13F Insight
DOSSIER · 13F-HR · Q1 2026

MONETA GROUP INVESTMENT ADVISORS LLC

$13.3B in tracked AUM across 811 positions as of Q1 2026.

MG
CIK 0001120927 · last filed Mar 31, 2026
Total AUM
$13.3B
as of Q1 2026
Holdings
811
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · 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...

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 · Q1 2026. Methodology

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

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 positionsLocked2023Q2Jun 30
$4.5B▲ 8.4%
545 positionsLocked
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