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MONEY CONCEPTS CAPITAL CORP

Q2 2026 13F filing

Updated 37 days ago

633 disclosed positions worth $2.2B

Portfolio value
$2.2B
Total holdings
633
New positions
99
Closed positions
33
Increased
263
Decreased
237
Turnover
20.9%
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

ISHARES TR

+2.8%
Value
$118.2M
Shares
2.83M
% Port
5.48%
I
2.IVZ

INVESCO EXCH TRADED FD TR II

-3.1%
Value
$97M
Shares
600.5K
% Port
4.49%
E

ISHARES INC

+66.5%
Value
$85.3M
Shares
1.03M
% Port
3.95%
V

VANGUARD INDEX FDS

+10.2%
Value
$77.4M
Shares
112.7K
% Port
3.59%
E

ISHARES TR

+3.2%
Value
$73M
Shares
443.3K
% Port
3.38%
Q
6.QQQ

INVESCO QQQ TR

Value
$59.2M
Shares
80.4K
% Port
2.75%
?
7.N/A

LISTED FDS TR

+3.7%
Value
$43.6M
Shares
678.1K
% Port
2.02%
A

APPLE INC

-3.5%
Value
$40M
Shares
138.3K
% Port
1.85%
S

SELECT SECTOR SPDR TR

+3.1%
Value
$37.2M
Shares
200.7K
% Port
1.72%
S

SELECT SECTOR SPDR TR

+6.9%
Value
$31.3M
Shares
584.2K
% Port
1.45%
S

SPDR SERIES TRUST

+4.6%
Value
$29.9M
Shares
329.1K
% Port
1.38%
I
12.IVZ

INVESCO EXCHANGE TRADED FD T

-3.4%
Value
$28.5M
Shares
134.0K
% Port
1.32%
E
13.ETHA

ISHARES TR

+4.3%
Value
$24.8M
Shares
257.1K
% Port
1.15%
V
14.VGES

VANGUARD WHITEHALL FDS

-2.1%
Value
$24.4M
Shares
154.1K
% Port
1.13%
S

SELECT SECTOR SPDR TR

-0.2%
Value
$23.3M
Shares
122.2K
% Port
1.08%
N
16.NVDA

NVIDIA CORPORATION

+1.6%
Value
$21.6M
Shares
107.8K
% Port
1.00%
M
17.MSFT

MICROSOFT CORP

+2.3%
Value
$19.9M
Shares
53.3K
% Port
0.92%
E
18.ETHA

ISHARES TR

-0.6%
Value
$19.8M
Shares
133.6K
% Port
0.92%
V

VILLAGE SUPER MKT INC

+2.2%
Value
$16.9M
Shares
399.7K
% Port
0.78%
S

SPDR SERIES TRUST

-14.2%
Value
$16.7M
Shares
652.7K
% Port
0.77%
L
21.LLY

ELI LILLY & CO

-1.5%
Value
$16.6M
Shares
13.8K
% Port
0.77%
E
22.ETHA

ISHARES TR

+4.4%
Value
$15.9M
Shares
21.3K
% Port
0.74%
F
23.FPF

FIRST TR EXCHNG TRADED FD VI

+9.7%
Value
$14.7M
Shares
401.6K
% Port
0.68%
J

J P MORGAN EXCHANGE TRADED F

+99.0%
Value
$14.2M
Shares
302.8K
% Port
0.66%
E
25.ETHA

ISHARES TR

+17.1%
Value
$13.5M
Shares
134.2K
% Port
0.63%
S
26.SPY

STATE STR SPDR S&P 500 ETF T

+11.6%
Value
$13.2M
Shares
17.7K
% Port
0.61%
V
27.VGES

VANGUARD INTL EQUITY INDEX F

+3.7%
Value
$12.9M
Shares
216.8K
% Port
0.60%
E
28.ETHA

ISHARES TR

+53.1%
Value
$12.9M
Shares
135.3K
% Port
0.60%
S

SPDR SERIES TRUST

+13.2%
Value
$12.9M
Shares
146.3K
% Port
0.60%
H
30.HODL

VANECK ETF TRUST

+4.5%
Value
$12.8M
Shares
19.6K
% Port
0.59%
S

SCHWAB STRATEGIC TR

-3.5%
Value
$12.6M
Shares
343.0K
% Port
0.59%
J
32.JNJ

JOHNSON & JOHNSON

-4.6%
Value
$12.4M
Shares
48.8K
% Port
0.57%
P
33.PSLV

SPROTT ASSET MANAGEMENT LP

-0.6%
Value
$11.6M
Shares
613.8K
% Port
0.54%
G
34.GLD

WORLD GOLD TR

Value
$11.4M
Shares
143.5K
% Port
0.53%
E
35.ETHA

ISHARES TR

-10.3%
Value
$11.3M
Shares
114.3K
% Port
0.52%
K
36.KO

COCA COLA CO

+24.2%
Value
$11.3M
Shares
139.1K
% Port
0.52%
?
37.N/A

ISHARES TR

+571.4%
Value
$11.3M
Shares
493.2K
% Port
0.52%
C
38.CAH

CARDINAL HEALTH INC

-2.4%
Value
$10.9M
Shares
46.0K
% Port
0.51%
G
39.GLW

CORNING INC

-21.1%
Value
$10.7M
Shares
42.1K
% Port
0.50%
E
40.ETHA

ISHARES TR

-14.0%
Value
$10.7M
Shares
110.5K
% Port
0.49%
A
41.AMZN

AMAZON COM INC

-3.9%
Value
$10.7M
Shares
44.7K
% Port
0.49%
C
42.CDNS

CADENCE DESIGN SYSTEM INC

-1.9%
Value
$9.7M
Shares
25.9K
% Port
0.45%
A
43.ABBV

ABBVIE INC

-9.2%
Value
$9.7M
Shares
38.6K
% Port
0.45%
A
44.AAPL

SELECT SECTOR SPDR TR

-7.5%
Value
$9.3M
Shares
112.2K
% Port
0.43%
G

ALPHABET INC

-11.1%
Value
$9.1M
Shares
25.9K
% Port
0.42%
A
46.AMD

ADVANCED MICRO DEVICES INC

-26.3%
Value
$9.1M
Shares
15.7K
% Port
0.42%
O
47.OUNZ

VANECK MERK GOLD ETF

+1.4%
Value
$9.1M
Shares
235.0K
% Port
0.42%
E
48.ETHA

ISHARES TR

+4.5%
Value
$9.1M
Shares
14.1K
% Port
0.42%
P
49.PG

PROCTER & GAMBLE CO

+4.4%
Value
$9M
Shares
61.4K
% Port
0.42%
E
50.ETHA

ISHARES TR

+5225.6%
Value
$8.9M
Shares
326.3K
% Port
0.41%