MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings808 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 3M | $1.8B | 13.5% | $579.30 | +8.01% | 29 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US LARGE-CAP ETF | 37.4M | $958.1M | 7.2% | $21.37 | +25.57% | 29 qtrssince 2019-Q1 | Increased 65 |
VANGUARD MID-CAP ETF | 9.9M | $714.1M | 5.4% | $70.40 | +1.67% | 29 qtrssince 2019-Q1 | Increased 99 |
VANGUARD FTSE DEVELOPED ETF | 10.9M | $701.6M | 5.3% | $57.17 | +16.52% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 3.4M | $661.5M | 5.0% | $158.99 | +28.48% | 29 qtrssince 2019-Q1 | Increased 60 |
VANGUARD GROWTH ETF | 8.5M | $617.7M | 4.6% | $70.56 | +3.06% | 29 qtrssince 2019-Q1 | Increased 93 |
VANGUARD LARGE-CAP ETF | 1.4M | $409.3M | 3.1% | $198.85 | +57.19% | 29 qtrssince 2019-Q1 | Increased 60 |
ISHARES CORE MSCI EMERGING | 5.6M | $387.8M | 2.9% | $45.40 | +58.10% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 550,875 | $359.8M | 2.7% | $439.50 | +55.49% | 29 qtrssince 2019-Q1 | Increased 54 |
SCHWAB US MID CAP ETF | 11.3M | $348.9M | 2.6% | $26.49 | +22.63% | 29 qtrssince 2019-Q1 | Increased 56 |
ISHARES CORE MSCI EAFE ETF | 2.7M | $243M | 1.8% | $66.67 | +40.22% | 29 qtrssince 2019-Q1 | Increased 52 |
ARCHER-DANIELS-MIDLAND CO | 2.8M | $202M | 1.5% | $77.71 | -7.07% | 14 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD MID-CAP VALUE ETF | 1.1M | $200.9M | 1.5% | $143.99 | +32.89% | 29 qtrssince 2019-Q1 | Increased 51 |
SCHWAB US LARGE-CAP GROWTH | 6.4M | $187.4M | 1.4% | $25.10 | +22.07% | 29 qtrssince 2019-Q1 | Increased 54 |
VANGUARD MID-CAP GROWTH ETF | 717,522 | $184.7M | 1.4% | $228.16 | +20.51% | 29 qtrssince 2019-Q1 | Increased 51 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.5M | $182.5M | 1.4% | $92.95 | +39.00% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 709,322 | $180M | 1.4% | $157.45 | +60.90% | 29 qtrssince 2019-Q1 | Increased 48 |
VANGUARD TOTAL STOCK MARKET VIPERS | 529,490 | $169.9M | 1.3% | $236.82 | +41.76% | 29 qtrssince 2019-Q1 | Increased 48 |
VANGUARD SMALL-CAP GRWTH ETF | 536,196 | $162.1M | 1.2% | $236.16 | +34.13% | 29 qtrssince 2019-Q1 | Increased 51 |
SPDR BLOOMBERG 1-3 MONTH T-B | 1.7M | $160.1M | 1.2% | $87.90 | +2.73% | 20 qtrssince 2021-Q2 | Increased 54 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $13.3B across 808 positions as of Q1 2026. Top holdings: VOO (13.5%), SCHX (7.2%), VO (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 55 new positions, 61 exits, 375 increased. Top move: VO (INCREASED, conviction 99). Portfolio: $13.3B across 808 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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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