MONEY CONCEPTS CAPITAL CORP
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,174,348
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 624 | 2,174,348 | 13F-HR | MONEY CONCEPTS CAPITAL CORP |
| Q2 2026 | 8/4/2026 | 633 | 2,158,052 | 13F-HR | MONEY CONCEPTS CAPITAL CORP |
| Q1 2026 | 4/30/2026 | 567 | 1,808,405 | 13F-HR | MONEY CONCEPTS CAPITAL CORP |
| Q4 2025 | 2/4/2026 | 518 | 1,783,552 | 13F-HR | MONEY CONCEPTS CAPITAL CORP |
| Q3 2025 | 11/4/2025 | 468 | 1,621,385 | 13F-HR | MONEY CONCEPTS CAPITAL CORP |
| Q2 2025 | 8/14/2025 | 441 | 1,495,556 | 13F-HR | MONEY CONCEPTS CAPITAL CORP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 761.3 K | 35.0% | 18.26 K | 0 | 18.26 K |
| ETFs | 1.383 M | 63.6% | 0 | 4.177 K | -4.177 K |
| Debt | 26.16 K | 1.2% | 2.289 K | 0 | 2.289 K |
| Other | 2.661 K | 0.1% | 0 | 89 | -89 |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
2,174,348
Holdings
624
QoQ value change ($000)
16,296
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.