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Latest Monument Group Wealth Advisors, LLC Stock Portfolio

$212Million | No. of Holdings #48

Monument Group Wealth Advisors, LLC Performance

2026 Q3-0.21%
YTD+10.23%
2025+18.09%

About Monument Group Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Monument Group Wealth Advisors, LLC reported an equity portfolio of $212.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Monument Group Wealth Advisors, LLC are , DFAC, VB. The fund has invested 45.3% of it's portfolio in U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES and 17.4% of portfolio in DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF. <br><br> The fund managers got completely rid off DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC), INVESCO S&P 500 EQUAL WEIGHT ETF (CVX) and VANGUARD MID-CAP GROWTH ETF stocks. They significantly reduced their stock positions in VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF (VB), ISHARES RUSSELL 1000 VALUE ETF (IJR) and NORTHERN TRUST STOXX US ESG SELECT ETF (ASET). Monument Group Wealth Advisors, LLC opened new stock positions in U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES, AMAZON COM INC COM (AMZN) and VANGUARD TAX-EXEMPT BOND ETF (VTEB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFAC), VANGUARD SHORT-TERM TREASURY ETF (BNDW) and STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF (CWI).
Monument Group Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$212Million
  as of Oct 21, 2026

Monument Group Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Monument Group Wealth Advisors, LLC made a return of -0.21% in the last quarter. In trailing 12 months, it's portfolio return was 13.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
u.s. core equity 2 portfolio: etf class shares96,326,400
amazon com inc com612,161
u.s. targeted value portfolio: etf class shares552,223
vanguard tax-exempt bond etf452,098
seagate technology hldngs plc ord shs312,673
johnson & johnson com272,185
state street spdr msci usa gender diversity etf244,073
jpmorgan chase & co com222,979
New stocks bought by Monument Group Wealth Advisors, LLC

Additions

Ticker% Inc.
dimensional us sustainability core 1 etf556
vanguard short-term treasury etf490
state street spdr msci acwi climate paris aligned etf436
vanguard morningstar mid-cap etf306
dimensional emerging core equity market etf92.88
dimensional international sustainability core 1 etf40.28
vanguard morningstar growth etf19.49
dimensional emerging markets sustainability core 1 etf14.5
Additions to existing portfolio by Monument Group Wealth Advisors, LLC

Reductions

Ticker% Reduced
vanguard morningstar small-cap value etf-81.93
ishares russell 1000 value etf-80.92
northern trust stoxx us esg select etf-75.31
stryker corp-51.89
vanguard total international stock etf-49.04
vanguard ftse developed markets etf-46.23
merck & co inc-34.55
nvidia corporation com-24.43
Monument Group Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional u.s. core equity 2 etf-95,776,900
dimensional u.s. targeted value etf-580,969
vanguard growth etf-301,834
invesco s&p 500 equal weight etf-322,955
vanguard mid-cap growth etf-212,193
Monument Group Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Monument Group Wealth Advisors, LLC has about 95% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others95
Technology3.8

Market Cap. Distribution

Monument Group Wealth Advisors, LLC has about 4.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED95
MEGA-CAP4.8

Stocks belong to which Index?

About 5% of the stocks held by Monument Group Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others95
S&P 5005
Top 5 Winners (%)%
IJR
ishares russell 1000 value etf
262.0 %
VB
vanguard morningstar small-cap value etf
233.5 %
MSFT
microsoft
209.9 %
ASET
northern trust stoxx us esg select etf
185.9 %
MRK
merck & co inc
71.5 %
Top 5 Winners ($)$
VEA
vanguard ftse developed markets etf
6.1 M
VB
vanguard morningstar small-cap value etf
4.3 M
AAPL
apple inc
0.9 M
ASET
northern trust stoxx us esg select etf
0.8 M
IJR
ishares russell 1000 value etf
0.7 M
Top 5 Losers (%)%
BNDW
vanguard short-term treasury etf
-76.2 %
CWI
state street spdr msci acwi climate paris aligned etf
-71.5 %
DFAC
dimensional us sustainability core 1 etf
-70.5 %
VB
vanguard morningstar mid-cap etf
-65.3 %
DFAC
dimensional emerging core equity market etf
-38.1 %
Top 5 Losers ($)$
DFAC
dimensional emerging core equity market etf
-6.5 M
DFAC
dimensional us sustainability core 1 etf
-5.3 M
BNDW
vanguard short-term treasury etf
-1.8 M
CWI
state street spdr msci acwi climate paris aligned etf
-0.7 M
VB
vanguard morningstar mid-cap etf
-0.5 M

Monument Group Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Monument Group Wealth Advisors, LLC

Monument Group Wealth Advisors, LLC has 48 stocks in it's portfolio. About 91.4% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Monument Group Wealth Advisors, LLC last quarter.

