Q3 2026 13F · SEC CIK 1965665

Monument Group Wealth Advisors, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $212.8M
Reported positions: 48
Top holdings a year, 3 yrs: +18.0%
Assets under management: $678.9M

Monument Group Wealth Advisors, LLC is a wealth manager that reported 48 positions worth $212.8M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Dimensional US Core Equity 2 ETF (DFAC, 45.3%), Dimensional ETF Trust (DFAI, 17.4%), Vanguard Index Fds (VTI, 10.2%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 18.8% for the S&P 500.

Monument Group Wealth Advisors, LLC holdings all 48 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 Group Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFACDimensional US Core Equity 2 ETF	45.3%	New	2,167,072	—	$96.3M
DFAIDimensional ETF Trust	17.4%	17.0%	892,361	+3.6%	$37.0M
VTIVanguard Index Fds	10.2%	10.3%	57,805	-0.8%	$21.6M
DFAEDimensional ETF Trust	5.0%	4.8%	269,691	+92.9%	$10.6M
VEAVanguard Ftse Developed Markets Index Fu	4.6%	5.0%	140,114	-46.2%	$9.9M
AAPLApple Inc	3.2%	3.0%	20,248	-7.6%	$6.7M
VTVVanguard Index Fds	2.0%	2.0%	19,542	-0.1%	$4.2M
VBVanguard Index Fds	1.7%	1.9%	12,872	-0.1%	$3.7M
VWOVanguard Intl Equity Index F	1.1%	1.1%	39,001	+0.5%	$2.3M
DFSUDimensional ETF Trust	1.0%	0.8%	46,597	+556.0%	$2.2M
VBRVanguard Index Fds	0.8%	0.9%	7,083	-81.9%	$1.6M
SCZIshares Tr	0.6%	0.6%	15,758	-0.8%	$1.3M
AVUSAvantis U.S. Equity ETF	0.4%	0.4%	6,918	-4.4%	$886K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	1,688	+7.7%	$841K
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	1,066	+1.7%	$813K
IVVIshares Tr	0.4%	0.4%	978	+0.0%	$749K
MSFTMicrosoft Corp	0.3%	0.1%	1,254	-19.1%	$643K
AMZNAmazon Com Inc	0.3%	New	2,457	—	$612K
DFSIDimensional ETF Trust	0.3%	0.2%	12,799	+40.3%	$578K
DFATDFA U.S. Targeted Value ETF	0.3%	New	8,311	—	$552K
VGSHVanguard Scottsdale Fds	0.3%	0.3%	9,505	+490.0%	$547K
RTXRtx Corporation	0.2%	0.2%	2,601	-5.0%	$483K
MGKVanguard World Fd	0.2%	0.2%	5,110	-1.9%	$473K
MGCVanguard World Fd	0.2%	0.2%	1,666	+0.0%	$470K
MRKMerck & Co Inc	0.2%	0.2%	3,230	-34.5%	$469K
VTEBVanguard Mun Bd Fds	0.2%	New	9,546	—	$452K
DFUVDimensional ETF Trust	0.2%	0.3%	8,213	-14.2%	$452K
ESGFlexshares Tr	0.2%	0.2%	2,378	-75.3%	$427K
NULGNuveen Esg	0.2%	0.2%	3,673	+0.0%	$418K
VXUSVanguard Star Fds	0.2%	0.2%	4,865	-49.0%	$413K
NVDANvidia Corporation	0.2%	0.2%	1,797	-24.4%	$410K
BSVVanguard Bd Index Fds	0.2%	0.2%	4,940	-3.3%	$377K
VUGVanguard Index Fds	0.2%	0.1%	4,090	+19.5%	$369K
RSPInvesco Exchange Traded Fd T	0.1%	0.2%	1,517	-18.7%	$316K
STXSeagate Technology Hldngs Pl	0.1%	New	339	—	$313K
DFSEDimensional ETF Trust	0.1%	0.1%	6,011	+14.5%	$291K
KOCoca Cola Co	0.1%	0.1%	3,293	+6.3%	$284K
IWDIshares Tr	0.1%	0.1%	1,114	-80.9%	$276K
JNJJohnson & Johnson	0.1%	New	1,028	—	$272K
NZACState Street Spdr Msci Acwi Climate Pari	0.1%	0.1%	5,840	+436.3%	$271K
VOVanguard Index Fds	0.1%	0.1%	3,423	+306.0%	$268K
SHEState Street Spdr Msci USA Gender Divers	0.1%	New	1,550	—	$244K
VYMVanguard Whitehall Fds	0.1%	0.1%	1,500	-2.3%	$233K
SYKStryker Corporation	0.1%	0.1%	842	-51.9%	$232K
JPMJpmorgan Chase & Co	0.1%	New	674	—	$223K
IWFIshares Tr	0.1%	0.1%	1,759	+4.6%	$220K
VOEVanguard Index Fds	0.1%	0.1%	1,091	+0.0%	$213K
VOTVanguard Index Fds	0.1%	New	692	—	$202K

