MONETA GROUP INVESTMENT ADVISORS LLC

RIA/Wealth

MONETA GROUP INVESTMENT ADVISORS LLC is a RIA/Wealth based in St. Louis, MO led by Eric Michael Kittner, reporting $42.8B in AUM as of Q3 2025 with 84% ETF concentration, 53% concentrated in top 10 holdings, and minimal technology exposure.

CEOEric Michael Kittner

Portfolio Value: $12.5B
Positions: 782
Top Holding: VOO at 13.75%
Last Reported: Q3 2025

Address100 South Brentwood Blvd., St. Louis, MO, 63105, United States

Top Holdings

Largest long holdings in MONETA GROUP INVESTMENT ADVISORS LLC's portfolio (52.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$1.7B	13.75%	+$1.5B Bought	— 2.8M shares	Q3 2015 Held for 10y 2m
2 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$916.1M	7.30%	+$47.6M Bought	— 34.8M shares	Q3 2015 Held for 10y 2m
3 Vanguard Growth VUG	ETF ETF	$658.4M	5.25%	+$241.3M Bought	— 1.4M shares	Q2 2017 Held for 8y 5m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$652.4M	5.20%	+$587.4M Bought	— 10.9M shares	Q2 2017 Held for 8y 5m
5 Vanguard Mid-Cap Fund VO	ETF ETF	$651.2M	5.19%	+$426.5M Bought	— 2.2M shares	Q3 2017 Held for 8y 2m
6 Vanguard Value VTV	ETF ETF	$602.3M	4.80%	+$266.4M Bought	— 3.2M shares	Q2 2017 Held for 8y 5m
7 Vanguard Large-Cap VV	ETF ETF	$401.6M	3.20%	+$6.8M Bought	— 1.3M shares	Q4 2017 Held for 7y 11m
8 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$363.6M	2.90%	+$1.2M Bought	— 5.5M shares	Q4 2015 Held for 9y 11m
9 iShares Core S&P 500 ETF IVV	ETF ETF	$360.1M	2.87%	+$7.0M Bought	— 538.0K shares	Q3 2012 Held for 13y 2m
10 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$297.0M	2.37%	+$16.5M Bought	— 10.0M shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MONETA GROUP INVESTMENT ADVISORS LLC's latest filing

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Market Value

$12.5B

Prior: $8.4B

Q/Q Change

+49.93%

+$4.2B

Net Flows % of MV

+27.88%

Turnover Ratio

14.7%

New Purchases

58 stocks

$182.8M

Added To

386 stocks

+$3.4B

Sold Out Of

22 stocks

$6.1M

Reduced Holdings

237 stocks

-$71.7M

Increased Positions

Position	Shares Δ	Change
1 Dimensional US Core Equity Market DFAU	New	0 → 899.3K +$41.1M
2 DFAE Dimensional Emerging Core Equity Market DFAE	New	0 → 624.3K +$19.7M
3 Dimensional International Core Equity 2 DFIC	New	0 → 562.4K +$18.4M
4 Dimensional Global Core Plus Fixed Income DFGP	New	0 → 225.9K +$12.6M
5 Dimensional US High Profitability DUHP	New	0 → 321.2K +$12.1M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	8.7K → 0 −$1.5M
2 Fortive FTV	Sold	6.0K → 0 −$311.0K
3 Super Micro Computer, Inc. SMCI	Sold	6.2K → 0 −$306.2K
4 iShares MBS MBB	Sold	3.2K → 0 −$302.8K
5 TransDigm Group TDG	Sold	186.0 → 0 −$283.3K

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Analytics

Portfolio insights and performance metrics for MONETA GROUP INVESTMENT ADVISORS LLC

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Sector Allocation

ETF

84.20%

Technology

4.20%

Consumer Defensive

2.30%

Financial Services

2.10%

Industrials

1.20%

Consumer Cyclical

0.90%

Healthcare

0.90%

Communication Services

0.80%

Energy

0.70%

Utilities

0.30%

Basic Materials

0.10%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

7.29%

Large Cap ($10B - $200B)

5.64%

Mid Cap ($2B - $10B)

0.40%

Small Cap ($300M - $2B)

0.12%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.08%

N/A (ETF or Unknown)

86.45%

Portfolio Concentration

Top 10 Holdings %

52.82%

Top 20 Holdings %

67.07%

Top 50 Holdings %

83.74%

Top 100 Holdings %

91.38%