13F Insight
DOSSIER · 13F-HR · Q1 2026

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS's pension fund based in Greenwich, CT — $1.8B in tracked AUM across 567 positions as of Q1 2026.

MC
MONEY CONCEPTS·Greenwich, CT·Pension Fund
CIK 0000716851 · last filed Mar 31, 2026
Total AUM
$1.8B
▲ 8.1%
vs prior
Holdings
567
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MONEY CONCEPTS CAPITAL CORP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SVAL
ISHARES TR
$99M2.8M5.5%
02
SPMO
INVESCO EXCH TRADED FD TR II
$69M620K3.8%
03
IWS
ISHARES TR
$63M430K3.5%
04
VOO
VANGUARD INDEX FDS
$61M102K3.4%
05
IEMG
ISHARES INC
$43M618K2.4%
06
MAGS
LISTED FDS TR
$38M654K2.1%
07
AAPL
APPLE INC
$36M143K2.0%
08
XLI
SELECT SECTOR SPDR TR
$31M195K1.7%
09
XLV
SELECT SECTOR SPDR TR
$31M208K1.7%
10
XLF
SELECT SECTOR SPDR TR
$27M547K1.5%

Filing history

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