Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETFETF | ETF | $95.8M | 46.0% |
| Dimensional International Core Equity Market ETFETF | ETF | $35.5M | 17.0% |
| Vanguard Total Stk MktETF | ETF | $21.6M | 10.3% |
| Dimensional Emerging Core Equity Market ETFETF | ETF | $10.5M | 5.0% |
| Vanguard FTSE Developed Markets ETFETF | ETF | $9.96M | 4.8% |
| Apple Inc.Stock | Stock | $6.34M | 3.0% |
| Vanguard Value ETFETF | ETF | $4.26M | 2.0% |
| Vanguard Small-cap ETFETF | ETF | $3.91M | 1.9% |
| Vanguard FTSE Emerging Markets ETFETF | ETF | $2.32M | 1.1% |
| Dimensional US Sustainability Core 1 ETFETF | ETF | $1.83M | 0.9% |
| Vanguard Small Cap Value ETFETF | ETF | $1.73M | 0.8% |
| iShares MSCI Eafe Small Cap ETFETF | ETF | $1.31M | 0.6% |
| Avantis U.S. Equity ETFETF | ETF | $927K | 0.4% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $785K | 0.4% |
| State Street SPDR S&P 500 ETFETF | ETF | $783K | 0.4% |
| iShares Core S&P 500 ETFETF | ETF | $733K | 0.4% |
| MicrosoftStock | Stock | $601K | 0.3% |
| Dimensional U.S. Targeted Value ETFETF | ETF | $581K | 0.3% |
| Vanguard Short-term Treasury ETFETF | ETF | $557K | 0.3% |
| Dimensional US Marketwide Value ETFETF | ETF | $502K | 0.2% |
| Vanguard Tax-exempt Bond ETFETF | ETF | $483K | 0.2% |
| Vanguard Mega Cap ETFETF | ETF | $456K | 0.2% |
| Vanguard Mega Cap Growth ETFETF | ETF | $449K | 0.2% |
| Vanguard Total International Stock ETFETF | ETF | $445K | 0.2% |
| Dimensional International Sustainability Core 1 ETFETF | ETF | $434K | 0.2% |
| Nuveen Esg Large-cap Growth ETFETF | ETF | $430K | 0.2% |
| Flexshares Stoxx US Esg Select Index FundETF | ETF | $418K | 0.2% |
| Vanguard Short-term Bond ETFETF | ETF | $385K | 0.2% |
| Nvidia CorporationStock | Stock | $374K | 0.2% |
| Merck & CO Inc.Stock | Stock | $352K | 0.2% |
| Invesco S&P 500 Equal Weight ETFETF | ETF | $323K | 0.2% |
| Vanguard Growth ETFETF | ETF | $302K | 0.1% |
| Rtx CorporationStock | Stock | $291K | 0.1% |
| Vanguard High Dividend Yield Index ETFETF | ETF | $277K | 0.1% |
| Vanguard Mid-cap ETFETF | ETF | $276K | 0.1% |
| State Street SPDR MSCI Acwi Climate Paris Aligned ETFETF | ETF | $268K | 0.1% |
| Stryker Corp.Stock | Stock | $265K | 0.1% |
| iShares Russell 1000 Value ETFETF | ETF | $264K | 0.1% |
| Dimensional Emerging Markets Sustainability Core 1 ETFETF | ETF | $257K | 0.1% |
| Coca Cola COStock | Stock | $252K | 0.1% |
| State Street SPDR MSCI USA Gender Diversity ETFETF | ETF | $239K | 0.1% |
| Vanguard Mid-cap Value ETFETF | ETF | $216K | 0.1% |
| Vanguard Mid-cap Growth ETFETF | ETF | $212K | 0.1% |
| iShares Russell 1000 Growth ETFETF | ETF | $209K | 0.1% |
Dimensional U.S. Core Equity 2 ETFETF$95.8M
- Class
- ETF
- Share
- 46.0%
Dimensional International Core Equity Market ETFETF$35.5M
- Class
- ETF
- Share
- 17.0%
Vanguard Total Stk MktETF$21.6M
- Class
- ETF
- Share
- 10.3%
Dimensional Emerging Core Equity Market ETFETF$10.5M
- Class
- ETF
- Share
- 5.0%
Vanguard FTSE Developed Markets ETFETF$9.96M
- Class
- ETF
- Share
- 4.8%
Apple Inc.Stock$6.34M
- Class
- Stock
- Share
- 3.0%
Vanguard Value ETFETF$4.26M
- Class
- ETF
- Share
- 2.0%
Vanguard Small-cap ETFETF$3.91M
- Class
- ETF
- Share
- 1.9%
Vanguard FTSE Emerging Markets ETFETF$2.32M
- Class
- ETF
- Share
- 1.1%
Dimensional US Sustainability Core 1 ETFETF$1.83M
