Monument Group Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$180.2M
Q ending 2026-03-31
Prior quarter
$183.5M
Q ending 2025-12-31
Change
-1.8% QoQ · +24.9% YoY
Positions
43
reported holdings
Largest positions
All 43 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 Etf | DFAC | Shares | $78.7M | 2.0M |
| Dimensional International Core Equ | DFAI | Shares | $31.6M | 812K |
| Vanguard Total Stk Mkt | VTI | Shares | $20.0M | 62K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $9.5M | 148K |
| Dimensional Emerging Core Equity M | DFAE | Shares | $8.6M | 253K |
| Apple Inc | AAPL | Shares | $5.8M | 23K |
| Vanguard Value Etf | VTV | Shares | $4.1M | 21K |
| Vanguard Small-Cap Etf | VB | Shares | $3.6M | 14K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $2.2M | 41K |
| Vanguard Small Cap Value Etf | VBR | Shares | $1.7M | 8K |
| Dimensional Us Sustainability Core | DFSU | Shares | $1.6M | 39K |
| Ishares Msci Eafe Small Cap Etf | SCZ | Shares | $1.4M | 18K |
| Avantis U.S. Equity Etf | AVUS | Shares | $812K | 7K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $749K | 2K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $681K | 1K |
| Ishares Core S&P 500 Etf | IVV | Shares | $647K | 991 |
| Vanguard Short-Term Treasury Etf | VGSH | Shares | $560K | 10K |
| Dimensional U.S. Targeted Value Et | DFAT | Shares | $519K | 8K |
| Dimensional Us Marketwide Value Et | DFUV | Shares | $442K | 9K |
| Dimensional International Sustaina | DFSI | Shares | $407K | 10K |
| Vanguard Total International Stock | VXUS | Shares | $401K | 5K |
| Vanguard Mega Cap Etf | MGC | Shares | $394K | 2K |
| Vanguard Short-Term Bond Etf | BSV | Shares | $380K | 5K |
| Vanguard Mega Cap Growth Etf | MGK | Shares | $376K | 1K |
| Flexshares Stoxx Us Esg Select Ind | ESG | Shares | $361K | 2K |
| Nuveen Esg Large-Cap Growth Etf | NULG | Shares | $334K | 4K |
| Nvidia Corporation Com | NVDA | Shares | $313K | 2K |
| Merck & Co Inc | MRK | Shares | $304K | 3K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $291K | 2K |
| Rtx Corporation Com | RTX | Shares | $280K | 1K |
| Chevron Corporation Com | CVX | Shares | $273K | 1K |
| Dimensional Us Vector Equity Etf | DXUV | Shares | $268K | 5K |
| Vanguard High Dividend Yield Index | VYM | Shares | $259K | 2K |
| Stryker Corp | SYK | Shares | $257K | 782 |
| Vanguard Growth Etf | VUG | Shares | $255K | 584 |
| Ishares Russell 1000 Value Etf | IWD | Shares | $251K | 1K |
| Vanguard Mid-Cap Etf | VO | Shares | $246K | 856 |
| State Street Spdr Msci Acwi Climat | NZAC | Shares | $237K | 6K |
| Dimensional Emerging Markets Susta | DFSE | Shares | $222K | 5K |
| Coca Cola Co Com | KO | Shares | $221K | 3K |
| Microsoft | MSFT | Shares | $209K | 564 |
| Vanguard Mid-Cap Value Etf | VOE | Shares | $201K | 1K |
| Blackstone Reit Inc Com Cl I | Shares | $167K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.