Data as of Q4 2025 (Dec 31, 2025)

MONETA GROUP INVESTMENT ADVISORS LLC

•CIK: 1120927•Filing: Q4 2025

MONETA Group Investment Advisors LLC, with $13.2 billion in assets under management, is known for its concentrated, high-conviction equity strategy, focusing on a small number of high-quality growth stocks. Recently, the fund has made notable moves by adding PULS and QLTY with significant increases, while cutting positions in IBIT and BRBR, reflecting its dynamic approach to capitalizing on market opportunities.

Total AUM
$13.2B
+ $318.7K in options
QoQ Performance
+4.9%
Positions
535
+ 1 option
Top 10 Concentration
55.3%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
SCHX
VEA
VO
VUG
VOO14.4%
SCHX7.3%
VEA5.2%
VO5.2%
VUG5.1%
VTV4.7%
VV3.1%
IEMG2.9%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+7.8%
14.4% of portfolio
BIL
SPDR SERIES TRUST
+53.6%
1.1% of portfolio
VO
VANGUARD INDEX FDS
+6.3%
5.2% of portfolio
SCHX
SCHWAB STRATEGIC TR
+3.0%
7.3% of portfolio
VOE
VANGUARD INDEX FDS
+15.4%
1.4% of portfolio

📉 Biggest Sells

AAPL
APPLE INC
-7.8%
1.4% of portfolio
VTI
VANGUARD INDEX FDS
-8.0%
1.3% of portfolio
SCHG
SCHWAB STRATEGIC TR
-2.4%
1.4% of portfolio
CNC
CENTENE CORP DEL
-48.0%
0.0% of portfolio
IWF
ISHARES TR
-2.7%
0.9% of portfolio

Sector Breakdown

Other73.3%
ETF18.9%
Technology4.2%
Financial1.5%
Consumer0.8%
Healthcare0.6%
Industrial0.3%
Energy0.2%

🚪 Exited Positionssold since Q3 2025

IBIT
ISHARES BITCOIN TRUST ETF
SOLD
$17.7M
BRBR
BELLRING BRANDS INC
SOLD
$9.3M
IYW
ISHARES TR
SOLD
$5.0M
TRGP
TARGA RES CORP
SOLD
$3.9M
ADP
AUTOMATIC DATA PROCESSING IN
SOLD
$3.8M
+587 more exited positions

Changes from Q3 2025

NEW3 new positions
↑110 increased
↓86 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023

📌 Top Holdings

VOO14.4%
VANGUARD INDEX FDS
$1.9B
SCHX7.3%
SCHWAB STRATEGIC TR
$964.2M
VEA5.2%
VANGUARD TAX-MANAGED FDS
$690.6M
VO5.2%
VANGUARD INDEX FDS
$684.2M
VUG5.1%
VANGUARD INDEX FDS
$668.8M

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