1y return+14.2%S&P 500 +20.9%
3y return+41.6%S&P 500 +68.5%
5y return+36.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $211 against $299 in the S&P 500.2
Moneco Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOVIshares Tr | $64.1M | 3.9% | +6.2% |
| SPYMSpdr Series Trust | $58.7M | 3.6% | +8.3% |
| SPYVSpdr Series Trust | $51.5M | 3.1% | +13.9% |
| AAPLApple Inc | $47.8M | 2.9% | +23.3% |
| IWYIshares Tr | $43.4M | 2.7% | |
| NVDANvidia Corporation | $33.7M | 2.1% | +42.1% |
| SPDWSpdr Index Shs Fds | $31.4M | 1.9% | +28.0% |
| BSCRInvesco Exch Trd Slf Idx Fd | $28.7M | 1.8% | +6.9% |
| BSCQInvesco Exch Trd Slf Idx Fd | $28.0M | 1.7% | +5.3% |
| BSCSInvesco Exch Trd Slf Idx Fd | $27.8M | 1.7% | +9.0% |
| BSCTInvesco Exch Trd Slf Idx Fd | $27.0M | 1.6% | +9.2% |
| BSCVInvesco Exch Trd Slf Idx Fd | $25.9M | 1.6% | +8.2% |
| BSCUInvesco Exch Trd Slf Idx Fd | $25.6M | 1.6% | +8.2% |
| BSCWInvesco Exch Trd Slf Idx Fd | $24.2M | 1.5% | +11.6% |
| VUGVanguard Index Fds | $24.0M | 1.5% | +2.9% |
| MSFTMicrosoft Corp | $23.0M | 1.4% | +16.6% |
| SPYGSpdr Series Trust | $20.2M | 1.2% | +62.9% |
| AMZNAmazon Com Inc | $16.8M | 1.0% | +39.2% |
| SPYState Str Spdr S&p 500 Etf T | $16.6M | 1.0% | −1.1% |
| JNJJohnson & Johnson | $16.4M | 1.0% | +10.5% |
| JPEFJ P Morgan Exchange Traded F | $15.3M | 0.9% | −13.2% |
| GOOGLAlphabet Inc | $14.7M | 0.9% | +13.6% |
| AVUVAmerican Centy Etf Tr | $14.7M | 0.9% | +38.6% |
| SPEMSpdr Index Shs Fds | $13.3M | 0.8% | +16.7% |
| SLYGSpdr Series Trust | $12.5M | 0.8% | +14.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $33.7M |
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $11.3M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $10.3M |
| AMDAdvanced Micro Devices Inc | March 31, 2021 | +640.0% | $11.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $14.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $9.9M |
| SMHVaneck Etf Trust | March 31, 2023 | +398.4% | $10.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $47.8M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $10.0M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $11.3M |
Sold off last quarter
- FXFInvesco Currencyshares Swiss was $5.1M
- EEni Spa was $4.2M
- BSCZInvesco Exch Trd Slf Idx Fd was $1.4M
- ETHEGrayscale Ethereum Staking E was $1.2M
- IBDWIshares Tr was $778K
- CTRACoterra Energy Inc was $599K
- FNXFirst Tr Exchange-traded Alp was $464K
- EVTRMorgan Stanley Etf Trust was $452K
- TPLTexas Pacific Land Corporati was $425K
- BSJUInvesco Exch Trd Slf Idx Fd was $404K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +6.0% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +8.9% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +5.6% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +8.3% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Moneco Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1765690&type=13F-HR&dateb=&owner=include&count=40CIK 1765690
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1765690/000176569026000011/Filed August 11, 2026 · accession 0001765690-26-000011