Monument Group Wealth Advisors, LLC
CIK: 0001965665SEC EDGAR →
Portfolio Value
$183.5B
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 | $77.9B | 42.47% |
| 2 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 799,679 | $30.5B | 16.61% |
| 3 | VANGUARD TOTAL STK MKT | 63,317 | $21.2B | 11.57% |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | 154,680 | $9.7B | 5.27% |
| 5 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 248,537 | $8.1B | 4.41% |
| 6 | APPLE INC | 25,699 | $7.0B | 3.81% |
| 7 | VANGUARD VALUE ETF | 22,951 | $4.4B | 2.39% |
| 8 | VANGUARD SMALL-CAP ETF | 13,980 | $3.6B | 1.97% |
| 9 | VANGUARD FTSE EMERGING MARKETS ETF | 40,922 | $2.2B | 1.20% |
| 10 | VANGUARD SMALL CAP VALUE ETF | 7,805 | $1.7B | 0.90% |
Quarterly Changes
New Positions (51)
$77.9B · 2.0M shares
$30.5B · 800K shares
$21.2B · 63K shares
$9.7B · 155K shares
$8.1B · 249K shares
$7.0B · 26K shares
$4.4B · 23K shares
$3.6B · 14K shares
$2.2B · 41K shares
$1.7B · 8K shares
$1.3B · 17K shares
$1.3B · 29K shares
$816.0M · 7K shares
$785.0M · 2K shares
$679.0M · 996 shares
$678.0M · 991 shares
$621.0M · 1K shares
$573.0M · 1K shares
$566.0M · 10K shares
$527.0M · 3K shares
$494.0M · 8K shares
$442.0M · 10K shares
$421.0M · 1K shares
$421.0M · 1K shares
$418.0M · 2K shares
$400.0M · 5K shares
$399.0M · 4K shares
$390.0M · 1K shares
$376.0M · 2K shares
$359.0M · 4K shares
$339.0M · 1K shares
$335.0M · 2K shares
$309.0M · 4K shares
$290.0M · 2K shares
$284.0M · 7K shares
$270.0M · 5K shares
$266.0M · 3K shares
$261.0M · 900 shares
$251.0M · 779 shares
$251.0M · 2K shares
$250.0M · 6K shares
$247.0M · 1K shares
$238.0M · 3K shares
$235.0M · 770 shares
$224.0M · 802 shares
$219.0M · 1K shares
$219.0M · 462 shares
$205.0M · 311 shares
$204.0M · 2K shares
$200.0M · 642 shares
$162.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $171.5B | 93.5% |
| Technology | 4 | $8.2B | 4.5% |
| Unknown | 2 | $1.2B | 0.6% |
| Healthcare | 3 | $906.0M | 0.5% |
| Communication Services | 3 | $795.0M | 0.4% |
| Industrials | 1 | $335.0M | 0.2% |
| Consumer Defensive | 1 | $238.0M | 0.1% |
| Consumer Cyclical | 1 | $235.0M | 0.1% |