Latest Monument Group Wealth Advisors, LLC Stock Portfolio

Monument Group Wealth Advisors, LLC Performance:

2026 Q1: -0.92%YTD: -0.92%2025: 18.09%

Performance for 2026 Q1 is -0.92%, and YTD is -0.92%, and 2025 is 18.09%.

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

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Monument Group Wealth Advisors, LLC reported an equity portfolio of $180.2 Millions as of 31 Mar, 2026.

The top stock holdings of Monument Group Wealth Advisors, LLC are DFAC, DFAC, VB. The fund has invested 43.7% of it's portfolio in DIMENSIONAL U.S. CORE EQUITY 2 ETF and 17.6% of portfolio in DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF.

The fund managers got completely rid off ISHARES CORE MSCI EAFE ETF (IBCE), ALPHABET INC CAP STK CL C (GOOG) and WILLIS TOWERS WATSON PLC LTD SHS (WTW) stocks. They significantly reduced their stock positions in VANGUARD GROWTH ETF (VB), MICROSOFT (MSFT) and NVIDIA CORPORATION COM (NVDA). Monument Group Wealth Advisors, LLC opened new stock positions in CHEVRON CORPORATION COM (CVX), DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF (DFAC) and VANGUARD MID-CAP VALUE ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF (DFAC), VANGUARD SHORT-TERM BOND ETF (BIV) and STATE STREET SPDR S&P 500 ETF (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 -0.92% in the last quarter. In trailing 12 months, it's portfolio return was 18.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
chevron corporation com	273,108
dimensional emerging markets sustainability core 1 etf	222,440
vanguard mid-cap value etf	201,152

New stocks bought by Monument Group Wealth Advisors, LLC

Additions

Ticker	% Inc.
dimensional international sustainability core 1 etf	44.78
dimensional us sustainability core 1 etf	34.04
vanguard short-term bond etf	23.48
state street spdr s&p 500 etf	5.12
dimensional u.s. core equity 2 etf	2.96
ishares msci eafe small cap etf	2.02
dimensional emerging core equity market etf	1.73
dimensional international core equity market etf	1.56

Additions to existing portfolio by Monument Group Wealth Advisors, LLC

Reductions

Ticker	% Reduced
vanguard growth etf	-54.12
microsoft	-52.41
nvidia corporation com	-36.5
stryker corp	-34.83
rtx corporation com	-20.53
coca cola co com	-14.78
apple inc	-11.6
vanguard value etf	-7.99

Monument Group Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares core msci eafe etf	-399,349
state street spdr msci usa gender diversity etf	-204,712
alphabet inc cap stk cl c	-390,681
johnson & johnson com	-219,668
willis towers watson plc ltd shs	-339,849
vanguard mid-cap growth etf	-224,093
jpmorgan chase & co. com	-251,009
mcdonalds corp com	-235,335

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

Sector Distribution

Monument Group Wealth Advisors, LLC has about 95.8% of it's holdings in Others sector.

Sector	%
Others	95.8
Technology	3.5

Market Cap. Distribution

Monument Group Wealth Advisors, LLC has about 4.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	95.8
MEGA-CAP	4.1

Stocks belong to which Index?

About 4.2% of the stocks held by Monument Group Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.8
S&P 500	4.2

Top 5 Winners (%)		%
MRK	merck & co inc	14.3 %
KO	coca cola co com	8.1 %
DFAC	dimensional u.s. targeted value etf	4.9 %
RTX	rtx corporation com	4.7 %
DFAC	dimensional us marketwide value etf	3.9 %

Top 5 Winners ($)		$
DFAC	dimensional international core equity market etf	0.7 M
DFAC	dimensional emerging core equity market etf	0.3 M
VEA	vanguard ftse developed markets etf	0.2 M
VB	vanguard value etf	0.1 M
VB	vanguard small-cap etf	0.1 M

Top 5 Losers (%)		%
MSFT	microsoft	-17.3 %
EDV	vanguard mega cap growth etf	-11.0 %
VB	vanguard growth etf	-7.6 %
NDVG	nuveen esg large-cap growth etf	-7.0 %
AAPL	apple inc	-6.3 %

Top 5 Losers ($)		$
DFAC	dimensional u.s. core equity 2 etf	-1.5 M
VB	vanguard total stk mkt	-0.9 M
AAPL	apple inc	-0.4 M
MSFT	microsoft	-0.1 M
DFAC	dimensional us sustainability core 1 etf	-0.1 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 43 stocks in it's portfolio. About 92.1% of the portfolio is in top 10 stocks. DFAC 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: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.20	22,717	5,765,350	reduced	-11.6

AAXJ	ishares msci eafe small cap etf	0.77	17,594	1,379,560	added	2.02

AEMB	avantis u.s. equity etf	0.45	7,305	812,169	unchanged	0.00

ASET	flexshares stoxx us esg select index fund	0.20	2,378	360,837	unchanged	0.00

BIL	state street spdr msci usa gender diversity etf	0.00	0.00	0.00	sold off	-100

BIV	vanguard short-term bond etf	0.21	4,844	379,848	added	23.48

BNDW	vanguard short-term treasury etf	0.31	9,574	560,461	reduced	-0.72

CSD	invesco s&p 500 equal weight etf	0.16	1,517	291,307	unchanged	0.00

CVX	chevron corporation com	0.15	1,320	273,108	new

CWI	state street spdr msci acwi climate paris aligned etf	0.13	5,840	237,369	unchanged	0.00

DFAC	dimensional u.s. core equity 2 etf	43.70	2,026,320	78,742,900	added	2.96

DFAC	dimensional international core equity market etf	17.56	812,122	31,640,300	added	1.56

DFAC	dimensional emerging core equity market etf	4.75	252,834	8,560,970	added	1.73

DFAC	dimensional us sustainability core 1 etf	0.89	39,122	1,607,520	added	34.04

DFAC	dimensional u.s. targeted value etf	0.29	8,311	519,039	unchanged	0.00

DFAC	dimensional us marketwide value etf	0.24	9,123	442,133	reduced	-4.02

DFAC	dimensional international sustainability core 1 etf	0.23	9,605	407,252	added	44.78

DFAC	dimensional us vector equity etf	0.15	4,521	268,321	unchanged	0.00

DFAC	dimensional emerging markets sustainability core 1 etf	0.12	5,250	222,440	new

EDV	vanguard mega cap etf	0.22	1,666	393,824	unchanged	0.00