Monument Group Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Monument Group Wealth Advisors, LLC reported 44 stock positions worth $208.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 46.0% of the portfolio, followed by Dimensional International (DFAI, 17.0%) and VG Morningstar TS MKT ETF-US (VTI, 10.3%). Compared with Q1 2026, it opened 1 new position, added to 20 and reduced 18. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +7%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, MA
- CIK
- 0001965665
- Portfolio Value
- $208.3M (Q2 2026)
- SEC Filing
- 0001965665-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 44 stocks · $208.3M
| DFAC Dimensional US Core Equity 2 | 45.97% | 2,159,082 | $95.8M | Add +6.5% |
| DFAI Dimensional International Co. | 17.05% | 860,976 | $35.5M | Add +6.0% |
| VTI VG Morningstar TS MKT ETF-US | 10.35% | 58,267 | $21.6M | Reduce -6.7% |
| VEA Vanguard Ftse Developed ETF | 5.03% | 260,571 | $10.5M | Add +76.4% |
| DFAE Dimensional Emerging Core Eq | 4.78% | 139,822 | $10.0M | Reduce -44.7% |
| AAPL Apple Inc. | 3.04% | 21,918 | $6.3M | Reduce -3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.05% | 19,563 | $4.3M | Reduce -7.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.88% | 12,891 | $3.9M | Reduce -7.1% |
| VWO Vanguard Ftse Emerging Marke | 1.11% | 38,807 | $2.3M | Reduce -5.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.88% | 39,196 | $1.8M | Add +408.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.83% | 7,103 | $1.7M | Reduce -81.8% |
| SCZ iShares MSCI Eafe Small-Cap | 0.63% | 15,879 | $1.3M | Reduce -9.8% |
| AVUS Avantis U.S. Equity ETF | 0.44% | 7,237 | $927K | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,568 | $785K | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 1,048 | $783K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.35% | 978 | $733K | Reduce -1.3% |
| VGSH Vanguard Short-Term Treasury | 0.29% | 1,611 | $601K | Reduce -83.2% |
| DFAT Dimensional US Target Value | 0.28% | 8,311 | $581K | No change |
| DFUV Dimensional US Marketwide Va | 0.27% | 9,574 | $557K | Add +4.9% |
| DFSI Dimensional Int Sus COR1 ETF | 0.24% | 9,124 | $502K | Reduce -5.0% |
| VXUS Vanguard Total Intl Stock | 0.23% | 9,546 | $483K | Add +83.6% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.22% | 1,666 | $456K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 5,110 | $449K | Add +5.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.21% | 5,207 | $445K | Add +1.9% |
| ESG NT Stoxx US ESG ETF | 0.21% | 9,630 | $434K | Add +305.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.21% | 3,673 | $430K | No change |
| NVDA Nvidia Corp. | 0.20% | 2,378 | $418K | Add +32.3% |
| MRK Merck & Co. Inc. | 0.18% | 4,935 | $385K | Add +95.1% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 1,867 | $374K | Add +23.1% |
| RTX RTX Corp. | 0.17% | 2,738 | $352K | Add +88.6% |
| CVX Chevron Corp. | 0.15% | 1,517 | $323K | Add +14.9% |
| DXUV Dimensional US Vtor Eqty ETF | 0.14% | 3,504 | $302K | Reduce -22.5% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 1,535 | $291K | Reduce -12.3% |
| SYK Stryker Corp. | 0.13% | 1,750 | $277K | Add +123.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 3,423 | $276K | Reduce -2.3% |
| IWD iShares Russell 1000 Value E | 0.13% | 5,840 | $268K | Add +397.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 843 | $265K | Reduce -75.4% |
| NZAC State Street SPDR MSCI Acwi | 0.13% | 1,089 | $264K | Reduce -81.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.12% | 5,250 | $257K | No change |
| KO The Coca-Cola Co. | 0.12% | 3,098 | $252K | Add +6.6% |
| MSFT Microsoft Corp. | 0.11% | 1,550 | $239K | Add +174.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 1,091 | $216K | No change |
| BLACKSTONE REIT INC CL I | 0.10% | 692 | $212K | Reduce -94.1% |
| IWF iShares Russell 1000 Growth | 0.10% | 1,682 | $209K | New |
Portfolio Sells Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.7% | 10.35% | −0.77 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.4% | 2.05% | −0.25 |
| AAPL Apple Inc. | Reduce -3.5% | 3.04% | −0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.1% | 1.88% | −0.14 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -9.8% | 0.63% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.8% | 1.11% | −0.12 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -81.8% | 0.83% | −0.06 |
| VGSH Vanguard Short-Term Treasury | Reduce -83.2% | 0.29% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.3% | 0.13% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -75.4% | 0.13% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 0.35% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.9% | 0.44% | −0.01 |
| NZAC State Street SPDR MSCI Acwi | Reduce -81.3% | 0.13% | −0.01 |
| DXUV Dimensional US Vtor Eqty ETF | Reduce -22.5% | 0.14% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -12.3% | 0.14% | −0.00 |
| BLACKSTONE REIT INC CL I | Reduce -94.1% | 0.10% | +0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -5.0% | 0.24% | +0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -44.7% | 4.78% | +0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +6.5% | 45.97% | +2.28 |
| IWF iShares Russell 1000 Growth | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +32.3% | 0.20% | +0.03 |
| DFUV Dimensional US Marketwide Va | Add +4.9% | 0.27% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +23.1% | 0.18% | +0.02 |
| MRK Merck & Co. Inc. | Add +95.1% | 0.18% | +0.02 |
| RTX RTX Corp. | Add +88.6% | 0.17% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +83.6% | 0.23% | +0.01 |
| ESG NT Stoxx US ESG ETF | Add +305.0% | 0.21% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +1.9% | 0.21% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +5.5% | 0.22% | +0.00 |
| CVX Chevron Corp. | Add +14.9% | 0.15% | +0.00 |
| MSFT Microsoft Corp. | Add +174.8% | 0.11% | −0.00 |
| KO The Coca-Cola Co. | Add +6.6% | 0.12% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.38% | −0.00 |
| SYK Stryker Corp. | Add +123.8% | 0.13% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +397.0% | 0.13% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.38% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +408.5% | 0.88% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Add +76.4% | 5.03% | −0.22 |
| DFAI Dimensional International Co. | Add +6.0% | 17.05% | −0.51 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 44 | $208.3M | DFAC, DFAI, VTI, VEA, DFAE |
| Q1 2026 | 43 | $180.2M | DFAC, DFAI, VTI, VEA, DFAE |
| Q4 2025 | 51 | $183.5M | DFAC, DFAI, VTI, VEA, DFAE |
| Q3 2025 | 47 | $169.8M | DFAC, DFAI, VTI, VEA, DFAE |
| Q2 2025 | 52 | $158.8M | DFAC, DFAI, VTI, VEA, DFAE |
| Q1 2025 | 51 | $144.3M | DFAC, DFAI, VTI, VEA, DFAE |
| Q4 2024 | 49 | $141.3M | DFAC, DFAI, VTI, VEA, DFAE |
| Q3 2024 | 50 | $166.4M | DFAC, DFAI, VTI, VEA, DFAE |
| Q2 2024 | 48 | $148.7M | DFAC, DFAI, VTI, VEA, DFAE |
| Q1 2024 | 47 | $134.9M | DFAC, DFAI, VTI, VEA, DFAE |