MONECO ADVISORS, LLC
All 13F Filings
- Location
- Fairfield, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,289,281
- 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 | 5/7/2026 | 515 | 1,289,281 | 13F-HR | MONECO ADVISORS, LLC |
| Q4 2025 | 2/4/2026 | 507 | 1,259,567 | 13F-HR | MONECO ADVISORS, LLC |
| Q3 2025 | 11/5/2025 | 494 | 1,197,878 | 13F-HR | MONECO Advisors, LLC |
| Q2 2025 | 8/13/2025 | 468 | 1,074,694 | 13F-HR | MONECO Advisors, LLC |
| Q1 2025 | 8/15/2025 | 454 | 965,770 | 13F-HR/A - RESTATEMENT | MONECO Advisors, LLC |
| Q4 2024 | 8/15/2025 | 465 | 947,786 | 13F-HR/A - RESTATEMENT | MONECO Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 417.5 K | 32.4% | 0 | 636.5 K | -636.5 K |
| ETFs | 855.6 K | 66.4% | 665.3 K | 0 | 665.3 K |
| Debt | 15.02 K | 1.2% | 826 | 0 | 826 |
| Other | 229 | 0.0% | 21 | 0 | 21 |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
1,289,281
Holdings
515
QoQ value change ($000)
29,714
(2.4%)
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.