MONETA GROUP INVESTMENT ADVISORS LLC - Portfolio Stock Holdings
MONETA GROUP INVESTMENT ADVISORS LLC disclosed 908 stock positions in a recent SEC 13F filing. $13,491,406,946 of stock holdings were filed, with the largest holdings including SCHX, VO, and VEA. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $50,536,192,552 and has 585 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
908Est. Stock Holding Value:
$13,491,406,946Top Stock Holdings By Sector
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Portfolio Stock Holdings - MONETA GROUP INVESTMENT ADVISORS LLC
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Portfolio Options Holdings - MONETA GROUP INVESTMENT ADVISORS LLC
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