Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- Latest filing
- Jul 27, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 15, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 51
- +4 vs. Q3 2025
- Portfolio value
- $183.5M
- +$13.6M (+8.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Blackstone Real Estate Income Tr CL I09259K401 | Common Stock | 11,623 | $162.9K | 0.1% | +11,623 | New | – |
| GOOGLAlphabet Inc. | Stock | 642 | $200.9K | 0.1% | +642 | New | History |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 1,550 | $204.7K | 0.1% | +1,550 | New | – |
| METAMeta Platforms, Inc. | Stock | 311 | $205.3K | 0.1% | −50−13.9% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 462 | $219.1K | 0.1% | −108−18.9% | Reduced | – |
| JNJJohnson & Johnson | Stock | 1,061 | $219.7K | 0.1% | −202−16.0% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 802 | $224.1K | 0.1% | +112+16.2% | Added | – |
| MCDMcDonalds Corp | Stock | 770 | $235.3K | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 3,411 | $238.5K | 0.1% | +3,411 | New | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,175 | $247.1K | 0.1% | 00.0% | Unchanged | – |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 5,840 | $250.5K | 0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 779 | $251.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,750 | $251.2K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 900 | $261.3K | 0.1% | +46+5.4% | Added | – |
| MRKMerck & Co., Inc. | Stock | 2,530 | $266.3K | 0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 4,521 | $270.3K | 0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 6,634 | $284.2K | 0.2% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,517 | $290.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,923 | $309.2K | 0.2% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 1,827 | $335.1K | 0.2% | +45+2.5% | Added | History |
| WTWWillis Towers Watson PLC | SHS | 1,034 | $339.8K | 0.2% | 00.0% | Unchanged | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $359.2K | 0.2% | 00.0% | Unchanged | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $376.3K | 0.2% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 1,245 | $390.7K | 0.2% | −290−18.9% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,464 | $399.3K | 0.2% | +4,464 | New | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,312 | $400.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,666 | $418.5K | 0.2% | +8+0.5% | Added | – |
| SYKStryker Corp | Stock | 1,200 | $421.8K | 0.2% | 00.0% | Unchanged | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,022 | $421.9K | 0.2% | +2+0.2% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,505 | $442.8K | 0.2% | −142−1.5% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,311 | $494.8K | 0.3% | −156−1.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 2,830 | $527.8K | 0.3% | +850+42.9% | Added | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,643 | $566.3K | 0.3% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 1,185 | $573.1K | 0.3% | +139+13.3% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,273 | $621.0K | 0.3% | +391+44.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 991 | $678.9K | 0.4% | +4+0.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 996 | $679.4K | 0.4% | +390+64.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,563 | $785.6K | 0.4% | +825+111.8% | Added | History |
| American Centy ETF Tr025072885 | US EQT ETF | 7,305 | $816.6K | 0.4% | −481−6.2% | Reduced | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 29,187 | $1.27M | 0.7% | +37+0.1% | Added | – |
| iShares Tr464288273 | EAFE SML CP ETF | 17,246 | $1.34M | 0.7% | −2,249−11.5% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,805 | $1.65M | 0.9% | −422−5.1% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 40,922 | $2.20M | 1.2% | −3,678−8.2% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,980 | $3.61M | 2.0% | −683−4.7% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,951 | $4.38M | 2.4% | +1,136+5.2% | Added | – |
| AAPLApple Inc. | Stock | 25,699 | $6.99M | 3.8% | +22,172+628.6% | Added | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 248,537 | $8.09M | 4.4% | +6,017+2.5% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 154,680 | $9.66M | 5.3% | −10,940−6.6% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 63,317 | $21.2M | 11.6% | −847−1.3% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 799,679 | $30.5M | 16.6% | +23,903+3.1% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,968,050 | $77.9M | 42.5% | +25,540+1.3% | Added | – |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.