MONETA GROUP INVESTMENT ADVISORS LLC

Est. AUM

$13.28B

13F long equity, this entity only

Positions

805

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.80B	3006863	13.53%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$958.1M	37368877	7.21%	SOLE
3	VANGUARD INDEX FDS	MID CAP ETF	$714.1M	9946833	5.38%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$701.6M	10948174	5.28%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$661.5M	3371516	4.98%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$617.7M	8485080	4.65%	SOLE
7	VANGUARD INDEX FDS	LARGE CAP ETF	$409.3M	1369690	3.08%	SOLE
8	ISHARES INC	CORE MSCI EMKT	$387.8M	5559794	2.92%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$359.8M	550875	2.71%	SOLE
10	SCHWAB STRATEGIC TR	US MID-CAP ETF	$348.9M	11267842	2.63%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$243.0M	2684302	1.83%	SOLE
12	ARCHER DANIELS MIDLAND CO	COM	$202.0M	2778927	1.52%	SOLE
13	VANGUARD INDEX FDS	MCAP VL IDXVIP	$200.9M	1090118	1.51%	SOLE
14	SCHWAB STRATEGIC TR	US LCAP GR ETF	$187.4M	6434196	1.41%	SOLE
15	VANGUARD INDEX FDS	MCAP GR IDXVIP	$184.7M	717522	1.39%	SOLE
16	ISHARES TR	CORE S&P SCP ETF	$182.5M	1468209	1.37%	SOLE
17	APPLE INC	COM	$180.0M	709322	1.36%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$169.9M	529490	1.28%	SOLE
19	VANGUARD INDEX FDS	SML CP GRW ETF	$162.1M	536196	1.22%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$160.1M	1746817	1.21%	SOLE
21	SCHWAB STRATEGIC TR	US LCAP VA ETF	$154.5M	5065538	1.16%	SOLE
22	ISHARES TR	S&P 500 GRWT ETF	$145.4M	1285735	1.09%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$133.5M	509817	1.01%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$118.7M	182562	0.89%	SOLE
25	ISHARES TR	RUS 1000 GRW ETF	$116.8M	1096064	0.88%	SOLE
26	ISHARES TR	CORE S&P MCP ETF	$116.5M	1725321	0.88%	SOLE
27	SCHWAB STRATEGIC TR	INTL EQTY ETF	$113.3M	4579118	0.85%	SOLE
28	VANGUARD INDEX FDS	SM CP VAL ETF	$107.6M	495314	0.81%	SOLE
29	ISHARES TR	S&P 500 VAL ETF	$78.3M	370632	0.59%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$76.2M	159027	0.57%	SOLE
31	ISHARES TR	RUS 1000 VAL ETF	$75.8M	354938	0.57%	SOLE
32	MICROSOFT CORP	COM	$71.1M	192108	0.54%	SOLE
33	ISHARES TR	GLB INFRASTR ETF	$69.1M	1030968	0.52%	SOLE
34	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$63.1M	1914788	0.48%	SOLE
35	LAM RESEARCH CORP	COM NEW	$60.5M	282997	0.46%	SOLE
36	VANGUARD STAR FDS	VG TL INTL STK F	$59.8M	775668	0.45%	SOLE
37	SCHWAB STRATEGIC TR	US SML CAP ETF	$58.9M	2025667	0.44%	SOLE
38	ISHARES TR	RUSSELL 2000 ETF	$58.8M	237086	0.44%	SOLE
39	EA SERIES TRUST	ARGENT MID CAP	$58.0M	1804278	0.44%	SOLE
40	NVIDIA CORPORATION	COM	$56.2M	322200	0.42%	SOLE
41	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$55.2M	735263	0.42%	SOLE
42	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$49.3M	332863	0.37%	SOLE
43	ISHARES TR	EAFE GRWTH ETF	$49.1M	440596	0.37%	SOLE
44	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$44.7M	826843	0.34%	SOLE
45	ALPHABET INC	CAP STK CL A	$43.2M	150121	0.33%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$40.9M	280481	0.31%	SOLE
47	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$40.5M	897061	0.30%	SOLE
48	VANGUARD INDEX FDS	REAL ESTATE ETF	$40.2M	452995	0.30%	SOLE
49	AMAZON COM INC	COM	$39.1M	187553	0.29%	SOLE
50	ISHARES TR	EAFE SML CP ETF	$36.8M	469189	0.28%	SOLE

1–50 of 805

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.