MONETA GROUP INVESTMENT ADVISORS LLC
Q2 2026 13F filing
Updated 27 days ago886 disclosed positions worth $13.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.1B | 38.70M | 8.43% | Added(+3.6%) |
| 2 | V VGES VANGUARD INDEX FDS | $810.5M | 10.06M | 6.00% | Added(+1.1%) |
| 3 | V VGES VANGUARD TAX-MANAGED FDS | $780.8M | 10.96M | 5.78% | Added(+0.1%) |
| 4 | V VGES VANGUARD INDEX FDS | $750.2M | 3.44M | 5.55% | Added(+2.1%) |
| 5 | V VGES VANGUARD INDEX FDS | $744.2M | 8.64M | 5.51% | Added(+1.8%) |
| 6 | V VGES VANGUARD INDEX FDS | $491.6M | 1.43M | 3.64% | Added(+4.4%) |
| 7 | E ETHA ISHARES INC | $481.2M | 5.81M | 3.56% | Added(+4.5%) |
| 8 | E ETHA ISHARES TR | $434.5M | 580.2K | 3.21% | Added(+5.3%) |
| 9 | S SCHW-PJ SCHWAB STRATEGIC TR | $433.9M | 11.77M | 3.21% | Added(+4.4%) |
| 10 | E ETHA ISHARES TR | $281.1M | 2.91M | 2.08% | Added(+8.4%) |
| 11 | V VGES VANGUARD INDEX FDS | $231.8M | 756.8K | 1.72% | Added(+5.5%) |
| 12 | S SCHW-PJ SCHWAB STRATEGIC TR | $225.5M | 6.66M | 1.67% | Added(+3.5%) |
| 13 | V VGES VANGUARD INDEX FDS | $224.4M | 1.14M | 1.66% | Added(+4.2%) |
| 14 | E ETHA ISHARES TR | $219.8M | 1.48M | 1.63% | Added(+0.9%) |
| 15 | A AAPL APPLE INC | $215.5M | 744.8K | 1.59% | Added(+5.0%) |
| 16 | T THQ VANGUARD INDEX FDS | $196.9M | 538.4K | 1.46% | Added(+0.4%) |
| 17 | V VGES VANGUARD INDEX FDS | $195.5M | 528.4K | 1.45% | Trimmed(-0.2%) |
| 18 | S SCHW-PJ SCHWAB STRATEGIC TR | $184.2M | 5.29M | 1.36% | Added(+4.5%) |
| 19 | A ADM ARCHER DANIELS MIDLAND CO | $178.6M | 2.34M | 1.32% | Trimmed(-15.9%) |
| 20 | E ETHA ISHARES TR | $177.3M | 1.29M | 1.31% | Added(+0.2%) |
| 21 | S STT-PG SPDR SERIES TRUST | $176.4M | 1.92M | 1.30% | Added(+10.2%) |
| 22 | V VGES VANGUARD INDEX FDS | $153.4M | 506.0K | 1.13% | Trimmed(-0.8%) |
| 23 | S SPY STATE STR SPDR S&P 500 ETF T | $136.1M | 182.3K | 1.01% | Trimmed(-0.1%) |
| 24 | E ETHA ISHARES TR | $136M | 1.10M | 1.01% | Trimmed(-0.1%) |
| 25 | E ETHA ISHARES TR | $135.6M | 1.76M | 1.00% | Added(+1.9%) |
| 26 | S SCHW-PJ SCHWAB STRATEGIC TR | $129.8M | 4.69M | 0.96% | Added(+2.3%) |
| 27 | V VGES VANGUARD INDEX FDS | $123.7M | 509.1K | 0.92% | Added(+2.8%) |
| 28 | L LRCX LAM RESEARCH CORP | $116.7M | 269.4K | 0.86% | Trimmed(-4.8%) |
| 29 | E ETHA ISHARES TR | $85.6M | 353.0K | 0.63% | Trimmed(-0.5%) |
| 30 | E ETHA ISHARES TR | $83.4M | 367.3K | 0.62% | Trimmed(-0.9%) |
| 31 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $83.2M | 166.3K | 0.62% | Added(+4.6%) |
| 32 | S SCHW-PJ SCHWAB STRATEGIC TR | $75.5M | 2.09M | 0.56% | Added(+3.2%) |
| 33 | M MSFT MICROSOFT CORP | $74.4M | 199.3K | 0.55% | Added(+3.8%) |
| 34 | V VGES VANGUARD STAR FDS | $71.9M | 840.6K | 0.53% | Added(+8.4%) |
| 35 | E ETHA ISHARES TR | $71.6M | 238.3K | 0.53% | Added(+0.5%) |
| 36 | N NVDA NVIDIA CORPORATION | $71.6M | 357.7K | 0.53% | Added(+11.0%) |
| 37 | E ETHA ISHARES TR | $71.1M | 1.07M | 0.53% | Added(+3.5%) |
| 38 | S SCHW-PJ SCHWAB STRATEGIC TR | $70.4M | 1.94M | 0.52% | Added(+1.4%) |
| 39 | ? N/A EA SERIES TRUST | $64M | 1.76M | 0.47% | Trimmed(-2.6%) |
| 40 | V VGES VANGUARD INTL EQUITY INDEX F | $61.7M | 736.9K | 0.46% | Added(+0.2%) |
| 41 | G GOOGN ALPHABET INC | $56.9M | 160.9K | 0.42% | Added(+53.8%) |
| 42 | G GOOGN ALPHABET INC | $55.7M | 155.9K | 0.41% | Added(+3.8%) |
| 43 | E ETHA ISHARES TR | $53.8M | 432.1K | 0.40% | Trimmed(-1.9%) |
| 44 | V VGES VANGUARD INTL EQUITY INDEX F | $50.9M | 852.9K | 0.38% | Added(+3.1%) |
| 45 | V VGES VANGUARD WHITEHALL FDS | $49.7M | 314.4K | 0.37% | Trimmed(-5.6%) |
| 46 | A AMZN AMAZON COM INC | $48.3M | 202.7K | 0.36% | Added(+202558.0%) |
| 47 | V VGES VANGUARD ADMIRAL FDS INC | $46.6M | 338.7K | 0.34% | Added(+30.8%) |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $46.5M | 900.2K | 0.34% | Added(+0.3%) |
| 49 | V VGES VANGUARD INDEX FDS | $45.4M | 470.4K | 0.34% | Added(+3.8%) |
| 50 | J JNJ ISHARES TR | $43.6M | 530.0K | 0.32% | Added(+13.0%) |