Monument Group Wealth Advisors, LLC holds a concentrated book of 44 reported positions worth $208.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Ishares Russell 1000 Growth and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Dimensional US Core Equity 2 at 46% of the reported non-option book.
Monument Group Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
+6 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Monument Group Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 44 | $4.4B |
| Swiss Re Ltd | 10 / 44 | $1.0B |
| Prosperity Advisers, LLC | 14 / 44 | $114.2M |
| GP Brinson Investments LLC | 4 / 44 | $191.7M |
| Beacon Financial Strategies CORP | 24 / 44 | $155.9M |
| Golden Road Advisors LLC | 14 / 44 | $151.6M |
| Parker Financial LLC | 12 / 44 | $200.6M |
| H&H International Investment, LLC | 4 / 44 | $14.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Monument Group Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional U.S. Core Equity 2 ETF ETF | $95.8M | 2.16M | 46.0% | ▲+6.5% Added · +133K sh | |
| 2 | Dimensional International Core Equity Market ETF ETF | $35.5M | 861.0K | 17.0% | ▲+6.0% Added · +49K sh | |
| 3 | Vanguard Total STK MKT ETF | $21.6M | 58.3K | 10.3% | ▼−6.7% Reduced · −4K sh | |
| 4 | Dimensional Emerging Core Equity Market ETF ETF | $10.5M | 260.6K | 5.0% | ▲+76% Added · +113K sh | |
| 5 | Vanguard Ftse Developed Markets ETF ETF | $10.0M | 139.8K | 4.8% | ▼−45% Reduced · −113K sh | |
| 6 | Apple Inc Stock | $6.3M | 21.9K | 3.0% | ▼−3.5% Reduced · −799 sh | |
| 7 | Vanguard Value ETF ETF | $4.3M | 19.6K | 2.0% | ▼−7.4% Reduced · −2K sh | |
| 8 | Vanguard Small-Cap ETF ETF | $3.9M | 12.9K | 1.9% | ▼−7.1% Reduced · −987 sh | |
| 9 | Vanguard Ftse Emerging Markets ETF ETF | $2.3M | 38.8K | 1.1% | ▼−5.8% Reduced · −2K sh | |
| 10 | Dimensional US Sustainability Core 1 ETF ETF | $1.8M | 39.2K | 0.9% | ▲+409% Added · +31K sh | |
| 11 | Vanguard Small Cap Value ETF ETF | $1.7M | 7.1K | 0.8% | ▼−82% Reduced · −32K sh | |
| 12 | Ishares Msci Eafe Small Cap ETF ETF | $1.3M | 15.9K | 0.6% | ▼−9.7% Reduced · −2K sh | |
| 13 | Avantis U.S. Equity ETF ETF | $927K | 7.2K | 0.4% | ▼−0.9% Reduced · −68 sh | |
| 14 | Berkshire Hathaway Inc Del CL B New Stock | $785K | 1.6K | 0.4% | ▲+0.3% Added · +5 sh | |
| 15 | State Street SPDR S&P 500 ETF ETF | $783K | 1.0K | 0.4% | ▲+0.1% Added · +1 sh | |
| 16 | Ishares Core S&P 500 ETF ETF | $733K | 978 | 0.4% | ▼−1.3% Reduced · −13 sh | |
| 17 | Microsoft Stock | $601K | 1.6K | 0.3% | ▼−83% Reduced · −8K sh | |
| 18 | Dimensional U.S. Targeted Value ETF ETF | $581K | 8.3K | 0.3% | —Held | |
| 19 | Vanguard Short-Term Treasury ETF ETF | $557K | 9.6K | 0.3% | ▲+4.9% Added · +451 sh | |
| 20 | Dimensional US Marketwide Value ETF ETF | $502K | 9.1K | 0.2% | ▼−5.0% Reduced · −481 sh | |
| 21 | Vanguard Tax-Exempt Bond ETF ETF | $483K | 9.5K | 0.2% | ▲+84% Added · +4K sh | |
| 22 | Vanguard Mega Cap ETF ETF | $456K | 1.7K | 0.2% | —Held | |
| 23 | Vanguard Mega Cap Growth ETF ETF | $449K | 5.1K | 0.2% | ▲+5.5% Added · +266 sh | |
| 24 | Vanguard Total International Stock ETF ETF | $445K | 5.2K | 0.2% | ▲+409% Added · +4K sh | |
| 25 | Dimensional International Sustainability Core 1 ETF ETF | $434K | 9.6K | 0.2% | ▲+305% Added · +7K sh | |
| 26 | Nuveen Esg Large-Cap Growth ETF ETF | $430K | 3.7K | 0.2% | —Held | |
| 27 | Flexshares Stoxx US Esg Select Index Fund ETF | $418K | 2.4K | 0.2% | ▲+32% Added · +581 sh | |
| 28 | Vanguard Short-Term Bond ETF ETF | $385K | 4.9K | 0.2% | ▲+95% Added · +2K sh | |
| 29 | Nvidia Corporation Com Stock | $374K | 1.9K | 0.2% | ▲+23% Added · +350 sh | |
| 30 | Merck & Co Inc Stock | $352K | 2.7K | 0.2% | ▲+89% Added · +1K sh | |
| 31 | Invesco S&P 500 Equal Weight ETF ETF | $323K | 1.5K | 0.2% | ▲+15% Added · +197 sh | |
| 32 | Vanguard Growth ETF ETF | $302K | 3.5K | 0.1% | ▼−22% Reduced · −1K sh | |
| 33 | RTX Corporation Com Stock | $291K | 1.5K | 0.1% | ▼−12% Reduced · −215 sh | |
| 34 | Vanguard High Dividend Yield Index ETF ETF | $277K | 1.8K | 0.1% | ▲+124% Added · +968 sh | |
| 35 | Vanguard Mid-Cap ETF ETF | $276K | 3.4K | 0.1% | ▲+486% Added · +3K sh | |
| 36 | State Street SPDR Msci Acwi Climate Paris Aligned ETF ETF | $268K | 5.8K | 0.1% | ▲+397% Added · +5K sh | |
| 37 | Stryker Corp Stock | $265K | 843 | 0.1% | ▼−1.5% Reduced · −13 sh | |
| 38 | Ishares Russell 1000 Value ETF ETF | $264K | 1.1K | 0.1% | ▼−81% Reduced · −5K sh | |
| 39 | Dimensional Emerging Markets Sustainability Core 1 ETF ETF | $257K | 5.3K | 0.1% | —Held | |
| 40 | Coca Cola Co Com Stock | $252K | 3.1K | 0.1% | ▲+6.6% Added · +191 sh | |
| 41 | State Street SPDR Msci USA Gender Diversity ETF ETF | $239K | 1.6K | 0.1% | ▲+175% Added · +986 sh | |
| 42 | Vanguard Mid-Cap Value ETF ETF | $216K | 1.1K | 0.1% | —Held | |
| 43 | Vanguard Mid-Cap Growth ETF ETF | $212K | 692 | 0.1% | ▼−94% Reduced · −11K sh | |
| 44 | Ishares Russell 1000 Growth ETF ETF | $209K | 1.7K | 0.1% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 44 | $208.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 43 | $180.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 51 | $183.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 24d | 47 | $169.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 52 | $158.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 51 | $144.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 49 | $141.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 50 | $166.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.