Moneta Group Investment Advisors LLC 13F Holdings · Q2 2026
Moneta Group Investment Advisors LLC reported 876 securities worth $13.52B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHX (8.43%), VO (6.00%), VEA (5.78%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $1.14B | 8.43% | 38.7M | Added |
| 2 | VO | VANGUARD INDEX FDS | $810.5M | 6.00% | 10.1M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $780.8M | 5.78% | 11.0M | Added |
| 4 | VTV | VANGUARD INDEX FDS | $750.2M | 5.55% | 3.4M | Added |
| 5 | VUG | VANGUARD INDEX FDS | $744.2M | 5.51% | 8.6M | Added |
| 6 | VV | VANGUARD INDEX FDS | $491.6M | 3.64% | 1.4M | Added |
| 7 | IEMG | ISHARES INC | $481.2M | 3.56% | 5.8M | Added |
| 8 | IVV | ISHARES TR | $434.5M | 3.21% | 580,170 | Added |
| 9 | SCHM | SCHWAB STRATEGIC TR | $433.9M | 3.21% | 11.8M | Added |
| 10 | IEFA | ISHARES TR | $281.1M | 2.08% | 2.9M | Added |
| 11 | VOT | VANGUARD INDEX FDS | $231.8M | 1.72% | 756,813 | Added |
| 12 | SCHG | SCHWAB STRATEGIC TR | $225.5M | 1.67% | 6.7M | Added |
| 13 | VOE | VANGUARD INDEX FDS | $224.4M | 1.66% | 1.1M | Added |
| 14 | IJR | ISHARES TR | $219.8M | 1.63% | 1.5M | Added |
| 15 | AAPL | APPLE INC | $215.5M | 1.59% | 744,798 | Added |
| 16 | VBK | VANGUARD INDEX FDS | $196.9M | 1.46% | 538,400 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $195.5M | 1.45% | 528,434 | Trimmed |
| 18 | SCHV | SCHWAB STRATEGIC TR | $184.2M | 1.36% | 5.3M | Added |
| 19 | ADM | ARCHER DANIELS MIDLAND CO | $178.6M | 1.32% | 2.3M | Trimmed |
| 20 | IVW | ISHARES TR | $177.3M | 1.31% | 1.3M | Added |
| 21 | BIL | SPDR SERIES TRUST | $176.4M | 1.30% | 1.9M | Added |
| 22 | VB | VANGUARD INDEX FDS | $153.4M | 1.13% | 506,003 | Trimmed |
| 23 | IWF | ISHARES TR | $136.0M | 1.01% | 1.1M | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $136.1M | 1.01% | 182,296 | Trimmed |
| 25 | IJH | ISHARES TR | $135.6M | 1.00% | 1.8M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR