§ 13F · FUND PROFILE
MONETA GROUP INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 811Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 3.01M | $1.8B | 13.5% | −1% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 37.37M | $958M | 7.2% | +4% |
| 3 | VO | VANGUARD INDEX FDS | 9.95M | $714M | 5.4% | +322% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 10.95M | $702M | 5.3% | −1% |
| 5 | VTV | VANGUARD INDEX FDS | 3.37M | $661M | 5.0% | +3% |
| 6 | VUG | VANGUARD INDEX FDS | 8.49M | $618M | 4.6% | +519% |
| 7 | VV | VANGUARD INDEX FDS | 1.37M | $409M | 3.1% | +4% |
| 8 | IEMG | ISHARES INC | 5.56M | $388M | 2.9% | −2% |
| 9 | IVV | ISHARES TR | 551K | $360M | 2.7% | +2% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 11.27M | $349M | 2.6% | +6% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed