Total reported value
$180.2M
Reporting period: 2026-03-31 · Number of holdings: 43
Monument Group Wealth Advisors, LLC disclosed 43 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $180.2M and a quarterly turnover rate of 6.1%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "M"
Add DFAC
+3.0% $827.8K
Add DFAI
+1.6% $1.2M
Trim AAPL
-11.6% -$1.2M
Trim VTI
-1.3% -$1.2M
Add DFAE
+1.7% $466.1K
Trim VUG
-54.1% -$366.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 43.70% | +1.23% | +2.96% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 17.56% | +0.95% | +1.56% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.12% | -0.45% | -1.35% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.25% | -0.02% | -4.52% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.75% | +0.34% | +1.73% | |
| 6 | AAPL | Apple INC | Stock-Tech | 3.20% | -0.61% | -11.60% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.30% | -0.09% | -7.99% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.02% | +0.05% | -0.73% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.24% | +0.04% | +0.70% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.93% | +0.03% | -1.24% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.89% | +0.20% | +34.04% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.77% | +0.04% | +2.02% | |
| 13 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.45% | — | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.01% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | — | +5.12% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.01% | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.31% | — | -0.72% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.29% | +0.02% | — | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.25% | — | -4.02% | |
| 20 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.23% | +0.08% | +44.78% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.22% | — | -2.13% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.22% | -0.01% | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.21% | +0.04% | +23.48% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.21% | -0.02% | — | |
| 25 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.20% | -0.01% | — | |
| 26 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.19% | -0.01% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.12% | -36.50% | |
| 28 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.17% | +0.02% | — | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.16% | — | — | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.16% | -0.02% | -20.53% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.15% | +0.15% | NEW | |
| 32 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.15% | — | — | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.14% | — | — | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.14% | -0.09% | -34.83% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.14% | -0.20% | -54.12% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.14% | +0.01% | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.14% | — | -4.89% | |
| 38 | NZAC | State Street Spdr Msci Acwi | ETF-Other | 0.13% | -0.01% | — | |
| 39 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.12% | +0.12% | NEW | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | -0.01% | -14.78% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.19% | -52.41% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.11% | +0.11% | NEW | |
| 43 | ✓ | Blackstone Real Estate Income Tr | Stock-Other | 0.09% | — | +1.16% |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 25% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 43 | $180.2M | 6 | |
| 2025-12-31 | 51 | $183.5M | 9 | |
| 2025-09-30 | 47 | $169.8M | 21 | |
| 2025-06-30 | 52 | $158.8M | 0 | |
| 2025-03-31 | 51 | $144.3M | 0 | |
| 2024-12-31 | 49 | $141.3M | 0 | |
| 2024-09-30 | 50 | $166.4M | 0 | |
| 2024-06-30 | 48 | $148.7M | 0 | |
| 2024-03-31 | 47 | $134.9M | 0 | |
| 2023-12-31 | 43 | $117.3M | 0 |
Monument Group Wealth Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Ishares Core Msci Eafe ETF (IEFA); Sold out: Alphabet Inc-cl C (GOOG); Sold out: Willis Towers Watson Public Limited Company (WTW); New buy: Chevron CORP (CVX); Sold out: Jpmorgan Chase & Co (JPM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.2% | +2.96% | Add |
| 2 | DFAI | Dimensional International Co | +1% | +1.56% | Add |
| 3 | DFAE | Dimensional Emerging Core Eq | +0.3% | +1.73% | Add |
| 4 | DFSU | Dimensional US Sus Core1 ETF | +0.2% | +34.04% | Add |
| 5 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +44.78% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.1% | -0.73% | Trim |
| 7 | BSV | Vanguard Short-term Bond ETF | 0% | +23.48% | Add |
| 8 | SCZ | Ishares Msci Eafe Small-cap | 0% | +2.02% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.70% | Add |
| 10 | VBR | Vanguard Small-cap Value ETF | 0% | -1.24% | Trim |
| 11 | MRK | Merck & Co. INC. | 0% | — | Unchanged |
| 12 | DFAT | Dimensional US Target Value | 0% | — | Unchanged |
| 13 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 14 | VO | Vanguard Mid-cap ETF | — | -4.89% | Trim |
| 15 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 16 | VGSH | Vanguard Short-term Treasury | — | -0.72% | Trim |
| 17 | ✓ | Blackstone Real Estate Income Tr | — | +1.16% | Add |
| 18 | AVUS | Avantis U.s. Equity ETF | — | — | Unchanged |
| 19 | DXUV | Dimensional US Vtor Eqty ETF | — | — | Unchanged |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 22 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | — | Unchanged |
| 23 | MGC | Vanguard Mega Cap ETF | 0% | — | Unchanged |
| 24 | KO | Coca-cola Co/the | 0% | -14.78% | Trim |
| 25 | ESG | Flexshares Stoxx US Esg Sele | 0% | — | Unchanged |
| 26 | NZAC | State Street Spdr Msci Acwi | 0% | — | Unchanged |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | -4.52% | Trim |
| 28 | RTX | Rtx CORP | 0% | -20.53% | Trim |
| 29 | MGK | Vanguard Mega Cap Growth ETF | 0% | — | Unchanged |
| 30 | VTV | Vanguard Value ETF | -0.1% | -7.99% | Trim |
| 31 | SYK | Stryker CORP | -0.1% | -34.83% | Trim |
| 32 | NVDA | Nvidia CORP | -0.1% | -36.50% | Trim |
| 33 | MSFT | Microsoft CORP | -0.2% | -52.41% | Trim |
| 34 | VUG | Vanguard Growth ETF | -0.2% | -54.12% | Trim |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -1.35% | Trim |
| 36 | AAPL | Apple INC | -0.6% | -11.60% | Trim |
| 37 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | Sold out |
| 38 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 39 | WTW | Willis Towers Watson Public Limited Company | — | EXIT | Sold out |
| 40 | CVX | Chevron CORP | — | NEW | New buy |
| 41 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 42 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 43 | VOT | Vanguard Mid-cap Growth ETF | — | EXIT | Sold out |
| 44 | DFSE | Dimensional Em Sus Core1 ETF | — | NEW | New buy |
| 45 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 46 | IWF | Ishares Russell 1000 Growth | — | EXIT | Sold out |
| 47 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 48 | SHE | Ss Spdr Msci U Gend Div ETF | — | EXIT | Sold out |
| 49 | VOE | Vanguard Mid-cap Value ETF | — | NEW | New buy |
| 50 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
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