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Monument Group Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1965665 · latest 13F-HR filed 2026-07-27

Backtest portfolio

Monument Group Wealth Advisors, LLC manages $208.3M in 13F-reported U.S. long-equity assets across 44 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (45.97%), DFAI (17.05%), VTI (10.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 39, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
801 MAIN STREET
CONCORD, MA 01742
Phone
(978) 451-6466
Filing Manager
Monument Group Wealth Advisors, LLC
CONCORD, MA
Signatory
Lee C. McGowan
President & Senior Wealth Advisor
Loading holdings…
AUM

$208.3M

Long-equity book

Holdings

44

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+1 / −0 / ↑39 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL U.S. CORE EQUITY 2 ETF$17.0M +21.6%
  • DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$3.9M +12.2%
  • VANGUARD TOTAL STK MKT$1.5M +7.6%
  • VANGUARD FTSE DEVELOPED MARKETS ETF$1.4M +16.4%
  • DIMENSIONAL EMERGING CORE EQUITY MARKET ETF$1.0M +10.7%
Show all 39 →

Top Trims

  • ISHARES MSCI EAFE SMALL CAP ETF-$73.1K -5.3%
Show all 1 →

New Positions

  • ISHARES RUSSELL 1000 GROWTH ETF$209.0K
Show all 1 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL U.S. CORE EQUITY 2 ETF DFAC 25434V708 $95.8M 45.97% 2,159,082 SH
2 DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI 25434V203 $35.5M 17.05% 860,976 SH
3 VANGUARD TOTAL STK MKT VTI 922908769 $21.6M 10.35% 58,267 SH
4 DIMENSIONAL EMERGING CORE EQUITY MARKET ETF VEA 921943858 $10.5M 5.03% 260,571 SH
5 VANGUARD FTSE DEVELOPED MARKETS ETF DFAE 25434V302 $10.0M 4.78% 139,822 SH
6 APPLE INC AAPL 037833100 $6.3M 3.04% 21,918 SH
7 VANGUARD VALUE ETF VTV 922908744 $4.3M 2.05% 19,563 SH
8 VANGUARD SMALL-CAP ETF VB 922908751 $3.9M 1.88% 12,891 SH
9 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $2.3M 1.11% 38,807 SH
10 DIMENSIONAL US SUSTAINABILITY CORE 1 ETF VBR 922908611 $1.8M 0.88% 39,196 SH
11 VANGUARD SMALL CAP VALUE ETF DFSU 25434V716 $1.7M 0.83% 7,103 SH
12 ISHARES MSCI EAFE SMALL CAP ETF SCZ 464288273 $1.3M 0.63% 15,879 SH
13 AVANTIS U.S. EQUITY ETF AVUS 025072885 $926.9K 0.44% 7,237 SH
14 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $784.6K 0.38% 1,568 SH
15 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $782.9K 0.38% 1,048 SH
16 ISHARES CORE S&P 500 ETF IVV 464287200 $732.5K 0.35% 978 SH
17 MICROSOFT VGSH 92206C102 $601.0K 0.29% 1,611 SH
18 DIMENSIONAL U.S. TARGETED VALUE ETF DFAT 25434V609 $581.0K 0.28% 8,311 SH
19 VANGUARD SHORT-TERM TREASURY ETF DFUV 25434V724 $557.2K 0.27% 9,574 SH
20 DIMENSIONAL US MARKETWIDE VALUE ETF DFSI 25434V690 $501.9K 0.24% 9,124 SH
21 VANGUARD TAX-EXEMPT BOND ETF VXUS 921909768 $482.8K 0.23% 9,546 SH
22 VANGUARD MEGA CAP ETF MGC 921910873 $455.9K 0.22% 1,666 SH
23 VANGUARD MEGA CAP GROWTH ETF BSV 921937827 $449.2K 0.22% 5,110 SH
24 VANGUARD TOTAL INTERNATIONAL STOCK ETF MGK 921910816 $445.2K 0.21% 5,207 SH
25 DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF ESG 33939L696 $434.3K 0.21% 9,630 SH
26 NUVEEN ESG LARGE-CAP GROWTH ETF NULG 67092P201 $430.0K 0.21% 3,673 SH
27 FLEXSHARES STOXX US ESG SELECT INDEX FUND NVDA 67066G104 $418.0K 0.20% 2,378 SH
28 VANGUARD SHORT-TERM BOND ETF MRK 58933Y105 $384.5K 0.18% 4,935 SH
29 NVIDIA CORPORATION COM RSP 46137V357 $373.6K 0.18% 1,867 SH
30 MERCK & CO INC RTX 75513E101 $351.8K 0.17% 2,738 SH
31 INVESCO S&P 500 EQUAL WEIGHT ETF CVX 166764100 $323.0K 0.16% 1,517 SH
32 VANGUARD GROWTH ETF DXUV 25434V559 $301.8K 0.14% 3,504 SH
33 RTX CORPORATION COM VYM 921946406 $291.3K 0.14% 1,535 SH
34 VANGUARD HIGH DIVIDEND YIELD INDEX ETF SYK 863667101 $276.6K 0.13% 1,750 SH
35 VANGUARD MID-CAP ETF VUG 922908736 $275.8K 0.13% 3,423 SH
36 STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF IWD 464287598 $268.1K 0.13% 5,840 SH
37 STRYKER CORP VO 922908629 $265.4K 0.13% 843 SH
38 ISHARES RUSSELL 1000 VALUE ETF NZAC 78463X194 $264.0K 0.13% 1,089 SH
39 DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF DFSE 25434V682 $256.6K 0.12% 5,250 SH
40 COCA COLA CO COM KO 191216100 $251.8K 0.12% 3,098 SH
41 STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF MSFT 594918104 $239.4K 0.11% 1,550 SH
42 VANGUARD MID-CAP VALUE ETF VOE 922908512 $215.7K 0.10% 1,091 SH
43 VANGUARD MID-CAP GROWTH ETF BX 09259K401 $212.2K 0.10% 692 SH
44 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $209.0K 0.10% 1,682 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $208.3M 44 0001965665-26-000003
2026-03-31 2026-04-22 $180.2M 43 0001965665-26-000002
2025-12-31 2026-01-15 $183.5M 51 0001965665-26-000001