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Monument Group Wealth Advisors

Latest statistics and disclosures from Monument Group Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAI, VTI, VEA, DFAE, and represent 80.33% of Monument Group Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$6.0M), DFAC, DFAI, BRK.B, IEFA, SPY, KO, VTV, SHE, GOOGL.
Started 5 new stock positions in GOOGL, Blackstone Real Estate Income, IEFA, SHE, KO.
Reduced shares in these 10 stocks: VEA, VTI, ADP, VWO, VB, SCZ, GOOG, VBR, AVUS, IWF.
Sold out of its position in ADP.
Monument Group Wealth Advisors was a net buyer of stock by $8.6M.
Monument Group Wealth Advisors has $184M in assets under management (AUM), dropping by 8.01%.
Central Index Key (CIK): 0001965665

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Positions held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	42.5	$78M		2.0M	39.59	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	16.6	$31M	+3%	800k	38.11	View chart
Vanguard Total Stk Mkt Etf (VTI)	11.6	$21M		63k	335.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	5.3	$9.7M	-6%	155k	62.47	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	4.4	$8.1M	+2%	249k	32.57	View chart
Apple Stock (AAPL)	3.8	$7.0M	+628%	26k	271.86	View chart
Vanguard Value Etf Etf (VTV)	2.4	$4.4M	+5%	23k	191.00	View chart
Vanguard Small-cap Etf Etf (VB)	2.0	$3.6M	-4%	14k	257.96	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.2	$2.2M	-8%	41k	53.76	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.9	$1.7M	-5%	7.8k	211.81	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.7	$1.3M	-11%	17k	77.53	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.7	$1.3M		29k	43.43	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.4	$817k	-6%	7.3k	111.78	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$786k	+111%	1.6k	502.65	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$679k	+64%	996.00	682.14	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$679k		991.00	685.03	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$621k	+44%	1.3k	487.86	View chart
Microsoft Stock (MSFT)	0.3	$573k	+13%	1.2k	483.64	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$566k		9.6k	58.73	View chart
Nvidia Corporation Stock (NVDA)	0.3	$528k	+42%	2.8k	186.50	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.3	$495k		8.3k	59.54	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.2	$443k		9.5k	46.59	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$422k		1.0k	412.86	View chart
Stryker Corp Stock (SYK)	0.2	$422k		1.2k	351.47	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$419k		1.7k	251.21	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$401k		5.3k	75.45	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$399k	NEW	4.5k	89.46	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$391k	-18%	1.2k	313.80	View chart
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG)	0.2	$376k		2.4k	158.25	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.2	$359k		3.7k	97.80	View chart
Willis Towers Watson Stock (WTW)	0.2	$340k		1.0k	328.67	View chart
Rtx Corporation Stock (RTX)	0.2	$335k	+2%	1.8k	183.41	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$309k		3.9k	78.82	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$291k		1.5k	191.67	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.2	$284k		6.6k	42.84	View chart
Dimensional Us Vector Equity Etf Etf (DXUV)	0.1	$270k		4.5k	59.78	View chart
Merck & Co Stock (MRK)	0.1	$266k		2.5k	105.26	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$261k	+5%	900.00	290.37	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$251k		1.8k	143.52	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$251k		779.00	322.22	View chart
Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC)	0.1	$251k		5.8k	42.89	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$247k		1.2k	210.34	View chart
Coca Cola Stock (KO)	0.1	$239k	NEW	3.4k	69.92	View chart
Mcdonalds Corp Stock (MCD)	0.1	$235k		770.00	305.63	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$224k	+16%	802.00	279.42	View chart
Johnson & Johnson Stock (JNJ)	0.1	$220k	-15%	1.1k	207.04	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$219k	-18%	462.00	474.21	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$205k	-13%	311.00	660.09	View chart
State Street Spdr Msci Usa Gender Diversity Etf Etf (SHE)	0.1	$205k	NEW	1.6k	132.07	View chart
Google Stock (GOOGL)	0.1	$201k	NEW	642.00	313.00	View chart
Blackstone Reit Inc Com Cl I Reit	0.1	$163k	NEW	12k	14.01	View chart

Past Filings by Monument Group Wealth Advisors

SEC 13F filings are viewable for Monument Group Wealth Advisors going back to 2023

Monument Group Wealth Advisors 2025 Q4 filed Jan. 15, 2026
Monument Group Wealth Advisors 2025 Q3 filed Oct. 24, 2025
Monument Group Wealth Advisors 2025 Q2 filed July 29, 2025
Monument Group Wealth Advisors 2025 Q1 filed April 24, 2025
Monument Group Wealth Advisors 2024 Q4 filed Jan. 15, 2025
Monument Group Wealth Advisors 2024 Q3 filed Oct. 18, 2024
Monument Group Wealth Advisors 2024 Q2 filed Aug. 6, 2024
Monument Group Wealth Advisors 2024 Q1 filed May 8, 2024
Monument Group Wealth Advisors 2023 Q4 filed Feb. 1, 2024

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