Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- Latest filing
- Jul 27, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 24, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 51
- +2 vs. Q4 2024
- Portfolio value
- $144.3M
- +$3.01M (+2.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,962,622 | $64.7M | 44.9% | +96,462+5.2% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 717,030 | $22.4M | 15.5% | −1,072−0.1% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 54,946 | $15.1M | 10.5% | +934+1.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 178,162 | $9.06M | 6.3% | +804+0.5% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 229,585 | $5.94M | 4.1% | +4,714+2.1% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,993 | $3.11M | 2.2% | +2,357+15.1% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,364 | $2.74M | 1.9% | +944+8.3% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 44,188 | $2.00M | 1.4% | +266+0.6% | Added | – |
| iShares Tr464288273 | EAFE SML CP ETF | 19,237 | $1.22M | 0.8% | −23−0.1% | Reduced | – |
| AAPLApple Inc. | Stock | 4,975 | $1.11M | 0.8% | +851+20.6% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,826 | $1.09M | 0.8% | +101+1.8% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 29,114 | $1.04M | 0.7% | +210+0.7% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,657 | $912.5K | 0.6% | +45+0.4% | Added | – |
| KOCoca Cola Co | Stock | 10,810 | $774.3K | 0.5% | 00.0% | Unchanged | History |
| American Centy ETF Tr025072885 | US EQT ETF | 7,786 | $719.3K | 0.5% | 00.0% | Unchanged | – |
| SYKStryker Corp | Stock | 1,598 | $594.9K | 0.4% | +12+0.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 4,980 | $592.3K | 0.4% | +69+1.4% | Added | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,761 | $572.9K | 0.4% | −214−2.1% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 985 | $553.6K | 0.4% | +11+1.1% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,425 | $528.4K | 0.4% | +1,425 | New | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,732 | $449.6K | 0.3% | −138−1.6% | Reduced | – |
| First Tr Exchange-Traded FD336917109 | SHS | 10,350 | $449.6K | 0.3% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 1,759 | $437.4K | 0.3% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 1,218 | $411.7K | 0.3% | −565−31.7% | Reduced | History |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 4,119 | $408.4K | 0.3% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,645 | $397.5K | 0.3% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 731 | $389.3K | 0.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,500 | $367.9K | 0.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 921 | $345.7K | 0.2% | −56−5.7% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 606 | $339.0K | 0.2% | 00.0% | Unchanged | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,654 | $333.2K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,216 | $324.0K | 0.2% | +22+0.4% | Added | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $319.5K | 0.2% | 00.0% | Unchanged | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,019 | $314.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,192 | $308.3K | 0.2% | +1,192 | New | – |
| MCDMcDonalds Corp | Stock | 939 | $293.3K | 0.2% | 00.0% | Unchanged | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $287.5K | 0.2% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,137 | $275.6K | 0.2% | +387+22.1% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,511 | $261.9K | 0.2% | +7+0.5% | Added | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,150 | $259.2K | 0.2% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 839 | $256.3K | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,539 | $240.4K | 0.2% | −300−16.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 2,607 | $234.0K | 0.2% | +77+3.0% | Added | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 6,634 | $231.5K | 0.2% | −794−10.7% | Reduced | – |
| GLGlobe Life Inc. | COM | 1,752 | $230.8K | 0.2% | +1,752 | New | History |
| RTXRTX Corp | Stock | 1,733 | $229.6K | 0.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 1,357 | $225.0K | 0.2% | +1,357 | New | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,175 | $221.1K | 0.2% | +86+7.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 366 | $210.9K | 0.1% | +366 | New | History |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 5,840 | $206.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 570 | $206.1K | 0.1% | +42+8.0% | Added | – |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 1,530 | $335.7K | 0.2% | History |
| HTHHilltop Holdings Inc. | COM | 11,557 | $330.9K | 0.2% | History |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 8,702 | $202.5K | 0.1% | – |