§ 13F · FUND PROFILE
MONETA GROUP INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 810Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13212.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 3.04M | $1904.4T | 14.4% | NEW |
| 2 | SCHX | SCHWAB STRATEGIC TR | 35.83M | $964.2T | 7.3% | NEW |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 11.06M | $690.6T | 5.2% | NEW |
| 4 | VO | VANGUARD INDEX FDS | 2.36M | $684.2T | 5.2% | NEW |
| 5 | VUG | VANGUARD INDEX FDS | 1.37M | $668.8T | 5.1% | NEW |
| 6 | VTV | VANGUARD INDEX FDS | 3.28M | $626.0T | 4.7% | NEW |
| 7 | VV | VANGUARD INDEX FDS | 1.31M | $413.9T | 3.1% | NEW |
| 8 | IEMG | ISHARES INC | 5.67M | $380.9T | 2.9% | NEW |
| 9 | IVV | ISHARES TR | 541K | $370.3T | 2.8% | NEW |
| 10 | SCHM | SCHWAB STRATEGIC TR | 10.67M | $320.8T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONETA SIGNAL
AC read
MONETA GROUP INVESTMENT ADVISORS LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed