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Moneta Group Investment Advisors

Latest statistics and disclosures from Moneta Group Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SCHX, VEA, VO, VUG, and represent 37.18% of Moneta Group Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$138M), BIL (+$50M), VO (+$41M), SCHX (+$28M), VOE (+$24M), SCHM (+$20M), IEFA (+$16M), VOT (+$14M), PULS (+$14M), VEA (+$11M).
Started 66 new stock positions in FSSL, B, FV, Strive, AXON, RGLD, LITE, SNOW, BUFR, VYMI.
Reduced shares in these 10 stocks: AAPL (-$16M), VTI (-$15M), BRBR, SCHG, CNC, IYW, IWF, LRCX, IVW, IWR.
Sold out of its positions in BCI, AMTX, Assertio Holdings, BXP, BRO, LNG, CORT, DG, DOW, EXAS.
Moneta Group Investment Advisors was a net buyer of stock by $420M.
Moneta Group Investment Advisors has $13B in assets under management (AUM), dropping by 4.98%.
Central Index Key (CIK): 0001120927

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Portfolio Holdings for Moneta Group Investment Advisors

Moneta Group Investment Advisors holds 806 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Moneta Group Investment Advisors has 806 total positions. Only the first 250 positions are shown.

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Download the Moneta Group Investment Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	14.4	$1.9B	+7%	3.0M	627.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.3	$964M	+3%	36M	26.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.2	$691M		11M	62.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.2	$684M	+6%	2.4M	290.22	View chart
Vanguard Index Fds Growth Etf (VUG)	5.1	$669M		1.4M	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	4.7	$626M		3.3M	190.99	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.1	$414M		1.3M	314.80	View chart
Ishares Core Msci Emkt (IEMG)	2.9	$381M	+2%	5.7M	67.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$370M		541k	684.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.4	$321M	+6%	11M	30.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$226M	+7%	2.5M	89.46	View chart
Apple (AAPL)	1.4	$191M	-7%	701k	271.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.4	$188M	+8%	673k	279.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$187M	-2%	5.7M	32.62	View chart
Archer Daniels Midland Company (ADM)	1.4	$186M		3.2M	57.49	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.4	$181M	+15%	1.0M	177.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$177M	-7%	527k	335.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$177M		1.5M	120.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$157M		1.3M	123.26	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$153M		507k	302.11	View chart
Spdr Series Trust State Street Spd (BIL)	1.1	$142M	+53%	1.6M	91.38	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.1	$140M		4.7M	29.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$131M	+2%	507k	257.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$121M	-2%	256k	473.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$119M	+2%	175k	681.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$114M		1.7M	66.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$110M	+3%	4.6M	24.04	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$99M	+4%	469k	211.79	View chart
Microsoft Corporation (MSFT)	0.7	$92M		191k	483.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$77M		364k	212.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$76M		152k	502.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$69M		329k	210.34	View chart
NVIDIA Corporation (NVDA)	0.5	$62M		333k	186.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$62M	+2%	1.9M	32.75	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.5	$61M	+2%	998k	61.36	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.5	$61M	+2%	1.8M	33.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$56M		229k	246.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$56M		2.0M	28.48	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$55M		730k	75.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$55M		747k	73.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$55M	+6%	479k	113.92	View chart
Lam Research Corp Com New (LRCX)	0.4	$51M	-5%	297k	171.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$47M	+8%	327k	143.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$46M	-3%	148k	313.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$43M	+4%	803k	53.76	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$43M		909k	46.80	View chart
Amazon (AMZN)	0.3	$42M		181k	230.82	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$40M	+4%	284k	139.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$39M		436k	88.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$37M		49.00	754800.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$36M		376k	96.03	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$35M	-4%	447k	77.53	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$34M	-4%	429k	80.22	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$33M	+2%	244k	136.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$32M	-2%	103k	313.80	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$32M		227k	141.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$31M	+31%	50k	614.31	View chart
Ea Series Trust Argent Large Cap (ABIG)	0.2	$31M	+23%	958k	32.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$29M		77k	373.44	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$27M	-2%	83k	323.01	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$25M		178k	141.05	View chart
JPMorgan Chase & Co. (JPM)	0.2	$24M		74k	322.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$23M	+24%	839k	27.43	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$22M		1.3M	16.49	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$22M		1.1M	20.89	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$22M		155k	141.06	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$21M		825k	25.75	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$21M	+16%	190k	110.96	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.2	$21M	+15%	173k	120.20	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$21M		630k	32.57	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$20M	-2%	191k	106.70	View chart
