Moneta Group Investment Advisors
$13.5B 13F equity value
910 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Moneta Group Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 38,698,661 | $1.1B | 8.4% |
| VO | VANGUARD INDEX FDS | 10,059,496 | $810M | 6.0% |
| VEA | VANGUARD TAX-MANAGED FDS | 10,957,948 | $781M | 5.8% |
| VTV | VANGUARD INDEX FDS | 3,442,447 | $750M | 5.6% |
| VUG | VANGUARD INDEX FDS | 8,638,955 | $744M | 5.5% |
| VV | VANGUARD INDEX FDS | 1,429,481 | $492M | 3.6% |
| IEMG | ISHARES INC | 5,808,597 | $481M | 3.6% |
| IVV | ISHARES TR | 580,170 | $434M | 3.2% |
| SCHM | SCHWAB STRATEGIC TR | 11,767,147 | $434M | 3.2% |
| IEFA | ISHARES TR | 2,910,642 | $281M | 2.1% |
Track Moneta Group Investment Advisors's 13F portfolio: $13.5B in reported holdings, 910 positions. Top holdings and quarterly changes on SentiSense.
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