MONEY CONCEPTS CAPITAL CORP
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,808,405
- 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 |
|---|---|---|---|---|---|
| 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 | 727.3 K | 40.3% | 0 | 632.3 K | -632.3 K |
| ETFs | 1.065 M | 59.0% | 653.2 K | 0 | 653.2 K |
| Debt | 11.09 K | 0.6% | 3.675 K | 0 | 3.675 K |
| Other | 2.248 K | 0.1% | 0 | 661 | -661 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
1,808,405
Holdings
567
QoQ value change ($000)
24,853
(1.4%)
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.