Latest Monument Group Wealth Advisors, LLC Stock Portfolio
Monument Group Wealth Advisors, LLC Performance:
2025 Q3: 0.49%YTD: 0.71%2024: 0.88%
Performance for 2025 Q3 is 0.49%, and YTD is 0.71%, and 2024 is 0.88%.
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 $169.8 Millions as of 30 Sep, 2025.
The top stock holdings of Monument Group Wealth Advisors, LLC are DFAC, DFAC, VB. The fund has invested 44.1% 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 COCA COLA CO COM (KO), EXXON MOBIL CORP COM (XOM) and INTL BUSINESS MACHINES (IBM) stocks. They significantly reduced their stock positions in JPMORGAN CHASE & CO. COM (JPM), APPLE INC (AAPL) and JOHNSON & JOHNSON COM (JNJ). Monument Group Wealth Advisors, LLC opened new stock positions in DIMENSIONAL US VECTOR EQUITY ETF (DFAC) and VANGUARD MID-CAP GROWTH ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SMALL CAP VALUE ETF (VB), ISHARES MSCI EAFE SMALL CAP ETF (AAXJ) and VANGUARD FTSE EMERGING MARKETS ETF (VEU).
The top stock holdings of Monument Group Wealth Advisors, LLC are DFAC, DFAC, VB. The fund has invested 44.1% 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 COCA COLA CO COM (KO), EXXON MOBIL CORP COM (XOM) and INTL BUSINESS MACHINES (IBM) stocks. They significantly reduced their stock positions in JPMORGAN CHASE & CO. COM (JPM), APPLE INC (AAPL) and JOHNSON & JOHNSON COM (JNJ). Monument Group Wealth Advisors, LLC opened new stock positions in DIMENSIONAL US VECTOR EQUITY ETF (DFAC) and VANGUARD MID-CAP GROWTH ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SMALL CAP VALUE ETF (VB), ISHARES MSCI EAFE SMALL CAP ETF (AAXJ) and VANGUARD FTSE EMERGING MARKETS ETF (VEU).
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 0.49% in the last quarter. In trailing 12 months, it's portfolio return was 0.72%.
New Buys
| Ticker | $ Bought |
|---|---|
| dimensional us vector equity etf | 264,207 |
| vanguard mid-cap growth etf | 202,884 |
New stocks bought by Monument Group Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard small cap value etf | 20.03 |
| vanguard small-cap etf | 14.14 |
| vanguard value etf | 13.73 |
| vanguard total stk mkt | 11.77 |
| ishares msci eafe small cap etf | 6.96 |
| vanguard ftse emerging markets etf | 6.75 |
| vanguard ftse developed markets etf | 4.88 |
| vanguard short-term bond etf | 4.14 |
Additions to existing portfolio by Monument Group Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| jpmorgan chase & co. com | -52.62 |
| apple inc | -37.53 |
| johnson & johnson com | -28.32 |
| meta platforms inc cl a | -27.22 |
| stryker corp | -24.91 |
| mcdonalds corp com | -23.61 |
| alphabet inc cap stk cl c | -22.67 |
| microsoft | -22.23 |
Monument Group Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| coca cola co com | -815,785 |
| first trust morningstar dividend leaders index fund | -433,354 |
| exxon mobil corp com | -568,429 |
| wisdomtree u.s. high dividend fund | -395,341 |
| public svc enterprise grp inc com | -266,345 |
| globe life inc com | -217,756 |
| intl business machines | -494,051 |
Monument Group Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Monument Group Wealth Advisors, LLC has about 97.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 97.2 |
| Technology | 1.1 |
Market Cap. Distribution
Monument Group Wealth Advisors, LLC has about 1.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 97.2 |
| MEGA-CAP | 1.8 |
Stocks belong to which Index?
About 2.8% of the stocks held by Monument Group Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 97.2 |
| S&P 500 | 2.8 |
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 47 stocks in it's portfolio. About 91.4% of the portfolio is in top 10 stocks. SYK proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Monument Group Wealth Advisors, LLC last quarter.
Last Reported on: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.53 | 3,527 | 898,080 | reduced | -37.53 | ||
| AAXJ | ishares msci eafe small cap etf | 0.88 | 19,495 | 1,495,730 | added | 6.96 | ||
| ADP | automatic data processing inc com | 0.14 | 804 | 235,974 | reduced | -3.02 | ||
| AEMB | avantis u.s. equity etf | 0.50 | 7,786 | 846,338 | unchanged | 0.00 | ||
| AGZD | wisdomtree u.s. high dividend fund | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ASET | flexshares stoxx us esg select index fund | 0.22 | 2,378 | 366,738 | unchanged | 0.00 | ||
| BIV | vanguard short-term bond etf | 0.18 | 3,923 | 309,594 | added | 4.14 | ||
| BNDW | vanguard short-term treasury etf | 0.33 | 9,643 | 567,490 | reduced | -0.57 | ||
| CSD | invesco s&p 500 equal weight etf | 0.17 | 1,517 | 287,938 | unchanged | 0.00 | ||
| CWI | spdr msci acwi climate paris aligned etf | 0.15 | 5,840 | 247,580 | unchanged | 0.00 | ||
| DFAC | dimensional u.s. core equity 2 etf | 44.11 | 1,942,510 | 74,922,600 | reduced | -1.67 | ||
| DFAC | dimensional international core equity market etf | 16.60 | 775,776 | 28,199,500 | added | 3.87 | ||
| DFAC | dimensional emerging core equity market etf | 4.50 | 242,520 | 7,646,670 | added | 3.1 | ||
| DFAC | dimensional us sustainability core 1 etf | 0.73 | 29,150 | 1,238,080 | reduced | -1.34 | ||
| DFAC | dimensional u.s. targeted value etf | 0.29 | 8,467 | 492,919 | reduced | -3.01 | ||
| DFAC | dimensional us marketwide value etf | 0.25 | 9,647 | 431,127 | added | 0.01 | ||
| DFAC | dimensional international sustainability core 1 etf | 0.16 | 6,634 | 271,662 | unchanged | 0.00 | ||
| DFAC | dimensional us vector equity etf | 0.16 | 4,521 | 264,207 | new | |||
| EDV | vanguard mega cap growth etf | 0.24 | 1,020 | 410,628 | added | 0.1 | ||
| EDV | vanguard mega cap etf | 0.24 | 1,658 | 404,802 | added | 0.24 | ||