Monument Group Wealth Advisors

CONCORD, MAfiles as Monument Group Wealth Advisors, LLC

$208m in 44 US stocks at the end of 30 June 2026. The top 10 are 92.1% of the money. It changed about 2.6% of the portfolio this quarter.

Value

$208m

Stocks

Top 10 share

92.1%

Turnover

2.6%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIWF
0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAC
46.0% of the fund
+7%
Dimensional ETF TrustDFAI
17.0% of the fund
+6%
Vanguard Tax-Managed FDSVEA
5.0% of the fund
+76%
Vanguard Index FDSVBR
0.9% of the fund
+409%
Dimensional ETF TrustDFUV
0.3% of the fund
+5%
Vanguard Star FDSVXUS
0.2% of the fund
+84%
Vanguard BD Index FDSBSV
0.2% of the fund
+5%
Flexshares TRESG
0.2% of the fund
+305%
NvidiaNVDA
0.2% of the fund
+32%
MerckMRK
0.2% of the fund
+95%
Invesco Exchange Traded FD TRSP
0.2% of the fund
+23%
RTXRTX
0.2% of the fund
+89%
ChevronCVX
0.2% of the fund
+15%
StrykerSYK
0.1% of the fund
+124%
Ishares TRIWD
0.1% of the fund
+397%
Coca-ColaKO
0.1% of the fund
+7%
MicrosoftMSFT
0.1% of the fund
+175%

Cut

Sold some of their stake.

Vanguard Index FDSVTI
10.3% of the fund
-7%
Dimensional ETF TrustDFAE
4.8% of the fund
-45%
AppleAAPL
3.0% of the fund
-4%
Vanguard Index FDSVTV
2.0% of the fund
-7%
Vanguard Index FDSVB
1.9% of the fund
-7%
Vanguard Intl Equity Index FVWO
1.1% of the fund
-6%
Dimensional ETF TrustDFSU
0.8% of the fund
-82%
Ishares TRSCZ
0.6% of the fund
-10%
Vanguard Scottsdale FDSVGSH
0.3% of the fund
-83%
Dimensional ETF TrustDFSI
0.2% of the fund
-5%
Dimensional ETF TrustDXUV
0.1% of the fund
-23%
Vanguard Whitehall FDSVYM
0.1% of the fund
-12%
Vanguard Index FDSVUG
0.1% of the fund
-2%
Spdr Index SHS FDSNZAC
0.1% of the fund
-81%
Blackstone Real Estate Income
0.1% of the fund
-94%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Dimensional ETF TrustDFAC
Share
46.0%
Value
$96m
Shares
2,159,082
+7%
Dimensional ETF TrustDFAI
Share
17.0%
Value
$36m
Shares
860,976
+6%
Vanguard Index FDSVTI
Share
10.3%
Value
$22m
Shares
58,267
-7%
Vanguard Tax-Managed FDSVEA
Share
5.0%
Value
$10m
Shares
260,571
+76%
Dimensional ETF TrustDFAE
Share
4.8%
Value
$10m
Shares
139,822
-45%
AppleAAPL
Share
3.0%
Value
$6m
Shares
21,918
-4%
Vanguard Index FDSVTV
Share
2.0%
Value
$4m
Shares
19,563
-7%
Vanguard Index FDSVB
Share
1.9%
Value
$4m
Shares
12,891
-7%
Vanguard Intl Equity Index FVWO
Share
1.1%
Value
$2m
Shares
38,807
-6%
Vanguard Index FDSVBR
Share
0.9%
Value
$2m
Shares
39,196
+409%
Dimensional ETF TrustDFSU
Share
0.8%
Value
$2m
Shares
7,103
-82%
Ishares TRSCZ
Share
0.6%
Value
$1m
Shares
15,879
-10%
American Centy ETF TRAVUS
Share
0.4%
Value
$926,914
Shares
7,237
Held
Berkshire HathawayBRK-B
Share
0.4%
Value
$784,611
Shares
1,568
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$782,939
Shares
1,048
Held
Ishares TRIVV
Share
0.4%
Value
$732,512
Shares
978
Held
Vanguard Scottsdale FDSVGSH
Share
0.3%
Value
$600,953
Shares
1,611
-83%
Dimensional ETF TrustDFAT
Share
0.3%
Value
$580,969
Shares
8,311
Held
Dimensional ETF TrustDFUV
Share
0.3%
Value
$557,206
Shares
9,574
+5%
Dimensional ETF TrustDFSI
Share
0.2%
Value
$501,916
Shares
9,124
-5%
Vanguard Star FDSVXUS
Share
0.2%
Value
$482,836
Shares
9,546
+84%
Vanguard World FDMGC
Share
0.2%
Value
$455,943
Shares
1,666
Held
Vanguard BD Index FDSBSV
Share
0.2%
Value
$449,238
Shares
5,110
+5%
Vanguard World FDMGK
Share
0.2%
Value
$445,212
Shares
5,207
Held
Flexshares TRESG
Share
0.2%
Value
$434,313
Shares
9,630
+305%
Nushares ETF TRNULG
Share
0.2%
Value
$429,961
Shares
3,673
Held
NvidiaNVDA
Share
0.2%
Value
$418,028
Shares
2,378
+32%
MerckMRK
Share
0.2%
Value
$384,516
Shares
4,935
+95%
Invesco Exchange Traded FD TRSP
Share
0.2%
Value
$373,568
Shares
1,867
+23%
RTXRTX
Share
0.2%
Value
$351,833
Shares
2,738
+89%
ChevronCVX
Share
0.2%
Value
$322,955
Shares
1,517
+15%
Dimensional ETF TrustDXUV
Share
0.1%
Value
$301,834
Shares
3,504
-23%
Vanguard Whitehall FDSVYM
Share
0.1%
Value
$291,308
Shares
1,535
-12%
StrykerSYK
Share
0.1%
Value
$276,552
Shares
1,750
+124%
Vanguard Index FDSVUG
Share
0.1%
Value
$275,828
Shares
3,423
-2%
Ishares TRIWD
Share
0.1%
Value
$268,136
Shares
5,840
+397%
Vanguard Index FDSVO
Share
0.1%
Value
$265,410
Shares
843
Held
Spdr Index SHS FDSNZAC
Share
0.1%
Value
$264,006
Shares
1,089
-81%
Dimensional ETF TrustDFSE
Share
0.1%
Value
$256,617
Shares
5,250
Held
Coca-ColaKO
Share
0.1%
Value
$251,818
Shares
3,098
+7%
MicrosoftMSFT
Share
0.1%
Value
$239,382
Shares
1,550
+175%
Vanguard Index FDSVOE
Share
0.1%
Value
$215,691
Shares
1,091
Held
Blackstone Real Estate Income
Share
0.1%
Value
$212,193
Shares
692
-94%
Ishares TRIWF
Share
0.1%
Value
$208,964
Shares
1,682
New

