MONETA GROUP INVESTMENT ADVISORS LLC

Q2 2026 13F-HR Holdings

Location
St Louis, MO
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
883
Total value ($000)
$13,515,615
Net value change ($000)
+227,298 (1.7%)
New positions
112
Sold out positions
38
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHX 180,764 18.9%
VUG 126,461 20.5%
VO 96,361 13.5%
IEMG 93,388 24.1%
VTV 88,722 13.4%
SCHM 85,003 24.4%
VV 82,281 20.1%
VEA 79,195 11.3%
IVV 74,647 20.7%
LRCX 56,266 93.1%
Top Reduces (Value $000, Stocks/ETFs)
VOO -1,796,751 -100.0%
ADM -23,408 -11.6%
FICO -6,969 -100.0%
ALB -6,053 -100.0%
BAC -4,732 -45.1%
EMR -4,679 -24.3%
XOM -4,675 -18.7%
JAAA -4,569 -62.8%
IBIT -3,247 -22.9%
DVY -3,195 -20.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,972 (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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type