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Monument Group Wealth Advisors, LLC 13F holdings

Filed 2026-07-27 · Monument Group Wealth Advisors, LLC · 44 positions · $208.3M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF2.2M$95.8M46.0%
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF861.0K$35.5M17.0%
VTIVANGUARD TOTAL STK MKT58.3K$21.6M10.3%
VEADIMENSIONAL EMERGING CORE EQUITY MARKET ETF260.6K$10.5M5.0%
DFAEVANGUARD FTSE DEVELOPED MARKETS ETF139.8K$10.0M4.8%
AAPLAPPLE INC21.9K$6.3M3.0%
VTVVANGUARD VALUE ETF19.6K$4.3M2.0%
VBVANGUARD SMALL-CAP ETF12.9K$3.9M1.9%
VWOVANGUARD FTSE EMERGING MARKETS ETF38.8K$2.3M1.1%
VBRDIMENSIONAL US SUSTAINABILITY CORE 1 ETF39.2K$1.8M0.9%
DFSUVANGUARD SMALL CAP VALUE ETF7.1K$1.7M0.8%
SCZISHARES MSCI EAFE SMALL CAP ETF15.9K$1.3M0.6%
AVUSAVANTIS U.S. EQUITY ETF7.2K$926,9140.4%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW1.6K$784,6110.4%
SPYSTATE STREET SPDR S&P 500 ETF1.0K$782,9390.4%
IVVISHARES CORE S&P 500 ETF978$732,5120.4%
VGSHMICROSOFT1.6K$600,9530.3%
DFATDIMENSIONAL U.S. TARGETED VALUE ETF8.3K$580,9690.3%
DFUVVANGUARD SHORT-TERM TREASURY ETF9.6K$557,2060.3%
DFSIDIMENSIONAL US MARKETWIDE VALUE ETF9.1K$501,9160.2%
VXUSVANGUARD TAX-EXEMPT BOND ETF9.5K$482,8360.2%
MGCVANGUARD MEGA CAP ETF1.7K$455,9430.2%
BSVVANGUARD MEGA CAP GROWTH ETF5.1K$449,2380.2%
MGKVANGUARD TOTAL INTERNATIONAL STOCK ETF5.2K$445,2120.2%
ESGDIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF9.6K$434,3130.2%
NULGNUVEEN ESG LARGE-CAP GROWTH ETF3.7K$429,9610.2%
NVDAFLEXSHARES STOXX US ESG SELECT INDEX FUND2.4K$418,0280.2%
MRKVANGUARD SHORT-TERM BOND ETF4.9K$384,5160.2%
RSPNVIDIA CORPORATION COM1.9K$373,5680.2%
RTXMERCK & CO INC2.7K$351,8330.2%
CVXINVESCO S&P 500 EQUAL WEIGHT ETF1.5K$322,9550.2%
DXUVVANGUARD GROWTH ETF3.5K$301,8340.1%
VYMRTX CORPORATION COM1.5K$291,3080.1%
SYKVANGUARD HIGH DIVIDEND YIELD INDEX ETF1.8K$276,5520.1%
VUGVANGUARD MID-CAP ETF3.4K$275,8280.1%
IWDSTATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF5.8K$268,1360.1%
VOSTRYKER CORP843$265,4100.1%
—ISHARES RUSSELL 1000 VALUE ETF1.1K$264,0060.1%
DFSEDIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF5.2K$256,6170.1%
KOCOCA COLA CO COM3.1K$251,8180.1%
MSFTSTATE STREET SPDR MSCI USA GENDER DIVERSITY ETF1.6K$239,3820.1%
VOEVANGUARD MID-CAP VALUE ETF1.1K$215,6910.1%
—VANGUARD MID-CAP GROWTH ETF692$212,1930.1%
IWFISHARES RUSSELL 1000 GROWTH ETF1.7K$208,9640.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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