$212.83MTotal Value
53.00Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Monument Group Wealth Advisors, LLC, last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Eafe Small Cap Etf

Ishares Msci Eafe Small Cap Etf

AAXJ
Monument Group Wealth Advisors, LLC's holding in Ishares Msci Eafe Small Cap Etf over time
0.62%15,758
$1.33M
0.62%
decreased 0.76 percentreduced
AEMB
Avantis U.S. Equity Etf

Avantis U.S. Equity Etf

AEMB
Monument Group Wealth Advisors, LLC's holding in Avantis U.S. Equity Etf over time
0.42%6,918
$886.1K
0.42%
decreased 4.41 percentreduced
ASET
Northern Trust Stoxx Us Esg Select Etf

Northern Trust Stoxx Us Esg Select Etf

ASET
Monument Group Wealth Advisors, LLC's holding in Northern Trust Stoxx Us Esg Select Etf over time
0.2%2,378
$427.0K
0.2%
decreased 75.31 percentreduced
BIL
State Street Spdr Msci Usa Gender Diversity Etf

State Street Spdr Msci Usa Gender Diversity Etf

BIL
Monument Group Wealth Advisors, LLC's holding in State Street Spdr Msci Usa Gender Diversity Etf over time
0.12%1,550
$244.1K
0.12%
new position
BIV
Vanguard Short-Term Bond Etf

Vanguard Short-Term Bond Etf

BIV
Monument Group Wealth Advisors, LLC's holding in Vanguard Short-Term Bond Etf over time
0.18%4,940
$377.4K
0.18%
decreased 3.33 percentreduced
BNDW
Vanguard Short-Term Treasury Etf

Vanguard Short-Term Treasury Etf

BNDW
Monument Group Wealth Advisors, LLC's holding in Vanguard Short-Term Treasury Etf over time
0.26%9,505
$547.1K
0.26%
increased 490.01 percentadded
CSD
Invesco S&P 500 Equal Weight Etf

Invesco S&P 500 Equal Weight Etf

CSD
Monument Group Wealth Advisors, LLC's holding in Invesco S&P 500 Equal Weight Etf over time
0.15%1,517
$315.7K
0.15%
decreased 18.75 percentreduced
CWI
State Street Spdr Msci Acwi Climate Paris Aligned Etf

State Street Spdr Msci Acwi Climate Paris Aligned Etf

CWI
Monument Group Wealth Advisors, LLC's holding in State Street Spdr Msci Acwi Climate Paris Aligned Etf over time
0.13%5,840
$271.0K
0.13%
increased 436.27 percentadded
DFAC
Dimensional International Core Equity Market Etf

Dimensional International Core Equity Market Etf

DFAC
Monument Group Wealth Advisors, LLC's holding in Dimensional International Core Equity Market Etf over time
17.37%892,361
$36.97M
17.37%
increased 3.65 percentadded
DFAC
Dimensional Emerging Core Equity Market Etf

Dimensional Emerging Core Equity Market Etf

DFAC
Monument Group Wealth Advisors, LLC's holding in Dimensional Emerging Core Equity Market Etf over time
4.98%269,691
$10.60M
4.98%
increased 92.88 percentadded
DFAC
Dimensional Us Sustainability Core 1 Etf

Dimensional Us Sustainability Core 1 Etf

DFAC
Monument Group Wealth Advisors, LLC's holding in Dimensional Us Sustainability Core 1 Etf over time
1.03%46,597
$2.20M
1.03%
increased 556.02 percentadded
DFAC
Dimensional International Sustainability Core 1 Etf

Dimensional International Sustainability Core 1 Etf

DFAC
Monument Group Wealth Advisors, LLC's holding in Dimensional International Sustainability Core 1 Etf over time
0.27%12,799
$578.1K
0.27%
increased 40.28 percentadded
DFAC
Dimensional Us Marketwide Value Etf

Dimensional Us Marketwide Value Etf

DFAC
Monument Group Wealth Advisors, LLC's holding in Dimensional Us Marketwide Value Etf over time
0.21%8,213
$451.7K
0.21%
decreased 14.22 percentreduced
DFAC
Dimensional Emerging Markets Sustainability Core 1 Etf

Dimensional Emerging Markets Sustainability Core 1 Etf

DFAC
Monument Group Wealth Advisors, LLC's holding in Dimensional Emerging Markets Sustainability Core 1 Etf over time
0.14%6,011
$290.6K
0.14%
increased 14.5 percentadded
DFAC
Dimensional U.S. Core Equity 2 Etf

Dimensional U.S. Core Equity 2 Etf

DFAC
Monument Group Wealth Advisors, LLC's holding in Dimensional U.S. Core Equity 2 Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
DFAC
Dimensional U.S. Targeted Value Etf

Dimensional U.S. Targeted Value Etf

DFAC
Monument Group Wealth Advisors, LLC's holding in Dimensional U.S. Targeted Value Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
DFAC
Vanguard Growth Etf

Vanguard Growth Etf

DFAC
Monument Group Wealth Advisors, LLC's holding in Vanguard Growth Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off