MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings809 positions
VANGUARD S&P 500 ETF | 3M | $1.9B | 14.4% | $576.05 | +7.93% | 28 qtrssince 2019-Q1 | Increased 67 |
SCHWAB US LARGE-CAP ETF | 35.8M | $964.2M | 7.3% | $20.85 | +28.33% | 28 qtrssince 2019-Q1 | Increased 64 |
VANGUARD FTSE DEVELOPED ETF | 11.1M | $690.6M | 5.2% | $56.80 | +8.95% | 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% | $59.28 | +36.72% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 3.3M | $626M | 4.7% | $155.72 | +20.82% | 28 qtrssince 2019-Q1 | Increased 59 |
VANGUARD LARGE-CAP ETF | 1.3M | $413.9M | 3.1% | $192.32 | +62.33% | 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% | $432.86 | +56.94% | 28 qtrssince 2019-Q1 | Increased 53 |
SCHWAB US MID CAP ETF | 10.7M | $320.8M | 2.4% | $25.96 | +15.19% | 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% | $147.73 | +83.53% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP GROWTH ETF | 672,555 | $187.7M | 1.4% | $224.27 | +23.89% | 28 qtrssince 2019-Q1 | Increased 52 |
SCHWAB U.S. LARGE-CAP GROWTH | 5.7M | $186.9M | 1.4% | $24.32 | +33.84% | 28 qtrssince 2019-Q1 | Decreased 0 |
ARCHER-DANIELS-MIDLAND CO | 3.2M | $186.1M | 1.4% | $77.22 | -27.05% | 13 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD MID-CAP VALUE ETF | 1M | $181.4M | 1.4% | $138.69 | +25.95% | 28 qtrssince 2019-Q1 | Increased 55 |
VANGUARD TOTAL STOCK MKT ETF | 527,290 | $176.8M | 1.3% | $234.96 | +41.48% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP E | 1.5M | $176.8M | 1.3% | $92.32 | +29.12% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 1.3M | $156.5M | 1.2% | $71.15 | +72.77% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SMALL-CAP GRWTH ETF | 506,845 | $153.1M | 1.2% | $231.11 | +30.32% | 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: Balanced Allocator. HoldingsIntel Score: 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
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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