Monument Group Wealth Advisors, LLC

Est. AUM

$180.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$78.7M	2026321	43.70%	SOLE
2	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$31.6M	812122	17.56%	SOLE
3	VANGUARD TOTAL STK MKT	ETF	$20.0M	62464	11.12%	SOLE
4	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$9.5M	147684	5.25%	SOLE
5	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$8.6M	252834	4.75%	SOLE
6	APPLE INC	Stock	$5.8M	22717	3.20%	SOLE
7	VANGUARD VALUE ETF	ETF	$4.1M	21118	2.30%	SOLE
8	VANGUARD SMALL-CAP ETF	ETF	$3.6M	13878	2.02%	SOLE
9	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$2.2M	41210	1.24%	SOLE
10	VANGUARD SMALL CAP VALUE ETF	ETF	$1.7M	7708	0.93%	SOLE
11	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	ETF	$1.6M	39122	0.89%	SOLE
12	ISHARES MSCI EAFE SMALL CAP ETF	ETF	$1.4M	17594	0.77%	SOLE
13	AVANTIS U.S. EQUITY ETF	ETF	$812K	7305	0.45%	SOLE
14	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$748K	1563	0.42%	SOLE
15	STATE STREET SPDR S&P 500 ETF	ETF	$681K	1047	0.38%	SOLE
16	ISHARES CORE S&P 500 ETF	ETF	$647K	991	0.36%	SOLE
17	VANGUARD SHORT-TERM TREASURY ETF	ETF	$560K	9574	0.31%	SOLE
18	DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$519K	8311	0.29%	SOLE
19	DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$442K	9123	0.25%	SOLE
20	DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF	ETF	$407K	9605	0.23%	SOLE
21	VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$400K	5199	0.22%	SOLE
22	VANGUARD MEGA CAP ETF	ETF	$393K	1666	0.22%	SOLE
23	VANGUARD SHORT-TERM BOND ETF	ETF	$379K	4844	0.21%	SOLE
24	VANGUARD MEGA CAP GROWTH ETF	ETF	$375K	1022	0.21%	SOLE
25	FLEXSHARES STOXX US ESG SELECT INDEX FUND	ETF	$360K	2378	0.20%	SOLE
26	NUVEEN ESG LARGE-CAP GROWTH ETF	ETF	$334K	3673	0.19%	SOLE
27	NVIDIA CORPORATION COM	Stock	$313K	1797	0.17%	SOLE
28	MERCK & CO INC	Stock	$304K	2530	0.17%	SOLE
29	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$291K	1517	0.16%	SOLE
30	RTX CORPORATION COM	Stock	$280K	1452	0.16%	SOLE
31	CHEVRON CORPORATION COM	Stock	$273K	1320	0.15%	SOLE
32	DIMENSIONAL US VECTOR EQUITY ETF	ETF	$268K	4521	0.15%	SOLE
33	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$259K	1750	0.14%	SOLE
34	STRYKER CORP	Stock	$256K	782	0.14%	SOLE
35	VANGUARD GROWTH ETF	ETF	$255K	584	0.14%	SOLE
36	ISHARES RUSSELL 1000 VALUE ETF	ETF	$251K	1175	0.14%	SOLE
37	VANGUARD MID-CAP ETF	ETF	$245K	856	0.14%	SOLE
38	STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	ETF	$237K	5840	0.13%	SOLE
39	DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF	ETF	$222K	5250	0.12%	SOLE
40	COCA COLA CO COM	Stock	$221K	2907	0.12%	SOLE
41	MICROSOFT	Stock	$208K	564	0.12%	SOLE
42	VANGUARD MID-CAP VALUE ETF	ETF	$201K	1091	0.11%	SOLE
43	BLACKSTONE REIT INC COM CL I	REIT	$167K	11758	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.