MONECO ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001765690
13F-HR · 203 reported holdings · 2026-03-31
Reported long-US-equity value
$0.76B
Top-10 concentration
61.6%
MONECO ADVISORS, LLC — $757M AUM allocation strategy
MONECO ADVISORS, LLC files SEC Form 13F and reports $757M of long US equity value across 203 reported holdings for 2026-03-31.
Its largest sector bet is Financials 36.3%, followed by Information Technology 10.6% and Health Care 1.9%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MONECO ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$757M
total across 203 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +574K sh · +$11.1M+$SPGI +151K sh · +$7.96M+$SPYM +94.7K sh · +$5.32M
Biggest trims (shares)
−$SCHW −74.5K sh · −$1.25M−$IVV −25.5K sh · −$2.01M−$C −13.5K sh · −$1.61M
Exited to nil (held last quarter, gone now)
$DHR ($330K last qtr)$NOW ($330K last qtr)$O ($308K last qtr)$ICE ($287K last qtr)$DELL ($267K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks28.7%—
- Technology Hardware, Storage & Peripherals4.5%—
- Financial Exchanges & Data4.1%—
- Semiconductors3.5%—
- Systems Software2.6%—
- Pharmaceuticals1.9%—
- Integrated Oil & Gas1.6%—
- Investment Banking & Brokerage1.6%—
- Other holdings51.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 10.3M | $217M | +574K | 28.7% |
| $AAPL | Apple Inc | 134K | $34M | +3.14K | 4.5% |
| $SPGI | S&P Global Inc | 577K | $31.1M | +151K | 4.1% |
| $NVDA | NVIDIA Corporation | 119K | $20.7M | +3.36K | 2.7% |
| $MSFT | Microsoft Corporation | 52.8K | $19.5M | +901 | 2.6% |
| $JNJ | Johnson & Johnson | 58.3K | $14.3M | -876 | 1.9% |
…and 197 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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