Monument Group Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Monument Group Wealth Advisors, LLCInvestment ActivityMonument Group Wealth Advisors, LLC has $180.20 million in total holdings as of March 31, 2026.Monument Group Wealth Advisors, LLC owns shares of 43 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.37% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Monument Group Wealth Advisors, LLC has purchased 51 new stocks and bought additional shares in 10 stocks.Monument Group Wealth Advisors, LLC sold shares of 16 stocks and completely divested from 11 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $78,742,871Dimensional International Core Equity Market ETF $31,640,287Vanguard Total Stock Market ETF $20,039,155Vanguard FTSE Developed Markets ETF $9,463,615Dimensional Emerging Core Equity Market ETF $8,560,974 Largest New Holdings this Quarter 166764100 - Chevron $273,108 Holding25434V682 - Dimensional Emerging Markets Sustainability Core 1 ETF $222,440 Holding922908512 - Vanguard Mid-Cap Value ETF $201,152 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 58,271 shares (about $2.26M)Dimensional International Core Equity Market ETF 12,443 shares (about $484.78K)Dimensional US Sustainability Core 1 ETF 9,935 shares (about $408.23K)Chevron 1,320 shares (about $273.11K)Dimensional Emerging Markets Sustainability Core 1 ETF 5,250 shares (about $222.44K) Largest Sales this Quarter Apple 2,982 shares (about $756.80K)Vanguard FTSE Developed Markets ETF 6,996 shares (about $448.30K)Vanguard Value ETF 1,833 shares (about $359.65K)Vanguard Growth ETF 689 shares (about $300.95K)Vanguard Total Stock Market ETF 853 shares (about $273.65K) 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$78,742,871$2,264,412 ▲3.0%2,026,32143.7%ETFDFAIDimensional International Core Equity Market ETF$31,640,287$484,779 ▲1.6%812,12217.6%ETFVTIVanguard Total Stock Market ETF$20,039,155$273,652 ▼-1.3%62,46411.1%ETFVEAVanguard FTSE Developed Markets ETF$9,463,615$448,305 ▼-4.5%147,6845.3%ETFDFAEDimensional Emerging Core Equity Market ETF$8,560,974$145,497 ▲1.7%252,8344.8%ETFAAPLApple$5,765,347$756,802 ▼-11.6%22,7173.2%Computer and TechnologyVTVVanguard Value ETF$4,143,538$359,651 ▼-8.0%21,1182.3%ETFVBVanguard Small-Cap ETF$3,635,134$26,717 ▼-0.7%13,8782.0%ETFVWOVanguard FTSE Emerging Markets ETF$2,227,430$15,567 ▲0.7%41,2101.2%ETFVBRVanguard Small-Cap Value ETF$1,674,571$21,073 ▼-1.2%7,7080.9%ETFDFSUDimensional US Sustainability Core 1 ETF$1,607,522$408,229 ▲34.0%39,1220.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,379,561$27,287 ▲2.0%17,5940.8%ETFAVUSAvantis U.S. Equity ETF$812,1690.0%7,3050.5%ETFBRK.BBerkshire Hathaway$748,9890.0%1,5630.4%FinanceSPYSPDR S&P 500 ETF Trust$681,194$33,181 ▲5.1%1,0470.4%FinanceIVViShares Core S&P 500 ETF$647,4160.0%9910.4%ETFVGSHVanguard Short-Term Treasury ETF$560,461$4,039 ▼-0.7%9,5740.3%ETFDFATDimensional U.S. Targeted Value ETF$519,0390.0%8,3110.3%ETFDFUVDimensional US Marketwide Value ETF$442,133$18,513 ▼-4.0%9,1230.2%ETFDFSIDimensional International Sustainability Core 1 ETF$407,252$125,970 ▲44.8%9,6050.2%ETFVXUSVanguard Total International Stock ETF$400,954$8,715 ▼-2.1%5,1990.2%ETFMGCVanguard Mega Cap ETF$393,8240.0%1,6660.2%ETFBSVVanguard Short-Term Bond ETF$379,848$72,221 ▲23.5%4,8440.2%ETFMGKVanguard Mega Cap Growth ETF$375,6010.0%1,0220.2%ETFESGFlexShares STOXX US ESG Select Index Fund$360,8370.0%2,3780.2%ETFNULGNuveen ESG Large-Cap Growth ETF$334,0220.0%3,6730.2%ETFNVDANVIDIA$313,396$180,155 ▼-36.5%1,7970.2%Computer and TechnologyMRKMerck & Co., Inc.$304,3330.0%2,5300.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$291,3070.0%1,5170.2%ETFRTXRTX$280,129$72,347 ▼-20.5%1,4520.2%AerospaceCVXChevron$273,108$273,108 ▲New Holding1,3200.2%EnergyDIMENSIONAL US VECTOR EQUITY ETF$268,3210.0%4,5210.1%ETFVYMVanguard High Dividend Yield ETF$259,1750.0%1,7500.1%ETFSYKStryker$256,957$137,350 ▼-34.8%7820.1%MedicalVUGVanguard Growth ETF$255,085$300,948 ▼-54.1%5840.1%ETFIWDiShares Russell 1000 Value ETF$251,0620.0%1,1750.1%ETFVOVanguard Mid-Cap ETF$245,957$12,643 ▼-4.9%8560.1%ETFNZACSPDR MSCI ACWI Climate Paris Aligned ETF$237,3690.0%5,8400.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$222,440$222,440 ▲New Holding5,2500.1%ETFKOCocaCola$221,118$38,336 ▼-14.8%2,9070.1%Consumer StaplesMSFTMicrosoft$208,794$229,896 ▼-52.4%5640.1%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$201,152$201,152 ▲New Holding1,0910.1%ETFBLACKSTONE REIT INC COM CL I$167,403$1,922 ▲1.2%11,7580.1%REITIEFAiShares Core MSCI EAFE ETF$0$399,349 ▼-100.0%00.0%ETFGOOGAlphabet$0$390,681 ▼-100.0%00.0%Computer and TechnologyWTWWillis Towers Watson Public$0$339,849 ▼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$251,009 ▼-100.0%00.0%FinanceMCDMcDonald's$0$235,335 ▼-100.0%00.0%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$0$224,093 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$219,668 ▼-100.0%00.0%MedicalIWFiShares Russell 1000 Growth ETF$0$219,087 ▼-100.0%00.0%ETFMETAMeta Platforms$0$205,287 ▼-100.0%00.0%Computer and TechnologySHESPDR MSCI USA Gender Diversity ETF$0$204,712 ▼-100.0%00.0%ETFGOOGLAlphabet$0$200,946 ▼-100.0%00.0%Computer and TechnologyShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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