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.

MONETA GROUP INVESTMENT ADVISORS LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC 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	+17.23%	29 qtrssince 2019-Q1	Decreased 0
SCHX ETF SCHWAB STRATEGIC TR	37.4M	$958.1M	7.2%	—	$21.41	+36.20%	29 qtrssince 2019-Q1	Increased 65
VO ETF VANGUARD INDEX FDS	9.9M	$714.1M	5.4%	—	$294.14	-72.61%	29 qtrssince 2019-Q1	Increased 99
VEA ETF VANGUARD TAX-MANAGED FDS	10.9M	$701.6M	5.3%	—	$57.14	+22.50%	29 qtrssince 2019-Q1	Decreased 0
VTV ETF VANGUARD INDEX FDS	3.4M	$661.5M	5.0%	—	$161.82	+37.02%	29 qtrssince 2019-Q1	Increased 60
VUG ETF Vanguard Index Funds GROWTH ETF	8.5M	$617.7M	4.6%	—	$443.12	-81.18%	29 qtrssince 2019-Q1	Increased 93
VV ETF VANGUARD INDEX FDS	1.4M	$409.3M	3.1%	—	$206.86	+64.35%	29 qtrssince 2019-Q1	Increased 60
IEMG ETF ISHARES INC	5.6M	$387.8M	2.9%	—	$46.26	+67.21%	29 qtrssince 2019-Q1	Decreased 0
IVV ETF iShares Trust CORE S&P500 ETF	550,875	$359.8M	2.7%	—	$458.77	+61.86%	29 qtrssince 2019-Q1	Increased 54
SCHM ETF SCHWAB STRATEGIC TR	11.3M	$348.9M	2.6%	—	$26.62	+31.34%	29 qtrssince 2019-Q1	Increased 56
IEFA ETF ISHARES TR	2.7M	$243M	1.8%	—	$68.88	+40.58%	29 qtrssince 2019-Q1	Increased 52
ADM ARCHER DANIELS MIDLAND CO	2.8M	$202M	1.5%	—	$76.90	+8.18%	14 qtrssince 2022-Q4	Decreased 0
VOE ETF VANGUARD INDEX FDS	1.1M	$200.9M	1.5%	—	$145.79	+40.93%	29 qtrssince 2019-Q1	Increased 51
SCHG ETF SCHWAB STRATEGIC TR	6.4M	$187.4M	1.4%	—	$25.16	+33.47%	29 qtrssince 2019-Q1	Increased 54
VOT ETF Vanguard Index Funds MCAP GR IDXVIP	717,522	$184.7M	1.4%	—	$231.10	+27.52%	29 qtrssince 2019-Q1	Increased 51
IJR ETF ISHARES TR	1.5M	$182.5M	1.4%	—	$97.33	+49.51%	29 qtrssince 2019-Q1	Decreased 0
AAPL APPLE INC	709,322	$180M	1.4%	—	$153.58	+119.37%	29 qtrssince 2019-Q1	Increased 48
VTI ETF VANGUARD INDEX FDS	529,490	$169.9M	1.3%	—	$240.69	+51.72%	29 qtrssince 2019-Q1	Increased 48
VBK ETF Vanguard Index Funds SML CP GRW ETF	536,196	$162.1M	1.2%	—	$236.75	+45.21%	29 qtrssince 2019-Q1	Increased 51
BIL ETF SPDR SERIES TRUST	1.7M	$160.1M	1.2%	—	$89.38	+2.50%	20 qtrssince 2021-Q2	Increased 54
Showing 20 of 808 results.788 more with Pro.