MONEY CONCEPTS CAPITAL CORP
•CIK: 716851•Filing: Q4 2025
**MONEY CONCEPTS CAPITAL CORP** manages $1.8B across a diversified portfolio of 518 positions. The fund exhibits significant concentration in key indices and technology names, notably holding SPMO at $121.2M and IWM at $89.3M. Top allocations also include MAGS ($77.9M), XMMO ($66.7M), and IWS ($64.5M), suggesting a focus on broad market exposure and sector leadership. This positioning reflects a tactical approach targeting high-growth indices and established market leaders.
Total AUM
$1.8B
QoQ Performance
+10.0%
Positions
299
Top 10 Concentration
38.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPMO
IWM
SPMO6.8%
IWM5.0%
MAGS4.4%
XMMO3.7%
IWS3.6%
VOO3.4%
NDQ2.4%
AAPL2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.1%
Technology8.2%
ETF5.3%
Healthcare3.9%
Consumer2.6%
Industrial1.5%
Consumer Staples1.0%
Financial0.9%
🚪 Exited Positionssold since Q3 2025
+273 more exited positions
Changes from Q3 2025
NEW10 new positions
↑131 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023