Large Cap ETF | 6.3M | 0.5% | 119.4K | 59.67 | +13.9% |
| JPM JPMORGAN CHASE & CO | 5.9M | 0.5% | 20.2K | 351.58 | +20.3% |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | 5.9M | 0.5% | 62.2K | 110.42 | +30.5% |
| GLDM World Gold Trust | 5.7M | 0.4% | 61.7K | 91.32 | +37.7% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 5.7M | 0.4% | 61.8K | 91.60 | -0.1% |
| JPLD JPMorgan Limited Duration Bond ETF | 5.6M | 0.4% | 107.6K | 52.04 | -0.5% |
| AVGO Broadcom Inc. | 5.6M | 0.4% | 18.1K | 368.45 | +26.5% |
| CVX CHEVRON CORP | 5.6M | 0.4% | 26.9K | 205.27 | +34.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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