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CIK: 0001120927
Total reported value
$13.5B
$13.5B
791 檔
34.1%
According to the latest 13F quarterly dataset, Moneta Group Investment Advisors LLC managed an equity portfolio of $13.5B at the end of Q3 2025, spanning 791 distinct U.S. exchange-listed positions.
In Q3 2025, Moneta Group Investment Advisors LLC displayed an active expansion posture, initiating 31 new positions and adding to 140 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 791 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.71% | -13.52% | EXIT | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.28% | +1.22% | +5.49% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.23% | +0.86% | +57.84% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.18% | +0.50% | +904.88% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.17% | +0.63% | +189.79% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.79% | +0.57% | +79.30% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 3.19% | +0.56% | +1.73% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.89% | +0.64% | +0.33% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.86% | +0.50% | +1.97% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.36% | +0.58% | +5.87% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.63% | +0.25% | +9.85% | |
| 12 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.54% | -0.20% | -0.72% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.24% | +5.93% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | +0.17% | +13.74% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.49% | +0.26% | +1.92% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.45% | +0.33% | +4.04% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | +0.26% | +1.19% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.24% | +0.22% | +2.38% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.23% | +0.15% | +1.54% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.20% | +0.24% | +0.80% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.10% | +0.20% | +4.17% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.00% | +0.13% | +3.68% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.98% | +0.13% | -2.64% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.12% | +7.28% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | +0.12% | +3.86% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.81% | +0.11% | -0.15% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.01% | +3.93% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.75% | +0.11% | +2.82% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.74% | +0.10% | +37.36% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | +0.05% | +1.36% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | +0.03% | +3.10% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.53% | +0.06% | +0.05% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.11% | +11.84% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.49% | +0.05% | +4.21% | |
| 35 | AMID | Argent Mid Cap ETF | ETF-Other | 0.48% | +0.03% | +8.12% | |
| 36 | IGF | Ishares Global Infrastructur | ETF-Other | 0.47% | +0.01% | +4.30% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.09% | +0.46% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | +0.12% | +2.55% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.43% | +0.08% | +1.85% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.42% | +0.04% | +9.63% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.41% | +0.03% | +17.94% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | — | +13.93% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.33% | +0.40% | +17.92% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.33% | +0.04% | +2.82% | |
| 45 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.33% | +0.04% | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | +0.04% | -0.96% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.07% | -1.62% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.30% | -0.02% | -2.13% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.09% | +3.23% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.29% | +0.01% | -3.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +10.8% | +543.88% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +4.5% | +904.88% | Add |
| 3 | VO | Vanguard Mid-cap ETF | +2.8% | +189.79% | Add |
| 4 | VUG | Vanguard Growth ETF | +1.1% | +57.84% | Add |
| 5 | VTV | Vanguard Value ETF | +0.5% | +79.30% | Add |
| 6 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +17.94% | Add |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +652.88% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +11.84% | Add |
| 9 | DFIV | Dimensional International Va | +0.1% | +698.87% | Add |
| 10 | IVOG | Vanguard S&p Mid-cap 400 Gro | +0.1% | +16.14% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | +17.92% | Add |
| 12 | DFAC | Dimensional US Core Equity 2 | +0.1% | +176.75% | Add |
| 13 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +16.27% | Add |
| 14 | IREN | IREN Limited | 0% | +33.21% | Add |
| 15 | TSLA | Tesla Inc | 0% | -35.19% | Add |
| 16 | AVGO | Broadcom Inc | 0% | +3.39% | Add |
| 17 | ORCL | Oracle CORP | 0% | +38.47% | Add |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +637.76% | Add |
| 19 | IYW | Ishares Ustechnology ETF | 0% | +259.27% | Add |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +95.44% | Add |
| 21 | VIOO | Vanguard S&p Small-cap 600 E | 0% | +3.23% | Add |
| 22 | PLTR | Palantir Technologies Inc-a | 0% | -1.40% | Add |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +222.62% | Add |
| 24 | CIFR | Cipher Digital Inc | 0% | +23.70% | Add |
| 25 | APP | Applovin Corp-class A | 0% | +12.96% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +3.23% | Add |
| 27 | VXF | Vanguard Extended Market ETF | 0% | -0.10% | Add |
| 28 | GE | General Electric | 0% | +6.60% | Add |
| 29 | MRSH | Marsh & Mclennan Cos | 0% | +4.48% | Add |
| 30 | VONV | Vanguard Russell 1000 Value | 0% | +0.20% | Add |
| 31 | MUB | Ishares National Muni Bond E | 0% | +343.58% | Add |
| 32 | BIV | Vanguard Intermediate-term B | 0% | +123.71% | Add |
| 33 | ADBE | Adobe Inc | 0% | +119.52% | Add |
| 34 | GEV | GE Vernova Inc | 0% | -11.57% | Add |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +36.60% | Add |
| 36 | APH | Amphenol Corp-cl A | 0% | +1.27% | Add |
| 37 | CLS | Celestica Inc | 0% | +2.54% | Add |
| 38 | SF | Stifel Financial CORP | 0% | +54.18% | Add |
| 39 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | +100.00% | Add |
| 40 | IAU | Ishares Gold Trust | 0% | +202.53% | Add |
| 41 | VONG | Vanguard Russell 1000 Growth | — | -1.44% | Add |
| 42 | IXUS | Ishares Core Intl Stock ETF | — | +71.82% | Add |
| 43 | GS | Goldman Sachs Group Inc | — | +7.96% | Add |
| 44 | WFC | Wells Fargo & Co | — | +2.06% | Add |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | — | +38.59% | Add |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | — | +135.34% | Add |
| 47 | ACN | Accenture plc | — | -5.74% | Add |
| 48 | NEE | Nextera Energy Inc | — | +43.84% | Add |
| 49 | ETN | Eaton Corporation plc | — | +1.88% | Add |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | -24.19% | 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 791 disclosed positions in Q3 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 VOO, SCHX, VUG) accounted for 34.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFAU
市值: $41.1M
Top Position Liquidated / Trimmed
IEMG
前期市值: $309.9M
During Q3 2025, Moneta Group Investment Advisors LLC's top holdings by market value included VOO (13.7%)、SCHX (7.3%)、VUG (5.2%). The largest single position, VOO, represented 13.7% of total portfolio value.
In Q3 2025, Moneta Group Investment Advisors LLC made 199 total portfolio adjustments, initiating 31 new buys, adding to 140 positions, trimming 28 holdings, and fully liquidating 0 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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