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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 SCHX, VO, VEA, VTV, VUG, and represent 31.26% of Moneta Group Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$39M), QLTY (+$26M), IVV (+$22M), IEFA (+$22M), IEMG (+$21M), VV (+$21M), GOOG (+$20M), SCHM (+$18M), DHR (+$17M), BIL (+$16M).
Started 117 new stock positions in COOK, FTC, HONA, RBRK, TLN, DTCR, ECG, DDOG, HBR, NNN.
Reduced shares in these 10 stocks: ADM (-$34M), FICO (-$7.0M), BAC (-$6.5M), EMR (-$6.5M), ALB (-$6.1M), LRCX (-$5.9M), JAAA, SCHD, DVY, VYM.
Sold out of its positions in ACM, ALB, BTQ, BWXT, OZ, DYNF, BAH, CGGR, Carnival Corporation, CMG.
Moneta Group Investment Advisors was a net buyer of stock by $471M.
Moneta Group Investment Advisors has $14B in assets under management (AUM), dropping by 1.71%.
Central Index Key (CIK): 0001120927

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Portfolio Holdings for Moneta Group Investment Advisors

Moneta Group Investment Advisors holds 879 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Moneta Group Investment Advisors has 879 total positions. Only the first 250 positions are shown.

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Download the Moneta Group Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	8.4	$1.1B	+3%	39M	29.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.0	$811M		10M	80.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.8	$781M		11M	71.25	View chart
Vanguard Index Fds Value Etf (VTV)	5.6	$750M	+2%	3.4M	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	5.5	$744M		8.6M	86.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.6	$492M	+4%	1.4M	343.91	View chart
Ishares Core Msci Emkt (IEMG)	3.6	$481M	+4%	5.8M	82.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$435M	+5%	580k	748.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.2	$434M	+4%	12M	36.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$281M	+8%	2.9M	96.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.7	$232M	+5%	757k	306.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$226M	+3%	6.7M	33.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$224M	+4%	1.1M	197.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$220M		1.5M	148.31	View chart
Apple (AAPL)	1.6	$216M	+5%	745k	289.36	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.5	$197M		538k	365.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$196M		528k	370.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.4	$184M	+4%	5.3M	34.81	View chart
Archer Daniels Midland Company (ADM)	1.3	$179M	-15%	2.3M	76.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$177M		1.3M	137.53	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.3	$176M	+10%	1.9M	91.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$153M		506k	303.12	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$136M		182k	746.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$136M		1.1M	124.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$136M		1.8M	77.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$130M	+2%	4.7M	27.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$124M	+2%	509k	242.99	View chart
Lam Research Corp Com New (LRCX)	0.9	$117M	-4%	269k	433.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$86M		353k	242.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$83M		367k	227.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$83M	+4%	166k	500.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$76M	+3%	2.1M	36.13	View chart
Microsoft Corporation (MSFT)	0.6	$74M	+3%	199k	373.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$72M	+8%	841k	85.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$72M		238k	300.45	View chart
NVIDIA Corporation (NVDA)	0.5	$72M	+11%	358k	200.09	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.5	$71M	+3%	1.1M	66.60	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$70M		1.9M	36.26	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.5	$64M	-2%	1.8M	36.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$62M		737k	83.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$57M	+53%	161k	353.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$56M	+3%	156k	357.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$54M		432k	124.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$51M	+3%	853k	59.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$50M	-5%	314k	158.03	View chart
