Monument Group Wealth Advisors, LLC

Name: Monument Group Wealth Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001965665 · CONCORD, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗

Monument Group Wealth Advisors, LLC reported 44 positions worth $208.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: DFAC (46.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$208.3M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

92.1%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 44 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DFAC	DIMENSIONAL U.S. CORE EQUITY 2 ETF	SH	$95.8M	45.97%	2,159,082	—	—
▸ 2	DFAI	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	SH	$35.5M	17.05%	860,976	—	—
▸ 3	VTI	VANGUARD TOTAL STK MKT	SH	$21.6M	10.35%	58,267	—	—
▸ 4	VEA	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	SH	$10.5M	5.03%	260,571	—	—
▸ 5	DFAE	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$10.0M	4.78%	139,822	—	—
▸ 6	AAPL	APPLE INC	SH	$6.3M	3.04%	21,918	—	—
▸ 7	VTV	VANGUARD VALUE ETF	SH	$4.3M	2.05%	19,563	—	—
▸ 8	VB	VANGUARD SMALL-CAP ETF	SH	$3.9M	1.88%	12,891	—	—
▸ 9	VWO	VANGUARD FTSE EMERGING MARKETS ETF	SH	$2.3M	1.11%	38,807	—	—
▸ 10	VBR	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	SH	$1.8M	0.88%	39,196	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Monument Group Wealth Advisors, LLC hold as of Q2 2026?

Monument Group Wealth Advisors, LLC reported 44 positions worth $208.3M in its Q2 2026 13F filing. Largest positions: DFAC (46.0%), DFAI (17.0%), VTI (10.3%), VEA (5.0%) and DFAE (4.8%).

What did Monument Group Wealth Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Monument Group Wealth Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.