Latest Monument Group Wealth Advisors, LLC Stock Portfolio

Monument Group Wealth Advisors, LLC Performance:

2025 Q4: 2.89%YTD: 18.09%2024: 12.27%

Performance for 2025 Q4 is 2.89%, and YTD is 18.09%, and 2024 is 12.27%.

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

In it's latest 13F Holdings report, Monument Group Wealth Advisors, LLC reported an equity portfolio of $183.5 Millions as of 31 Dec, 2025.

The top stock holdings of Monument Group Wealth Advisors, LLC are DFAC, DFAC, VB. The fund has invested 42.5% of it's portfolio in DIMENSIONAL U.S. CORE EQUITY 2 ETF and 16.6% of portfolio in DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF.

The fund managers got completely rid off AUTOMATIC DATA PROCESSING INC COM (ADP) stocks. They significantly reduced their stock positions in ISHARES RUSSELL 1000 GROWTH ETF (IJR), ALPHABET INC CAP STK CL C (GOOG) and JOHNSON & JOHNSON COM (JNJ). Monument Group Wealth Advisors, LLC opened new stock positions in ISHARES CORE MSCI EAFE ETF (IBCE), COCA COLA CO COM (KO) and STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), BERKSHIRE HATHAWAY INC DEL CL B NEW and SPDR S&P 500 ETF TRUST (SPY).

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 2.89% in the last quarter. In trailing 12 months, it's portfolio return was 18.09%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares core msci eafe etf	399,349
coca cola co com	238,500
state street spdr msci usa gender diversity etf	204,712
google inc	200,946
blackstone reit inc com cl i	162,895

New stocks bought by Monument Group Wealth Advisors, LLC

Additions

Ticker	% Inc.
apple inc	628
berkshire hathaway inc del cl b new	111
spdr s&p 500 etf trust	64.36
vanguard growth etf	44.33
nvidia corporation com	42.93
vanguard mid-cap growth etf	16.23
microsoft	13.29
vanguard mid-cap etf	5.39

Additions to existing portfolio by Monument Group Wealth Advisors, LLC

Reductions

Ticker	% Reduced
ishares russell 1000 growth etf	-18.95
alphabet inc cap stk cl c	-18.89
johnson & johnson com	-15.99
meta platforms inc cl a	-13.85
ishares msci eafe small cap etf	-11.54
vanguard ftse emerging markets etf	-8.25
vanguard ftse developed markets etf	-6.61
avantis u.s. equity etf	-6.18

Monument Group Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
automatic data processing inc com	-235,974

Monument Group Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Monument Group Wealth Advisors, LLC has about 93.9% of it's holdings in Others sector.

Sector	%
Others	93.9
Technology	4.4

Market Cap. Distribution

Monument Group Wealth Advisors, LLC has about 5.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	93.9
MEGA-CAP	5.4

Stocks belong to which Index?

About 6.1% of the stocks held by Monument Group Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	93.9
S&P 500	6.1

Top 5 Winners (%)		%
GOOG	alphabet inc cap stk cl c	26.1 %
MRK	merck & co inc	25.4 %
JNJ	johnson & johnson com	10.7 %
RTX	rtx corporation com	9.5 %
DFAC	dimensional international core equity market etf	4.8 %

Top 5 Winners ($)		$
DFAC	dimensional u.s. core equity 2 etf	2.0 M
DFAC	dimensional international core equity market etf	1.4 M
VB	vanguard total stk mkt	0.5 M
VEA	vanguard ftse developed markets etf	0.4 M
DFAC	dimensional emerging core equity market etf	0.3 M

Top 5 Losers (%)		%
META	meta platforms inc cl a	-9.4 %
MSFT	microsoft	-6.3 %
SYK	stryker corp	-4.9 %
WTW	willis towers watson plc ltd shs	-4.9 %
VB	vanguard mid-cap growth etf	-4.6 %

Top 5 Losers ($)		$
MSFT	microsoft	0.0 M
META	meta platforms inc cl a	0.0 M
SYK	stryker corp	0.0 M
VEU	vanguard ftse emerging markets etf	0.0 M
WTW	willis towers watson plc ltd shs	0.0 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 51 stocks in it's portfolio. About 90.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Monument Group Wealth Advisors, LLC last quarter.

Last Reported on: 15 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.81	25,699	6,986,530	added	628

AAXJ	ishares msci eafe small cap etf	0.73	17,246	1,337,100	reduced	-11.54

ADP	automatic data processing inc com	0.00	0.00	0.00	sold off	-100

AEMB	avantis u.s. equity etf	0.44	7,305	816,552	reduced	-6.18

ASET	flexshares stoxx us esg select index fund	0.20	2,378	376,314	unchanged	0.00

BIL	state street spdr msci usa gender diversity etf	0.11	1,550	204,712	new

BIV	vanguard short-term bond etf	0.17	3,923	309,202	unchanged	0.00

BNDW	vanguard short-term treasury etf	0.31	9,643	566,333	unchanged	0.00

CSD	invesco s&p 500 equal weight etf	0.16	1,517	290,761	unchanged	0.00

CWI	spdr msci acwi climate paris aligned etf	0.14	5,840	250,470	unchanged	0.00

DFAC	dimensional u.s. core equity 2 etf	42.47	1,968,050	77,915,100	added	1.31

DFAC	dimensional international core equity market etf	16.61	799,679	30,475,800	added	3.08

DFAC	dimensional emerging core equity market etf	4.41	248,537	8,094,860	added	2.48

DFAC	dimensional us sustainability core 1 etf	0.69	29,187	1,267,590	added	0.13

DFAC	dimensional u.s. targeted value etf	0.27	8,311	494,844	reduced	-1.84

DFAC	dimensional us marketwide value etf	0.24	9,505	442,849	reduced	-1.47

DFAC	dimensional international sustainability core 1 etf	0.16	6,634	284,233	unchanged	0.00

DFAC	dimensional us vector equity etf	0.15	4,521	270,265	unchanged	0.00

EDV	vanguard mega cap growth etf	0.23	1,022	421,938	added	0.2

EDV	vanguard mega cap etf	0.23	1,666	418,519	added	0.48