MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings792 positions
VANGUARD INDEX FDS | 2.8M | $1.7B | 13.7% | $572.49 | +5.75% | 27 qtrssince 2019-Q1 | Increased 100 |
SCHWAB STRATEGIC TR | 34.8M | $916.1M | 7.3% | $20.68 | +26.32% | 27 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 1.4M | $658.4M | 5.2% | $59.28 | +34.27% | 27 qtrssince 2019-Q1 | Increased 87 |
VANGUARD TAX-MANAGED FDS | 10.9M | $652.4M | 5.2% | $56.72 | +2.91% | 27 qtrssince 2019-Q1 | Increased 99 |
VANGUARD INDEX FDS | 2.2M | $651.2M | 5.2% | $66.28 | +9.60% | 27 qtrssince 2019-Q1 | Increased 99 |
VANGUARD INDEX FDS | 3.2M | $602.3M | 4.8% | $155.24 | +17.73% | 27 qtrssince 2019-Q1 | Increased 88 |
VANGUARD INDEX FDS | 1.3M | $401.6M | 3.2% | $191.36 | +59.11% | 27 qtrssince 2019-Q1 | Increased 58 |
ISHARES INC | 5.5M | $363.6M | 2.9% | $44.80 | +44.15% | 27 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 537,962 | $360.1M | 2.9% | $431.62 | +53.25% | 27 qtrssince 2019-Q1 | Increased 54 |
SCHWAB STRATEGIC TR | 10M | $297M | 2.4% | $25.71 | +14.17% | 27 qtrssince 2019-Q1 | Increased 56 |
ISHARES CORE MSCI EAFE ETF | 2.3M | $205.2M | 1.6% | $63.12 | +35.07% | 27 qtrssince 2019-Q1 | Increased 53 |
ARCHER DANIELS MIDLAND CO | 3.3M | $194.2M | 1.5% | $77.22 | -24.83% | 12 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 760,672 | $193.7M | 1.5% | $147.73 | +71.73% | 27 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 573,064 | $188.1M | 1.5% | $234.96 | +38.09% | 27 qtrssince 2019-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 5.9M | $187.2M | 1.5% | $24.32 | +30.80% | 27 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 621,300 | $182.5M | 1.5% | $219.85 | +32.79% | 27 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 1.5M | $175.7M | 1.4% | $92.32 | +27.08% | 27 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 1.3M | $156.1M | 1.2% | $71.15 | +69.02% | 27 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 886,534 | $154.8M | 1.2% | $133.15 | +28.46% | 27 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 506,199 | $150.7M | 1.2% | $231.02 | +28.27% | 27 qtrssince 2019-Q1 | Increased 48 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $12.6B across 792 positions as of Q3 2025. Top holdings: VOO (13.7%), SCHX (7.3%), VUG (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 107 new positions, 22 exits, 390 increased. Top move: VOO (INCREASED, conviction 100). Portfolio: $12.6B across 792 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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