Latest Monument Group Wealth Advisors, LLC Stock Portfolio
$208Million | No. of Holdings #44
Monument Group Wealth Advisors, LLC Performance
2026 Q2+11.49%
YTD+10.46%
2025+18.09%
About Monument Group Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Monument Group Wealth Advisors, LLC reported an equity portfolio of $208.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Monument Group Wealth Advisors, LLC are DFAC, DFAC, VB. The fund has invested 46% of it's portfolio in DIMENSIONAL U.S. CORE EQUITY 2 ETF and 17% of portfolio in DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF. <br><br> They significantly reduced their stock positions in VANGUARD MID-CAP GROWTH ETF, MICROSOFT (BNDW) and VANGUARD SMALL CAP VALUE ETF (DFAC). Monument Group Wealth Advisors, LLC opened new stock positions in ISHARES RUSSELL 1000 GROWTH ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MID-CAP ETF (VB), VANGUARD TOTAL INTERNATIONAL STOCK ETF (EDV) and STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF (IJR).
Monument Group Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$208Million
as of Jul 27, 2026Monument 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 11.49% in the last quarter. In trailing 12 months, it's portfolio return was 21.56%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares russell 1000 growth etf | 208,964 |
New stocks bought by Monument Group Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard mid-cap etf | 486 |
| vanguard total international stock etf | 409 |
| dimensional us sustainability core 1 etf | 408 |
| state street spdr msci acwi climate paris aligned etf | 397 |
| dimensional international sustainability core 1 etf | 304 |
| state street spdr msci usa gender diversity etf | 174 |
| vanguard high dividend yield index etf | 123 |
| vanguard short-term bond etf | 95.06 |
Additions to existing portfolio by Monument Group Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard mid-cap growth etf | -94.11 |
| microsoft | -83.17 |
| vanguard small cap value etf | -81.84 |
| ishares russell 1000 value etf | -81.35 |
| vanguard ftse developed markets etf | -44.7 |
| vanguard growth etf | -22.5 |
| rtx corporation com | -12.29 |
| ishares msci eafe small cap etf | -9.75 |
Monument Group Wealth Advisors, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Monument Group Wealth Advisors, LLC
Sector Distribution
Monument Group Wealth Advisors, LLC has about 95.9% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 95.9 |
| Technology | 3.4 |
Market Cap. Distribution
Monument Group Wealth Advisors, LLC has about 4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.9 |
| MEGA-CAP | 4 |
Stocks belong to which Index?
About 4.1% 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 | % |
|---|---|
| Others | 95.9 |
| S&P 500 | 4.1 |
| Top 5 Winners (%) | % | |
|---|---|---|
vanguard mid-cap growth etf | 1087.3 % | |
| BNDW | microsoft | 313.8 % |
| CWI | ishares russell 1000 value etf | 294.5 % |
| DFAC | vanguard small cap value etf | 290.3 % |
| DFAC | vanguard ftse developed markets etf | 85.8 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| DFAC | dimensional u.s. core equity 2 etf | 11.5 M |
| DFAC | vanguard ftse developed markets etf | 7.3 M |
| DFAC | vanguard small cap value etf | 4.7 M |
| VB | vanguard total stk mkt | 3.0 M |
| DFAC | dimensional international core equity market etf | 1.9 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VB | vanguard mid-cap etf | -72.1 % |
| IJR | state street spdr msci acwi climate paris aligned etf | -68.7 % |
| VB | dimensional us sustainability core 1 etf | -68.7 % |
| EDV | vanguard total international stock etf | -66.4 % |
| ASET | dimensional international sustainability core 1 etf | -59.6 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VEA | dimensional emerging core equity market etf | -4.9 M |
| VB | dimensional us sustainability core 1 etf | -4.0 M |
| EDV | vanguard total international stock etf | -0.9 M |
| VB | vanguard mid-cap etf | -0.7 M |
| ASET | dimensional international sustainability core 1 etf | -0.6 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 44 stocks in it's portfolio. About 92.1% of the portfolio is in top 10 stocks. VEA 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.