Amazon (AMZN)	0.4	$48M	+7%	203k	238.34	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$47M	+30%	339k	137.54	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$47M		900k	51.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$45M	+3%	470k	96.43	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$44M	+12%	530k	82.27	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.3	$43M	+145%	1.0M	41.62	View chart
Ea Series Trust Arge Lar Cap Etf (ABIG)	0.3	$42M	+8%	1.2M	34.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$41M		56k	736.40	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$41M		229k	178.60	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$40M	-6%	262k	152.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$38M		368k	103.88	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.3	$38M	+19%	258k	146.30	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$37M		255k	146.41	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$37M		423k	87.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$36M	-2%	48.00	748850.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$31M		76k	409.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$31M	-2%	78k	393.96	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$28M	-2%	173k	164.60	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$28M	+36%	216k	130.40	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$27M	+10%	543k	49.55	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$26M	+4%	1.1M	23.68	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$26M	+6%	219k	118.99	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$26M		1.4M	19.12	View chart
JPMorgan Chase & Co. (JPM)	0.2	$25M	+2%	76k	327.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$25M		157k	156.95	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$24M	-3%	607k	40.21	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$24M		175k	136.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$24M	-13%	745k	31.71	View chart
Danaher Corporation (DHR)	0.2	$23M	+286%	120k	190.48	View chart
Broadcom (AVGO)	0.2	$22M	+11%	59k	377.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$22M	+2%	587k	37.26	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$21M	-2%	829k	25.52	View chart
Meta Platforms Cl A (META)	0.2	$21M	+23%	37k	563.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$20M		149k	136.72	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$20M		360k	54.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$19M	+5%	841k	23.13	View chart
Eli Lilly & Co. (LLY)	0.1	$19M	+5%	15k	1199.43	View chart
Ea Series Trust Argent Focused (ALIL)	0.1	$18M	-3%	546k	33.32	View chart
Tesla Motors (TSLA)	0.1	$18M	+10%	43k	420.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$18M	+5%	75k	236.62	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$18M	-3%	398k	44.36	View chart
Johnson & Johnson (JNJ)	0.1	$18M		69k	253.97	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$18M	+8%	322k	54.46	View chart
Ameren Corporation (AEE)	0.1	$17M	+3%	153k	113.04	View chart
Wal-Mart Stores (WMT)	0.1	$16M		143k	113.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$16M		235k	68.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$16M	+4%	162k	98.98	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$16M		133k	117.50	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$16M	+3%	106k	147.73	View chart
United Rentals (URI)	0.1	$16M		14k	1132.87	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$16M		70k	221.20	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$15M	-6%	200k	76.55	View chart
Firefly Aerospace (FLY)	0.1	$15M	NEW	498k	29.40	View chart
Emerson Electric (EMR)	0.1	$15M	-30%	102k	143.15	View chart
Visa Com Cl A (V)	0.1	$14M	+3%	42k	343.09	View chart
O'reilly Automotive (ORLY)	0.1	$14M		156k	92.09	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$14M	+2%	210k	67.56	View chart
Palo Alto Networks (PANW)	0.1	$14M	+311%	41k	341.02	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$14M		334k	41.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$14M	+5%	115k	119.52	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$14M	+2%	259k	52.95	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$13M		77k	170.14	View chart
FirstSun Capital Bancorp (FSUN)	0.1	$13M	NEW	333k	38.78	View chart
Procter & Gamble Company (PG)	0.1	$13M	-8%	88k	146.64	View chart
Commerce Bancshares (CBSH)	0.1	$13M	-11%	220k	57.75	View chart
Ametek (AME)	0.1	$13M		52k	241.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M	-22%	80k	156.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$12M		111k	110.32	View chart
Caterpillar (CAT)	0.1	$12M		11k	1064.89	View chart
Costco Wholesale Corporation (COST)	0.1	$12M		13k	935.44	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT)	0.1	$11M	-11%	339k	33.29	View chart
