MONETA GROUP INVESTMENT ADVISORS LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$12.6B
Holdings
791
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (791 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 2,816,882 | $1.7T | 13705.73% | |
| 2 | SCHXSCHWAB STRATEGIC TR | 34,779,046 | $916.1B | 7278.57% | |
| 3 | VUGVANGUARD INDEX FDS | 1,372,695 | $658.4B | 5230.88% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 10,887,168 | $652.4B | 5183.22% | |
| 5 | VOVANGUARD INDEX FDS | 2,216,889 | $651.2B | 5173.92% | |
| 6 | VTVVANGUARD INDEX FDS | 3,229,930 | $602.3B | 4785.87% | |
| 7 | VVVANGUARD INDEX FDS | 1,304,328 | $401.6B | 3190.46% | |
| 8 | IEMGISHARES INC | 5,515,662 | $363.6B | 2888.87% | |
| 9 | IVVISHARES TR | 537,962 | $360.1B | 2860.78% | |
| 10 | SCHMSCHWAB STRATEGIC TR | 10,021,294 | $297.0B | 2360.01% | |
| 11 | AQLTISHARES TR | 2,349,867 | $205.2B | 1630.12% | |
| 12 | ADMARCHER DANIELS MIDLAND CO | 3,250,918 | $194.2B | 1543.06% | |
| 13 | AAPLAPPLE INC | 760,672 | $193.7B | 1538.93% | |
| 14 | VTIVANGUARD INDEX FDS | 573,064 | $188.1B | 1494.22% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 5,867,969 | $187.2B | 1487.74% | |
| 16 | VOTVANGUARD INDEX FDS | 621,300 | $182.5B | 1450.28% | |
| 17 | IJRISHARES TR | 1,478,979 | $175.7B | 1396.37% | |
| 18 | IVWISHARES TR | 1,293,428 | $156.1B | 1240.61% | |
| 19 | VOEVANGUARD INDEX FDS | 886,534 | $154.8B | 1229.71% | |
| 20 | VBKVANGUARD INDEX FDS | 506,199 | $150.7B | 1197.01% | |
| 21 | SCHVSCHWAB STRATEGIC TR | 4,734,490 | $137.8B | 1095.03% | |
| 22 | VBVANGUARD INDEX FDS | 495,332 | $126.0B | 1000.74% | |
| 23 | IWFISHARES TR | 262,935 | $123.2B | 978.56% | |
| 24 | SPYSPDR S&P 500 ETF TR | 171,487 | $114.2B | 907.68% | |
| 25 | IJHISHARES TR | 1,707,385 | $111.4B | 885.30% | |
| 26 | SCHFSCHWAB STRATEGIC TR | 4,404,339 | $102.5B | 814.66% | |
| 27 | MSFTMICROSOFT CORP | 188,938 | $97.9B | 777.53% | |
| 28 | VBRVANGUARD INDEX FDS | 449,384 | $93.8B | 745.20% | |
| 29 | BILSPDR SERIES TRUST | 1,012,373 | $92.9B | 738.00% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 152,118 | $76.5B | 607.62% | |
| 31 | IVEISHARES TR | 369,806 | $76.4B | 606.77% | |
| 32 | IWDISHARES TR | 330,241 | $67.2B | 534.19% | |
| 33 | NVDANVIDIA CORPORATION | 335,134 | $62.5B | 496.82% | |
| 34 | SCHESCHWAB STRATEGIC TR | 1,843,037 | $61.5B | 488.66% | |
| 35 | AMIDEA SERIES TRUST | 1,759,639 | $59.8B | 475.35% | |
| 36 | IGFISHARES TR | 976,736 | $59.7B | 474.32% | |
| 37 | IWMISHARES TR | 232,113 | $56.2B | 446.23% | |
| 38 | SCHASCHWAB STRATEGIC TR | 1,958,128 | $54.6B | 434.07% | |
| 39 | VXUSVANGUARD STAR FDS | 729,446 | $53.6B | 425.75% | |
| 40 | VEUVANGUARD INTL EQUITY INDEX F | 747,377 | $53.3B | 423.81% | |
| 41 | EFGISHARES TR | 447,770 | $51.0B | 405.15% | |
| 42 | VYMVANGUARD WHITEHALL FDS | 301,139 | $42.4B | 337.24% | |
| 43 | LRCXLAM RESEARCH CORP | 314,403 | $42.1B | 334.49% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 769,820 | $41.7B | 331.39% | |
| 45 | DFAUDIMENSIONAL ETF TRUST | 899,255 | $41.1B | 326.95% | |
| 46 | VNQVANGUARD INDEX FDS | 441,915 | $40.4B | 320.99% | |
| 47 | AMZNAMAZON COM INC | 180,515 | $39.6B | 314.92% | |
