MONETA GROUP INVESTMENT ADVISORS LLC

Q1 2026 13F-HR Holdings

Location
St Louis, MO
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
808
Total value ($000)
$13,288,317
Net value change ($000)
+76,168 (0.6%)
New positions
55
Sold out positions
59
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 35,470 5.7%
VO 29,967 4.4%
SCHM 28,022 8.7%
VOE 19,446 10.7%
BIL 18,006 12.7%
IEFA 17,106 7.6%
ADM 15,871 8.5%
SCHV 14,699 10.5%
VEA 10,953 1.6%
QLTY 10,334 211.1%
Top Reduces (Value $000, Stocks/ETFs)
VOO -107,644 -5.7%
VUG -51,133 -7.6%
MSFT -21,028 -22.8%
IVW -11,096 -7.1%
AAPL -10,616 -5.6%
IVV -10,486 -2.8%
VTI -6,918 -3.9%
SCHX -6,075 -0.6%
NVDA -5,902 -9.5%
EFG -5,475 -10.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,207 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type