- Class
- ETF
- Share
- 0.9%
Vanguard Small Cap Value ETFETF$1.73M
- Class
- ETF
- Share
- 0.8%
iShares MSCI Eafe Small Cap ETFETF$1.31M
- Class
- ETF
- Share
- 0.6%
Avantis U.S. Equity ETFETF$927K
- Class
- ETF
- Share
- 0.4%
Berkshire Hathaway Inc. Del CL B NewStock$785K
- Class
- Stock
- Share
- 0.4%
State Street SPDR S&P 500 ETFETF$783K
- Class
- ETF
- Share
- 0.4%
iShares Core S&P 500 ETFETF$733K
- Class
- ETF
- Share
- 0.4%
MicrosoftStock$601K
- Class
- Stock
- Share
- 0.3%
Dimensional U.S. Targeted Value ETFETF$581K
- Class
- ETF
- Share
- 0.3%
Vanguard Short-term Treasury ETFETF$557K
- Class
- ETF
- Share
- 0.3%
Dimensional US Marketwide Value ETFETF$502K
- Class
- ETF
- Share
- 0.2%
Vanguard Tax-exempt Bond ETFETF$483K
- Class
- ETF
- Share
- 0.2%
Vanguard Mega Cap ETFETF$456K
- Class
- ETF
- Share
- 0.2%
Vanguard Mega Cap Growth ETFETF$449K
- Class
- ETF
- Share
- 0.2%
Vanguard Total International Stock ETFETF$445K
- Class
- ETF
- Share
- 0.2%
Dimensional International Sustainability Core 1 ETFETF$434K
- Class
- ETF
- Share
- 0.2%
Nuveen Esg Large-cap Growth ETFETF$430K
- Class
- ETF
- Share
- 0.2%
Flexshares Stoxx US Esg Select Index FundETF$418K
- Class
- ETF
- Share
- 0.2%
Vanguard Short-term Bond ETFETF$385K
- Class
- ETF
- Share
- 0.2%
Nvidia CorporationStock$374K
- Class
- Stock
- Share
- 0.2%
Merck & CO Inc.Stock$352K
- Class
- Stock
- Share
- 0.2%
Invesco S&P 500 Equal Weight ETFETF$323K
- Class
- ETF
- Share
- 0.2%
Vanguard Growth ETFETF$302K
- Class
- ETF
- Share
- 0.1%
Rtx CorporationStock$291K
- Class
- Stock
- Share
- 0.1%
Vanguard High Dividend Yield Index ETFETF$277K
- Class
- ETF
- Share
- 0.1%
Vanguard Mid-cap ETFETF$276K
- Class
- ETF
- Share
- 0.1%
State Street SPDR MSCI Acwi Climate Paris Aligned ETFETF$268K
- Class
- ETF
- Share
- 0.1%
Stryker Corp.Stock$265K
- Class
- Stock
- Share
- 0.1%
iShares Russell 1000 Value ETFETF$264K
- Class
- ETF
- Share
- 0.1%
Dimensional Emerging Markets Sustainability Core 1 ETFETF$257K
- Class
- ETF
- Share
- 0.1%
Coca Cola COStock$252K
- Class
- Stock
- Share
- 0.1%
State Street SPDR MSCI USA Gender Diversity ETFETF$239K
- Class
- ETF
- Share
- 0.1%
Vanguard Mid-cap Value ETFETF$216K
- Class
- ETF
- Share
- 0.1%
Vanguard Mid-cap Growth ETFETF$212K
- Class
- ETF
- Share
- 0.1%
iShares Russell 1000 Growth ETFETF$209K
- Class
- ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 44 largest of 44 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1965665
- File number
- 028-23573
- Options
- 0 call, 0 put
- In the 25 largest
- 97.3%
- Prior quarter
- $180M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 0
Common questions
What are Monument Group Wealth Advisors’ 13F holdings worth?
$208 million across 44 positions for the quarter ended 30 June 2026.
What is Monument Group Wealth Advisors’ largest 13F holding?
DIMENSIONAL U.S. CORE EQUITY 2 ETF (ETF) was the largest position at $95.8 million, or 46.0% of reported 13F value, as of 30 June 2026.
How concentrated is Monument Group Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 92.1% of reported value and the twenty-five largest for 97.3%, across 44 positions as of 30 June 2026.
Does Form 13F show everything Monument Group Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Monument Group Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.