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	46.0%	$96m	2,159,082	+7%
Dimensional ETF TrustDFAI	17.0%	$36m	860,976	+6%
Vanguard Index FDSVTI	10.3%	$22m	58,267	-7%
Vanguard Tax-Managed FDSVEA	5.0%	$10m	260,571	+76%
Dimensional ETF TrustDFAE	4.8%	$10m	139,822	-45%
AppleAAPL	3.0%	$6m	21,918	-4%
Vanguard Index FDSVTV	2.0%	$4m	19,563	-7%
Vanguard Index FDSVB	1.9%	$4m	12,891	-7%
Vanguard Intl Equity Index FVWO	1.1%	$2m	38,807	-6%
Vanguard Index FDSVBR	0.9%	$2m	39,196	+409%
Dimensional ETF TrustDFSU	0.8%	$2m	7,103	-82%
Ishares TRSCZ	0.6%	$1m	15,879	-10%
American Centy ETF TRAVUS	0.4%	$926,914	7,237	Held
Berkshire HathawayBRK-B	0.4%	$784,611	1,568	Held
State STR Spdr S&P 500 ETF TSPY	0.4%	$782,939	1,048	Held
Ishares TRIVV	0.4%	$732,512	978	Held
Vanguard Scottsdale FDSVGSH	0.3%	$600,953	1,611	-83%
Dimensional ETF TrustDFAT	0.3%	$580,969	8,311	Held
Dimensional ETF TrustDFUV	0.3%	$557,206	9,574	+5%
Dimensional ETF TrustDFSI	0.2%	$501,916	9,124	-5%
Vanguard Star FDSVXUS	0.2%	$482,836	9,546	+84%
Vanguard World FDMGC	0.2%	$455,943	1,666	Held
Vanguard BD Index FDSBSV	0.2%	$449,238	5,110	+5%
Vanguard World FDMGK	0.2%	$445,212	5,207	Held
Flexshares TRESG	0.2%	$434,313	9,630	+305%
Nushares ETF TRNULG	0.2%	$429,961	3,673	Held
NvidiaNVDA	0.2%	$418,028	2,378	+32%
MerckMRK	0.2%	$384,516	4,935	+95%
Invesco Exchange Traded FD TRSP	0.2%	$373,568	1,867	+23%
RTXRTX	0.2%	$351,833	2,738	+89%
ChevronCVX	0.2%	$322,955	1,517	+15%
Dimensional ETF TrustDXUV	0.1%	$301,834	3,504	-23%
Vanguard Whitehall FDSVYM	0.1%	$291,308	1,535	-12%
StrykerSYK	0.1%	$276,552	1,750	+124%
Vanguard Index FDSVUG	0.1%	$275,828	3,423	-2%
Ishares TRIWD	0.1%	$268,136	5,840	+397%
Vanguard Index FDSVO	0.1%	$265,410	843	Held
Spdr Index SHS FDSNZAC	0.1%	$264,006	1,089	-81%
Dimensional ETF TrustDFSE	0.1%	$256,617	5,250	Held
Coca-ColaKO	0.1%	$251,818	3,098	+7%
MicrosoftMSFT	0.1%	$239,382	1,550	+175%
Vanguard Index FDSVOE	0.1%	$215,691	1,091	Held
Blackstone Real Estate Income	0.1%	$212,193	692	-94%
Ishares TRIWF	0.1%	$208,964	1,682	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 31.2% since 30 June 2025.

Where the money is

Technology3.4%

Financial services0.4%

Health care0.3%

Industrials0.2%

Energy0.2%

Everyday goods0.1%

Other95.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.