How many stocks does MONETA GROUP INVESTMENT ADVISORS LLC own?

As of Q1 2026, MONETA GROUP INVESTMENT ADVISORS LLC holds 808 positions in their 13F portfolio.

What is MONETA GROUP INVESTMENT ADVISORS LLC's largest holding?

VOO at 13.5% of portfolio, worth $1.8B.

What is MONETA GROUP INVESTMENT ADVISORS LLC's total portfolio value?

$13.3B as of Q1 2026, tracked across 808 holdings.

Is MONETA GROUP INVESTMENT ADVISORS LLC a hedge fund?

MONETA GROUP INVESTMENT ADVISORS LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does MONETA GROUP INVESTMENT ADVISORS LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has MONETA GROUP INVESTMENT ADVISORS LLC's portfolio changed in Q1 2026?

View MONETA GROUP INVESTMENT ADVISORS LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is MONETA GROUP INVESTMENT ADVISORS LLC's investment strategy?

MONETA GROUP INVESTMENT ADVISORS LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

MONETA GROUP INVESTMENT ADVISO Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

MONETA GROUP INVESTMENT ADVISORS LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$13.3B

AUM

808

Positions

Q1 2026

Filing

Rating · 5.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New2%Increased64%Decreased31%Exited3%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.9 years

<1Q6%1-4Q14%1-2Y9%2Y+71%

Q1 2026 Summary

Active quarter - 55 new positions, 61 exits, 375 increased. Top move: VO (INCREASED, conviction 99). Portfolio: $13.3B across 808 positions.

Portfolio Allocation

Top holdings by portfolio weight

VOO13.52%

SCHX7.21%

VO5.37%

VEA5.28%

VTV4.98%

VUG4.65%

VV3.08%

IEMG2.92%

IVV2.71%

SCHM2.63%

Other1.83%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

DGXX5Q held

DIGI PWR X INC

Avg $1.05 · $210,847 est. P&L

Est. P&L

+618.10%

STX5Q held

SEAGATE TECHNOLOGY HLDNGS PL

Avg $149.70 · $2.7M est. P&L

Est. P&L

+431.37%

MU4Q held

MICRON TECHNOLOGY INC

Avg $150.34 · $2.5M est. P&L

Est. P&L

+394.50%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings808 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOO ETF VANGUARD INDEX FDS	3M	$1.8B	13.5%	—	$579.46	+17.25%	29 qtrssince 2019-Q1	Decreased 0
SCHX ETF SCHWAB STRATEGIC TR	37.4M	$958.1M	7.2%	—	$21.41	+35.64%	29 qtrssince 2019-Q1	Increased 65
VO ETF VANGUARD INDEX FDS	9.9M	$714.1M	5.4%	—	$294.14	-73.98%	29 qtrssince 2019-Q1	Increased 99
VEA ETF VANGUARD TAX-MANAGED FDS	10.9M	$701.6M	5.3%	—	$57.14	+20.89%	29 qtrssince 2019-Q1	Decreased 0
VTV ETF VANGUARD INDEX FDS	3.4M	$661.5M	5.0%	—	$161.82	+27.72%	29 qtrssince 2019-Q1	Increased 60
VUG ETF VANGUARD INDEX FDS	8.5M	$617.7M	4.6%	—	$443.12	-80.27%	29 qtrssince 2019-Q1	Increased 93
VV ETF VANGUARD INDEX FDS	1.4M	$409.3M	3.1%	—	$206.86	+64.28%	29 qtrssince 2019-Q1	Increased 60
IEMG ETF ISHARES INC	5.6M	$387.8M	2.9%	—	$46.26	+71.84%	29 qtrssince 2019-Q1	Decreased 0
IVV ETF ISHARES TR	550,875	$359.8M	2.7%	—	$458.77	+61.84%	29 qtrssince 2019-Q1	Increased 54
SCHM ETF SCHWAB STRATEGIC TR	11.3M	$348.9M	2.6%	—	$26.62	+27.51%	29 qtrssince 2019-Q1	Increased 56
Showing 10 of 808 results.798 more with Pro.PROUpgrade to see all →