MONETA GROUP INVESTMENT ADVISORS LLC
CIK 1120927
13F filing for Q2 2026・No. 469
- Holdings
- US$13.52B
- Quarter change
- +US$227.3M
- Entries
- 886
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
873 stocks worth US$13.51B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LRG CAP ETF | — | 38,698,661 | US$1.14B | 8.43% |
| VANGUARD INDEX FDSMID CAP ETF | — | 10,059,496 | US$810.49M | 6.00% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | — | 10,957,948 | US$780.75M | 5.78% |
| VANGUARD INDEX FDSVALUE ETF | — | 3,442,447 | US$750.21M | 5.55% |
| VUGVANGUARD INDEX FDSGROWTH ETF | — | 8,638,955 | US$744.16M | 5.51% |
| VANGUARD INDEX FDSLARGE CAP ETF | — | 1,429,481 | US$491.61M | 3.64% |
| IEMGISHARES INCCORE MSCI EMKT | — | 5,808,597 | US$481.18M | 3.56% |
| IVVISHARES TRCORE S&P500 ETF | — | 580,170 | US$434.48M | 3.22% |
| SCHWAB STRATEGIC TRUS MID-CAP ETF | — | 11,767,147 | US$433.85M | 3.21% |
| ISHARES TRCORE MSCI EAFE | — | 2,910,642 | US$281.11M | 2.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.