13F Insight
DOSSIER · 13F-HR · Q2 2026

MONETA GROUP INVESTMENT ADVISORS LLC

$13.5B in tracked AUM across 886 positions as of Q2 2026.

MG
CIK 0001120927 · last filed Jun 30, 2026
Total AUM
$13.5B
as of Q2 2026
Holdings
886
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

Key Holdings

The portfolio's top ten positions are exclusively ETFs, highlighting a focus on market exposure rather than stock picking. The largest holding is the Vanguard S&P 500 ETF (VOO), which constitutes a massive 13.71% of the portfolio ($1.73B). This position saw an extraordinary increase of 543.9% during the quarter, indicating a substantial capital inflow into this specific fund.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$1.1B38.7M8.4%02
VO
VANGUARD INDEX FDS
$810M10.1M6.0%03
VEA
VANGUARD TAX-MANAGED FDS
$781M11.0M5.8%04
VTV
VANGUARD INDEX FDS
$750M3.4M5.6%05
VUG
VANGUARD INDEX FDS
$744M8.6M5.5%06
VV
VANGUARD INDEX FDS
$492M1.4M3.6%07
IEMG
ISHARES INC
$481M5.8M3.6%08
IVV
ISHARES TR
$434M580K3.2%09
SCHM
SCHWAB STRATEGIC TR
$434M11.8M3.2%10
IEFA
ISHARES TR
$281M2.9M2.1%

Filing history

2026Q2Jun 30
$13.5B▲ 1.7%
886 positionsView →2026Q1Mar 31
$13.3B▲ 0.6%
811 positionsView →2025Q4Dec 31
$13.2B▲ 5.0%
810 positionsView →2025Q3Sep 30
$12.6B▲ 49.9%
793 positionsView →2025Q2Jun 30
$8.4B▲ 15.7%
708 positionsLocked2025Q1Mar 31
$7.3B▲ 1.6%
668 positionsLocked2024Q4Dec 31
$7.1B▲ 3.7%
664 positionsLocked2024Q3Sep 30
$6.9B▲ 10.0%
646 positionsLocked2024Q2Jun 30
$6.3B▲ 2.1%
609 positionsLocked2024Q1Mar 31
$6.1B▲ 21.2%
607 positionsLocked2023Q4Dec 31
$5.1B▲ 14.9%
565 positionsLocked2023Q3Sep 30
$4.4B▼ 2.5%
527 positionsLocked
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