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Moneco Advisors, LLC
MONECO Advisors, LLC is an independent, SEC-registered investment advisory firm headquartered in Fairfield, Connecticut. Founded in 1980, it provides comprehensive financial planning and investment management primarily to individuals, including high net worth individuals, as well as charitable organizations and pension/profit sharing plans. The firm is supported by a team of approximately 65 employees, blending investment professionals and client service staff, dedicated to serving a broad client base in the US with tailored financial strategies.
Investment Strategy
MONECO Advisors, LLC employs a client-centric, goals-based approach to investment management, tailoring portfolios to individual risk tolerance, objectives, and time horizons. The firm primarily serves individuals and high net worth clients and offers diversified portfolio construction, utilizing a mix of equity, fixed income, and alternative investments. Emphasizing long-term financial planning, they incorporate both fundamental and quantitative analysis to manage client assets, and favor disciplined asset allocation to help clients achieve specific financial milestones.
Latest 13F Filing Activity
Moneco Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 468 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR, Microsoft Corp., Ishares TR among other positions. Moneco Advisors, LLC reduced exposure to Abbott Labs, Pacer FDS TR, Pacer FDS TR among others.
Top Holdings
Equity Positions (468)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 5.70% | $61.3M | 608,670 | $100.49 | $100.69 | +$7.2M |
S SPYV | SPDR SERIES TRUST | 2.98% | $32.0M | 611,808 | $49.06 | $52.34 | +$4.4M |
I IWY | ISHARES TR | 2.80% | $30.1M | 122,248 | $213.74 | $246.51 | +$5.9M |
M MSFT | MICROSOFT CORP | 2.25% | $24.2M | 48,627 | $285.56 | $497.41 | +$6.0M |
S SPLG | SPDR SERIES TRUST | 2.24% | $24.1M | 331,880 | $65.61 | $72.69 | +$5.3M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Harrison, NY , United States | |
 | Managing Partner | New Canaan, CT , United States | |
P Peter Osborne | Partner | Fairfield, CT , United States | |
 | Partner | Fairfield, CT , United States | |
 | Partner | Fairfield, CT , United States | |
R Rudolf Weiss | Partner | Norwalk, CT , United States |
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