13F value (AUM)
$13.5B
MO
Moneta Group Investment Advisors
MONETA GROUP INVESTMENT ADVISORS LLC
$13.5B
13F long value · 2026-Q2Positions883
CategoryAsset Manager
Quarters tracked8
● #436 of 581 by 13F value
Size rank 3/10
2 NEW39 ADD19 2×+34 TRIM
Snapshot
Moneta Group Investment Advisors's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
883 (33 unmapped)
Top 100 weight
89.4%
Quarters tracked
8
Latest 13F filed
Aug 14, 2026
New positions
2
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 89.4% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 8.4% | $1.1B | 38.7M | — |
| VO | VANGUARD INDEX FDS | 6.0% | $810.5M | 10.1M | — |
| VEA | VANGUARD TAX-MANAGED FDS | 5.8% | $780.8M | 11.0M | — |
| VTV | VANGUARD INDEX FDS | 5.6% | $750.2M | 3.4M | — |
| VUG | VANGUARD INDEX FDS | 5.5% | $744.2M | 8.6M | — |
| VV | VANGUARD INDEX FDS | 3.6% | $491.6M | 1.4M | — |
| IEMG | ISHARES INC | 3.6% | $481.2M | 5.8M | — |
| IVV | ISHARES TR | 3.2% | $434.5M | 580.2K | — |
| SCHM | SCHWAB STRATEGIC TR | 3.2% | $433.9M | 11.8M | — |
| IEFA | ISHARES TR | 2.1% | $281.1M | 2.9M | — |
| VOT | VANGUARD INDEX FDS | 1.7% | $231.8M | 756.8K | — |
| SCHG | SCHWAB STRATEGIC TR | 1.7% | $225.5M | 6.7M | -2.5% |
| VOE | VANGUARD INDEX FDS | 1.7% | $224.4M | 1.1M | — |
| IJR | ISHARES TR | 1.6% | $219.8M | 1.5M | — |
| AAPL | APPLE INC | 1.6% | $215.5M | 744.8K | +15.1% |
Option positions — 2026-Q2
$0.00 across 0 put positions vs $4.0M across 5 call positions — put/call ratio 0.00. Values are notional — the market value of the shares the options reference.
Quarterly changes — 2026-Q2
What Moneta Group Investment Advisors opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | QLTY | GMO ETF TRUST | 420.9K | 1.0M | +145.6% | +$27.8M |
| ADD | GOOG | ALPHABET INC | 104.6K | 160.9K | +53.8% | +$26.8M |
| 2×+ | DHR | DANAHER CORP DEL | 31.2K | 120.3K | +286.0% | +$17.0M |
| ADD | VIOO | VANGUARD ADMIRAL FDS INC | 259.0K | 338.7K | +30.8% | +$16.8M |
| NEW | FLY | FIREFLY AEROSPACE INC | — | 497.9K | — | +$14.6M |
| NEW | FSUN | FIRSTSUN CAP BANCORP | — | 333.0K | — | +$12.9M |
| 2×+ | PANW | PALO ALTO NETWORKS INC | 10.0K | 41.4K | +311.9% | +$12.5M |
| ADD | IVOO | VANGUARD ADMIRAL FDS INC | 158.6K | 216.3K | +36.4% | +$10.1M |
| 2×+ | GRID | FIRST TR EXCHANGE-TRADED FD | 5.3K | 52.0K | +875.3% | +$9.1M |
| ADD | AMD | ADVANCED MICRO DEVICES INC | 10.0K | 18.3K | +82.9% | +$8.6M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.