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MONETA GROUP INVESTMENT ADVISORS LLC — 13F Holdings & Portfolio

CIK 1120927 · latest 13F-HR filed 2026-05-12

Backtest portfolio

MONETA GROUP INVESTMENT ADVISORS LLC manages $13.29B in 13F-reported U.S. long-equity assets across 811 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (13.52%), SCHX (7.21%), VO (5.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 55 new positions, exited 61, added to 273, and trimmed 254.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$13.29B

Long-equity book

Holdings

811

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+55 / −61 / ↑273 / ↓254

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$35.5M +5.7%
  • SCHWAB STRATEGIC TR$28.0M +8.7%
  • VANGUARD INDEX FDS$19.4M +10.7%
  • SPDR SERIES TRUST$18.0M +12.7%
  • ISHARES TR$17.1M +7.6%
Show all 273 →

Top Trims

  • VANGUARD INDEX FDS-$107.6M -5.7%
  • VANGUARD INDEX FDS-$51.1M -7.6%
  • MICROSOFT CORP-$21.0M -22.8%
  • ISHARES TR-$11.1M -7.1%
  • APPLE INC-$10.6M -5.6%
Show all 254 →

New Positions

  • DYNATRACE INC$2.1M
  • DIMENSIONAL ETF TRUST$1.8M
  • EA SERIES TRUST$927.4K
  • RAYONIER ADVANCED MATLS INC$703.6K
  • FIRST CTZNS BANCSHARES INC D$674.7K
Show all 55 →

Exited Positions

  • INGREDION INC$3.6M
  • BELLRING BRANDS INC$1.9M
  • V2X INC$1.5M
  • EA SERIES TRUST$1.0M
  • FIRST TR EXCHNG TRADED FD VI$995.4K
Show all 61 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $1.80B 13.52% 3,006,863 SH
2 SCHWAB STRATEGIC TR SCHX 808524201 $958.1M 7.21% 37,368,877 SH
3 VANGUARD INDEX FDS VO 922908629 $714.1M 5.37% 9,946,833 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $701.6M 5.28% 10,948,174 SH
5 VANGUARD INDEX FDS VTV 922908744 $661.5M 4.98% 3,371,516 SH
6 VANGUARD INDEX FDS VUG 922908736 $617.7M 4.65% 8,485,080 SH
7 VANGUARD INDEX FDS VV 922908637 $409.3M 3.08% 1,369,690 SH
8 ISHARES INC IEMG 46434G103 $387.8M 2.92% 5,559,794 SH
9 ISHARES TR IVV 464287200 $359.8M 2.71% 550,875 SH
10 SCHWAB STRATEGIC TR SCHM 808524508 $348.9M 2.63% 11,267,842 SH
11 ISHARES TR IEFA 46432F842 $243.0M 1.83% 2,684,302 SH
12 ARCHER DANIELS MIDLAND CO ADM 039483102 $202.0M 1.52% 2,778,927 SH
13 VANGUARD INDEX FDS VOE 922908512 $200.9M 1.51% 1,090,118 SH
14 SCHWAB STRATEGIC TR SCHG 808524300 $187.4M 1.41% 6,434,196 SH
15 VANGUARD INDEX FDS VOT 922908538 $184.7M 1.39% 717,522 SH
16 ISHARES TR IJR 464287804 $182.5M 1.37% 1,468,209 SH
17 APPLE INC AAPL 037833100 $180.0M 1.35% 709,322 SH
18 VANGUARD INDEX FDS VTI 922908769 $169.9M 1.28% 529,490 SH
19 VANGUARD INDEX FDS VBK 922908595 $162.1M 1.22% 536,196 SH
20 SPDR SERIES TRUST BIL 78468R663 $160.1M 1.20% 1,746,817 SH
21 SCHWAB STRATEGIC TR SCHV 808524409 $154.5M 1.16% 5,065,538 SH
22 ISHARES TR IVW 464287309 $145.4M 1.09% 1,285,735 SH
23 VANGUARD INDEX FDS VB 922908751 $133.5M 1.00% 509,817 SH
24 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $118.7M 0.89% 182,562 SH
25 ISHARES TR IWF 464287614 $116.8M 0.88% 1,096,064 SH
26 ISHARES TR IJH 464287507 $116.5M 0.88% 1,725,321 SH
27 SCHWAB STRATEGIC TR SCHF 808524805 $113.3M 0.85% 4,579,118 SH
28 VANGUARD INDEX FDS VBR 922908611 $107.6M 0.81% 495,314 SH
29 ISHARES TR IVE 464287408 $78.3M 0.59% 370,632 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $76.2M 0.57% 159,027 SH
31 ISHARES TR IWD 464287598 $75.8M 0.57% 354,938 SH
32 MICROSOFT CORP MSFT 594918104 $71.1M 0.54% 192,108 SH
33 ISHARES TR IGF 464288372 $69.1M 0.52% 1,030,968 SH
34 SCHWAB STRATEGIC TR SCHE 808524706 $63.1M 0.47% 1,914,788 SH
35 LAM RESEARCH CORP LRCX 512807306 $60.5M 0.46% 282,997 SH
36 VANGUARD STAR FDS VXUS 921909768 $59.8M 0.45% 775,668 SH
37 SCHWAB STRATEGIC TR SCHA 808524607 $58.9M 0.44% 2,025,667 SH
38 ISHARES TR IWM 464287655 $58.8M 0.44% 237,086 SH
39 EA SERIES TRUST AMID 02072L839 $58.0M 0.44% 1,804,278 SH
40 NVIDIA CORPORATION NVDA 67066G104 $56.2M 0.42% 322,200 SH
41 VANGUARD INTL EQUITY INDEX F VEU 922042775 $55.2M 0.42% 735,263 SH
42 VANGUARD WHITEHALL FDS VYM 921946406 $49.3M 0.37% 332,863 SH
43 ISHARES TR EFG 464288885 $49.1M 0.37% 440,596 SH
44 VANGUARD INTL EQUITY INDEX F VWO 922042858 $44.7M 0.34% 826,843 SH
45 ALPHABET INC GOOGL 02079K305 $43.2M 0.32% 150,121 SH
46 SPDR SERIES TRUST SDY 78464A763 $40.9M 0.31% 280,481 SH
47 DIMENSIONAL ETF TRUST DFAU 25434V104 $40.5M 0.30% 897,061 SH
48 VANGUARD INDEX FDS VNQ 922908553 $40.2M 0.30% 452,995 SH
49 AMAZON COM INC AMZN 023135106 $39.1M 0.29% 187,553 SH
50 ISHARES TR SCZ 464288273 $36.8M 0.28% 469,189 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $13.29B 811 0001120927-26-000006
2025-12-31 2026-02-12 $13.21B 810 0001120927-26-000001
2025-09-30 2025-11-14 $12.59B 793 0001120927-25-000008
2016-12-31 2017-02-14 $487.9K 169 0001120927-17-000003