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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 82.38% of Monument Group Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAI, DFSU, CVX, DFSE, VOE, DFAE, DFSI, BSV, SPY.
Started 3 new stock positions in CVX, VOE, DFSE.
Reduced shares in these 10 stocks: AAPL, VEA, , GOOG, VTV, WTW, VUG, VTI, , MCD.
Sold out of its positions in GOOG, GOOGL, META, IWF, IEFA, JPM, JNJ, MCD, SHE, VOT. WTW.
Monument Group Wealth Advisors was a net seller of stock by $-1.5M.
Monument Group Wealth Advisors has $180M in assets under management (AUM), dropping by -1.77%.
Central Index Key (CIK): 0001965665

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Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 43 positions in its portfolio as reported in the March 2026 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)	43.7	$79M	+2%	2.0M	38.86	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	17.6	$32M		812k	38.96	View chart
Vanguard Total Stk Mkt Etf (VTI)	11.1	$20M		63k	320.81	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	5.3	$9.5M	-4%	148k	64.08	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	4.8	$8.6M		253k	33.86	View chart
Apple Stock (AAPL)	3.2	$5.8M	-11%	23k	253.79	View chart
Vanguard Value Etf Etf (VTV)	2.3	$4.1M	-7%	21k	196.21	View chart
Vanguard Small-cap Etf Etf (VB)	2.0	$3.6M		14k	261.94	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.2	$2.2M		41k	54.05	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.9	$1.7M		7.7k	217.25	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.9	$1.6M	+34%	39k	41.09	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.8	$1.4M	+2%	18k	78.41	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.5	$812k		7.3k	111.18	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$749k		1.6k	479.20	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$681k	+5%	1.0k	650.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$647k		991.00	653.30	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$561k		9.6k	58.54	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.3	$519k		8.3k	62.45	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.2	$442k	-4%	9.1k	48.46	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.2	$407k	+44%	9.6k	42.40	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$401k	-2%	5.2k	77.12	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$394k		1.7k	236.39	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$380k	+23%	4.8k	78.42	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$376k		1.0k	367.52	View chart
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG)	0.2	$361k		2.4k	151.74	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.2	$334k		3.7k	90.94	View chart
Nvidia Corporation Stock (NVDA)	0.2	$313k	-36%	1.8k	174.40	View chart
Merck & Co Stock (MRK)	0.2	$304k		2.5k	120.29	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$291k		1.5k	192.03	View chart
Rtx Corporation Stock (RTX)	0.2	$280k	-20%	1.5k	192.93	View chart
Chevron Corporation Stock (CVX)	0.2	$273k	NEW	1.3k	206.90	View chart
Dimensional Us Vector Equity Etf Etf (DXUV)	0.1	$268k		4.5k	59.35	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$259k		1.8k	148.10	View chart
Stryker Corp Stock (SYK)	0.1	$257k	-34%	782.00	328.59	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$255k	-54%	584.00	436.79	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$251k		1.2k	213.67	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$246k	-4%	856.00	287.33	View chart
State Street Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC)	0.1	$237k		5.8k	40.65	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.1	$222k	NEW	5.3k	42.37	View chart
Coca Cola Stock (KO)	0.1	$221k	-14%	2.9k	76.06	View chart
Microsoft Stock (MSFT)	0.1	$209k	-52%	564.00	370.20	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$201k	NEW	1.1k	184.37	View chart
Blackstone Reit Inc Com Cl I Reit	0.1	$167k		12k	14.24	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 2026 Q1 filed April 22, 2026
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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