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CIK: 0001965665
Total reported value
$208.3M
$208.3M
52 檔
62.3%
At the close of Q2 2025, Monument Group Wealth Advisors, LLC disclosed equity holdings valued at approximately $208.3M, spread across 52 reported holdings.
During Q2 2025, Monument Group Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 44.58% | +2.27% | +0.66% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 16.26% | -0.51% | +4.17% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.99% | -0.77% | +4.48% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.67% | -0.22% | -11.36% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.29% | +0.03% | +2.46% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.13% | -0.25% | +6.60% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 1.92% | -0.14% | +3.91% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | -0.13% | -5.45% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.84% | -0.05% | +17.64% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.83% | -0.14% | -5.26% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.73% | -0.06% | +1.48% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.73% | -0.16% | +13.49% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | — | +6.66% | |
| 14 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.49% | -0.01% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.01% | +46.04% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 0.40% | -0.01% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.01% | +0.20% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.36% | -0.02% | -0.65% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | — | +5.88% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | — | -4.72% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | — | +9.60% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 0.30% | -0.01% | -0.02% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.27% | — | — | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.26% | +0.02% | +0.01% | |
| 25 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.25% | — | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | -0.01% | -38.11% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | — | — | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.24% | — | — | |
| 29 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.23% | — | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | — | +35.52% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.03% | — | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.23% | +0.01% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.04% | +0.96% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | — | +28.98% | |
| 35 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.22% | +0.01% | — | |
| 36 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.22% | +0.02% | — | |
| 37 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.20% | — | -15.11% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.19% | +0.01% | -67.68% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | — | +7.35% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.17% | +0.02% | +0.40% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | +29.85% | |
| 42 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.17% | — | +0.44% | |
| 43 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.16% | +0.01% | — | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.16% | +0.01% | +2.83% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.16% | — | -1.19% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | +0.10% | NEW | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.15% | -0.01% | -28.44% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.15% | — | -18.11% | |
| 49 | NZAC | State Street Spdr Msci Acwi | ETF-Other | 0.15% | — | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.14% | -0.01% | — |
According to official SEC Form 13F filings, Monument Group Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $208.3M across 52 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAI, VTI) accounted for 62.3% of total reported equity market value during Q2 2025.
During Q2 2025, Monument Group Wealth Advisors, LLC's top holdings by market value included DFAC (44.6%)、DFAI (16.3%)、VTI (11.0%). The largest single position, DFAC, represented 44.6% of total portfolio value.
In Q2 2025, Monument Group Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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