Gmo Etf Trust Intl Quality Etf (QLTI)	0.1	$11M	+190%	413k	27.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$11M	-2%	380k	28.96	View chart
Abbvie (ABBV)	0.1	$11M	+5%	43k	251.64	View chart
Advanced Micro Devices (AMD)	0.1	$11M	+82%	18k	580.92	View chart
UnitedHealth (UNH)	0.1	$10M	+9%	24k	415.62	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$10M	+875%	52k	191.75	View chart
Eaton Corp SHS (ETN)	0.1	$9.8M	+8%	23k	426.12	View chart
Ge Vernova (GEV)	0.1	$9.2M	+61%	7.8k	1174.84	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$9.1M		17k	522.38	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$9.1M		33k	273.63	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$8.7M	+347%	332k	26.16	View chart
United Parcel Svcs CL B (UPS)	0.1	$8.4M		78k	107.50	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$8.3M	+5%	215k	38.79	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.1	$8.2M	+72%	127k	64.95	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$8.2M	+2%	170k	48.12	View chart
International Business Machines (IBM)	0.1	$7.9M		28k	281.21	View chart
Merck & Co (MRK)	0.1	$7.9M	-2%	61k	128.50	View chart
Boeing Company (BA)	0.1	$7.8M	+3%	36k	216.47	View chart
ESCO Technologies (ESE)	0.1	$7.7M		22k	350.04	View chart
Chevron Corporation (CVX)	0.1	$7.6M	-2%	46k	165.76	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$7.5M		111k	67.63	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.5M		81k	92.21	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$7.4M	-21%	79k	94.57	View chart
Home Depot (HD)	0.1	$7.3M	-5%	21k	352.68	View chart
Coca-Cola Company (KO)	0.1	$7.2M	-3%	89k	81.27	View chart
Cipher Mining (CIFR)	0.1	$7.2M	+4%	295k	24.50	View chart
Iren Ordinary Shares Call Option (IREN)	0.1	$7.2M	+19%	158k	45.73	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.2M	+13%	14k	513.61	View chart
Cisco Systems (CSCO)	0.1	$7.2M	+7%	61k	117.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$7.0M		80k	87.91	View chart
Equifax (EFX)	0.1	$7.0M		44k	158.72	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$6.9M	-5%	67k	102.81	View chart
McDonald's Corporation (MCD)	0.1	$6.9M	-2%	26k	270.31	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$6.8M	-9%	91k	75.25	View chart
Oracle Corporation (ORCL)	0.0	$6.7M	+11%	46k	146.55	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$6.6M	+2%	51k	127.81	View chart
Enterprise Financial Services (EFSC)	0.0	$6.6M	-4%	100k	65.88	View chart
Applied Materials (AMAT)	0.0	$6.5M	+19%	9.0k	722.97	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$6.5M	-3%	152k	42.67	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$6.5M	+943%	34k	190.78	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$6.5M		18k	365.87	View chart
Enterprise Products Partners (EPD)	0.0	$6.3M	-5%	172k	36.76	View chart
Union Pacific Corporation (UNP)	0.0	$6.2M	+4%	23k	272.00	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$6.2M	-6%	116k	53.19	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$6.2M	+34%	33k	190.52	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$6.1M	-2%	40k	153.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$6.1M	+24%	17k	368.39	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$6.1M	-8%	28k	219.21	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$6.0M	+7%	115k	52.76	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$6.0M	-4%	25k	246.21	View chart
Tortoise Capital Series Trus Mlp Etf (TMLP)	0.0	$6.0M	-3%	218k	27.66	View chart
Palantir Technologies Cl A (PLTR)	0.0	$6.0M	+4%	51k	116.67	View chart
Qualcomm (QCOM)	0.0	$6.0M	+27%	32k	184.79	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$5.8M	NEW	111k	52.72	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.0	$5.8M	-4%	61k	96.02	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$5.8M	+4%	74k	77.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$5.8M		93k	62.20	View chart
Bank of America Corporation (BAC)	0.0	$5.8M	-53%	101k	56.98	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$5.6M		132k	42.59	View chart
Micron Technology (MU)	0.0	$5.5M	+12%	4.8k	1154.33	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.0	$5.5M	NEW	56k	98.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$5.5M	+2%	33k	164.27	View chart
Netflix (NFLX)	0.0	$5.5M	+43%	76k	71.40	View chart
Ge Aerospace Com New (GE)	0.0	$5.4M		15k	373.72	View chart
Intel Corporation (INTC)	0.0	$5.4M	+11%	39k	139.63	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$5.4M	-20%	101k	53.50	View chart
Pepsi (PEP)	0.0	$5.3M	-3%	39k	135.40	View chart
Amgen (AMGN)	0.0	$5.2M		15k	362.12	View chart
