Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- Latest filing
- Jul 27, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 29, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 52
- +1 vs. Q1 2025
- Portfolio value
- $158.8M
- +$14.6M (+10.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GLGlobe Life Inc. | COM | 1,752 | $217.8K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 2,857 | $226.2K | 0.1% | +250+9.6% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,175 | $228.2K | 0.1% | 00.0% | Unchanged | – |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 5,840 | $230.7K | 0.1% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,750 | $233.3K | 0.1% | −387−18.1% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 853 | $238.8K | 0.2% | −339−28.4% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 570 | $242.4K | 0.2% | 00.0% | Unchanged | – |
| ADPAutomatic Data Processing Inc | Stock | 829 | $255.7K | 0.2% | −10−1.2% | Reduced | History |
| RTXRTX Corp | Stock | 1,782 | $260.2K | 0.2% | +49+2.8% | Added | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 6,634 | $261.4K | 0.2% | 00.0% | Unchanged | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,164 | $266.3K | 0.2% | +14+0.4% | Added | History |
| JNJJohnson & Johnson | Stock | 1,762 | $269.1K | 0.2% | +405+29.8% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,517 | $275.9K | 0.2% | +6+0.4% | Added | – |
| MCDMcDonalds Corp | Stock | 1,008 | $294.5K | 0.2% | +69+7.3% | Added | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,767 | $296.5K | 0.2% | −7,890−67.7% | Reduced | – |
| WTWWillis Towers Watson PLC | SHS | 1,034 | $317.0K | 0.2% | −184−15.1% | Reduced | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $345.1K | 0.2% | 00.0% | Unchanged | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $349.2K | 0.2% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 1,985 | $352.1K | 0.2% | +446+29.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 738 | $358.5K | 0.2% | +7+1.0% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,216 | $360.4K | 0.2% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 2,306 | $364.3K | 0.2% | +2,306 | New | History |
| METAMeta Platforms, Inc. | Stock | 496 | $366.1K | 0.2% | +130+35.5% | Added | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,654 | $372.1K | 0.2% | 00.0% | Unchanged | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,019 | $373.2K | 0.2% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 606 | $374.4K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 882 | $386.7K | 0.2% | −543−38.1% | Reduced | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 4,119 | $395.3K | 0.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,646 | $407.9K | 0.3% | +10.0% | Added | – |
| First Tr Exchange-Traded FD336917109 | SHS | 10,350 | $433.4K | 0.3% | 00.0% | Unchanged | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,730 | $471.1K | 0.3% | −20.0% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 1,644 | $476.6K | 0.3% | +144+9.6% | Added | History |
| IBMInternational Business Machines Corp | Stock | 1,676 | $494.1K | 0.3% | −83−4.7% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 5,273 | $568.4K | 0.4% | +293+5.9% | Added | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,698 | $570.0K | 0.4% | −63−0.6% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 987 | $612.9K | 0.4% | +2+0.2% | Added | – |
| SYKStryker Corp | Stock | 1,598 | $632.2K | 0.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,345 | $669.0K | 0.4% | +424+46.0% | Added | History |
| American Centy ETF Tr025072885 | US EQT ETF | 7,786 | $785.0K | 0.5% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 11,530 | $815.8K | 0.5% | +720+6.7% | Added | History |
| AAPLApple Inc. | Stock | 5,646 | $1.16M | 0.7% | +671+13.5% | Added | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 29,545 | $1.16M | 0.7% | +431+1.5% | Added | – |
| iShares Tr464288273 | EAFE SML CP ETF | 18,226 | $1.32M | 0.8% | −1,011−5.3% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,854 | $1.34M | 0.8% | +1,028+17.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,780 | $2.07M | 1.3% | −2,408−5.4% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,847 | $3.04M | 1.9% | +483+3.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,181 | $3.39M | 2.1% | +1,188+6.6% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 235,229 | $6.81M | 4.3% | +5,644+2.5% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 157,921 | $9.00M | 5.7% | −20,241−11.4% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 57,406 | $17.4M | 11.0% | +2,460+4.5% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 746,904 | $25.8M | 16.3% | +29,874+4.2% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,975,570 | $70.8M | 44.6% | +12,948+0.7% | Added | – |