MONETA GROUP INVESTMENT ADVISORS LLC
All 13F Filings
- Location
- St Louis, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 13,212,149
- Description
- St Louis Missouri based relationship driven wealth allocation platform with a limited liability advisory organization and a cycle aware and portfolio focused investment mandate. The approach emphasizes concentrated position governance, fundamental research depth, and active stewardship and governance oversight for fiduciary household mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through risk budget governance and portfolio discipline.
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 809 | 13,212,149 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q3 2025 | 11/14/2025 | 792 | 12,585,993 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q2 2025 | 8/14/2025 | 707 | 8,395,165 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q1 2025 | 5/15/2025 | 668 | 7,253,809 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2024 | 2/11/2025 | 664 | 7,138,252 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q3 2024 | 11/12/2024 | 646 | 6,885,796 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q2 2024 | 8/13/2024 | 609 | 6,262,588 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q1 2024 | 8/13/2024 | 607 | 6,136,211 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2023 | 2/15/2024 | 565 | 5,060,796 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q3 2023 | 11/15/2023 | 527 | 4,403,376 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q2 2023 | 8/15/2023 | 545 | 4,515,165 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q1 2023 | 5/15/2023 | 540 | 4,166,292 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2022 | 2/16/2023 | 456 | 3,648,770 | 13F-HR/A - RESTATEMENT | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2022 | 2/16/2023 | 471 | 3,878,144 | 13F-HR/A - RESTATEMENT | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2022 | 2/15/2023 | 471 | 3,878,144 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q3 2022 | 11/14/2022 | 432 | 2,625,602 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q2 2022 | 8/15/2022 | 469 | 2,929,161 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q1 2022 | 5/11/2022 | 446 | 2,548,455 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2021 | 2/11/2022 | 476 | 2,459,704 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q3 2021 | 11/12/2021 | 454 | 2,169,282 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q2 2021 | 8/13/2021 | 449 | 2,170,845 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q1 2021 | 5/14/2021 | 420 | 1,891,366 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2020 | 2/12/2021 | 316 | 1,391,589 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q3 2020 | 11/13/2020 | 272 | 1,148,978 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q2 2020 | 8/12/2020 | 250 | 1,053,605 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q1 2020 | 5/13/2020 | 233 | 961,299 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2019 | 2/11/2020 | 273 | 1,192,165 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q1 2014 | 5/22/2014 | 121 | 169,417 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2013 | 5/23/2014 | 125 | 165,965 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q3 2013 | 5/23/2014 | 116 | 151,767 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q2 2013 | 5/23/2014 | 113 | 141,950 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q1 2013 | 5/22/2014 | 110 | 132,780 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q4 2012 | 5/22/2014 | 103 | 115,503 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
| Q3 2012 | 5/23/2014 | 101 | 109,078 | 13F-HR | MONETA GROUP INVESTMENT ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
843
(0.0% of total reported value)
· QoQ Δ:
-121
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.832 M | 36.6% | 265.4 K | 0 | 265.4 K |
| ETFs | 8.364 M | 63.3% | 360.5 K | 0 | 360.5 K |
| Debt | 12.55 K | 0.1% | 631 | 0 | 631 |
| Other | 3.24 K | 0.0% | 0 | 246 | -246 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
13,212,149
Holdings
809
QoQ value change ($000)
626,156
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.