AiSiWhale

AI & tech investing

MONECO ADVISORS, LLC

CIK 1765690

13F filing for Q2 2026・No. 1,888

Holdings
US$1.64B
Quarter change
+US$346.48M
Entries
598
Net bought (estimate)
+US$238.16M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 110
  • Sold out 30
  • Cut 133
  • Added 330
  • Corporate actions 4
  • Unchanged 22

Largest holdings

595 stocks worth US$1.64B, options and bonds left out.

StockThis quarterValueWeight
ISHARES TR0-3 MTH TREASURYAddedUS$64.14M3.92%
SPDR SERIES TRUSTST STR P500ETFAddedUS$58.75M3.59%
SPDR SERIES TRUSTST STR P500VALAddedUS$51.48M3.15%
AAPLAppleCOMAddedUS$47.75M2.92%
ISHARES TRRUS TP200 GR ETFCutUS$43.36M2.65%
NVDANvidiaCOMAddedUS$33.75M2.06%
SPDR INDEX SHS FDSST STR PO EX ETFAddedUS$31.45M1.92%
INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CBAddedUS$28.74M1.76%
INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CBAddedUS$27.95M1.71%
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28AddedUS$27.75M1.70%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.