Moneta Group Investment Advisors LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$13.3B
Holdings
801
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
13.5%
02
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Sold 1.2% (48.6k → 48.0k shares)
7.2%
03
$VO
VANGUARD INDEX FDS
Q1 2026: Exited (was 1.0k shares)
5.4%
04
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
5.3%
05
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
5.0%
06
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
4.6%
07
$VV
VANGUARD INDEX FDS
Held since at least Q1 2024
3.1%
08
$IEMG
ISHARES INC
Held since at least Q1 2024
2.9%
09
$IVV
ISHARES TR
Held since at least Q1 2024
2.7%
10
$SCHM
SCHWAB STRATEGIC TR
Q1 2026: Sold 7.3% (148.0k → 137.2k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:26 UTC.