What Monument Group Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +23.3% /yr; S&P 500 +20.1%
3 years: +18.0% /yr; S&P 500 +18.8%
5 years: —

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	$212.8M	48
Q2 2026	$208.3M	44
Q1 2026	$180.2M	43
Q4 2025	$183.5M	51
Q3 2025	$169.8M	47
Q2 2025	$158.8M	52
Q1 2025	$144.3M	51
Q4 2024	$141.3M	49
Q3 2024	$166.4M	50
Q2 2024	$148.7M	48
Q1 2024	$134.9M	47
Q4 2023	$117.3M	43

Questions about Monument Group Wealth Advisors, LLC's portfolio

What stocks does Monument Group Wealth Advisors, LLC own?

Monument Group Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 48 positions worth $212.8M. The largest are Dimensional US Core Equity 2 ETF (DFAC) at 45.3%, Dimensional ETF Trust (DFAI) at 17.4%, Vanguard Index Fds (VTI) at 10.2%, Dimensional ETF Trust (DFAE) at 5.0% and Vanguard Ftse Developed Markets Index Fu (VEA) at 4.6%.

What did Monument Group Wealth Advisors, LLC buy last quarter?

In Q3 2026, Monument Group Wealth Advisors, LLC added a new position in Dimensional US Core Equity 2 ETF (DFAC), a new position in Amazon Com Inc (AMZN), a new position in DFA U.S. Targeted Value ETF (DFAT), a new position in Vanguard Mun Bd Fds (VTEB), a new position in Seagate Technology Hldngs Pl (STX), Dimensional ETF Trust (DFSU) (+556.0% shares), Vanguard Scottsdale Fds (VGSH) (+490.0% shares) and State Street Spdr Msci Acwi Climate Pari (NZAC) (+436.3% shares), compared with its Q2 2026 filing.

What did Monument Group Wealth Advisors, LLC sell last quarter?

In Q3 2026, Monument Group Wealth Advisors, LLC sold all of Dimensional ETF Trust (DFAC), sold all of Dimensional ETF Trust (DFAT), sold all of Chevron Corporation (CVX), sold all of Dimensional US Vector Equity ETF (DXUV), sold all of Vanguard Mid-Cap Growth ETF, Vanguard Index Fds (VBR) (-81.9% shares), Ishares Tr (IWD) (-80.9% shares) and Flexshares Tr (ESG) (-75.3% shares), compared with its Q2 2026 filing.

How has Monument Group Wealth Advisors, LLC's portfolio performed?

A portfolio copying Monument Group Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +23.3% against +20.1%.

When is Monument Group Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Monument Group Wealth Advisors, LLC'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 Group Wealth Advisors, LLC manage?

Monument Group Wealth Advisors, LLC reported $678.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $212.8M.