Monument Group Wealth Advisors, LLC holds a concentrated book of 44 stocks worth $208.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +26% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965665/holdings"
Use Arkolith to show Monument Group Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +27.9%, a 2.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Monument Group Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Monument Group Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 65 / 44 | $143.9B |
| Farther Finance Advisors, LLC | 65 / 44 | $2.8B |
| MORGAN STANLEY | 64 / 44 | $513.6B |
| ENVESTNET ASSET MANAGEMENT INC | 64 / 44 | $90.4B |
| LPL Financial LLC | 64 / 44 | $76.2B |
| OSAIC HOLDINGS, INC. | 64 / 44 | $16.6B |
| JPMORGAN CHASE & CO | 63 / 44 | $445.2B |
| RAYMOND JAMES FINANCIAL INC | 63 / 44 | $76.6B |
Ranked by how many of Monument Group Wealth Advisors, LLC's top 44 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 44 | $208.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 43 | $180.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 51 | $183.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 47 | $169.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 52 | $158.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 51 | $144.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 49 | $141.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 50 | $166.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.