MONETA GROUP INVESTMENT ADVISORS LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$13.52B
13F filings
5
Latest filing
Aug 14, 2026

Top 10 holdings

SCHX $1.14B
8.43% of AUM
VO $810.49M
6.00% of AUM
VEA $780.75M
5.78% of AUM
VTV $750.21M
5.55% of AUM
VUG $744.16M
5.51% of AUM
VV $491.61M
3.64% of AUM
IEMG $481.18M
3.56% of AUM
IVV $434.48M
3.21% of AUM
SCHM $433.85M
3.21% of AUM
IEFA $281.11M
2.08% of AUM

About this filer

FilingIQ has indexed 5 quarterly Form 13F filings from MONETA GROUP INVESTMENT ADVISORS LLC. Reported assets under management total $13.52B.

View live MONETA GROUP INVESTMENT ADVISORS LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does MONETA GROUP INVESTMENT ADVISORS LLC have under management?
Per MONETA GROUP INVESTMENT ADVISORS LLC's most recent SEC Form 13F filing dated Aug 14, 2026, total assets under management are $13.52B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has MONETA GROUP INVESTMENT ADVISORS LLC submitted?
FilingIQ has indexed 5 quarterly Form 13F filings from MONETA GROUP INVESTMENT ADVISORS LLC. Filings are due 45 days after quarter-end.
Where does MONETA GROUP INVESTMENT ADVISORS LLC's holdings data come from?
Every position shown on this page sources back to MONETA GROUP INVESTMENT ADVISORS LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.