Monument Group Wealth Advisors

Monument Group Wealth Advisors as of June 30, 2026

Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 44 positions in its portfolio as reported in the June 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) 46.0 $96M 2.2M 44.36
Dimensional International Core Equity Market Etf Etf (DFAI) 17.0 $36M 861k 41.25
Vanguard Total Stk Mkt Etf (VTI) 10.3 $22M 58k 370.04
Dimensional Emerging Core Equity Market Etf Etf (VEA) 5.0 $11M 261k 40.21
Vanguard Ftse Developed Markets Etf Etf (DFAE) 4.8 $10M 140k 71.25
Apple Stock (AAPL) 3.0 $6.3M 22k 289.36
Vanguard Value Etf Etf (VTV) 2.0 $4.3M 20k 217.94
Vanguard Small-cap Etf Etf (VB) 1.9 $3.9M 13k 303.14
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.1 $2.3M 39k 59.69
Dimensional Us Sustainability Core 1 Etf Etf (VBR) 0.9 $1.8M 39k 46.63
Vanguard Small Cap Value Etf Etf (DFSU) 0.8 $1.7M 7.1k 243.00
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.6 $1.3M 16k 82.27
Avantis U.s. Equity Etf Etf (AVUS) 0.4 $927k 7.2k 128.08
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $785k 1.6k 500.39
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $783k 1.0k 747.08
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $733k 978.00 748.99
Microsoft Stock (VGSH) 0.3 $601k 1.6k 373.03
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.3 $581k 8.3k 69.90
Vanguard Short-term Treasury Etf Etf (DFUV) 0.3 $557k 9.6k 58.20
Dimensional Us Marketwide Value Etf Etf (DFSI) 0.2 $502k 9.1k 55.01
Vanguard Tax-exempt Bond Etf Etf (VXUS) 0.2 $483k 9.5k 50.58
Vanguard Mega Cap Etf Etf (MGC) 0.2 $456k 1.7k 273.68
Vanguard Mega Cap Growth Etf Etf (BSV) 0.2 $449k 5.1k 87.91
Vanguard Total International Stock Etf Etf (MGK) 0.2 $445k 5.2k 85.50
Dimensional International Sustainability Core 1 Etf Etf (ESG) 0.2 $434k 9.6k 45.10
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.2 $430k 3.7k 117.06
Flexshares Stoxx Us Esg Select Index Fund Etf (NVDA) 0.2 $418k 2.4k 175.79
Vanguard Short-term Bond Etf Etf (MRK) 0.2 $385k 4.9k 77.92
Nvidia Corporation Stock (RSP) 0.2 $374k 1.9k 200.09
Merck & Co Stock (RTX) 0.2 $352k 2.7k 128.50
Invesco S&p 500 Equal Weight Etf Etf (CVX) 0.2 $323k 1.5k 212.89
Vanguard Growth Etf Etf (DXUV) 0.1 $302k 3.5k 86.14
Rtx Corporation Stock (VYM) 0.1 $291k 1.5k 189.78
Vanguard High Dividend Yield Index Etf Etf (SYK) 0.1 $277k 1.8k 158.03
Vanguard Mid-cap Etf Etf (VUG) 0.1 $276k 3.4k 80.58
State Street Spdr Msci Acwi Climate Paris Aligned Etf Etf (IWD) 0.1 $268k 5.8k 45.91
Stryker Corp Stock (VO) 0.1 $265k 843.00 314.84
Ishares Russell 1000 Value Etf Etf (NZAC) 0.1 $264k 1.1k 242.43
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) 0.1 $257k 5.3k 48.88
Coca Cola Stock (KO) 0.1 $252k 3.1k 81.28
State Street Spdr Msci Usa Gender Diversity Etf Etf (MSFT) 0.1 $239k 1.6k 154.44
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $216k 1.1k 197.70
Vanguard Mid-cap Growth Etf Etf 0.1 $212k 692.00 306.64
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $209k 1.7k 124.24