Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- Latest filing
- Jul 27, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 22, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 43
- −8 vs. Q4 2025
- Portfolio value
- $180.2M
- −$3.25M (−1.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Blackstone Real Estate Income Tr CL I09259K401 | Common Stock | 11,758 | $167.4K | 0.1% | +135+1.2% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,091 | $201.2K | 0.1% | +1,091 | New | – |
| MSFTMicrosoft Corp | Stock | 564 | $208.8K | 0.1% | −621−52.4% | Reduced | History |
| KOCoca Cola Co | Stock | 2,907 | $221.1K | 0.1% | −504−14.8% | Reduced | History |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 5,250 | $222.4K | 0.1% | +5,250 | New | – |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 5,840 | $237.4K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 856 | $246.0K | 0.1% | −44−4.9% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,175 | $251.1K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 584 | $255.1K | 0.1% | −689−54.1% | Reduced | – |
| SYKStryker Corp | Stock | 782 | $257.0K | 0.1% | −418−34.8% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,750 | $259.2K | 0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 4,521 | $268.3K | 0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 1,320 | $273.1K | 0.2% | +1,320 | New | History |
| RTXRTX Corp | Stock | 1,452 | $280.1K | 0.2% | −375−20.5% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,517 | $291.3K | 0.2% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 2,530 | $304.3K | 0.2% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,797 | $313.4K | 0.2% | −1,033−36.5% | Reduced | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $334.0K | 0.2% | 00.0% | Unchanged | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $360.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,022 | $375.6K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,844 | $379.8K | 0.2% | +921+23.5% | Added | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,666 | $393.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,199 | $401.0K | 0.2% | −113−2.1% | Reduced | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 9,605 | $407.3K | 0.2% | +2,971+44.8% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,123 | $442.1K | 0.2% | −382−4.0% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,311 | $519.0K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,574 | $560.5K | 0.3% | −69−0.7% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 991 | $647.4K | 0.4% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,047 | $681.2K | 0.4% | +51+5.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,563 | $749.0K | 0.4% | 00.0% | Unchanged | History |
| American Centy ETF Tr025072885 | US EQT ETF | 7,305 | $812.2K | 0.5% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 17,594 | $1.38M | 0.8% | +348+2.0% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 39,122 | $1.61M | 0.9% | +9,935+34.0% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,708 | $1.67M | 0.9% | −97−1.2% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,210 | $2.23M | 1.2% | +288+0.7% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,878 | $3.64M | 2.0% | −102−0.7% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,118 | $4.14M | 2.3% | −1,833−8.0% | Reduced | – |
| AAPLApple Inc. | Stock | 22,717 | $5.77M | 3.2% | −2,982−11.6% | Reduced | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 252,834 | $8.56M | 4.8% | +4,297+1.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 147,684 | $9.46M | 5.3% | −6,996−4.5% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 62,464 | $20.0M | 11.1% | −853−1.3% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 812,122 | $31.6M | 17.6% | +12,443+1.6% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 2,026,321 | $78.7M | 43.7% | +58,271+3.0% | Added | – |
Sold out since Q4 2025 (11)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,464 | $399.3K | 0.2% | – |
| GOOGAlphabet Inc. | Stock | 1,245 | $390.7K | 0.2% | History |
| WTWWillis Towers Watson PLC | SHS | 1,034 | $339.8K | 0.2% | History |
| JPMJPMorgan Chase & Co | Stock | 779 | $251.0K | 0.1% | History |
| MCDMcDonalds Corp | Stock | 770 | $235.3K | 0.1% | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 802 | $224.1K | 0.1% | – |
| JNJJohnson & Johnson | Stock | 1,061 | $219.7K | 0.1% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 462 | $219.1K | 0.1% | – |
| METAMeta Platforms, Inc. | Stock | 311 | $205.3K | 0.1% | History |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 1,550 | $204.7K | 0.1% | – |
| GOOGLAlphabet Inc. | Stock | 642 | $200.9K | 0.1% | History |