MONETA GROUP INVESTMENT ADVISORS LLC

Q3 2026 13F-HR Holdings

Location
St Louis, MO
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
885
Total value ($000)
$16,128,505
Net value change ($000)
+2,612,890 (19.3%)
New positions
65
Sold out positions
62
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 2,342,672 NEW
SCHX 44,347 3.9%
VUG 36,785 4.9%
XOM 30,111 NEW
MSFT 28,312 38.1%
AAPL 28,063 13.0%
IEMG 25,673 5.3%
BIL 22,472 12.7%
SCHG 19,248 8.5%
SPACE EXPLORATION TECHN CORP 19,154 896.3%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -41,839 -35.8%
XOM -20,364 -100.0%
IJR -19,621 -8.9%
SCHM -19,346 -4.5%
VBK -15,546 -7.9%
DUHP -13,956 -100.0%
DFAR -8,695 -100.0%
IJH -8,642 -6.4%
VOT -8,336 -3.6%
DFSV -8,322 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,657 (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