Monument Group Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Monument Group Wealth Advisors, LLCInvestment ActivityMonument Group Wealth Advisors, LLC has $208.33 million in total holdings as of June 30, 2026.Monument Group Wealth Advisors, LLC owns shares of 44 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 7.88% of the portfolio was purchased this quarter.About 12.59% of the portfolio was sold this quarter.This quarter, Monument Group Wealth Advisors, LLC has purchased 43 new stocks and bought additional shares in 21 stocks.Monument Group Wealth Advisors, LLC sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $95,776,906Dimensional International Core Equity Market ETF $35,515,279Vanguard Total Stock Market ETF $21,561,366Vanguard FTSE Developed Markets ETF $10,477,571Dimensional Emerging Core Equity Market ETF $9,962,369 Largest New Holdings this Quarter 464287614 - iShares Russell 1000 Growth ETF $208,964 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 132,761 shares (about $5.89M)Vanguard FTSE Developed Markets ETF 112,887 shares (about $4.54M)Dimensional International Core Equity Market ETF 48,854 shares (about $2.02M)Vanguard Small-Cap Value ETF 31,488 shares (about $1.47M)Vanguard Mega Cap Growth ETF 4,185 shares (about $357.83K) Largest Sales this Quarter Dimensional Emerging Core Equity Market ETF 113,012 shares (about $8.05M)Dimensional US Sustainability Core 1 ETF 32,019 shares (about $7.78M)VANGUARD MID-CAP GROWTH ETF 11,066 shares (about $3.39M)Vanguard Short-Term Treasury ETF 7,963 shares (about $2.97M)Vanguard Total Stock Market ETF 4,197 shares (about $1.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonument Group Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$95,776,906$5,889,280 â–²6.6%2,159,08246.0%ETFDFAIDimensional International Core Equity Market ETF$35,515,279$2,015,229 â–²6.0%860,97617.0%ETFVTIVanguard Total Stock Market ETF$21,561,366$1,553,076 â–¼-6.7%58,26710.3%ETFVEAVanguard FTSE Developed Markets ETF$10,477,571$4,539,191 â–²76.4%260,5715.0%ETFDFAEDimensional Emerging Core Equity Market ETF$9,962,369$8,052,147 â–¼-44.7%139,8224.8%ETFAAPLApple$6,342,192$231,199 â–¼-3.5%21,9183.0%TechnologyVTVVanguard Value ETF$4,263,505$338,892 â–¼-7.4%19,5632.0%ETFVBVanguard Small-Cap ETF$3,907,761$299,198 â–¼-7.1%12,8911.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,316,441$143,438 â–¼-5.8%38,8071.1%ETFVBRVanguard Small-Cap Value ETF$1,827,709$1,468,285 â–²408.5%39,1960.9%ETFDFSUDimensional US Sustainability Core 1 ETF$1,726,052$7,780,721 â–¼-81.8%7,1030.8%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,306,432$141,100 â–¼-9.7%15,8790.6%ETFAVUSAvantis U.S. Equity ETF$926,914$8,709 â–¼-0.9%7,2370.4%ETFBRK.BBerkshire Hathaway$784,611$2,502 â–²0.3%1,5680.4%FinanceSPYSPDR S&P 500 ETF Trust$782,939$747 â–²0.1%1,0480.4%ETFIVViShares Core S&P 500 ETF$732,512$9,737 â–¼-1.3%9780.4%ETFVGSHVanguard Short-Term Treasury ETF$600,953$2,970,446 â–¼-83.2%1,6110.3%ETFDFATDimensional U.S. Targeted Value ETF$580,9690.0%8,3110.3%ETFDFUVDimensional US Marketwide Value ETF$557,206$26,248 â–²4.9%9,5740.3%ETFDFSIDimensional International Sustainability Core 1 ETF$501,916$26,460 â–¼-5.0%9,1240.2%ETFVXUSVanguard Total International Stock ETF$482,836$219,871 â–²83.6%9,5460.2%ETFMGCVanguard Mega Cap ETF$455,9430.0%1,6660.2%ETFBSVVanguard Short-Term Bond ETF$449,238$23,385 â–²5.5%5,1100.2%ETFMGKVanguard Mega Cap Growth ETF$445,212$357,828 â–²409.5%5,2070.2%ETFESGFlexShares STOXX US ESG Select Index Fund$434,313$327,065 â–²305.0%9,6300.2%ETFNULGNuveen ESG Large-Cap Growth ETF$429,9610.0%3,6730.2%ETFNVDANVIDIA$418,028$102,134 â–²32.3%2,3780.2%TechnologyMRKMerck & Co., Inc.$384,516$187,388 â–²95.1%4,9350.2%HealthcareRSPInvesco S&P 500 Equal Weight ETF$373,568$70,031 â–²23.1%1,8670.2%ETFRTXRTX$351,833$165,251 â–²88.6%2,7380.2%IndustrialsCVXChevron$322,955$41,939 â–²14.9%1,5170.2%EnergyVANGUARD GROWTH ETF$301,834$87,604 â–¼-22.5%3,5040.1%ETFVYMVanguard High Dividend Yield ETF$291,308$40,802 â–¼-12.3%1,5350.1%ETFSYKStryker$276,552$152,973 â–²123.8%1,7500.1%HealthcareVUGVanguard Growth ETF$275,828$228,769 â–²486.1%3,4230.1%ETFIWDiShares Russell 1000 Value ETF$268,136$214,187 â–²397.0%5,8400.1%ETFVOVanguard Mid-Cap ETF$265,410$4,093 â–¼-1.5%8430.1%ETFNZACSPDR MSCI ACWI Climate Paris Aligned ETF$264,006$1,151,784 â–¼-81.4%1,0890.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$256,6170.0%5,2500.1%ETFKOCocaCola$251,818$15,525 â–²6.6%3,0980.1%Consumer StaplesMSFTMicrosoft$239,382$152,278 â–²174.8%1,5500.1%TechnologyVOEVanguard Mid-Cap Value ETF$215,6910.0%1,0910.1%ETFVANGUARD MID-CAP GROWTH ETF$212,193$3,393,248 â–¼-94.1%6920.1%ETFIWFiShares Russell 1000 Growth ETF$208,964$208,964 â–²New Holding1,6820.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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