MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings809 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 3M | $1.9B | 14.4% | $579.30 | +9.05% | 28 qtrssince 2019-Q1 | Increased 67 |
SCHWAB US LARGE-CAP ETF | 35.8M | $964.2M | 7.3% | $21.13 | +28.34% | 28 qtrssince 2019-Q1 | Increased 64 |
VANGUARD FTSE DEVELOPED ETF | 11.1M | $690.6M | 5.2% | $57.17 | +9.84% | 28 qtrssince 2019-Q1 | Increased 62 |
VANGUARD MID-CAP ETF | 2.4M | $684.2M | 5.2% | $66.62 | +8.16% | 28 qtrssince 2019-Q1 | Increased 65 |
VANGUARD GROWTH ETF | 1.4M | $668.8M | 5.1% | $59.34 | +36.72% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 3.3M | $626M | 4.7% | $157.70 | +21.99% | 28 qtrssince 2019-Q1 | Increased 59 |
VANGUARD LARGE-CAP ETF | 1.3M | $413.9M | 3.1% | $194.10 | +63.42% | 28 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE MSCI EMERGING | 5.7M | $380.9M | 2.9% | $45.40 | +48.43% | 28 qtrssince 2019-Q1 | Increased 55 |
ISHARES CORE S&P 500 ETF | 540,665 | $370.3M | 2.8% | $434.89 | +58.64% | 28 qtrssince 2019-Q1 | Increased 53 |
SCHWAB US MID CAP ETF | 10.7M | $320.8M | 2.4% | $26.16 | +16.14% | 28 qtrssince 2019-Q1 | Increased 57 |
ISHARES CORE MSCI EAFE ETF | 2.5M | $225.9M | 1.7% | $64.98 | +38.31% | 28 qtrssince 2019-Q1 | Increased 52 |
APPLE INC | 701,224 | $190.6M | 1.4% | $156.35 | +73.41% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP GROWTH ETF | 672,555 | $187.7M | 1.4% | $225.04 | +25.37% | 28 qtrssince 2019-Q1 | Increased 52 |
SCHWAB US LARGE-CAP GROWTH | 5.7M | $186.9M | 1.4% | $24.42 | +34.65% | 28 qtrssince 2019-Q1 | Decreased 0 |
ARCHER-DANIELS-MIDLAND CO | 3.2M | $186.1M | 1.4% | $77.71 | -27.05% | 13 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD MID-CAP VALUE ETF | 1M | $181.4M | 1.4% | $140.88 | +26.94% | 28 qtrssince 2019-Q1 | Increased 55 |
VANGUARD TOTAL STOCK MARKET VIPERS | 527,290 | $176.8M | 1.3% | $236.41 | +42.91% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.5M | $176.8M | 1.3% | $92.95 | +30.92% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 1.3M | $156.5M | 1.2% | $71.17 | +74.46% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SMALL-CAP GRWTH ETF | 506,845 | $153.1M | 1.2% | $231.49 | +31.80% | 28 qtrssince 2019-Q1 | Increased 48 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $13.2B across 809 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.
Active quarter - 66 new positions, 51 exits, 340 increased. Top move: VOO (INCREASED, conviction 67). Portfolio: $13.2B across 809 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