Monument Group Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Monument Group Wealth Advisors, Llc disclosed 46 stock positions valued at approximately $212.83M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF, VANGUARD TOTAL STK MKT, and DIMENSIONAL EMERGING CORE EQUITY MARKET ETF.
- Report Period
- September 30, 2026
- No. of Stocks
- 46
- Portfolio Value
- $212.83M
Holdings by Sector
Monument Group Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | Other | 17.37% | 892,361 | +31,385 | +3.65% | $36,970,527 |
| VANGUARD TOTAL STK MKT | VTI | Other | 10.16% | 57,805 | -462 | -0.79% | $21,633,064 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | Other | 4.98% | 269,691 | +129,869 | +92.88% | $10,601,555 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 4.65% | 140,114 | -120,457 | -46.23% | $9,893,501 |
| APPLE INC | AAPL | Technology | 3.17% | 20,248 | -1,670 | -7.62% | $6,742,988 |
| VANGUARD MORNINGSTAR VALUE ETF | VTV | Other | 1.98% | 19,542 | -21 | -0.11% | $4,222,797 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF | VB | Other | 1.72% | 12,872 | -19 | -0.15% | $3,662,181 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 1.09% | 39,001 | +194 | +0.50% | $2,313,205 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | DFSU | Other | 1.03% | 46,597 | +39,494 | +556.02% | $2,197,980 |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | VBR | Other | 0.77% | 7,083 | -32,113 | -81.93% | $1,636,554 |
| ISHARES MSCI EAFE SMALL CAP ETF | SCZ | Other | 0.63% | 15,758 | -121 | -0.76% | $1,330,359 |
| AVANTIS U.S. EQUITY ETF | AVUS | Other | 0.42% | 6,918 | -319 | -4.41% | $886,126 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.39% | 1,688 | +120 | +7.65% | $840,539 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.38% | 1,066 | +18 | +1.72% | $813,303 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.35% | 978 | - | - | $749,101 |
| MICROSOFT | MSFT | Technology | 0.30% | 1,254 | -296 | -19.10% | $643,201 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.29% | 2,457 | +2,457 | +100.00% | $612,161 |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | Other | 0.27% | 12,799 | +3,675 | +40.28% | $578,130 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 0.26% | 9,505 | +7,894 | +490.01% | $547,107 |
| RTX CORPORATION COM | RTX | Industrials | 0.23% | 2,601 | -137 | -5.00% | $482,977 |
| VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | MGK | Other | 0.22% | 5,110 | -97 | -1.86% | $473,461 |
| VANGUARD MORNINGSTAR MEGA CAP ETF | MGC | Other | 0.22% | 1,666 | - | - | $470,407 |
| MERCK & CO INC | MRK | Healthcare | 0.22% | 3,230 | -1,705 | -34.55% | $469,351 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 0.21% | 9,546 | +9,546 | +100.00% | $452,098 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | Other | 0.21% | 8,213 | -1,361 | -14.22% | $451,745 |
| NORTHERN TRUST STOXX US ESG SELECT ETF | ESG | Other | 0.20% | 2,378 | -7,252 | -75.31% | $426,955 |
| NUVEEN ESG LARGE-CAP GROWTH ETF | NULG | Other | 0.20% | 3,673 | - | - | $417,583 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | VXUS | Other | 0.19% | 4,865 | -4,681 | -49.04% | $413,396 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.19% | 1,797 | -581 | -24.43% | $410,398 |
| VANGUARD SHORT-TERM BOND ETF | BSV | Other | 0.18% | 4,940 | -170 | -3.33% | $377,445 |
Showing 30 of 46 holdings in the latest reporting period.