13F filer

Moneta Group Investment Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1120927 SEC filings ↗

13F Value

$13.52B

Positions

883

Top Position

SCHX8.4%

Top 5

31.3%

Latest filing changes

vs Mar 31, 2026

1 SCHX Schwab U.S. Large-Cap ETF +3.6%+$39.1M

2 QLTY GMO U.S. Quality ETF +145.6%+$25.5M

3 IVV iShares Core S&P 500 ETF +5.3%+$21.9M

4 IEFA iShares Core MSCI EAFE ETF +8.4%+$21.9M

5 IEMG iShares Core MSCI Emerging Markets ETF +4.5%+$20.6M

Holdings883

#							Trend (4Q)
1	SCHX Schwab U.S. Large-Cap ETF	8.4%	$1.14B	+3.6%	38.70M	7.2%		ETF
2	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	6.0%	$810.5M	-74.7%	10.06M	5.4%	—	ETF
3	VEA Vanguard Developed Markets Index Fund — ETF Shares	5.8%	$780.8M	+0.1%	10.96M	5.3%		ETF
4	VTV Vanguard Morningstar Value Index Fund — ETF Shares	5.6%	$750.2M	+2.1%	3.44M	5.0%		ETF
5	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	5.5%	$744.2M	+1.8%	8.64M	4.6%	—	ETF
6	VV Vanguard Morningstar Large-Cap Index Fund — ETF Shares	3.6%	$491.6M	+4.4%	1.43M	3.1%		ETF
7	IEMG iShares Core MSCI Emerging Markets ETF	3.6%	$481.2M	+4.5%	5.81M	2.9%		ETF
8	IVV iShares Core S&P 500 ETF	3.2%	$434.5M	+5.3%	580.2K	2.7%		ETF
9	SCHM Schwab U.S. Mid-Cap ETF	3.2%	$433.9M	+4.4%	11.77M	2.6%		ETF
10	IEFA iShares Core MSCI EAFE ETF	2.1%	$281.1M	+8.4%	2.91M	1.8%		ETF
11	VOT Vanguard Morningstar Mid-Cap Growth Index Fund — ETF Shares	1.7%	$231.8M	+5.5%	756.8K	1.4%		ETF
12	SCHG Schwab U.S. Large-Cap Growth ETF	1.7%	$225.5M	+3.6%	6.66M	1.4%		ETF
13	VOE Vanguard Morningstar Mid-Cap Value Index Fund — ETF Shares	1.7%	$224.4M	+4.2%	1.14M	1.5%		ETF
14	IJR iShares Core S&P Small-Cap ETF	1.6%	$219.8M	+0.9%	1.48M	1.4%		ETF
15	AAPL Apple	1.6%	$215.5M	+5.0%	744.8K	1.4%		Common Stock
16	VBK Vanguard Morningstar Small-Cap Growth Index Fund — ETF Shares	1.5%	$196.9M	+0.4%	538.4K	1.2%		ETF
17	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.4%	$195.5M	-0.2%	528.4K	1.3%		ETF
18	SCHV Schwab U.S. Large-Cap Value ETF	1.4%	$184.2M	+4.5%	5.29M	1.2%		ETF
19	ADM Archer Daniels Midland	1.3%	$178.6M	-15.9%	2.34M	1.5%		Common Stock
20	IVW iShares S&P 500 Growth ETF	1.3%	$177.3M	+0.2%	1.29M	1.1%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing41

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.