Monument Group Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1965665 · latest 13F-HR filed 2026-04-22
Monument Group Wealth Advisors, LLC manages $180.2M in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFAC (43.70%), DFAI (17.56%), VTI (11.12%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 11, added to 5, and trimmed 14.
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.
$180.2M
Long-equity book
43
Distinct positions
2026-03-31
Filed 2026-04-22
+3 / −11 / ↑5 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL EMERGING CORE EQUITY MARKET ETF$466.1K +5.8%
- DIMENSIONAL US SUSTAINABILITY CORE 1 ETF$339.9K +26.8%
- DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF$123.0K +43.3%
- VANGUARD SHORT-TERM BOND ETF$70.6K +22.8%
- MERCK & CO INC$38.0K +14.3%
Top Trims
- APPLE INC-$1.2M -17.5%
- VANGUARD TOTAL STK MKT-$1.2M -5.6%
- VANGUARD GROWTH ETF-$366.0K -58.9%
- MICROSOFT-$364.3K -63.6%
- VANGUARD VALUE ETF-$240.1K -5.5%
New Positions
- CHEVRON CORPORATION COM$273.1K
- DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF$222.4K
- VANGUARD MID-CAP VALUE ETF$201.2K
Exited Positions
- ISHARES CORE MSCI EAFE ETF$399.3K
- ALPHABET INC CAP STK CL C$390.7K
- WILLIS TOWERS WATSON PLC LTD SHS$339.8K
- JPMORGAN CHASE & CO. COM$251.0K
- MCDONALDS CORP COM$235.3K
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 | $78.7M | 43.70% | 2,026,321 | SH |
| 2 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | 25434V203 | $31.6M | 17.56% | 812,122 | SH |
| 3 | VANGUARD TOTAL STK MKT | VTI | 922908769 | $20.0M | 11.12% | 62,464 | SH |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | 921943858 | $9.5M | 5.25% | 147,684 | SH |
| 5 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | 25434V302 | $8.6M | 4.75% | 252,834 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $5.8M | 3.20% | 22,717 | SH |
| 7 | VANGUARD VALUE ETF | VTV | 922908744 | $4.1M | 2.30% | 21,118 | SH |
| 8 | VANGUARD SMALL-CAP ETF | VB | 922908751 | $3.6M | 2.02% | 13,878 | SH |
| 9 | VANGUARD FTSE EMERGING MARKETS ETF | VWO | 922042858 | $2.2M | 1.24% | 41,210 | SH |
| 10 | VANGUARD SMALL CAP VALUE ETF | VBR | 922908611 | $1.7M | 0.93% | 7,708 | SH |
| 11 | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | DFSU | 25434V716 | $1.6M | 0.89% | 39,122 | SH |
| 12 | ISHARES MSCI EAFE SMALL CAP ETF | SCZ | 464288273 | $1.4M | 0.77% | 17,594 | SH |
| 13 | AVANTIS U.S. EQUITY ETF | AVUS | 025072885 | $812.2K | 0.45% | 7,305 | SH |
| 14 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | 084670702 | $749.0K | 0.42% | 1,563 | SH |
| 15 | STATE STREET SPDR S&P 500 ETF | SPY | 78462F103 | $681.2K | 0.38% | 1,047 | SH |
| 16 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $647.4K | 0.36% | 991 | SH |
| 17 | VANGUARD SHORT-TERM TREASURY ETF | VGSH | 92206C102 | $560.5K | 0.31% | 9,574 | SH |
| 18 | DIMENSIONAL U.S. TARGETED VALUE ETF | DFAT | 25434V609 | $519.0K | 0.29% | 8,311 | SH |
| 19 | DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | 25434V724 | $442.1K | 0.25% | 9,123 | SH |
| 20 | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | 25434V690 | $407.3K | 0.23% | 9,605 | SH |
| 21 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | VXUS | 921909768 | $401.0K | 0.22% | 5,199 | SH |
| 22 | VANGUARD MEGA CAP ETF | MGC | 921910873 | $393.8K | 0.22% | 1,666 | SH |
| 23 | VANGUARD SHORT-TERM BOND ETF | BSV | 921937827 | $379.8K | 0.21% | 4,844 | SH |
| 24 | VANGUARD MEGA CAP GROWTH ETF | MGK | 921910816 | $375.6K | 0.21% | 1,022 | SH |
| 25 | FLEXSHARES STOXX US ESG SELECT INDEX FUND | ESG | 33939L696 | $360.8K | 0.20% | 2,378 | SH |
| 26 | NUVEEN ESG LARGE-CAP GROWTH ETF | NULG | 67092P201 | $334.0K | 0.19% | 3,673 | SH |
| 27 | NVIDIA CORPORATION COM | NVDA | 67066G104 | $313.4K | 0.17% | 1,797 | SH |
| 28 | MERCK & CO INC | MRK | 58933Y105 | $304.3K | 0.17% | 2,530 | SH |
| 29 | INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | 46137V357 | $291.3K | 0.16% | 1,517 | SH |
| 30 | RTX CORPORATION COM | RTX | 75513E101 | $280.1K | 0.16% | 1,452 | SH |
| 31 | CHEVRON CORPORATION COM | CVX | 166764100 | $273.1K | 0.15% | 1,320 | SH |
| 32 | DIMENSIONAL US VECTOR EQUITY ETF | DXUV | 25434V559 | $268.3K | 0.15% | 4,521 | SH |
| 33 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | 921946406 | $259.2K | 0.14% | 1,750 | SH |
| 34 | STRYKER CORP | SYK | 863667101 | $257.0K | 0.14% | 782 | SH |
| 35 | VANGUARD GROWTH ETF | VUG | 922908736 | $255.1K | 0.14% | 584 | SH |
| 36 | ISHARES RUSSELL 1000 VALUE ETF | IWD | 464287598 | $251.1K | 0.14% | 1,175 | SH |
| 37 | VANGUARD MID-CAP ETF | VO | 922908629 | $246.0K | 0.14% | 856 | SH |
| 38 | STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | NZAC | 78463X194 | $237.4K | 0.13% | 5,840 | SH |
| 39 | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | DFSE | 25434V682 | $222.4K | 0.12% | 5,250 | SH |
| 40 | COCA COLA CO COM | KO | 191216100 | $221.1K | 0.12% | 2,907 | SH |
| 41 | MICROSOFT | MSFT | 594918104 | $208.8K | 0.12% | 564 | SH |
| 42 | VANGUARD MID-CAP VALUE ETF | VOE | 922908512 | $201.2K | 0.11% | 1,091 | SH |
| 43 | BLACKSTONE REIT INC COM CL I | BX | 09259K401 | $167.4K | 0.09% | 11,758 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-22 | $180.2M | 43 | 0001965665-26-000002 |
| 2025-12-31 | 2026-01-15 | $183.5M | 51 | 0001965665-26-000001 |