Exxon Mobil Corporation (XOM)	0.2	$20M	-4%	167k	120.34	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$20M	+2%	579k	34.46	View chart
Meta Platforms Cl A (META)	0.1	$19M	+11%	29k	660.09	View chart
Emerson Electric (EMR)	0.1	$19M	+3%	144k	132.72	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$19M		165k	113.72	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$18M	+11%	781k	23.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$18M		357k	49.90	View chart
Broadcom (AVGO)	0.1	$17M	+3%	50k	346.10	View chart
Tesla Motors (TSLA)	0.1	$17M	-5%	38k	449.72	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT)	0.1	$17M	+26%	343k	49.65	View chart
Wal-Mart Stores (WMT)	0.1	$16M	-8%	144k	111.41	View chart
Eli Lilly & Co. (LLY)	0.1	$16M	+2%	15k	1074.66	View chart
Procter & Gamble Company (PG)	0.1	$16M		109k	143.31	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$15M	+5%	379k	39.59	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$15M	+1269%	298k	49.59	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$15M	+16%	105k	141.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$15M	+10%	67k	219.78	View chart
Ameren Corporation (AEE)	0.1	$15M		146k	99.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$15M	+16%	146k	99.88	View chart
O'reilly Automotive (ORLY)	0.1	$15M	-7%	159k	91.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$14M	+11%	198k	71.41	View chart
Visa Com Cl A (V)	0.1	$14M		40k	350.71	View chart
Johnson & Johnson (JNJ)	0.1	$14M		67k	206.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$14M	+4%	105k	131.59	View chart
Ea Series Trust Argent Focused (ALIL)	0.1	$14M	+25%	470k	28.93	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$13M	+10%	249k	54.07	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$13M	-2%	72k	181.21	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$13M		237k	54.71	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$13M	+2%	130k	96.88	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$13M		328k	38.03	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$12M	+4%	230k	52.81	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$12M		209k	57.91	View chart
Bank of America Corporation (BAC)	0.1	$12M	-2%	216k	55.00	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$12M	+45%	103k	111.80	View chart
United Rentals (URI)	0.1	$11M		14k	809.32	View chart
Costco Wholesale Corporation (COST)	0.1	$11M		13k	862.34	View chart
Fair Isaac Corporation (FICO)	0.1	$11M		6.5k	1690.62	View chart
Ametek (AME)	0.1	$11M		53k	205.31	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$11M		77k	138.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$11M	-17%	110k	96.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$10M	+3%	14k	753.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$10M	-5%	387k	26.23	View chart
Equifax (EFX)	0.1	$9.9M	-2%	46k	216.98	View chart
Abbvie (ABBV)	0.1	$9.7M		43k	228.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$9.1M	+5%	95k	96.16	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$8.6M		34k	251.17	View chart
International Business Machines (IBM)	0.1	$8.3M		28k	296.21	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$8.2M	NEW	126k	65.51	View chart
Palantir Technologies Cl A (PLTR)	0.1	$8.2M	-6%	46k	177.75	View chart
McDonald's Corporation (MCD)	0.1	$8.2M		27k	305.63	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$8.0M	-2%	175k	45.53	View chart
United Parcel Service CL B (UPS)	0.1	$7.9M	-2%	79k	99.19	View chart
Oracle Corporation (ORCL)	0.1	$7.8M	-3%	40k	194.91	View chart
Coca-Cola Company (KO)	0.1	$7.8M		112k	69.91	View chart
Home Depot (HD)	0.1	$7.5M		22k	344.10	View chart
Chevron Corporation (CVX)	0.1	$7.4M	-2%	49k	152.41	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$7.2M	+4%	95k	75.85	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.2M		78k	93.08	View chart
Boeing Company (BA)	0.1	$7.2M	-2%	33k	217.12	View chart
Commerce Bancshares (CBSH)	0.1	$7.2M	+4%	137k	52.34	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.1M	+4%	13k	570.90	View chart
UnitedHealth (UNH)	0.1	$7.0M	-3%	21k	330.11	View chart
Danaher Corporation (DHR)	0.1	$6.9M		30k	228.92	View chart
Pepsi (PEP)	0.1	$6.9M	-2%	48k	143.52	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$6.8M	+8%	14k	480.57	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$6.7M	+4%	124k	54.07	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$6.7M	+10%	16k	412.76	View chart
Tortoise Capital Series Trus Mlp Etf	0.1	$6.6M	NEW	264k	25.15	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$6.4M	+5%	195k	32.89	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$6.4M		107k	59.67	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$6.3M		66k	95.09	View chart
Caterpillar (CAT)	0.0	$6.3M	-7%	11k	572.89	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$6.2M		30k	204.85	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$6.1M		132k	45.89	View chart
Ge Aerospace Com New (GE)	0.0	$6.0M	-4%	19k	308.04	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$6.0M	+4%	17k	342.98	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$5.9M		65k	90.67	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$5.8M	-6%	28k	209.12	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$5.8M	+6%	74k	78.81	View chart
Enterprise Products Partners (EPD)	0.0	$5.8M	-8%	181k	32.06	View chart
Merck & Co (MRK)	0.0	$5.8M	-9%	55k	105.26	View chart
Abbott Laboratories (ABT)	0.0	$5.7M	-7%	46k	125.29	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$5.7M	+6%	47k	121.29	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$5.6M	+2%	112k	50.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$5.5M	+4%	46k	121.75	View chart
Albemarle Corporation (ALB)	0.0	$5.5M	-24%	39k	141.44	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$5.5M	+3%	162k	33.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$5.4M		9.4k	579.45	View chart
