MONETA GROUP INVESTMENT ADVISORS LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$13.2B

Total Positions

806

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

VOO14.41%

SCHX7.30%

VEA5.23%

VO5.18%

VUG5.06%

VTV4.74%

VV3.13%

IEMG2.88%

IVV2.80%

SCHM2.43%

Other18.73%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PLTR12Q held

Palantir Technologies Inc

Avg $29.83 · $7M est. P&L

Est. P&L

+506.15%

CDE18Q held

COEUR MNG INC

Avg $5.24 · $399,874 est. P&L

Est. P&L

+245.33%

MPLX22Q held

MPLX LP

Avg $16.03 · $2.4M est. P&L

Est. P&L

+228.10%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 804 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOO VANGUARD INDEX FDS	3M	$1.9B	14.4%	—	$579.46	+9.02%	28 qtrs	Increased 67
SCHX SCHWAB STRATEGIC TR	35.8M	$964.2M	7.3%	—	$21.18	+28.07%	28 qtrs	Increased 64
VEA VANGUARD TAX-MANAGED FDS	11.1M	$690.6M	5.2%	—	$57.14	+9.88%	28 qtrs	Increased 62
VO VANGUARD INDEX FDS	2.4M	$684.2M	5.2%	—	$269.54	+8.68%	28 qtrs	Increased 65
VUG VANGUARD INDEX FDS	1.4M	$668.8M	5.1%	—	$358.91	+37.00%	28 qtrs	Decreased 0
VTV VANGUARD INDEX FDS	3.3M	$626M	4.7%	—	$160.61	+19.78%	28 qtrs	Increased 59
VV VANGUARD INDEX FDS	1.3M	$413.9M	3.1%	—	$202.45	+56.68%	28 qtrs	Increased 58
IEMG ISHARES INC	5.7M	$380.9M	2.9%	—	$46.26	+45.68%	28 qtrs	Increased 55
IVV ISHARES TR	540,665	$370.3M	2.8%	—	$454.53	+51.79%	28 qtrs	Increased 53
SCHM SCHWAB STRATEGIC TR	10.7M	$320.8M	2.4%	—	$26.30	+15.53%	28 qtrs	Increased 57
IEFA ISHARES TR	2.5M	$225.9M	1.7%	—	$67.33	+33.48%	28 qtrs	Increased 52
AAPL Apple Inc	701,224	$190.6M	1.4%	—	$152.31	+79.13%	28 qtrs	Decreased 0
VOT VANGUARD INDEX FDS	672,555	$187.7M	1.4%	—	$228.17	+23.65%	28 qtrs	Increased 52
SCHG SCHWAB STRATEGIC TR	5.7M	$186.9M	1.4%	—	$24.49	+34.28%	28 qtrs	Decreased 0
ADM Archer-Daniels-Midland Co	3.2M	$186.1M	1.4%	—	$76.90	-24.93%	13 qtrs	Decreased 0
VOE VANGUARD INDEX FDS	1M	$181.4M	1.4%	—	$142.80	+25.24%	28 qtrs	Increased 55
VTI VANGUARD INDEX FDS	527,290	$176.8M	1.3%	—	$240.29	+40.60%	28 qtrs	Decreased 0
IJR ISHARES TR	1.5M	$176.8M	1.3%	—	$97.33	+25.03%	28 qtrs	Decreased 0
IVW ISHARES TR	1.3M	$156.5M	1.2%	—	$72.64	+70.91%	28 qtrs	Decreased 0
VBK VANGUARD INDEX FDS	506,845	$153.1M	1.2%	—	$232.11	+31.45%	28 qtrs	Increased 48
BIL SPDR SERIES TRUST	1.6M	$142.1M	1.1%	—	$89.14	+2.20%	19 qtrs	Increased 67
SCHV SCHWAB STRATEGIC TR	4.7M	$139.8M	1.1%	—	$25.31	+17.91%	28 qtrs	Decreased 0
VB VANGUARD INDEX FDS	506,835	$130.7M	1.0%	—	$195.08	+33.52%	28 qtrs	Increased 43
IWF ISHARES TR	255,913	$121.1M	0.9%	—	$264.42	+80.37%	28 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	175,049	$119.4M	0.9%	—	$395.36	+73.77%	28 qtrs	Increased 43
Showing 25 of 804 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

AMIDEA SERIES TRUST

Q1 2024 → Q4 2025+972,615 shares+$35.3M

BILSPDR SERIES TRUST

Q1 2024 → Q4 2025+1.6M shares+$141.8M

SCHXSCHWAB STRATEGIC TR

Q1 2024 → Q4 2025+28.3M shares+$537.8M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer