GuruTrack

MONETA GROUP INVESTMENT ADVISORS LLC

13F filer · CIK 1120927 · St Louis, MO

Summary
MONETA GROUP INVESTMENT ADVISORS LLC reported $13.52B across 883 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SCHX (8.4%), VO (6.0%), VEA (5.8%). Versus 2026 Q1, leaving options aside, it opened 116 new positions, added to 370, trimmed 331 and sold out of 38.
Reported value$13.52B
Positions883incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions116
Added370
Trimmed331
Sold out38

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 8.4%Value $1.14BPrice $30.09Shares 38.70M +3.56%Since Jun 30 +2.24%
Weight 6.0%Value $810.49MPrice $79.04Shares 10.06M +1.13%Since Jun 30 -1.90%
Weight 5.8%Value $780.75MPrice $71.18Shares 10.96M +0.09%Since Jun 30 -0.10%
Weight 5.6%Value $750.21MPrice $217.89Shares 3.44M +2.10%Since Jun 30 -0.02%
Weight 5.5%Value $744.16MPrice $89.94Shares 8.64M +1.81%Since Jun 30 +4.41%
Weight 3.6%Value $491.61MPrice $352.28Shares 1.43M +4.37%Since Jun 30 +2.43%
Weight 3.6%Value $481.18MPrice $81.89Shares 5.81M +4.48%Since Jun 30 -1.15%
Weight 3.2%Value $434.48MPrice $767.52Shares 580K +5.32%Since Jun 30 +2.49%
Weight 3.2%Value $433.85MPrice $34.20Shares 11.77M +4.43%Since Jun 30 -7.24%
Weight 2.1%Value $281.11MPrice $97.46Shares 2.91M +8.43%Since Jun 30 +0.91%
Weight 1.7%Value $231.81MPrice $294.57Shares 757K +5.48%Since Jun 30 -3.83%
Weight 1.7%Value $225.47MPrice $35.91Shares 6.66M +3.55%Since Jun 30 +6.12%
Weight 1.7%Value $224.38MPrice $196.99Shares 1.14M +4.17%Since Jun 30 -0.31%
Weight 1.6%Value $219.80MPrice $136.91Shares 1.48M +0.94%Since Jun 30 -7.69%
Weight 1.6%Value $215.51MPrice $329.40Shares 745K +5.00%Since Jun 30 +13.84%
Weight 1.5%Value $196.89MPrice $338.38Shares 538K +0.41%Since Jun 30 -7.47%
Weight 1.4%Value $195.54MPrice $375.26Shares 528K -0.20%Since Jun 30 +1.41%
Weight 1.4%Value $184.21MPrice $33.51Shares 5.29M +4.47%Since Jun 30 -3.73%
Weight 1.3%Value $178.59MPrice $79.40Shares 2.34M -15.88%Since Jun 30 +3.93%
Weight 1.3%Value $177.25MPrice $142.34Shares 1.29M +0.24%Since Jun 30 +3.50%
Weight 1.3%Value $176.38MPrice $91.65Shares 1.92M +10.18%Since Jun 30 +0.01%
Weight 1.1%Value $153.38MPrice $286.08Shares 506K -0.75%Since Jun 30 -5.62%
Weight 1.0%Value $136.13MPrice $764.20Shares 182K -0.15%Since Jun 30 +2.33%
Weight 1.0%Value $136.02MPrice $125.30Shares 1.10M -0.06%Since Jun 30 +0.91%
Weight 1.0%Value $135.61MPrice $72.37Shares 1.76M +1.93%Since Jun 30 -6.15%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

QLTYQLTYGMO ETF TRUST≈ $25.51MAdd
IVVIVVISHARES TR≈ $21.94MAdd
IEFAIEFAISHARES TR≈ $21.86MAdd
IEMGIEMGISHARES INC≈ $20.61MAdd

Largest sells in 2026 Q2

VOOVOOVANGUARD INDEX FDS≈ $1.80BTrim
FICOFICOFAIR ISAAC CORP≈ $6.97MSold
ALBALBALBEMARLE CORP≈ $6.05MSold
EMREMREMERSON ELEC CO≈ $5.91MTrim

Options

Notional value, listed apart from stocks

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR