MONETA GROUP INVESTMENT ADVISORS LLC
MONETA GROUP INVESTMENT ADVISORS LLC reported 883 positions worth $13.52B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SCHX (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $1.14B | 8.43% | 38,698,661 | — | — | |
| ▸ 2 | VO | SH | $810.5M | 6.00% | 10,059,496 | — | — | |
| ▸ 3 | VEA | SH | $780.8M | 5.78% | 10,957,948 | — | — | |
| ▸ 4 | VTV | SH | $750.2M | 5.55% | 3,442,447 | — | — | |
| ▸ 5 | VUG | SH | $744.2M | 5.51% | 8,638,955 | — | — | |
| ▸ 6 | VV | SH | $491.6M | 3.64% | 1,429,481 | — | — | |
| ▸ 7 | IEMG | SH | $481.2M | 3.56% | 5,808,597 | — | — | |
| ▸ 8 | IVV | SH | $434.5M | 3.21% | 580,170 | — | — | |
| ▸ 9 | SCHM | SH | $433.9M | 3.21% | 11,767,147 | — | — | |
| ▸ 10 | IEFA | SH | $281.1M | 2.08% | 2,910,642 | — | — |
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Frequently Asked Questions
What stocks does MONETA GROUP INVESTMENT ADVISORS LLC hold as of Q2 2026?
MONETA GROUP INVESTMENT ADVISORS LLC reported 883 positions worth $13.52B in its Q2 2026 13F filing. Largest positions: SCHX (8.4%), VO (6.0%), VEA (5.8%), VTV (5.6%) and VUG (5.5%).
What did MONETA GROUP INVESTMENT ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MONETA GROUP INVESTMENT ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.