Monument Group Wealth Advisors, Llc Portfolio Stock Holdings
Monument Group Wealth Advisors, Llc disclosed 43 stock positions valued at approximately $180.2 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL U.S. CORE EQUITY 2 ETF, DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF, and VANGUARD TOTAL STK MKT. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 43
- Portfolio Value
- $180.2M
Holdings by Sector
Monument Group Wealth Advisors, Llc Portfolio Holdings in Q1 2026
41 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | DFAC | Other | 43.70% | 2,026,321 | +58,271 | +2.96% | $78,742,871 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | Other | 17.56% | 812,122 | +12,443 | +1.56% | $31,640,287 |
| VANGUARD TOTAL STK MKT | VTI | Other | 11.12% | 62,464 | -853 | -1.35% | $20,039,155 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 5.25% | 147,684 | -6,996 | -4.52% | $9,463,615 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | Other | 4.75% | 252,834 | +4,297 | +1.73% | $8,560,974 |
| APPLE INC | AAPL | Technology | 3.20% | 22,717 | -2,982 | -11.60% | $5,765,347 |
| VANGUARD VALUE ETF | VTV | Other | 2.30% | 21,118 | -1,833 | -7.99% | $4,143,538 |
| VANGUARD SMALL-CAP ETF | VB | Other | 2.02% | 13,878 | -102 | -0.73% | $3,635,134 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 1.24% | 41,210 | +288 | +0.70% | $2,227,430 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 0.93% | 7,708 | -97 | -1.24% | $1,674,571 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | DFSU | Other | 0.89% | 39,122 | +9,935 | +34.04% | $1,607,522 |
| ISHARES MSCI EAFE SMALL CAP ETF | SCZ | Other | 0.77% | 17,594 | +348 | +2.02% | $1,379,561 |
| AVANTIS U.S. EQUITY ETF | AVUS | Other | 0.45% | 7,305 | - | - | $812,169 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.42% | 1,563 | - | - | $748,989 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.38% | 1,047 | +51 | +5.12% | $681,194 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.36% | 991 | - | - | $647,416 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 0.31% | 9,574 | -69 | -0.72% | $560,461 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | DFAT | Other | 0.29% | 8,311 | - | - | $519,039 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | Other | 0.25% | 9,123 | -382 | -4.02% | $442,133 |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | Other | 0.23% | 9,605 | +2,971 | +44.78% | $407,252 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | VXUS | Other | 0.22% | 5,199 | -113 | -2.13% | $400,954 |
| VANGUARD MEGA CAP ETF | MGC | Other | 0.22% | 1,666 | - | - | $393,824 |
| VANGUARD SHORT-TERM BOND ETF | BSV | Other | 0.21% | 4,844 | +921 | +23.48% | $379,848 |
| VANGUARD MEGA CAP GROWTH ETF | MGK | Other | 0.21% | 1,022 | - | - | $375,601 |
| FLEXSHARES STOXX US ESG SELECT INDEX FUND | ESG | Other | 0.20% | 2,378 | - | - | $360,837 |
| NUVEEN ESG LARGE-CAP GROWTH ETF | NULG | Other | 0.19% | 3,673 | - | - | $334,022 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.17% | 1,797 | -1,033 | -36.50% | $313,396 |
| MERCK & CO INC | MRK | Healthcare | 0.17% | 2,530 | - | - | $304,333 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 0.16% | 1,517 | - | - | $291,307 |
| RTX CORPORATION COM | RTX | Industrials | 0.16% | 1,452 | -375 | -20.53% | $280,129 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.15% | 1,320 | +1,320 | +100.00% | $273,108 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | Other | 0.14% | 1,750 | - | - | $259,175 |
| STRYKER CORP | SYK | Healthcare | 0.14% | 782 | -418 | -34.83% | $256,957 |
| VANGUARD GROWTH ETF | VUG | Other | 0.14% | 584 | -689 | -54.12% | $255,085 |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | Other | 0.14% | 1,175 | - | - | $251,062 |
| VANGUARD MID-CAP ETF | VO | Other | 0.14% | 856 | -44 | -4.89% | $245,957 |
| STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | NZAC | Other | 0.13% | 5,840 | - | - | $237,369 |
| DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | DFSE | Other | 0.12% | 5,250 | +5,250 | +100.00% | $222,440 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.12% | 2,907 | -504 | -14.78% | $221,118 |
| MICROSOFT | MSFT | Technology | 0.12% | 564 | -621 | -52.41% | $208,794 |
| VANGUARD MID-CAP VALUE ETF | VOE | Other | 0.11% | 1,091 | +1,091 | +100.00% | $201,152 |