StockDriftsStockDriftsTop 50 Moneta Group Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 8.43% | 38.70M | $1.14B | +3.56%(+1.33M) | $21.44(+42.27%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6% | 10.06M | $810.5M | -74.72%(-29.73M) | $70.96(+18.85%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.78% | 10.96M | $780.8M | +0.09%(+9.77K) | $57.34(+29.07%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.55% | 3.44M | $750.2M | +2.10%(+70.93K) | $162.39(+40.10%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.51% | 8.64M | $744.2M | -83.03%(-42.27M) | $74.00(+20.52%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 3.64% | 1.43M | $491.6M | +4.37%(+59.79K) | $212.33(+67.91%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.56% | 5.81M | $481.2M | +4.48%(+248.80K) | $51.78(+59.59%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.22% | 580.2K | $434.5M | +5.32%(+29.30K) | $441.09(+76.59%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 3.21% | 11.77M | $433.9M | +4.43%(+499.31K) | $26.79(+36.98%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.08% | 2.91M | $281.1M | +8.43%(+226.34K) | $73.11(+38.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.82% | +59.41% | +7.07% | +40.74% |
| Top 20 Holdings Unweighted | +16.80% | +59.36% | +8.23% | +48.52% |
Moneta Group Investment Advisors LLC reports $13.52B in US-listed equity holdings across 878 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (8.4%), VO (6.0%) and VEA (5.8%). The top 20 holdings account for 62.16% of reported assets. Its disclosed equity book has returned +59.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Moneta Group Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1120927). View Moneta Group Investment Advisors LLC’s 13F filings on SEC