Netflix (NFLX)	0.0	$5.2M	+1000%	56k	93.76	View chart
Enterprise Financial Services (EFSC)	0.0	$5.2M	-2%	96k	54.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$5.1M	-4%	60k	85.77	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$5.1M		85k	60.17	View chart
Union Pacific Corporation (UNP)	0.0	$5.1M		22k	231.32	View chart
Amgen (AMGN)	0.0	$5.0M	+11%	15k	327.31	View chart
Iren Ordinary Shares Call Option (IREN)	0.0	$4.9M	+4%	131k	37.77	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$4.9M	+11%	98k	50.50	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	0.0	$4.9M	+187%	127k	38.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$4.8M	+17%	33k	148.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$4.8M	+36%	12k	396.31	View chart
Pfizer (PFE)	0.0	$4.8M	-6%	192k	24.90	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$4.7M	-13%	65k	72.68	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.7M		26k	183.40	View chart
Verizon Communications (VZ)	0.0	$4.7M	-3%	115k	40.73	View chart
Illinois Tool Works (ITW)	0.0	$4.5M		18k	246.30	View chart
Cisco Systems (CSCO)	0.0	$4.4M	+7%	57k	77.03	View chart
ESCO Technologies (ESE)	0.0	$4.4M	-9%	23k	195.39	View chart
Wells Fargo & Company (WFC)	0.0	$4.3M		47k	93.20	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$4.3M	+3%	187k	23.19	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$4.3M	+13%	55k	77.88	View chart
Us Bancorp Del Com New (USB)	0.0	$4.3M	-14%	80k	53.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$4.2M		22k	191.56	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$4.2M		50k	84.64	View chart
Marsh & McLennan Companies	0.0	$4.1M	-2%	22k	185.52	View chart
Williams Companies (WMB)	0.0	$4.1M		68k	60.11	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$4.1M		43k	94.19	View chart
Goldman Sachs (GS)	0.0	$4.1M	-4%	4.6k	879.03	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$4.1M	+22%	6.7k	603.27	View chart
Qualcomm (QCOM)	0.0	$4.0M		24k	171.05	View chart
Cipher Mining Call Option (CIFR)	0.0	$4.0M	+4%	269k	14.76	View chart
Ge Vernova (GEV)	0.0	$4.0M	+6%	6.1k	653.60	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$3.9M		84k	46.59	View chart
Nextera Energy (NEE)	0.0	$3.8M	-6%	48k	80.28	View chart
Amphenol Corp Cl A (APH)	0.0	$3.8M		28k	135.14	View chart
Centene Corporation (CNC)	0.0	$3.8M	-47%	91k	41.15	View chart
Chubb (CB)	0.0	$3.7M	-2%	12k	312.13	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$3.7M		40k	92.30	View chart
Adobe Systems Incorporated (ADBE)	0.0	$3.6M	-3%	10k	350.00	View chart
Ingredion Incorporated (INGR)	0.0	$3.6M	+24%	33k	110.26	View chart
Philip Morris International (PM)	0.0	$3.6M	+67%	22k	160.40	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$3.6M	NEW	17k	214.68	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$3.6M	-13%	67k	53.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$3.6M	+15%	79k	45.21	View chart
Charles Schwab Corporation (SCHW)	0.0	$3.5M	-2%	35k	99.91	View chart
Stifel Financial (SF)	0.0	$3.5M	-3%	28k	125.22	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$3.5M		13k	268.30	View chart
Applovin Corp Com Cl A (APP)	0.0	$3.4M	+7%	5.1k	673.83	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.0	$3.4M		60k	56.58	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$3.4M	-4%	73k	46.81	View chart
American Express Company (AXP)	0.0	$3.4M	-10%	9.1k	369.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$3.4M	+113%	23k	143.97	View chart
Cigna Corp (CI)	0.0	$3.3M		12k	275.22	View chart
Automatic Data Processing (ADP)	0.0	$3.3M		13k	257.23	View chart
Targa Res Corp (TRGP)	0.0	$3.3M	-23%	18k	184.50	View chart
IDEXX Laboratories (IDXX)	0.0	$3.3M		4.9k	676.55	View chart
Evergy (EVRG)	0.0	$3.3M	-3%	46k	72.49	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$3.3M	-2%	23k	141.49	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$3.2M		54k	59.54	View chart
Walt Disney Company (DIS)	0.0	$3.2M		28k	113.77	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$3.1M	+8%	66k	46.92	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$3.1M	-2%	6.9k	444.59	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$3.0M	+4%	41k	74.17	View chart
Eaton Corp SHS (ETN)	0.0	$3.0M	+4%	9.5k	318.50	View chart
TJX Companies (TJX)	0.0	$3.0M		20k	153.61	View chart
Oneok (OKE)	0.0	$3.0M		41k	73.50	View chart
PPG Industries (PPG)	0.0	$3.0M		29k	102.46	View chart
Kroger (KR)	0.0	$3.0M		47k	62.48	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$2.9M	+22%	42k	69.67	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$2.9M		32k	90.97	View chart
Lowe's Companies (LOW)	0.0	$2.9M	-7%	12k	241.16	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.9M	+3%	6.1k	483.67	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$2.9M		19k	148.98	View chart
Celestica (CLS)	0.0	$2.8M	+6%	9.6k	295.61	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$2.8M	+12%	29k	97.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$2.8M	+2%	37k	74.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.8M	+18%	34k	81.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$2.7M		53k	50.29	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$2.6M	-15%	58k	44.37	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$2.6M	-4%	32k	80.22	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$2.6M	+6%	67k	38.11	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$2.6M	-4%	24k	107.11	View chart
Rockwell Automation (ROK)	0.0	$2.5M		6.5k	389.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$2.5M	+11%	8.3k	303.90	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$2.5M	-2%	67k	37.40	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$2.5M	+18%	56k	44.17	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$2.5M		27k	91.40	View chart
First Mid Ill Bancshares (FMBH)	0.0	$2.5M		63k	39.00	View chart
Vanguard World Financials Etf (VFH)	0.0	$2.5M	+6%	19k	133.49	View chart
Deere & Company (DE)	0.0	$2.5M	-9%	5.3k	465.61	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$2.5M	+5%	51k	48.11	View chart

