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Filers›Pension Fund›MONETA GROUP INVESTMENT ADVISORS LLC
DOSSIER · 13F-HR · Q1 2026

MONETA GROUP INVESTMENT ADVISORS LLC

MONETA INVESTMENT's pension fund based in Greenwich, CT — $13.3B in tracked AUM across 811 positions as of Q1 2026.

MI
MONETA INVESTMENT·Greenwich, CT·Pension Fund
CIK 0001120927 · last filed Mar 31, 2026
Total AUM
$13.3B
▲ 0.1%
vs prior
Holdings
811
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
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.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$1.8B3.0M13.5%
02
SCHX
SCHWAB STRATEGIC TR
$958M37.4M7.2%
03
VO
VANGUARD INDEX FDS
$714M9.9M5.4%
04
VEA
VANGUARD TAX-MANAGED FDS
$702M10.9M5.3%
05
VTV
VANGUARD INDEX FDS
$661M3.4M5.0%
06
VUG
VANGUARD INDEX FDS
$618M8.5M4.6%
07
VV
VANGUARD INDEX FDS
$409M1.4M3.1%
08
IEMG
ISHARES INC
$388M5.6M2.9%
09
IVV
ISHARES TR
$360M551K2.7%
10
SCHM
SCHWAB STRATEGIC TR
$349M11.3M2.6%

Filing history

Filing history loading…
AI Agent · grounded in MONETA
haiku-4-5 · 811 positions indexed
Sector mix
  • Financials4%
  • Health Care50%
  • Communications9%
  • Industrials21%
  • Energy19%
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