account_balance

Investment manager · 13F filer · SEC CIK 716851

Money Concepts Capital Corp

Reported value$2.17Bas of Sep 30, 2026
Positions624 48 new, 57 sold out
Top 10 weight28.7%VOO alone is 4%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 3.9% Added +7%
IWS iShares Tr 3.5% Added +8%
MINT Pimco ETF Tr 3.5% Added +9855%
DSTL ETF Ser Solutions 3.4% New
IEMG iShares Inc 3.2% Trimmed −18%
SVAL iShares Tr 3.1% Trimmed −42%
KMLM Kraneshares Trust 2.3% New
AAPL Apple Inc 2.1% Held
XLV Select Sector SPDR Tr 1.9% Added +923%
MAGS Listed FDS Tr 1.9% Trimmed −16%
XLF Select Sector SPDR Tr 1.8% Added +23%
SPTM SPDR Series Trust 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • DSTL $72.9M
  • KMLM $50.3M
  • DYNF $9.2M
  • LST $3.21M
arrow_upwardAdded
  • MINT +9855%
  • XLV +923%
  • BIL +115%
  • WM +94%
arrow_downwardTrimmed
  • SPMO −72%
  • SVAL −42%
  • IEMG −18%
  • MAGS −16%
remove_circleSold out
  • QQQ $59.2M
  • GLDM $11.4M
  • FDN $6.39M
  • RTX $5.77M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast