EdgeMarket › What Moneta Group Investment Advisors Llc reported owning
What Moneta Group Investment Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
13.3BPositions
808Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 1.8B | 13.5% | 3.0M | 703.71 | +20.0% |
| SCHX Schwab U.S. Large-Cap ETF | 958.1M | 7.2% | 37.4M | 30.21 | +19.6% |
| VO Vanguard Morningstar Mid-Cap ETF | 714.1M | 5.4% | 9.9M | 82.97 | +15.9% |
| VEA Vanguard FTSE Developed Markets ETF | 701.6M | 5.3% | 10.9M | 73.42 | +24.7% |
| VTV Vanguard Morningstar Value ETF | 661.5M | 5.0% | 3.4M | 226.40 | +24.6% |
| VUG Vanguard Morningstar Growth ETF | 617.7M | 4.6% | 8.5M | 87.50 | +15.9% |
| VV Vanguard Morningstar Large-Cap ETF | 409.3M | 3.1% | 1.4M | 352.60 | +19.8% |
| IEMG iShares Core MSCI Emerging Markets ETF | 387.8M | 2.9% | 5.6M | 81.57 | +31.9% |
| IVV iShares Core S&P 500 ETF | 359.8M | 2.7% | 550.9K | 769.31 | +20.0% |
| SCHM Schwab U.S. Mid Cap ETF | 348.9M | 2.6% | 11.3M | 36.16 | +25.4% |
| IEFA iShares Core MSCI EAFE ETF | 243.0M | 1.8% | 2.7M | 100.85 | +16.8% |
| ADM Archer-Daniels-Midland Co | 202.0M | 1.5% | 2.8M | 80.30 | +32.2% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 200.9M | 1.5% | 1.1M | 208.64 | +21.9% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 187.4M | 1.4% | 6.4M | 35.32 | +17.3% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 184.7M | 1.4% | 717.5K | 305.46 | +7.4% |
| IJR iShares Core S&P Small-Cap ETF | 182.5M | 1.4% | 1.5M | 147.31 | +29.0% |
| AAPL Apple Inc. | 180.0M | 1.4% | 709.3K | 309.35 | +36.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 169.9M | 1.3% | 529.5K | 378.24 | +20.5% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 162.1M | 1.2% | 536.2K | 358.65 | +26.5% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 160.1M | 1.2% | 1.7M | 91.60 | -0.1% |
| SCHV Schwab U.S. Large-Cap Value ETF | 154.5M | 1.2% | 5.1M | 34.94 | +22.7% |
| IVW iShares S&P 500 Growth ETF | 145.4M | 1.1% | 1.3M | 138.83 | +22.2% |
| VB Vanguard Morningstar Small-Cap ETF | 133.5M | 1.0% | 509.8K | 304.76 | +24.4% |
| SPY SPDR S&P 500 ETF TRUST | 118.7M | 0.9% | 182.6K | 765.72 | +20.0% |
| IWF iShares Russell 1000 Growth Fund | 116.8M | 0.9% | 1.1M | 122.39 | +11.2% |
| IJH iShares Core S&P Mid-Cap ETF | 116.5M | 0.9% | 1.7M | 76.77 | +20.8% |
| SCHF Schwab International Equity ETF | 113.3M | 0.9% | 4.6M | 28.46 | +24.7% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 107.6M | 0.8% | 495.3K | 249.18 | +22.7% |
| IVE iShares S&P 500 Value ETF | 78.3M | 0.6% | 370.6K | 237.24 | +17.6% |
| unmapped CUSIP 084670702 | 76.2M | 0.6% | 159.0K | — | — |
| IWD iShares Russell 1000 Value ETF | 75.8M | 0.6% | 354.9K | 257.29 | +29.2% |
| MSFT MICROSOFT CORP | 71.1M | 0.5% | 192.1K | 483.24 | -4.4% |
| IGF iShares Global Infrastructure ETF | 69.1M | 0.5% | 1.0M | 65.41 | +6.7% |
| SCHE Schwab Emerging Markets Equity ETF | 63.1M | 0.5% | 1.9M | 36.97 | +17.7% |
| LRCX LAM RESEARCH CORP | 60.5M | 0.5% | 283.0K | 314.00 | +216.7% |
| VXUS Vanguard Total International Stock ETF | 59.8M | 0.5% | 775.7K | 87.71 | +22.7% |
| SCHA Schwab U.S. Small-Cap ETF | 58.9M | 0.4% | 2.0M | 34.83 | +32.4% |
| IWM iShares Russell 2000 ETF | 58.8M | 0.4% | 237.1K | 299.96 | +33.1% |
| AMID Argent Mid Cap ETF | 58.0M | 0.4% | 1.8M | 36.73 | +7.8% |
| NVDA NVIDIA CORP | 56.2M | 0.4% | 322.2K | 214.72 | +22.4% |
| VEU Vanguard FTSE All World Ex US ETF | 55.2M | 0.4% | 735.3K | 85.69 | +23.3% |
| VYM Vanguard High Dividend Yield ETF | 49.3M | 0.4% | 332.9K | 164.97 | +19.9% |
| EFG iShares MSCI EAFE Growth ETF | 49.1M | 0.4% | 440.6K | 125.70 | +12.3% |
| VWO Vanguard FTSE Emerging Markets ETF | 44.7M | 0.3% | 826.8K | 60.45 | +17.7% |
| GOOGL Alphabet Inc. | 43.2M | 0.3% | 150.1K | 344.82 | +73.0% |
| SDY State Street SPDR S&P Dividend ETF | 40.9M | 0.3% | 280.5K | 158.44 | +12.0% |
| DFAU Dimensional US Core Equity Market ETF | 40.5M | 0.3% | 897.1K | 53.06 | +21.1% |
| VNQ Vanguard Real Estate ETF | 40.2M | 0.3% | 453.0K | 98.50 | +8.6% |
| AMZN AMAZON COM INC | 39.1M | 0.3% | 187.6K | 258.63 | +15.6% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 36.8M | 0.3% | 469.2K | 86.60 | +14.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →