MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings883 positions
SCHWAB STRATEGIC TR | 38.7M | $1.1B | 8.4% | $21.34 | +40.60%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 64 |
VANGUARD INDEX FDS | 10.1M | $810.5M | 6.0% | $70.40 | +14.21%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 62 |
VANGUARD | 11M | $780.8M | 5.8% | $56.81 | +22.31%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 3.4M | $750.2M | 5.6% | $158.03 | +41.37%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 63 |
VANGUARD | 8.6M | $744.2M | 5.5% | $70.49 | +24.75%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 63 |
VANGUARD | 1.4M | $491.6M | 3.6% | $202.66 | +73.63%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 60 |
ISHARES INC | 5.8M | $481.2M | 3.6% | $47.01 | +63.36%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 580,170 | $434.5M | 3.2% | $452.52 | +69.42%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 60 |
SCHWAB STRATEGIC TR | 11.8M | $433.9M | 3.2% | $26.67 | +28.06%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 60 |
ISHARES INC | 2.9M | $281.1M | 2.1% | $68.99 | +39.91%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 57 |
VANGUARD | 756,813 | $231.8M | 1.7% | $230.44 | +25.29%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 51 |
SCHWAB STRATEGIC TR | 6.7M | $225.5M | 1.7% | $25.15 | +40.00%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 50 |
VANGUARD | 1.1M | $224.4M | 1.7% | $143.60 | +43.29%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 1.5M | $219.8M | 1.6% | $92.83 | +46.40%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 49 |
APPLE INC | 744,798 | $215.5M | 1.6% | $155.61 | +120.72%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 538,400 | $196.9M | 1.5% | $235.51 | +38.72%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 528,434 | $195.5M | 1.4% | $235.31 | +58.97%as of Oct 16 | 30 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 5.3M | $184.2M | 1.4% | $25.77 | +32.54%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 50 |
ARCHER DANIELS MIDLAND CO | 2.3M | $178.6M | 1.3% | $77.22 | +6.98%as of Oct 16 | 15 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 1.3M | $177.3M | 1.3% | $71.83 | +93.43%as of Oct 16 | 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
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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