| 48 | SDYSPDR SERIES TRUST | 272,977 | $38.2B | 303.75% | |
| 49 | GOOGLALPHABET INC | 153,528 | $37.3B | 296.54% | |
| 50 | BRK-BBERKSHIRE HATHAWAY INC DEL | 49 | $37.0B | 293.63% | |
| 51 | SCZISHARES TR | 468,555 | $35.9B | 285.62% | |
| 52 | SPYMSPDR SERIES TRUST | 449,157 | $35.2B | 279.57% | |
| 53 | EFAISHARES TR | 374,771 | $35.0B | 278.03% | |
| 54 | IWPISHARES TR | 237,990 | $33.9B | 269.29% | |
| 55 | IJTISHARES TR | 227,479 | $32.2B | 255.75% | |
| 56 | IWBISHARES TR | 77,350 | $28.3B | 224.61% | |
| 57 | IWOISHARES TR | 84,443 | $27.0B | 214.72% | |
| 58 | GOOGALPHABET INC | 105,599 | $25.7B | 204.34% | |
| 59 | IWSISHARES TR | 179,375 | $25.1B | 199.06% | |
| 60 | ABIGEA SERIES TRUST | 775,489 | $24.5B | 194.84% | |
| 61 | ETENERGY TRANSFER L P | 1,362,325 | $23.4B | 185.74% | |
| 62 | JPMJPMORGAN CHASE & CO. | 74,018 | $23.3B | 185.50% | |
| 63 | SCHHSCHWAB STRATEGIC TR | 1,069,896 | $23.1B | 183.36% | |
| 64 | NDQINVESCO QQQ TR | 38,128 | $22.9B | 181.87% | |
| 65 | VTVANGUARD INTL EQUITY INDEX F | 157,542 | $21.7B | 172.49% | |
| 66 | SPABSPDR SERIES TRUST | 821,788 | $21.2B | 168.78% | |
| 67 | SPYGSPDR SERIES TRUST | 196,094 | $20.5B | 162.83% | |
| 68 | XOMEXXON MOBIL CORP | 174,832 | $19.7B | 156.62% | |
| 69 | DFAEDIMENSIONAL ETF TRUST | 624,304 | $19.7B | 156.40% | |
| 70 | METAMETA PLATFORMS INC | 26,365 | $19.4B | 153.84% | |
| 71 | ORLYOREILLY AUTOMOTIVE INC | 171,950 | $18.5B | 147.29% | |
| 72 | DFICDIMENSIONAL ETF TRUST | 562,437 | $18.4B | 146.53% | |
| 73 | SCHDSCHWAB STRATEGIC TR | 674,487 | $18.4B | 146.30% | |
| 74 | IJSISHARES TR | 166,427 | $18.4B | 146.23% | |
| 75 | EMREMERSON ELEC CO | 139,210 | $18.3B | 145.09% | |
| 76 | TSLATESLA INC | 40,633 | $18.1B | 143.58% | |
| 77 | VIOOVANGUARD ADMIRAL FDS INC | 163,329 | $18.0B | 143.36% | |
| 78 | IVOGVANGUARD ADMIRAL FDS INC | 149,625 | $17.9B | 142.04% | |
| 79 | IBITISHARES BITCOIN TRUST ETF | 272,402 | $17.7B | 140.68% | |
| 80 | PGPROCTER AND GAMBLE CO | 110,341 | $17.0B | 134.70% | |
| 81 | SCHZSCHWAB STRATEGIC TR | 703,175 | $16.5B | 131.13% | |
| 82 | DFIVDIMENSIONAL ETF TRUST | 352,884 | $16.3B | 129.31% | |
| 83 | WMTWALMART INC | 157,797 | $16.3B | 129.21% | |
| 84 | AVGOBROADCOM INC | 48,773 | $16.1B | 127.85% | |
| 85 | AEEAMEREN CORP | 145,224 | $15.2B | 120.44% | |
| 86 | DFACDIMENSIONAL ETF TRUST | 359,396 | $13.9B | 110.14% | |
| 87 | VVISA INC | 39,176 | $13.4B | 106.26% | |
| 88 | URIUNITED RENTALS INC | 13,826 | $13.2B | 104.88% | |
| 89 | IWNISHARES TR | 74,380 | $13.2B | 104.49% | |
| 90 | VIGVANGUARD SPECIALIZED FUNDS | 60,724 | $13.1B | 104.11% | |
| 91 | IJJISHARES TR | 100,540 | $13.0B | 103.62% | |
| 92 | IWRISHARES TR | 132,523 | $12.8B | 101.66% | |
| 93 | EEMISHARES TR | 238,477 | $12.7B | 101.18% | |
| 94 | AQLTISHARES TR | 89,558 | $12.7B | 101.11% | |
| 95 | JNJJOHNSON & JOHNSON | 67,782 | $12.6B | 99.86% | |
| 96 | DFGPDIMENSIONAL ETF TRUST | 225,878 | $12.6B | 99.73% | |
| 97 | AGGISHARES TR | 125,171 | $12.5B | 99.70% | |
| 98 | DUHPDIMENSIONAL ETF TRUST | 321,178 | $12.1B | 96.38% | |
| 99 | IJKISHARES TR | 126,373 | $12.1B | 96.28% | |
| 100 | EFVISHARES TR | 177,559 | $12.0B | 95.69% |
Page 1 of 8Next