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MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP is a Broker-Dealer institutional filer with the SEC under CIK 716851, reporting 633 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: FL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-04

Top 10 portfolio positions

The largest reported holdings in MONEY CONCEPTS CAPITAL CORP's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (SVAL)
  2. INVESCO EXCH TRADED FD TR II (SPMO)
  3. ISHARES INC (IEMG)
  4. VANGUARD INDEX FDS (VOO)
  5. ISHARES TR (IWS)
  6. INVESCO QQQ TR (QQQ)
  7. LISTED FDS TR (MAGS)
  8. APPLE INC (AAPL)
  9. SELECT SECTOR SPDR TR (XLI)
  10. SELECT SECTOR SPDR TR (XLF)
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