Institutions / Monument Group Wealth Advisors, LLC

Monument Group Wealth Advisors, LLC

CIK 1965665 · Institution · as of Dec 31, 2025

Portfolio value

$183.45M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 51 →

Company	Class	Value	Shares	% of portfolio
Dimensional U.S. Core Equity 2 ETF	—	$77.92M	1,968,050	42.5%
Dimensional International Core Equity Market ETF	—	$30.48M	799,679	16.6%
Vanguard Total Stk Mkt	—	$21.23M	63,317	11.6%
Vanguard Ftse Developed Markets ETF	—	$9.66M	154,680	5.3%
Dimensional Emerging Core Equity Market ETF	—	$8.09M	248,537	4.4%
Apple Inc.	—	$6.99M	25,699	3.8%
Vanguard Value ETF	—	$4.38M	22,951	2.4%
Vanguard Small-Cap ETF	—	$3.61M	13,980	2.0%
Vanguard Ftse Emerging Markets ETF	—	$2.20M	40,922	1.2%
Vanguard Small Cap Value ETF	—	$1.65M	7,805	0.9%
iShares MSCI Eafe Small Cap ETF	—	$1.34M	17,246	0.7%
Dimensional US Sustainability Core 1 ETF	—	$1.27M	29,187	0.7%
Avantis U.S. Equity ETF	—	$816.6K	7,305	0.4%
Warren E. Buffett	—	$785.6K	1,563	0.4%
SPDR S&P 500 ETF Trust	—	$679.4K	996	0.4%
iShares Core S&P 500 ETF	—	$678.9K	991	0.4%
Vanguard Growth ETF	—	$621.0K	1,273	0.3%
Microsoft Corp	—	$573.1K	1,185	0.3%
Vanguard Short-Term Treasury ETF	—	$566.3K	9,643	0.3%
NVIDIA Corp	—	$527.8K	2,830	0.3%
Dimensional U.S. Targeted Value ETF	—	$494.8K	8,311	0.3%
Dimensional US Marketwide Value ETF	—	$442.8K	9,505	0.2%
Vanguard Mega Cap Growth ETF	—	$421.9K	1,022	0.2%
Stryker Corp	—	$421.8K	1,200	0.2%
Vanguard Mega Cap ETF	—	$418.5K	1,666	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.