Monument Group Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Monument Group Wealth Advisors, Llc disclosed 42 stock positions valued at approximately $208.33M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL U.S. CORE EQUITY 2 ETF, DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF, and VANGUARD TOTAL STK MKT.
- Report Period
- June 30, 2026
- No. of Stocks
- 42
- Portfolio Value
- $208.33M
Holdings by Sector
Monument Group Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | DFAC | Other | 45.97% | 2,159,082 | +132,761 | +6.55% | $95,776,906 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | Other | 17.05% | 860,976 | +48,854 | +6.02% | $35,515,279 |
| VANGUARD TOTAL STK MKT | VTI | Other | 10.35% | 58,267 | -4,197 | -6.72% | $21,561,366 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | VEA | Other | 5.03% | 260,571 | +112,887 | +76.44% | $10,477,571 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | DFAE | Other | 4.78% | 139,822 | -113,012 | -44.70% | $9,962,369 |
| APPLE INC | AAPL | Technology | 3.04% | 21,918 | -799 | -3.52% | $6,342,192 |
| VANGUARD VALUE ETF | VTV | Other | 2.05% | 19,563 | -1,555 | -7.36% | $4,263,505 |
| VANGUARD SMALL-CAP ETF | VB | Other | 1.88% | 12,891 | -987 | -7.11% | $3,907,761 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 1.11% | 38,807 | -2,403 | -5.83% | $2,316,441 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | VBR | Other | 0.88% | 39,196 | +31,488 | +408.51% | $1,827,709 |
| VANGUARD SMALL CAP VALUE ETF | DFSU | Other | 0.83% | 7,103 | -32,019 | -81.84% | $1,726,052 |
| ISHARES MSCI EAFE SMALL CAP ETF | SCZ | Other | 0.63% | 15,879 | -1,715 | -9.75% | $1,306,432 |
| AVANTIS U.S. EQUITY ETF | AVUS | Other | 0.44% | 7,237 | -68 | -0.93% | $926,914 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.38% | 1,568 | +5 | +0.32% | $784,611 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.38% | 1,048 | +1 | +0.10% | $782,939 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.35% | 978 | -13 | -1.31% | $732,512 |
| MICROSOFT | VGSH | Other | 0.29% | 1,611 | -7,963 | -83.17% | $600,953 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | DFAT | Other | 0.28% | 8,311 | - | - | $580,969 |
| VANGUARD SHORT-TERM TREASURY ETF | DFUV | Other | 0.27% | 9,574 | +451 | +4.94% | $557,206 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFSI | Other | 0.24% | 9,124 | -481 | -5.01% | $501,916 |
| VANGUARD TAX-EXEMPT BOND ETF | VXUS | Other | 0.23% | 9,546 | +4,347 | +83.61% | $482,836 |
| VANGUARD MEGA CAP ETF | MGC | Other | 0.22% | 1,666 | - | - | $455,943 |
| VANGUARD MEGA CAP GROWTH ETF | BSV | Other | 0.22% | 5,110 | +266 | +5.49% | $449,238 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | MGK | Other | 0.21% | 5,207 | +4,185 | +409.49% | $445,212 |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | ESG | Other | 0.21% | 9,630 | +7,252 | +304.96% | $434,313 |
| NUVEEN ESG LARGE-CAP GROWTH ETF | NULG | Other | 0.21% | 3,673 | - | - | $429,961 |
| FLEXSHARES STOXX US ESG SELECT INDEX FUND | NVDA | Technology | 0.20% | 2,378 | +581 | +32.33% | $418,028 |
| VANGUARD SHORT-TERM BOND ETF | MRK | Healthcare | 0.18% | 4,935 | +2,405 | +95.06% | $384,516 |
| NVIDIA CORPORATION COM | RSP | Other | 0.18% | 1,867 | +350 | +23.07% | $373,568 |
| MERCK & CO INC | RTX | Industrials | 0.17% | 2,738 | +1,286 | +88.57% | $351,833 |
Showing 30 of 42 holdings in the latest reporting period.