Monument Group Wealth Advisors, LLC
CIK 0001965665 · CONCORD, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$208.3M
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
92.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
46.0%
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
17.0%
VTI
VANGUARD TOTAL STK MKT
10.3%
VEA
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
5.0%
DFAE
VANGUARD FTSE DEVELOPED MARKETS ETF
4.8%
AAPL
APPLE INC
3.0%
VTV
VANGUARD VALUE ETF
2.0%
VB
VANGUARD SMALL-CAP ETF
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.