AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
MONETA GROUP INVESTMENT ADVISORS LLC manages a substantial portfolio valued at approximately $12.59 billion as of the report date September 30, 2025. This represents a significant growth of 49.9% compared to the previous quarter's value of $8.40 billion. The portfolio is highly diversified, comprising 793 total holdings. The investment strategy is characterized by a heavy reliance on passive, broad-market index investing, with a distinct preference for ETFs over individua...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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