Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- Latest filing
- Jul 27, 2026
The latest 13F from Monument Group Wealth Advisors, LLC covers Q2 2026 (filed Jul 27, 2026): 44 long positions worth $208.3M. The top 10 holdings make up 92.1% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 46.0%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 1
- Est. +$209.0K
- Added
- 20
- Est. +$15.6M
- Reduced
- 18
- Est. −$27.0M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Dimensional U.S. Core Equity 2 ETF25434V70846.0%$95.8M
- Dimensional ETF Trust25434V20317.0%$35.5M
- Vanguard Morningstar Total Stock Market ETF92290876910.3%$21.6M
- Vanguard Ftse Developed Markets ETF9219438585.0%$10.5M
- Dimensional Emerging Core Equity Market ETF25434V3024.8%$9.96M
Biggest buys
New and added positions, by estimated amount bought
- Dimensional U.S. Core Equity 2 ETF25434V708+$5.89MAdded
- Vanguard Ftse Developed Markets ETF921943858+$4.54MAdded
- Dimensional ETF Trust25434V203+$2.02MAdded
- Vanguard Morningstar Small-Cap Value ETF922908611+$1.47MAdded
- Flexshares Tr33939L696+$327.1KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Dimensional U.S. Core Equity 2 ETF25434V708+2.28 pp43.7% → 46.0%
- iShares Russell 1000 Growth ETF464287614+0.10 pp0.0% → 0.1%
- NVDANVIDIA Corp
- Dimensional ETF Trust25434V724+0.02 pp0.2% → 0.3%
- Invesco Exchange Traded FD T46137V357+0.02 pp0.2% → 0.2%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Dimensional Emerging Core Equity Market ETF25434V302−$8.05MReduced
- Dimensional ETF Trust25434V716−$7.78MReduced
- Blackstone Real Estate Income Tr CL I09259K401−$3.39MReduced
- Vanguard Scottsdale FDS92206C102−$2.97MReduced
- Vanguard Morningstar Total Stock Market ETF922908769−$1.55MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Morningstar Total Stock Market ETF922908769−0.77 pp11.1% → 10.3%
- Vanguard Morningstar Value ETF922908744−0.25 pp2.3% → 2.0%
- AAPLApple Inc.
- Vanguard Morningstar Small-Cap ETF922908751−0.14 pp2.0% → 1.9%
- iShares Tr464288273−0.14 pp0.8% → 0.6%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $208.3M
- +$28.1M (+15.6%) vs. prior quarter
- Positions
- 44
- +1 vs. prior quarter
- Top 10 concentration
- 92.1%
- Top 10 as share of value
- Turnover
- 8.1%
- Q2 2026, one quarter
- Average holding period
- 10.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.
13F filings by quarter
11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $208.3M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 27, 2026 | 44 | $208.3M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 22, 2026 | 43 | $180.2M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 15, 2026 | 51 | $183.5M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 24, 2025 | 47 | $169.8M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 29, 2025 | 52 | $158.8M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 24, 2025 | 51 | $144.3M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 15, 2025 | 49 | $141.3M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 18, 2024 | 50 | $166.4M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 6, 2024 | 48 | $148.7M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q1 2024 | SEC |
| Q1 2024 | May 8, 2024 | 47 | $134.9M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 1, 2024 | 43 | $117.3M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Morningstar Total Stock Market ETF | – | SEC |