Institutional Manager · CIK 0001120927
MONETA GROUP INVESTMENT ADVISORS LLC
ST LOUIS, MO · File #028-05899
Latest AUM
$13.21B
Positions
810
Top-10 Concentration
63.6%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025810 pos · $13.21B
- 13F HOLDINGS REPORTQ/E Sep 2025793 pos · $12.59B
- 13F HOLDINGS REPORTQ/E Jun 2025708 pos · $8.40B
- 13F HOLDINGS REPORTQ/E Mar 2025669 pos · $7.25B
- 13F HOLDINGS REPORTQ/E Dec 2024665 pos · $7.14B
- 13F HOLDINGS REPORTQ/E Sep 2024647 pos · $6.89B
- 13F HOLDINGS REPORTQ/E Jun 2024607 pos · $6.14B
- 13F HOLDINGS REPORTQ/E Jun 2024609 pos · $6.26B
- 13F HOLDINGS REPORTQ/E Dec 2023527 pos · $4.40B
- 13F HOLDINGS REPORTQ/E Sep 2023546 pos · $4.52B
- 13F HOLDINGS REPORTQ/E Jun 2023541 pos · $4.17B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2023471 pos · $3.88B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2023456 pos · $3.65B
- 13F HOLDINGS REPORTQ/E Mar 2023471 pos · $3.88B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 3,036,683 | $1.90B | 17.24% |
| 2 | SCHWAB STRATEGIC TR | 808524201 | 35,831,024 | $964.2M | 8.73% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 11,055,006 | $690.6M | 6.25% |
| 4 | VANGUARD INDEX FDS | 922908629 | 2,357,405 | $684.2M | 6.19% |
| 5 | VANGUARD INDEX FDS | 922908736 | 1,370,951 | $668.8M | 6.05% |
| 6 | VANGUARD INDEX FDS | 922908744 | 3,277,770 | $626.0M | 5.67% |
| 7 | VANGUARD INDEX FDS | 922908637 | 1,314,815 | $413.9M | 3.75% |
| 8 | ISHARES INC | 46434G103 | 5,666,498 | $380.9M | 3.45% |
| 9 | ISHARES TR | 464287200 | 540,665 | $370.3M | 3.35% |
| 10 | SCHWAB STRATEGIC TR | 808524508 | 10,669,428 | $320.8M | 2.90% |
| 11 | ISHARES TR | 46432F842 | 2,525,201 | $225.9M | 2.05% |
| 12 | APPLE INC | AAPL | 701,224 | $190.6M | 1.73% |
| 13 | VANGUARD INDEX FDS | 922908538 | 672,555 | $187.7M | 1.70% |
| 14 | SCHWAB STRATEGIC TR | 808524300 | 5,729,958 | $186.9M | 1.69% |
| 15 | ARCHER DANIELS MIDLAND CO | ADM | 3,237,596 | $186.1M | 1.69% |
| 16 | VANGUARD INDEX FDS | 922908512 | 1,022,955 | $181.4M | 1.64% |
| 17 | VANGUARD INDEX FDS | 922908769 | 527,290 | $176.8M | 1.60% |
| 18 | ISHARES TR | 464287804 | 1,470,990 | $176.8M | 1.60% |
| 19 | ISHARES TR | 464287309 | 1,269,877 | $156.5M | 1.42% |
| 20 | VANGUARD INDEX FDS | 922908595 | 506,845 | $153.1M | 1.39% |