Philip Morris International (PM)	0.0	$5.2M	-2%	29k	180.91	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$5.2M	-6%	7.4k	703.30	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$5.1M		43k	119.13	View chart
Amphenol Corp Cl A (APH)	0.0	$5.1M		29k	176.32	View chart
Williams Companies (WMB)	0.0	$5.1M		68k	74.34	View chart
Centene Corporation (CNC)	0.0	$5.0M	-3%	78k	64.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$4.9M		89k	55.01	View chart
Us Bancorp Com New (USB)	0.0	$4.9M	+4%	81k	60.40	View chart
Illinois Tool Works (ITW)	0.0	$4.9M		18k	270.48	View chart
Targa Res Corp (TRGP)	0.0	$4.8M		18k	268.14	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$4.8M	-6%	95k	50.66	View chart
Verizon Communications (VZ)	0.0	$4.8M	+3%	114k	42.34	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$4.8M	+4%	20k	242.42	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$4.7M	+10%	9.7k	477.59	View chart
Goldman Sachs (GS)	0.0	$4.5M	-2%	4.4k	1011.29	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$4.5M	+24%	82k	54.63	View chart
Lincoln Electric Holdings (LECO)	0.0	$4.4M	+710%	17k	265.51	View chart
Exchange Traded Concepts Tru Robo Glb Artif (THNQ)	0.0	$4.4M	NEW	48k	91.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$4.3M	+3%	20k	212.77	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$4.3M	+14%	57k	75.45	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$4.2M	-7%	181k	23.52	View chart
Thermo Fisher Scientific (TMO)	0.0	$4.2M	-10%	8.4k	501.34	View chart
Chubb (CB)	0.0	$4.1M		12k	340.75	View chart
Abbott Laboratories (ABT)	0.0	$4.1M		45k	90.74	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.0M	+3%	21k	189.73	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$4.0M	+55%	2.0k	1989.15	View chart
Evergy (EVRG)	0.0	$4.0M		46k	86.43	View chart
Marvell Technology (MRVL)	0.0	$3.9M		13k	297.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$3.8M		55k	69.90	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$3.8M	+31%	43k	88.17	View chart
Celestica (CLS)	0.0	$3.8M		10k	364.80	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$3.8M		67k	56.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$3.7M	-17%	39k	95.44	View chart
Kla Corp Com New (KLAC)	0.0	$3.7M	+892%	12k	301.70	View chart
Oneok (OKE)	0.0	$3.7M	+5%	43k	86.94	View chart
Pfizer (PFE)	0.0	$3.7M	-6%	155k	24.08	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$3.7M		24k	156.97	View chart
Nextera Energy (NEE)	0.0	$3.7M	-7%	42k	87.77	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$3.6M		66k	54.03	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$3.5M		68k	51.78	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$3.5M	+21%	5.3k	655.92	View chart
Monro Muffler Brake (MNRO)	0.0	$3.5M	NEW	204k	17.11	View chart
PPG Industries (PPG)	0.0	$3.5M		29k	121.29	View chart
Marsh & McLennan Companies (MRSH)	0.0	$3.5M	-2%	21k	166.67	View chart
Altria (MO)	0.0	$3.5M	+9%	48k	71.95	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$3.5M	+2%	33k	106.31	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$3.5M	-10%	45k	76.70	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$3.4M	-3%	41k	82.62	View chart
American Express Company (AXP)	0.0	$3.4M	+10%	10k	338.25	View chart
Snowflake Com Shs (SNOW)	0.0	$3.4M	NEW	13k	254.50	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$3.3M		41k	81.94	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$3.3M	-2%	30k	109.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$3.3M	-3%	40k	82.34	View chart
Texas Instruments Incorporated (TXN)	0.0	$3.3M	-5%	11k	298.06	View chart
Wells Fargo & Company (WFC)	0.0	$3.3M	-6%	39k	82.64	View chart
TJX Companies (TJX)	0.0	$3.2M	+7%	21k	151.50	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$3.2M		20k	163.67	View chart
Servicenow (NOW)	0.0	$3.2M	+161%	32k	99.28	View chart
First Mid Ill Bancshares (FMBH)	0.0	$3.2M	+4%	66k	48.09	View chart
Strive Cl A Com (ASST)	0.0	$3.2M	NEW	291k	10.91	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$3.2M	-20%	3.3k	965.00	View chart
Corning Incorporated (GLW)	0.0	$3.1M	-3%	12k	255.42	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$3.1M	+6%	41k	75.79	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$3.1M	+6%	31k	100.67	View chart
Lockheed Martin Corporation (LMT)	0.0	$3.1M		6.1k	509.42	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$3.1M	+22%	29k	107.62	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 2026 Q2 filed Aug. 14, 2026
Moneta Group Investment Advisors 2026 Q1 filed May 12, 2026
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

View all past filings

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