$208.33MTotal Value
44.00Positions
27 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 3.04% | 21,918 | $6.34M 3.04% | 3.52%decreased 3.52 percentreduced | ||
 AAXJ Ishares Msci Eafe Small Cap EtfIshares Msci Eafe Small Cap EtfAAXJ | 0.63% | 15,879 | $1.31M 0.63% | 9.75%decreased 9.75 percentreduced | |
 AEMB Avantis U.S. Equity EtfAvantis U.S. Equity EtfAEMB | 0.44% | 7,237 | $926.9K 0.44% | 0.93%decreased 0.93 percentreduced | |
 ASET Dimensional International Sustainability Core 1 EtfDimensional International Sustainability Core 1 EtfASET | 0.21% | 9,630 | $434.3K 0.21% | 304.96%increased 304.96 percentadded | |
 BIV Vanguard Mega Cap Growth EtfVanguard Mega Cap Growth EtfBIV | 0.22% | 5,110 | $449.2K 0.22% | 5.49%increased 5.49 percentadded | |
 BNDW MicrosoftMicrosoftBNDW | 0.29% | 1,611 | $601.0K 0.29% | 83.17%decreased 83.17 percentreduced | |
 CSD Nvidia Corporation ComNvidia Corporation ComCSD | 0.18% | 1,867 | $373.6K 0.18% | 23.07%increased 23.07 percentadded | |
 Invesco S&P 500 Equal Weight Etf Monument Group Wealth Advisors, LLC's holding in Invesco S&P 500 Equal Weight Etf over time | 0.16% | 1,517 | $323.0K 0.16% | 14.92%increased 14.92 percentadded | |
 CWI Ishares Russell 1000 Value EtfIshares Russell 1000 Value EtfCWI | 0.13% | 1,089 | $264.0K 0.13% | 81.35%decreased 81.35 percentreduced | |
 DFAC Dimensional U.S. Core Equity 2 EtfDimensional U.S. Core Equity 2 EtfDFAC | 45.97% | 2,159,080 | $95.78M 45.97% | 6.55%increased 6.55 percentadded | |
DFAC Dimensional International Core Equity Market EtfDimensional International Core Equity Market EtfDFAC | 17.05% | 860,976 | $35.52M 17.05% | 6.02%increased 6.02 percentadded | |
DFAC Vanguard Ftse Developed Markets EtfVanguard Ftse Developed Markets EtfDFAC | 4.78% | 139,822 | $9.96M 4.78% | 44.7%decreased 44.7 percentreduced | |
DFAC Vanguard Small Cap Value EtfVanguard Small Cap Value EtfDFAC | 0.83% | 7,103 | $1.73M 0.83% | 81.84%decreased 81.84 percentreduced | |
DFAC Dimensional U.S. Targeted Value EtfDimensional U.S. Targeted Value EtfDFAC | 0.28% | 8,311 | $581.0K 0.28% | 0%unchanged 0 percentunchanged | |
DFAC Vanguard Short-Term Treasury EtfVanguard Short-Term Treasury EtfDFAC | 0.27% | 9,574 | $557.2K 0.27% | 4.94%increased 4.94 percentadded | |
DFAC Dimensional Us Marketwide Value EtfDimensional Us Marketwide Value EtfDFAC | 0.24% | 9,124 | $501.9K 0.24% | 5.01%decreased 5.01 percentreduced | |
DFAC Vanguard Growth EtfVanguard Growth EtfDFAC | 0.14% | 3,504 | $301.8K 0.14% | 22.5%decreased 22.5 percentreduced | |
DFAC Dimensional Emerging Markets Sustainability Core 1 EtfDimensional Emerging Markets Sustainability Core 1 EtfDFAC | 0.12% | 5,250 | $256.6K 0.12% | 0%unchanged 0 percentunchanged | |
 EDV Vanguard Mega Cap EtfVanguard Mega Cap EtfEDV | 0.22% | 1,666 | $455.9K 0.22% | 0%unchanged 0 percentunchanged | |
EDV Vanguard Total International Stock EtfVanguard Total International Stock EtfEDV | 0.21% | 5,207 | $445.2K 0.21% | 409.49%increased 409.49 percentadded | |
