Moneta Group Investment Advisors LLC ETF holdings
St Louis, MO
Reported $11.5B in 360 ETFs in its Form 13F for June 30, 2026.
ETF value
$11.5B
ETFs held
360
Change from prior quarter
-0.9%
With price moves
ETFs as a share of its 13F
85.2%
of $13.5B
Top 10 of 360 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $1.1B | 38,698,661 | +1,329,784 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $810.5M | 10,059,496 | +112,663 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $780.8M | 10,957,948 | +9,774 shares |
| VTV | Vanguard Morningstar Value ETF | $750.2M | 3,442,447 | +70,931 shares |
| VUG | Vanguard Morningstar Growth ETF | $744.2M | 8,638,955 | +153,875 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $491.6M | 1,429,481 | +59,791 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $481.2M | 5,808,597 | +248,803 shares |
| IVV | iShares Core S&P 500 ETF | $434.5M | 580,170 | +29,295 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $433.9M | 11,767,147 | +499,305 shares |
| IEFA | iShares Core MSCI EAFE ETF | $281.1M | 2,910,642 | +226,340 shares |
350 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001120927. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Moneta Group Investment Advisors LLC own?
Moneta Group Investment Advisors LLC reported 360 ETF positions worth $11.5B in its Form 13F for June 30, 2026. The largest was SCHX, at $1.1B.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.