MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings883 positions
SCHWAB STRATEGIC TR | 38.7M | $1.1B | 8.4% | $21.64 | +37.97% | 30 qtrssince 2019-Q1 | Increased 64 |
VANGUARD INDEX FDS | 10.1M | $810.5M | 6.0% | $70.51 | +14.03% | 30 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TAX-MANAGED FDS | 11M | $780.8M | 5.8% | $57.18 | +25.78% | 30 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 3.4M | $750.2M | 5.6% | $160.21 | +38.80% | 30 qtrssince 2019-Q1 | Increased 63 |
VANGUARD INDEX FDS | 8.6M | $744.2M | 5.5% | $70.83 | +23.12% | 30 qtrssince 2019-Q1 | Increased 63 |
VANGUARD INDEX FDS | 1.4M | $491.6M | 3.6% | $204.91 | +70.55% | 30 qtrssince 2019-Q1 | Increased 60 |
ISHARES INC | 5.8M | $481.2M | 3.6% | $47.01 | +77.10% | 30 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 580,170 | $434.5M | 3.2% | $455.12 | +68.33% | 30 qtrssince 2019-Q1 | Increased 60 |
SCHWAB STRATEGIC TR | 11.8M | $433.9M | 3.2% | $26.93 | +29.54% | 30 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 2.9M | $281.1M | 2.1% | $68.99 | +44.10% | 30 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 756,813 | $231.8M | 1.7% | $232.22 | +26.07% | 30 qtrssince 2019-Q1 | Increased 51 |
SCHWAB STRATEGIC TR | 6.7M | $225.5M | 1.7% | $25.40 | +37.24% | 30 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 1.1M | $224.4M | 1.7% | $146.13 | +39.52% | 30 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 1.5M | $219.8M | 1.6% | $93.46 | +52.68% | 30 qtrssince 2019-Q1 | Increased 49 |
APPLE INC | 744,798 | $215.5M | 1.6% | $163.72 | +99.46% | 30 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 538,400 | $196.9M | 1.5% | $236.69 | +42.79% | 30 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 528,434 | $195.5M | 1.4% | $236.82 | +57.60% | 30 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 5.3M | $184.2M | 1.4% | $26.01 | +31.58% | 30 qtrssince 2019-Q1 | Increased 50 |
ARCHER DANIELS MIDLAND CO | 2.3M | $178.6M | 1.3% | $77.22 | +12.55% | 15 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 1.3M | $177.3M | 1.3% | $71.91 | +93.76% | 30 qtrssince 2019-Q1 | Increased 48 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $13.5B across 883 positions as of Q2 2026. Top holdings: SCHX (8.4%), VO (6.0%), VEA (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 116 new positions, 38 exits, 370 increased. Top move: SCHX (INCREASED, conviction 64). Portfolio: $13.5B across 883 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR