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CIK: 0001120927
Total reported value
$13.5B
$13.5B
706 檔
16.4%
During the Q2 2025 filing period, Moneta Group Investment Advisors LLC (CIK: 0001120927) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $13.5B across 706 reported positions.
In Q2 2025, Moneta Group Investment Advisors LLC displayed an active expansion posture, initiating 9 new positions and adding to 149 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 706 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.60% | +1.22% | +5.55% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.54% | +0.86% | +7.43% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 4.36% | +0.56% | +16.73% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.93% | +0.64% | -4.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.90% | +0.50% | +6.43% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.79% | +0.57% | +0.84% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.16% | +0.58% | +6.77% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.96% | -13.52% | EXIT | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.55% | +0.63% | +17.08% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.13% | +0.25% | +5.64% | |
| 11 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 2.06% | -0.20% | +0.01% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.02% | +0.33% | +20.05% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.00% | +0.26% | +8.60% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.90% | +0.26% | +1.69% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.82% | +0.17% | +3.97% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.24% | +14.55% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.71% | +0.15% | +5.97% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.66% | +0.22% | +1.12% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.66% | +0.24% | +2.40% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.50% | +0.20% | +18.44% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.37% | +0.13% | +1.53% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | +0.13% | +2.45% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.21% | +0.12% | +46.51% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.12% | +5.35% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.16% | +0.11% | +5.64% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | +0.01% | +8.98% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.02% | +0.11% | +11.57% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | +0.05% | -0.10% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | +0.03% | +2.01% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.81% | +0.10% | +19.46% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | +0.06% | +1.74% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | +0.50% | +3.51% | |
| 33 | IGF | Ishares Global Infrastructur | ETF-Other | 0.66% | +0.01% | +4.67% | |
| 34 | AMID | Argent Mid Cap ETF | ETF-Other | 0.64% | +0.03% | +16.57% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.63% | +0.05% | +4.49% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.09% | +1.11% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.59% | +0.08% | -0.72% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | +0.12% | +26.66% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.11% | +18.68% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.55% | +0.04% | +1.00% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.51% | +0.03% | +128.57% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.07% | +5.33% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | +0.04% | -3.44% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.45% | -0.02% | -14.55% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | +0.01% | +4.08% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | +0.04% | -12.87% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.42% | — | -22.33% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.41% | +0.04% | -0.55% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.03% | -1.49% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.39% | +0.03% | +14.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +0.5% | +16.73% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.4% | +7.43% | Add |
| 3 | VOT | Vanguard Mid-cap Growth ETF | +0.3% | +20.05% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +46.51% | Add |
| 5 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +128.57% | Add |
| 6 | VO | Vanguard Mid-cap ETF | +0.2% | +17.08% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +8.98% | Add |
| 8 | ABIG | Argent Large Cap ETF | +0.2% | NEW | New buy |
| 9 | NVDA | Nvidia CORP | +0.2% | +18.68% | Add |
| 10 | SCHG | Schwab US Large-cap Growth | +0.2% | +8.60% | Add |
| 11 | IVOG | Vanguard S&p Mid-cap 400 Gro | +0.1% | +159.75% | Add |
| 12 | ALIL | Argent Focused Small Cap ETF | +0.1% | NEW | New buy |
| 13 | SCHX | Schwab US Large-cap ETF | +0.1% | +5.55% | Add |
| 14 | SCHV | Schwab US Large-cap Value | +0.1% | +18.44% | Add |
| 15 | SCHA | Schwab US Small-cap ETF | +0.1% | +26.66% | Add |
| 16 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +74.30% | Add |
| 17 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +1064.34% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.43% | Add |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +1.12% | Add |
| 20 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +14.95% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.57% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.53% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | +3.90% | Add |
| 24 | TSLA | Tesla Inc | +0.1% | +103.36% | Add |
| 25 | LRCX | Lam Research CORP | 0% | -0.85% | Trim |
| 26 | META | Meta Platforms Inc-class A | 0% | +8.73% | Add |
| 27 | IBIT | Ishares Bitcoin Trust ETF | 0% | +7.64% | Add |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +19.46% | Add |
| 29 | AMID | Argent Mid Cap ETF | 0% | +16.57% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +15.03% | Add |
| 31 | VXF | Vanguard Extended Market ETF | 0% | +85.09% | Add |
| 32 | PLTR | Palantir Technologies Inc-a | 0% | +8.48% | Add |
| 33 | MRSH | Marsh & Mclennan Cos | 0% | +144.99% | Add |
| 34 | ACN | Accenture plc | 0% | +156.50% | Add |
| 35 | IEFA | Ishares Core Msci Eafe ETF | 0% | +5.64% | Add |
| 36 | SCHF | Schwab Intl Equity ETF | 0% | +5.64% | Add |
| 37 | AMZN | Amazon.com Inc | 0% | +5.33% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | +8.45% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.45% | Add |
| 40 | EMR | Emerson Electric Co | 0% | +2.95% | Add |
| 41 | EFV | Ishares Msci Eafe Value ETF | 0% | +21.81% | Add |
| 42 | ORCL | Oracle CORP | 0% | +0.11% | Add |
| 43 | NFLX | Netflix Inc | 0% | +1.16% | Add |
| 44 | GE | General Electric | 0% | +41.66% | Add |
| 45 | VONG | Vanguard Russell 1000 Growth | 0% | +51.23% | Add |
| 46 | VONV | Vanguard Russell 1000 Value | 0% | +149.55% | Add |
| 47 | GEV | GE Vernova Inc | 0% | +36.38% | Add |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.35% | Add |
| 49 | VBR | Vanguard Small-cap Value ETF | 0% | +11.57% | Add |
| 50 | VEA | Vanguard Ftse Developed ETF | 0% | +3.51% | Add |
According to official SEC Form 13F filings, Moneta Group Investment Advisors LLC reported a total U.S. public equity portfolio value of $13.5B across 706 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, VUG, VV) accounted for 16.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
ABIG
市值: $17.4M
Top Position Liquidated / Trimmed
FCX
前期市值: $597.4K
During Q2 2025, Moneta Group Investment Advisors LLC's top holdings by market value included SCHX (9.6%)、VUG (4.5%)、VV (4.4%). The largest single position, SCHX, represented 9.6% of total portfolio value.
In Q2 2025, Moneta Group Investment Advisors LLC made 198 total portfolio adjustments, initiating 9 new buys, adding to 149 positions, trimming 38 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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