Money Concepts Capital Corp.
Annual return '25
+10.7%
SPY '25
+17.7%
Alpha
-7.1ptsvs SPY
Invested
$1.8B
Holdings
566
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SVAL
ISHARES TR
Q4 2025: Exited (was 2.30M shares)
5.5%
02
$SPMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 1.02M shares)
3.8%
03
$IWS
ISHARES TR
Q1 2026: Exited (was 457.1k shares)
3.5%
04
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 97.5k shares)
3.4%
05
$IEMG
ISHARES INC
Held since at least Q1 2024
2.4%
06
$MAGS
LISTED FDS TR
Q1 2026: Exited (was 1.18M shares)
2.1%
07
$AAPL
APPLE INC
Q1 2026: Exited (was 141.9k shares)
2.0%
08
$XLI
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 20.0k shares)
1.7%
09
$XLV
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 16.6k shares)
1.7%
10
$XLF
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 9.8k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:28 UTC.