Moneta Group Investment Advisors
Moneta Group Investment Advisors reported 874 stocks worth $13.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SCHX (8.4%), VO (6.0%) and VEA (5.8%). Compared with Q1 2026, the fund opened new positions in FLY, added to SCHX, VO and VTV, trimmed VTI, ADM and VB and sold out of FICO, ALB and DES.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $1.1B | 8.4% | 38.7M | +1.3M (+4%) | 8 of 8 | |
| 2 |  VO Vanguard Index Fds | $810M | 6.0% | 10.1M | +113K (+1%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $781M | 5.8% | 11M | No change | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $750M | 5.5% | 3.4M | +71K (+2%) | 8 of 8 | |
| 5 |  VUG Vanguard Index Fds | $744M | 5.5% | 8.6M | +154K (+2%) | 8 of 8 | |
| 6 |  VV Vanguard Large Cap ETF | $492M | 3.6% | 1.4M | +60K (+4%) | 8 of 8 | |
| 7 |  IEMG Ishares Inc | $481M | 3.6% | 5.8M | +249K (+4%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $434M | 3.2% | 580K | +29K (+5%) | 8 of 8 | |
| 9 |  SCHM Schwab Strategic TR | $434M | 3.2% | 11.8M | +499K (+4%) | 8 of 8 | |
| 10 |  IEFA Ishares TR | $281M | 2.1% | 2.9M | +226K (+8%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FICO Fair Isaac Corp | $7M | 6,528 |
 ALB Albemarle Corp | $6.1M | 34K |
HONEYWELL INTL INC | $2.2M | 9,651 |
 DES Wisdomtree TR | $1.3M | 35K |
 TG Tredegar Corp | $1M | 130K |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Moneta Group Investment Advisors 13F FAQ
What does Moneta Group Investment Advisors own?
Moneta Group Investment Advisors reported 874 stocks worth $13.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SCHX (8.4%), VO (6.0%) and VEA (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Moneta Group Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 112 new positions, 354 added to, 317 trimmed and 39 sold out. New positions include FLY. It sold all of FICO, ALB and DES.
When will Moneta Group Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Moneta Group Investment Advisors's portfolio worth?
The Q2 2026 filing reports $13.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.