Past Filings by Moneta Group Investment Advisors

SEC 13F filings are viewable for Moneta Group Investment Advisors going back to 2010

Moneta Group Investment Advisors 2025 Q4 filed Feb. 12, 2026
Moneta Group Investment Advisors 2025 Q3 filed Nov. 14, 2025
Moneta Group Investment Advisors 2025 Q2 filed Aug. 14, 2025
Moneta Group Investment Advisors 2025 Q1 filed May 15, 2025
Moneta Group Investment Advisors 2024 Q4 filed Feb. 11, 2025
Moneta Group Investment Advisors 2024 Q3 filed Nov. 12, 2024
Moneta Group Investment Advisors 2024 Q2 filed Aug. 13, 2024
Moneta Group Investment Advisors 2024 Q1 filed Aug. 13, 2024
Moneta Group Investment Advisors 2023 Q4 filed Feb. 15, 2024
Moneta Group Investment Advisors 2023 Q3 filed Nov. 15, 2023
Moneta Group Investment Advisors 2023 Q2 filed Aug. 15, 2023
Moneta Group Investment Advisors 2023 Q1 filed May 15, 2023
Moneta Group Investment Advisors 2022 Q4 restated filed Feb. 16, 2023
Moneta Group Investment Advisors 2022 Q4 restated filed Feb. 16, 2023
Moneta Group Investment Advisors 2022 Q4 filed Feb. 15, 2023
Moneta Group Investment Advisors 2022 Q3 filed Nov. 14, 2022

View all past filings

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