Q3 2026 13F · SEC CIK 1729428

Monument Capital Management

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $479.9M
Reported positions: 255
Top holdings a year, 3 yrs: +14.6%
Assets under management: $648.4M

Monument Capital Management is a wealth manager that reported 255 positions worth $479.9M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Microsoft Corp (MSFT, 3.4%), Apple Inc (AAPL, 2.4%), Dell Technologies Inc (DELL, 2.2%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

Monument Capital Management holdings largest 50 of 255 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Monument Capital Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	3.4%	2.3%	31,647	+1.3%	$16.2M
AAPLApple Inc	2.4%	2.0%	34,342	+0.8%	$11.4M
DELLDell Technologies Inc	2.2%	1.7%	19,703	-1.8%	$10.6M
IWMIshares Tr	2.1%	—	35,497	—	$9.9M
FIXComfort Sys USA Inc	2.0%	2.3%	5,723	-1.3%	$9.5M
ITOTIshares Tr	1.9%	1.9%	56,035	-1.6%	$9.3M
CATCaterpillar Inc	1.9%	2.4%	11,063	-1.9%	$9.0M
IWDIshares Tr	1.8%	—	34,034	—	$8.4M
IWBIshares Tr	1.7%	1.6%	19,933	+1.0%	$8.3M
GOOGLAlphabet Inc	1.7%	1.7%	23,786	+2.7%	$8.2M
MUMicron Technology Inc	1.4%	—	6,190	—	$6.6M
QQQInvesco Qqq Tr	1.3%	1.3%	8,669	-0.8%	$6.4M
IBBIshares Tr	1.3%	—	28,887	—	$6.1M
APHAmphenol Corp	1.2%	1.2%	70,512	+102.9%	$5.9M
IGVIshares Tr	1.2%	—	53,036	—	$5.6M
IGNIshares Tr	1.2%	—	50,075	—	$5.6M
IYZIshares Tr	1.1%	—	133,797	—	$5.5M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.1%	7,223	-3.2%	$5.5M
LRCXLam Research Corp	1.1%	1.4%	16,747	+1.3%	$5.5M
FLOTIshares Tr	1.1%	1.0%	106,800	+7.5%	$5.5M
WMTWalmart Inc	1.1%	1.2%	51,833	+0.5%	$5.4M
FXRFirst Tr Exchange-Traded Fd	1.1%	1.2%	64,860	+1.6%	$5.3M
EMBIshares Tr	1.1%	1.1%	57,499	+0.5%	$5.2M
VCITVanguard Scottsdale Fds	1.1%	1.1%	65,889	+2.7%	$5.2M
IEIIshares Tr	1.1%	1.0%	45,044	+5.1%	$5.1M
EWOIshares Inc	1.1%	1.0%	119,691	+0.0%	$5.1M
MBBIshares Tr	1.1%	1.0%	56,820	+8.1%	$5.1M
VLOValero Energy Corp	1.0%	—	12,800	—	$5.0M
JNJJohnson & Johnson	1.0%	0.9%	18,534	+2.4%	$4.9M
EXELExelixis Inc	1.0%	0.9%	82,041	+1.3%	$4.8M
EWPIshares Inc	1.0%	1.0%	80,738	-0.2%	$4.8M
RLRalph Lauren Corp	1.0%	1.1%	13,271	-1.5%	$4.7M
NVDANvidia Corporation	1.0%	0.8%	20,474	+4.1%	$4.7M
CAHCardinal Health Inc	0.9%	0.9%	19,624	+0.3%	$4.4M
EWIIshares Inc	0.9%	0.9%	74,156	+0.4%	$4.4M
EWSIshares Inc Msci Singpor	0.9%	—	129,410	—	$4.3M
VEAVanguard Ftse Developed Markets Index Fu	0.9%	0.9%	60,678	-1.2%	$4.3M
MPCMarathon Petroleum	0.9%	—	10,751	—	$4.3M
EWCIshares Inc	0.9%	0.8%	71,340	+1.6%	$4.2M
ROSTRoss Stores Inc	0.9%	0.7%	17,522	+4.5%	$4.1M
DINOHf Sinclair Corp	0.8%	—	37,658	—	$4.0M
JPMJpmorgan Chase & Co	0.8%	0.8%	12,147	+0.7%	$4.0M
BPOPPopular Inc	0.8%	—	25,435	—	$4.0M
JBLJabil Inc	0.8%	1.0%	13,730	+2.6%	$3.9M
SANMSanmina Corp	0.8%	—	18,254	—	$3.9M
TTTrane Technologies PLC	0.8%	0.8%	8,258	+4.2%	$3.7M
NTAPNetapp Inc	0.7%	—	16,791	—	$3.5M
NUENucor Corp	0.7%	—	14,837	—	$3.5M
MTGMgic Invt Corp Wis	0.7%	0.8%	133,043	-0.6%	$3.4M
PSXPhillips 66	0.7%	—	13,039	—	$3.3M

What Monument Capital Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+102.9% shares
MBB Ishares Tr+8.1% shares
FLOT Ishares Tr+7.5% shares
IEI Ishares Tr+5.1% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.8% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$479.9M	255
Q2 2026	$497.2M	262
Q1 2026	$399.1M	217
Q4 2025	$402.0M	220
Q3 2025	$400.0M	226
Q2 2025	$383.9M	219
Q1 2025	$325.3M	193
Q4 2024	$362.6M	198
Q3 2024	$361.6M	194
Q2 2024	$339.9M	178
Q1 2024	$347.0M	187
Q4 2023	$310.7M	177

Questions about Monument Capital Management's portfolio

What stocks does Monument Capital Management own?

Monument Capital Management's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 255 positions worth $479.9M. The largest are Microsoft Corp (MSFT) at 3.4%, Apple Inc (AAPL) at 2.4%, Dell Technologies Inc (DELL) at 2.2%, Ishares Tr (IWM) at 2.1% and Comfort Sys USA Inc (FIX) at 2.0%.

What did Monument Capital Management buy last quarter?

In Q3 2026, Monument Capital Management added Amphenol Corp (APH) (+102.9% shares), Ishares Tr (MBB) (+8.1% shares) and Ishares Tr (FLOT) (+7.5% shares), compared with its Q2 2026 filing.

What did Monument Capital Management sell last quarter?

In Q3 2026, Monument Capital Management cut from its top 50 Ishares Tr (IWF), cut from its top 50 Emcor Group Inc (EME), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Ishares Tr (IWO) and cut from its top 50 Ishares Tr (SOXX), compared with its Q2 2026 filing.

How has Monument Capital Management's portfolio performed?

A portfolio copying Monument Capital Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Monument Capital Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Monument Capital Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Monument Capital Management manage?

Monument Capital Management reported $648.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $479.9M.