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CIK: 0001120927
Total reported value
$13.5B
$13.5B
800 檔
35.8%
The Q1 2026 SEC filing reveals that Moneta Group Investment Advisors LLC held a total portfolio value of $13.5B, covering 800 public equity positions.
In Q1 2026, Moneta Group Investment Advisors LLC displayed an active expansion posture, initiating 8 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 800 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.52% | -13.52% | EXIT | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.21% | +1.22% | +4.29% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.37% | +0.63% | +321.94% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.28% | +0.50% | -0.97% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.98% | +0.57% | +2.86% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.65% | +0.86% | +518.92% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 3.08% | +0.56% | +4.17% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.92% | +0.64% | -1.88% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.71% | +0.50% | +1.89% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.63% | +0.58% | +5.61% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.83% | +0.25% | +6.30% | |
| 12 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.52% | -0.20% | -14.17% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.51% | +0.15% | +6.57% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.41% | +0.26% | +12.29% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.39% | +0.33% | +6.69% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.37% | +0.26% | -0.19% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.24% | +1.15% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.17% | +0.42% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.22% | +0.24% | +5.79% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.20% | +0.10% | +12.35% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.16% | +0.20% | +7.29% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.22% | +1.25% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.00% | +0.13% | +0.59% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.12% | +4.29% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | +0.13% | +328.30% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | +0.12% | +0.15% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.85% | +0.11% | +0.34% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.81% | +0.11% | +5.68% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | +1.87% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | +0.05% | +4.82% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.57% | +0.06% | +7.75% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | +0.01% | +0.88% | |
| 33 | IGF | Ishares Global Infrastructur | ETF-Other | 0.52% | +0.01% | +3.29% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.47% | +0.05% | +1.14% | |
| 35 | LRCX | Lam Research CORP | Stock-Tech | 0.46% | +0.40% | -4.83% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.45% | +0.08% | +6.32% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.44% | +0.12% | +3.60% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.09% | +3.40% | |
| 39 | AMID | Argent Mid Cap ETF | ETF-Other | 0.44% | +0.03% | -0.31% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.11% | -3.23% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.42% | +0.04% | -1.53% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | — | +1.67% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.37% | +0.03% | -7.98% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | +0.04% | +2.94% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.09% | +1.67% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.31% | -0.02% | -1.29% | |
| 47 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.30% | +0.04% | -1.35% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.30% | +0.04% | +3.80% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.07% | +3.63% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.28% | +0.04% | +4.99% |
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 800 disclosed positions in Q1 2026.
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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, VO) accounted for 35.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
DT
市值: $2.1M
Top Position Liquidated / Trimmed
INGR
前期市值: $3.6M
During Q1 2026, Moneta Group Investment Advisors LLC's top holdings by market value included VOO (13.5%)、SCHX (7.2%)、VO (5.4%). The largest single position, VOO, represented 13.5% of total portfolio value.
In Q1 2026, Moneta Group Investment Advisors LLC made 198 total portfolio adjustments, initiating 8 new buys, adding to 118 positions, trimming 61 holdings, and fully liquidating 11 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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