Moneta Group Investment Advisors LLC - Q22026 Holdings

Moneta Group Investment Advisors LLC holds 877 stocks with a total portfolio value of $ 13.52B as of Q22026. In Q22026, Moneta Group Investment Advisors LLC added 114 new positions, increased stakes in 370 stocks, reduced 332 holdings, and fully exited 37 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 8.43% of the total portfolio.