How many stocks does MONETA GROUP INVESTMENT ADVISORS LLC own?

As of Q4 2025, MONETA GROUP INVESTMENT ADVISORS LLC holds 806 positions in their 13F portfolio.

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

VOO at 14.4% of portfolio, worth $1.9B.

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

$13.2B as of Q4 2025, tracked across 806 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 Q4 2025?

View MONETA GROUP INVESTMENT ADVISORS LLC's latest portfolio changes, new positions, and exits for Q4 2025 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 ADVISO Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

MONETA GROUP INVESTMENT ADVISORS LLC

Institutional investor · Portfolio as of Q4 2025

Elite(4.5 / 5.0)

$13.2B

AUM

806

Positions

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

MONETA GROUP INVESTMENT ADVISORS LLC manages $13.2B across 806 positions as of Q4 2025. Top holdings: VOO (14.4%), SCHX (7.3%), VEA (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.

Q4 2025 Summary

Active quarter - 66 new positions, 51 exits, 340 increased. Top move: VOO (INCREASED, conviction 67). Portfolio: $13.2B across 806 positions.

Portfolio Allocation

Top holdings by portfolio weight

VOO14.41%

SCHX7.30%

VEA5.23%

VO5.18%

VUG5.06%

VTV4.74%

VV3.13%

IEMG2.88%

IVV2.80%

SCHM2.43%

Other1.71%

Similar Funds

Funds with similar investing DNA

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$10.8B

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$27.9B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PLTR12Q held

Palantir Technologies Inc.

Avg $29.83 · $5.4M est. P&L

Est. P&L

+393.46%

CDE18Q held

Coeur Mining, Inc.

Avg $5.24 · $587,498 est. P&L

Est. P&L

+360.44%

CW13Q held

Curtiss-Wright Corporation

Avg $172.35 · $528,581 est. P&L

Est. P&L

+307.31%

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 Holdings10 of 809

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOOETF Vanguard S&P 500 ETF	3M	$1.9B	14.4%	—	$579.46	+7.98%	28 qtrssince 2019-Q1	Increased 67
SCHXETF Schwab U.S. Large-Cap ETF	35.8M	$964.2M	7.3%	—	$21.18	+26.70%	28 qtrssince 2019-Q1	Increased 64
VEAETF Vanguard FTSE Developed Markets	11.1M	$690.6M	5.2%	—	$57.14	+16.57%	28 qtrssince 2019-Q1	Increased 62
VOETF Vanguard Mid-Cap ETF	2.4M	$684.2M	5.2%	—	$269.54	+11.96%	28 qtrssince 2019-Q1	Increased 65
VUGETF Vanguard Growth ETF	1.4M	$668.8M	5.1%	—	$358.91	+27.98%	28 qtrssince 2019-Q1	Decreased 0
VTVETF Vanguard Value ETF	3.3M	$626M	4.7%	—	$160.61	+27.19%	28 qtrssince 2019-Q1	Increased 59
VVETF Vanguard Large-Cap ETF	1.3M	$413.9M	3.1%	—	$202.45	+54.40%	28 qtrssince 2019-Q1	Increased 58
IEMGETF iShares Core MSCI Emerging Mark	5.7M	$380.9M	2.9%	—	$46.26	+55.17%	28 qtrssince 2019-Q1	Increased 55
IVVETF iShares Core S&P 500 ETF	540,665	$370.3M	2.8%	—	$454.53	+50.35%	28 qtrssince 2019-Q1	Increased 53
SCHMETF Schwab U.S. Mid Cap ETF	10.7M	$320.8M	2.4%	—	$26.30	+23.56%	28 qtrssince 2019-Q1	Increased 57
Showing 10 of 809 results.799 more with Pro.PROUpgrade to see all →