MONECO ADVISORS, LLC
All 13F Filings
- Location
- Fairfield, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,259,567
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.054 M | 83.7% | 62.52 K | 0 | 62.52 K |
| ETFs | 190.2 K | 15.1% | 4.461 K | 0 | 4.461 K |
| Debt | 14.2 K | 1.1% | 0 | 5.596 K | -5.596 K |
| Other | 208 | 0.0% | 208 | 0 | 208 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
1,259,567
Holdings
507
QoQ value change ($000)
61,689
(5.1%)
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.