§ 13F · FUND PROFILE
MONETA GROUP INVESTMENT ADVISORS LLC.
AUM · $13.5B (13F)Positions · 886Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$102M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 38.70M | $1.1B | 8.4% | +4% |
| 2 | VO | VANGUARD INDEX FDS | 10.06M | $810M | 6.0% | +1% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 10.96M | $781M | 5.8% | ±0% |
| 4 | VTV | VANGUARD INDEX FDS | 3.44M | $750M | 5.6% | +2% |
| 5 | VUG | VANGUARD INDEX FDS | 8.64M | $744M | 5.5% | +2% |
| 6 | VV | VANGUARD INDEX FDS | 1.43M | $492M | 3.6% | +4% |
| 7 | IEMG | ISHARES INC | 5.81M | $481M | 3.6% | +4% |
| 8 | IVV | ISHARES TR | 580K | $434M | 3.2% | +5% |
| 9 | SCHM | SCHWAB STRATEGIC TR | 11.77M | $434M | 3.2% | +4% |
| 10 | IEFA | ISHARES TR | 2.91M | $281M | 2.1% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONETA SIGNAL
AC read
MONETA GROUP INVESTMENT ADVISORS LLC is a Other fund managing $13.5 billion in assets. The fund runs a broad portfolio of 886 positions.
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