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Emily Berry

Moneta Group Investment Advisors Llc

Assets Managed
$13.288B
Holdings
800
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0.58%(2Q avg: 2.78%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Moneta Group Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 800 positions.

Assets under management

The assets under management (AUM) of Moneta Group Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 13.288B in assets, with a quarterly growth rate of 0.58% and a 2-quarter average growth rate of 2.78%. The portfolio is managed by Emily Berry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.98%
13.53%
$1.797B
3.007M shares@ $597.56 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 4.3%
7.22%
$958.138M
37.369M shares@ $25.64 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 321.94%
5.38%
$714.133M
9.947M shares@ $71.8 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.96%
5.28%
$701.559M
10.948M shares@ $64.08 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 2.87%
4.98%
$661.491M
3.372M shares@ $196.21 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 518.92%
4.65%
$617.699M
8.485M shares@ $72.8 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 4.18%
3.09%
$409.332M
1.37M shares@ $298.86 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -1.88%
2.92%
$387.796M
5.56M shares@ $69.75 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.89%
2.71%
$359.837M
550,875 shares@ $653.21 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 5.61%
2.63%
$348.852M
11.268M shares@ $30.96 avg price

1-10 of 800