Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MONETA GROUP INVESTMENT ADVISORS LLC (CIK 1120927) reported $13.29B across 785 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($1.80B, 13.52%), SCHX ($958.1M, 7.21%), VO ($714.1M, 5.37%), VEA ($701.6M, 5.28%), VTV ($661.5M, 4.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $1.80B | 13.52% | 3.0M | Trimmed |
| 2 | SCHX | SCHWAB STRATEGIC TR | $958.1M | 7.21% | 37.4M | Added |
| 3 | VO | VANGUARD INDEX FDS | $714.1M | 5.37% | 9.9M | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $701.6M | 5.28% | 10.9M | Trimmed |
| 5 | VTV | VANGUARD INDEX FDS | $661.5M | 4.98% | 3.4M | Added |
| 6 | VUG | VANGUARD INDEX FDS | $617.7M | 4.65% | 8.5M | Added |
| 7 | VV | VANGUARD INDEX FDS | $409.3M | 3.08% | 1.4M | Added |
| 8 | IEMG | ISHARES INC | $387.8M | 2.92% | 5.6M | Trimmed |
| 9 | IVV | ISHARES TR | $359.8M | 2.71% | 550,875 | Added |
| 10 | SCHM | SCHWAB STRATEGIC TR | $348.9M | 2.63% | 11.3M | Added |
| 11 | IEFA | ISHARES TR | $243.0M | 1.83% | 2.7M | Added |
| 12 | ADM | ARCHER DANIELS MIDLAND CO | $202.0M | 1.52% | 2.8M | Trimmed |
| 13 | VOE | VANGUARD INDEX FDS | $200.9M | 1.51% | 1.1M | Added |
| 14 | SCHG | SCHWAB STRATEGIC TR | $187.4M | 1.41% | 6.4M | Added |
| 15 | VOT | VANGUARD INDEX FDS | $184.7M | 1.39% | 717,522 | Added |
| 16 | IJR | ISHARES TR | $182.5M | 1.37% | 1.5M | Trimmed |
| 17 | AAPL | APPLE INC | $180.0M | 1.35% | 709,322 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $169.9M | 1.28% | 529,490 | Added |
| 19 | VBK | VANGUARD INDEX FDS | $162.1M | 1.22% | 536,196 | Added |
| 20 | BIL | SPDR SERIES TRUST | $160.1M | 1.20% | 1.7M | Added |
| 21 | SCHV | SCHWAB STRATEGIC TR | $154.5M | 1.16% | 5.1M | Added |
| 22 | IVW | ISHARES TR | $145.4M | 1.09% | 1.3M | Added |
| 23 | VB | VANGUARD INDEX FDS | $133.5M | 1.00% | 509,817 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $118.7M | 0.89% | 182,562 | Added |
| 25 | IWF | ISHARES TR | $116.8M | 0.88% | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-03-31