Monument Group Wealth Advisors, LLC
CIK: 0001965665SEC EDGAR →
Portfolio Value
$183.5M
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1,968,050 | $77.9M | 42.47% |
| 2 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 799,679 | $30.5M | 16.61% |
| 3 | VANGUARD TOTAL STK MKT | 63,317 | $21.2M | 11.57% |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | 154,680 | $9.7M | 5.27% |
| 5 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 248,537 | $8.1M | 4.41% |
| 6 | APPLE INC | 25,699 | $7.0M | 3.81% |
| 7 | VANGUARD VALUE ETF | 22,951 | $4.4M | 2.39% |
| 8 | VANGUARD SMALL-CAP ETF | 13,980 | $3.6M | 1.97% |
| 9 | VANGUARD FTSE EMERGING MARKETS ETF | 40,922 | $2.2M | 1.20% |
| 10 | VANGUARD SMALL CAP VALUE ETF | 7,805 | $1.7M | 0.90% |
Quarterly Changes
New Positions (51)
$77.9M · 2.0M shares
$30.5M · 800K shares
$21.2M · 63K shares
$9.7M · 155K shares
$8.1M · 249K shares
$7.0M · 26K shares
$4.4M · 23K shares
$3.6M · 14K shares
$2.2M · 41K shares
$1.7M · 8K shares
$1.3M · 17K shares
$1.3M · 29K shares
$816K · 7K shares
$785K · 2K shares
$679K · 996 shares
$678K · 991 shares
$621K · 1K shares
$573K · 1K shares
$566K · 10K shares
$527K · 3K shares
$494K · 8K shares
$442K · 10K shares
$421K · 1K shares
$421K · 1K shares
$418K · 2K shares
$400K · 5K shares
$399K · 4K shares
$390K · 1K shares
$376K · 2K shares
$359K · 4K shares
$339K · 1K shares
$335K · 2K shares
$309K · 4K shares
$290K · 2K shares
$284K · 7K shares
$270K · 5K shares
$266K · 3K shares
$261K · 900 shares
$251K · 779 shares
$251K · 2K shares
$250K · 6K shares
$247K · 1K shares
$238K · 3K shares
$235K · 770 shares
$224K · 802 shares
$219K · 1K shares
$219K · 462 shares
$205K · 311 shares
$204K · 2K shares
$200K · 642 shares
$162K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $171.5M | 93.5% |
| Technology | 4 | $8.2M | 4.5% |
| Unknown | 2 | $1.2M | 0.6% |
| Healthcare | 3 | $906K | 0.5% |
| Communication Services | 3 | $795K | 0.4% |
| Industrials | 1 | $335K | 0.2% |
| Consumer Defensive | 1 | $238K | 0.1% |
| Consumer Cyclical | 1 | $235K | 0.1% |