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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, DFAE, VEA, and represent 82.43% of Monument Group Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$96M), DFAE (+$5.1M), DFSU, DFAI, AMZN, DFAT, VGSH, VTEB, STX, JNJ.
Started 9 new stock positions in VTEB, JPM, VOT, DFAT, DFAC, SHE, STX, JNJ, AMZN.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$96M), VEA (-$8.5M), VBR (-$7.4M), ESG, IWD, Dimensional Etf Trust, AAPL, VXUS, CVX, Dimensional Etf Trust.
Sold out of its positions in Blackstone Real Estate Income, CVX, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust.
Monument Group Wealth Advisors was a net seller of stock by $-9.0M.
Monument Group Wealth Advisors has $213M in assets under management (AUM), dropping by 2.16%.
Central Index Key (CIK): 0001965665

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Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 48 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
U.s. Core Equity 2 Portfolio: Etf Class Shares Etf (DFAC)	45.3	$96M	NEW	2.2M	44.45	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	17.4	$37M	+3%	892k	41.43	View chart
Vanguard Total Stk Mkt Etf (VTI)	10.2	$22M		58k	374.24	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	5.0	$11M	+92%	270k	39.31	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.6	$9.9M	-46%	140k	70.61	View chart
Apple Stock (AAPL)	3.2	$6.7M	-7%	20k	333.02	View chart
Vanguard Morningstar Value Etf Etf (VTV)	2.0	$4.2M		20k	216.09	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	1.7	$3.7M		13k	284.51	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.1	$2.3M		39k	59.31	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	1.0	$2.2M	+556%	47k	47.17	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.8	$1.6M	-81%	7.1k	231.05	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.6	$1.3M		16k	84.42	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.4	$886k	-4%	6.9k	128.09	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$841k	+7%	1.7k	497.95	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$813k		1.1k	762.95	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$749k		978.00	765.95	View chart
Microsoft Stock (MSFT)	0.3	$643k	-19%	1.3k	512.92	View chart
Amazon Stock (AMZN)	0.3	$612k	NEW	2.5k	249.15	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.3	$578k	+40%	13k	45.17	View chart
U.s. Targeted Value Portfolio: Etf Class Shares Etf (DFAT)	0.3	$552k	NEW	8.3k	66.44	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$547k	+490%	9.5k	57.56	View chart
Rtx Corporation Stock (RTX)	0.2	$483k	-5%	2.6k	185.69	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	0.2	$474k		5.1k	92.65	View chart
Vanguard Morningstar Mega Cap Etf Etf (MGC)	0.2	$470k		1.7k	282.36	View chart
Merck & Co Stock (MRK)	0.2	$469k	-34%	3.2k	145.31	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$452k	NEW	9.5k	47.36	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.2	$452k	-14%	8.2k	55.00	View chart
Northern Trust Stoxx Us Esg Select Etf Etf (ESG)	0.2	$427k	-75%	2.4k	179.54	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.2	$418k		3.7k	113.69	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$413k	-49%	4.9k	84.97	View chart
Nvidia Corporation Stock (NVDA)	0.2	$410k	-24%	1.8k	228.38	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$377k	-3%	4.9k	76.41	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.2	$369k	+19%	4.1k	90.11	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$316k	-18%	1.5k	208.14	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$313k	NEW	339.00	922.34	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.1	$291k	+14%	6.0k	48.35	View chart
Coca Cola Stock (KO)	0.1	$284k	+6%	3.3k	86.09	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$276k	-80%	1.1k	247.93	View chart
Johnson & Johnson Stock (JNJ)	0.1	$272k	NEW	1.0k	264.77	View chart
State Street Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC)	0.1	$271k	+436%	5.8k	46.41	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.1	$269k	+306%	3.4k	78.43	View chart
State Street Spdr Msci Usa Gender Diversity Etf Etf (SHE)	0.1	$244k	NEW	1.6k	157.47	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$233k	-2%	1.5k	155.20	View chart
Stryker Corp Stock (SYK)	0.1	$232k	-51%	842.00	275.39	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$223k	NEW	674.00	330.83	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$220k	+4%	1.8k	125.32	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.1	$213k		1.1k	195.63	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.1	$202k	NEW	692.00	292.42	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 Q3 filed Oct. 21, 2026
Monument Group Wealth Advisors 2026 Q2 filed July 27, 2026
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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