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CIK: 0001965665
Total reported value
$212.8M
$212.8M
44 檔
81.4%
During the Q2 2026 filing period, Monument Group Wealth Advisors, LLC (CIK: 0001965665) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $212.8M across 44 reported positions.
In Q2 2026, Monument Group Wealth Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 45.97% | -45.97% | EXIT | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 17.05% | +0.32% | +6.02% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.35% | -0.19% | -6.72% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.03% | -0.38% | +76.44% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.78% | +0.20% | -44.70% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.04% | +0.13% | -3.52% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.05% | -0.07% | -7.36% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 1.88% | -0.16% | -7.11% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.11% | -0.02% | -5.83% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.88% | -0.11% | +408.51% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.83% | +0.20% | -81.84% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.63% | — | -9.75% | |
| 13 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.44% | -0.02% | -0.93% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.01% | +0.32% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | — | +0.10% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | -1.31% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.29% | -0.03% | -83.17% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.28% | -0.28% | EXIT | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.27% | -0.06% | +4.94% | |
| 20 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.24% | +0.03% | -5.01% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.23% | -0.04% | +83.61% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.22% | — | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.22% | -0.04% | +5.49% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.21% | +0.01% | +409.49% | |
| 25 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.21% | -0.01% | +304.96% | |
| 26 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.21% | -0.01% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.01% | +32.33% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.18% | +0.04% | +95.06% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.18% | -0.03% | +23.07% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.17% | +0.06% | +88.57% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.16% | EXIT | |
| 32 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.14% | -0.14% | EXIT | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.14% | -0.03% | -12.29% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.13% | -0.02% | +123.79% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.04% | +486.13% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.13% | — | +397.02% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | — | -1.52% | |
| 38 | NZAC | State Street Spdr Msci Acwi | ETF-Other | 0.13% | — | -81.35% | |
| 39 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.12% | +0.02% | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | +0.01% | +6.57% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | +0.19% | +174.82% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.10% | — | — | |
| 43 | ✓ | Blackstone Real Estate Income | Stock-Other | 0.10% | -0.10% | EXIT | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +2.3% | +6.55% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 3 | DFAE | Dimensional Emerging Core Eq | 0% | -44.70% | Trim |
| 4 | NVDA | Nvidia CORP | 0% | +32.33% | Add |
| 5 | DFUV | Dimensional US Marketwide Va | 0% | +4.94% | Add |
| 6 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | — | Unchanged |
| 7 | RSP | Invesco S&p 500 Equal Weight | 0% | +23.07% | Add |
| 8 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | -5.01% | Trim |
| 9 | VXUS | Vanguard Total Intl Stock | 0% | +83.61% | Add |
| 10 | MRK | Merck & Co. Inc. | 0% | +95.06% | Add |
| 11 | ESG | Flexshares Stoxx US Esg Sele | 0% | +304.96% | Add |
| 12 | RTX | Rtx CORP | 0% | +88.57% | Add |
| 13 | BSV | Vanguard Short-term Bond ETF | 0% | +5.49% | Add |
| 14 | CVX | Chevron CORP | 0% | +14.92% | Add |
| 15 | ✓ | Blackstone Real Estate Income | 0% | -94.11% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.10% | Add |
| 17 | MGK | Vanguard Mega Cap Growth ETF | — | +409.49% | Add |
| 18 | MGC | Vanguard Mega Cap ETF | — | — | Unchanged |
| 19 | DFSE | Dimensional Em Sus Core1 ETF | — | — | Unchanged |
| 20 | VYM | Vanguard High Dvd Yield ETF | — | -12.29% | Trim |
| 21 | KO | Coca-cola Co/the | — | +6.57% | Add |
| 22 | NZAC | State Street Spdr Msci Acwi | — | -81.35% | Trim |
| 23 | AVUS | Avantis U.s. Equity ETF | 0% | -0.93% | Trim |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | -1.31% | Trim |
| 25 | DFAT | Dimensional US Target Value | 0% | — | Unchanged |
| 26 | DXUV | Dimensional US Vtor Eqty ETF | 0% | -22.50% | Trim |
| 27 | MSFT | Microsoft CORP | 0% | +174.82% | Add |
| 28 | VUG | Vanguard Growth ETF | 0% | +486.13% | Add |
| 29 | SYK | Stryker CORP | 0% | +123.79% | Add |
| 30 | VO | Vanguard Mid-cap ETF | 0% | -1.52% | Trim |
| 31 | IWD | Ishares Russell 1000 Value E | 0% | +397.02% | Add |
| 32 | VOE | Vanguard Mid-cap Value ETF | 0% | — | Unchanged |
| 33 | VGSH | Vanguard Short-term Treasury | 0% | -83.17% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.32% | Add |
| 35 | VBR | Vanguard Small-cap Value ETF | -0.1% | +408.51% | Add |
| 36 | DFSU | Dimensional US Sus Core1 ETF | -0.1% | -81.84% | Trim |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -5.83% | Trim |
| 38 | VB | Vanguard Small-cap ETF | -0.1% | -7.11% | Trim |
| 39 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -9.75% | Trim |
| 40 | AAPL | Apple Inc | -0.2% | -3.52% | Trim |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.2% | +76.44% | Add |
| 42 | VTV | Vanguard Value ETF | -0.3% | -7.36% | Trim |
| 43 | DFAI | Dimensional International Co | -0.5% | +6.02% | Add |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -6.72% | Trim |
According to official SEC Form 13F filings, Monument Group Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $212.8M across 44 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAI, VTI) accounted for 81.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
IWF
市值: $209.0K
Top Position Liquidated / Trimmed
VTI
前期市值: $20.0M
During Q2 2026, Monument Group Wealth Advisors, LLC's top holdings by market value included DFAC (46.0%)、DFAI (17.1%)、VTI (10.3%). The largest single position, DFAC, represented 46.0% of total portfolio value.
In Q2 2026, Monument Group Wealth Advisors, LLC made 39 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 17 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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