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 83.46% of Monument Group Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VTI, DFAI, VTV, VB, VEA, VBR, DXUV, DFAE, VOT, VWO.
  • Started 2 new stock positions in VOT, DXUV.
  • Reduced shares in these 10 stocks: DFAC, KO, , AAPL, IBM, FDL, , JPM, PEG, GL.
  • Sold out of its positions in KO, XOM, FDL, GL, IBM, PEG, DHS.
  • Monument Group Wealth Advisors was a net seller of stock by $-149k.
  • Monument Group Wealth Advisors has $170M in assets under management (AUM), dropping by 6.95%.
  • Central Index Key (CIK): 0001965665

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Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 47 positions in its portfolio as reported in the September 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) 44.1 $75M 1.9M 38.57
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Dimensional International Core Equity Market Etf Etf (DFAI) 16.6 $28M +3% 776k 36.35
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Vanguard Total Stk Mkt Etf (VTI) 12.4 $21M +11% 64k 328.17
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Vanguard Ftse Developed Markets Etf Etf (VEA) 5.8 $9.9M +4% 166k 59.92
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Dimensional Emerging Core Equity Market Etf Etf (DFAE) 4.5 $7.6M +3% 243k 31.53
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Vanguard Value Etf Etf (VTV) 2.4 $4.1M +13% 22k 186.49
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Vanguard Small-cap Etf Etf (VB) 2.2 $3.7M +14% 15k 254.29
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.4 $2.4M +6% 45k 54.18
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Vanguard Small Cap Value Etf Etf (VBR) 1.0 $1.7M +20% 8.2k 208.71
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Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.9 $1.5M +6% 20k 76.72
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Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.7 $1.2M 29k 42.47
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Apple Stock (AAPL) 0.5 $898k -37% 3.5k 254.63
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Avantis U.s. Equity Etf Etf (AVUS) 0.5 $846k 7.8k 108.70
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Ishares Core S&p 500 Etf Etf (IVV) 0.4 $661k 987.00 669.39
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.3 $568k 9.6k 58.85
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Microsoft Stock (MSFT) 0.3 $542k -22% 1.0k 517.97
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Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.3 $493k -3% 8.5k 58.22
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Stryker Corp Stock (SYK) 0.3 $444k -24% 1.2k 369.67
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Dimensional Us Marketwide Value Etf Etf (DFUV) 0.3 $431k 9.6k 44.69
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Vanguard Growth Etf Etf (VUG) 0.2 $423k 882.00 479.82
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Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $411k 1.0k 402.58
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Vanguard Mega Cap Etf Etf (MGC) 0.2 $405k 1.7k 244.15
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Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $404k 606.00 666.18
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Vanguard Total International Stock Etf Etf (VXUS) 0.2 $390k 5.3k 73.47
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $374k -22% 1.5k 243.55
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $371k 738.00 502.74
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Nvidia Corporation Stock (NVDA) 0.2 $369k -14% 2.0k 186.58
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Flexshares Stoxx Us Esg Select Index Fund Etf (ESG) 0.2 $367k 2.4k 154.22
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Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.2 $365k 3.7k 99.45
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Willis Towers Watson Stock (WTW) 0.2 $357k 1.0k 345.53
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Vanguard Short-term Bond Etf Etf (BSV) 0.2 $310k +4% 3.9k 78.92
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Rtx Corporation Stock (RTX) 0.2 $298k 1.8k 167.33
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $288k 1.5k 189.81
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Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $272k 6.6k 40.95
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $267k 570.00 469.14
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Meta Platforms Inc Cl A Stock (META) 0.2 $265k -27% 361.00 734.38
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Dimensional Us Vector Equity Etf Etf (DXUV) 0.2 $264k NEW 4.5k 58.44
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Vanguard Mid-cap Etf Etf (VO) 0.1 $251k 854.00 293.86
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Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC) 0.1 $248k 5.8k 42.39
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $247k 1.8k 140.95
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Jpmorgan Chase & Co Stock (JPM) 0.1 $246k -52% 779.00 315.43
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Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $239k 1.2k 203.59
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Automatic Data Processing Stock (ADP) 0.1 $236k -3% 804.00 293.50
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Johnson & Johnson Stock (JNJ) 0.1 $234k -28% 1.3k 185.42
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Mcdonalds Corp Stock (MCD) 0.1 $234k -23% 770.00 303.89
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Merck & Co Stock (MRK) 0.1 $212k -11% 2.5k 83.93
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Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $203k NEW 690.00 294.03
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Past Filings by Monument Group Wealth Advisors

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