Monument Group Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Monument Group Wealth Advisors, LLC held in its portfolio 51 assets valued at $183,453,839 (i.e. $183.45M).
The most valuable assets in the portfolio included: DIMENSIONAL U.S. CORE EQUITY 2 ETF ($77.92M), DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF ($30.48M), and VANGUARD TOTAL STK MKT ($21.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Monument Group Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1968050 | 77915107 | ETF |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 799679 | 30475766 | ETF |
| VANGUARD TOTAL STK MKT | 63317 | 21228555 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 154680 | 9662870 | ETF |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 248537 | 8094859 | ETF |
| APPLE INC | 25699 | 6986530 | Stock |
| VANGUARD VALUE ETF | 22951 | 4383593 | ETF |
| VANGUARD SMALL-CAP ETF | 13980 | 3606346 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 40922 | 2200014 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 7805 | 1653146 | ETF |
| ISHARES MSCI EAFE SMALL CAP ETF | 17246 | 1337097 | ETF |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 29187 | 1267591 | ETF |
| AVANTIS U.S. EQUITY ETF | 7305 | 816552 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1563 | 785641 | Stock |
| SPDR S&P 500 ETF TRUST | 996 | 679409 | ETF |
| ISHARES CORE S&P 500 ETF | 991 | 678865 | ETF |
| VANGUARD GROWTH ETF | 1273 | 621045 | ETF |
| MICROSOFT | 1185 | 573113 | Stock |
| VANGUARD SHORT-TERM TREASURY ETF | 9643 | 566333 | ETF |
| NVIDIA CORPORATION COM | 2830 | 527795 | Stock |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 8311 | 494844 | ETF |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 9505 | 442849 | ETF |
| VANGUARD MEGA CAP GROWTH ETF | 1022 | 421938 | ETF |
| STRYKER CORP | 1200 | 421764 | Stock |
| VANGUARD MEGA CAP ETF | 1666 | 418519 | ETF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 5312 | 400795 | ETF |
| ISHARES CORE MSCI EAFE ETF | 4464 | 399349 | ETF |
| ALPHABET INC CAP STK CL C | 1245 | 390681 | Stock |
| FLEXSHARES STOXX US ESG SELECT INDEX FUND | 2378 | 376314 | ETF |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 3673 | 359219 | ETF |
| WILLIS TOWERS WATSON PLC LTD SHS | 1034 | 339849 | Stock |
| RTX CORPORATION COM | 1827 | 335081 | Stock |
| VANGUARD SHORT-TERM BOND ETF | 3923 | 309202 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 1517 | 290761 | ETF |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 6634 | 284233 | ETF |
| DIMENSIONAL US VECTOR EQUITY ETF | 4521 | 270265 | ETF |
| MERCK & CO INC | 2530 | 266307 | Stock |
| VANGUARD MID-CAP ETF | 900 | 261331 | ETF |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 1750 | 251160 | ETF |
| JPMORGAN CHASE & CO. COM | 779 | 251009 | Stock |
| SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | 5840 | 250470 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 1175 | 247149 | ETF |
| COCA COLA CO COM | 3411 | 238500 | Stock |
| MCDONALDS CORP COM | 770 | 235335 | Stock |
| VANGUARD MID-CAP GROWTH ETF | 802 | 224093 | ETF |
| JOHNSON & JOHNSON COM | 1061 | 219668 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 462 | 219087 | ETF |
| META PLATFORMS INC CL A | 311 | 205287 | Stock |
| STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | 1550 | 204712 | ETF |
| GOOGLE INC | 642 | 200946 | Stock |
| BLACKSTONE REIT INC COM CL I | 11623 | 162895 | REIT |
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