How many stocks does Moneta Group Investment Advisors LLC own?

As of Q2 2026, Moneta Group Investment Advisors LLC holds 883 positions in their 13F portfolio.

What is Moneta Group Investment Advisors LLC's largest holding?

SCHX at 8.4% of portfolio, worth $1.1B.

What is Moneta Group Investment Advisors LLC's total portfolio value?

$13.5B as of Q2 2026, tracked across 883 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 Q2 2026?

View Moneta Group Investment Advisors LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Moneta Group Investment Advisors LLC's investment strategy?

Moneta Group Investment Advisors LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Moneta Group Investment Advisors LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings883 positions

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Activity:

				Price Trend
SCHX ETF SCHWAB STRATEGIC TR	38.7M	$1.1B	8.4%	—	$21.34	+39.57%	30 qtrssince 2019-Q1	Increased 64
VO ETF VANGUARD INDEX FDS	10.1M	$810.5M	6.0%	—	$70.40	+15.80%	30 qtrssince 2019-Q1	Decreased 0
VEA ETF VANGUARD TAX-MANAGED FDS	11M	$780.8M	5.8%	—	$56.81	+22.21%	30 qtrssince 2019-Q1	Increased 61
VTV ETF VANGUARD INDEX FDS	3.4M	$750.2M	5.6%	—	$158.03	+44.94%	30 qtrssince 2019-Q1	Increased 63
VUG ETF VANGUARD INDEX FDS	8.6M	$744.2M	5.5%	—	$70.49	+20.61%	30 qtrssince 2019-Q1	Decreased 0
VV ETF VANGUARD INDEX FDS	1.4M	$491.6M	3.6%	—	$202.66	+70.49%	30 qtrssince 2019-Q1	Increased 60
IEMG ETF ISHARES INC	5.8M	$481.2M	3.6%	—	—	—	30 qtrssince 2019-Q1	Increased 60
IVV ETF ISHARES TR	580,170	$434.5M	3.2%	—	$452.52	+68.12%	30 qtrssince 2019-Q1	Increased 60
SCHM ETF SCHWAB STRATEGIC TR	11.8M	$433.9M	3.2%	—	$26.67	+31.81%	30 qtrssince 2019-Q1	Increased 60
IEFA ETF ISHARES TR	2.9M	$281.1M	2.1%	—	—	—	30 qtrssince 2019-Q1	Increased 57
VOT ETF VANGUARD INDEX FDS	756,813	$231.8M	1.7%	—	$230.44	+24.63%	30 qtrssince 2019-Q1	Increased 51
SCHG ETF SCHWAB STRATEGIC TR	6.7M	$225.5M	1.7%	—	$25.15	+36.47%	30 qtrssince 2019-Q1	Increased 50
VOE ETF VANGUARD INDEX FDS	1.1M	$224.4M	1.7%	—	$143.60	+47.08%	30 qtrssince 2019-Q1	Increased 50
IJR ETF ISHARES TR	1.5M	$219.8M	1.6%	—	$92.83	+51.50%	30 qtrssince 2019-Q1	Increased 49
AAPL Apple Inc.	744,798	$215.5M	1.6%	—	$155.49	+128.23%	30 qtrssince 2019-Q1	Increased 51
VBK ETF VANGUARD INDEX FDS	538,400	$196.9M	1.5%	—	$235.51	+39.76%	30 qtrssince 2019-Q1	Increased 48
VTI ETF VANGUARD INDEX FDS	528,434	$195.5M	1.4%	—	$235.31	+58.35%	30 qtrssince 2019-Q1	Decreased 0
SCHV ETF SCHWAB STRATEGIC TR	5.3M	$184.2M	1.4%	—	$25.77	+35.10%	30 qtrssince 2019-Q1	Increased 50
ADM Archer-Daniels-Midland Company	2.3M	$178.6M	1.3%	—	$77.22	-8.09%	15 qtrssince 2022-Q4	Decreased 0
IVW ETF ISHARES TR	1.3M	$177.3M	1.3%	—	$71.83	+86.31%	30 qtrssince 2019-Q1	Increased 48

$13.5B

AUM

883

Positions

Q2 2026

Filing

HI rating · 4.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$7,253,808,647	1.61883144447%
2025-Q2	$8,395,165,015	15.7345805982%
2025-Q3	$12,585,993,046	49.9195432551%
2025-Q4	$13,212,149,066	4.97502277104%
2026-Q1	$13,288,317,125	0.57650014861%
2026-Q2	$13,515,615,172	1.71051040445%