Monument Group Wealth Advisors, LLC 13F Holdings

CIK 0001965665 · CONCORD, MA

As of Sep 30, 2025, Monument Group Wealth Advisors, LLC reported 47 positions worth 69.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—1,942,510$74.9M44.11%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI—775,776$28.2M16.60%
VANGUARD TOTAL STOCK MKT ETFVTI—64,164$21.1M12.40%
VANGUARD TAX-MANAGED FUNDSVEA—165,620$9.9M5.84%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE—242,520$7.6M4.50%
VANGUARD VALUE INDEX FUNDVTV—21,815$4.1M2.40%
VANGUARD SMALL-CAP INDEX FUNDVB—14,663$3.7M2.20%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—44,600$2.4M1.42%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—8,227 .7M1.01%
ISHARES MSCI EAFE SMALL-CAP ETFSCZ—19,495 .5M0.88%
DIMENSIONAL ETF TRUSTDFSU—29,150 .2M0.73%
APPLE INCAAPLTechnology3,527$898.1K0.53%
AVANTIS US EQUITY ETFAVUS—7,786$846.3K0.50%
ISHARES CORE S&P 500 ETFIVV—987$660.7K0.39%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—9,643$567.5K0.33%
MICROSOFT CORPMSFTTechnology1,046$541.8K0.32%
DIMENSIONAL US TARGETED VALUE ETFDFAT—8,467$492.9K0.29%
STRYKER CORPSYKHealthcare1,200$443.6K0.26%
DIMENSIONAL US MARKETWIDE VALUE ETFDFUV—9,647$431.1K0.25%
VANGUARD GROWTH INDEX FUNDVUG—882$423.2K0.25%
VANGUARD WORLD FUNDMGK—1,020$410.6K0.24%
VANGUARD MEGA CAP INDEX FUNDMGC—1,658$404.8K0.24%
SPDR S&P 500 ETF TRUSTSPY—606$403.7K0.24%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—5,312$390.3K0.23%
ALPHABET INCGOOGEquity1,535$373.8K0.22%