Monument Group Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Monument Group Wealth Advisors, LLC reported 47 stock positions worth $134.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 40.1% of the portfolio, followed by Dimensional International (DFAI, 16.1%) and VG Morningstar TS MKT ETF-US (VTI, 11.3%). Compared with Q4 2023, it opened 6 new positions, sold out of 2, added to 14 and reduced 14. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +13%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, MA
- CIK
- 0001965665
- Portfolio Value
- $134.9M (Q1 2024)
- SEC Filing
- 0001965665-24-000002 ↗ filed May 8, 2024
Holdings Value
Holdings 47 stocks · $134.9M
| DFAC Dimensional US Core Equity 2 | 40.08% | 1,692,729 | $54.1M | Add +12.9% |
| DFAI Dimensional International Co. | 16.07% | 717,462 | $21.7M | Add +12.3% |
| VTI VG Morningstar TS MKT ETF-US | 11.29% | 58,597 | $15.2M | Reduce -10.7% |
| VEA Vanguard Ftse Developed ETF | 7.22% | 194,310 | $9.7M | Reduce -2.8% |
| DFAE Dimensional Emerging Core Eq | 4.26% | 232,391 | $5.7M | Add +14.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.14% | 17,765 | $2.9M | Reduce -8.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.01% | 11,846 | $2.7M | Reduce -10.1% |
| DFAR Dimensional US Real Est ETF | 1.98% | 119,534 | $2.7M | Add +27.2% |
| VWO Vanguard Ftse Emerging Marke | 1.54% | 49,803 | $2.1M | Add +1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.99% | 6,983 | $1.3M | Reduce -1.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.98% | 20,813 | $1.3M | Add +4.9% |
| AAPL Apple Inc. | 0.78% | 6,150 | $1.1M | Reduce -1.1% |
| WTW Willis Towers Watson PLC | 0.76% | 3,720 | $1.0M | Add +49.6% |
| DFSU Dimensional US Sus CORE1 ETF | 0.69% | 27,100 | $933K | Add +132.7% |
| MSFT Microsoft Corp. | 0.58% | 1,849 | $778K | Reduce -10.5% |
| AVUS Avantis U.S. Equity ETF | 0.52% | 7,786 | $697K | Reduce -3.4% |
| KO The Coca-Cola Co. | 0.49% | 10,811 | $661K | No change |
| VGSH Vanguard Short-Term Treasury | 0.45% | 10,490 | $609K | No change |
| XOM Exxon Mobil Corp. | 0.43% | 4,964 | $577K | No change |
| SYK Stryker Corp. | 0.42% | 1,586 | $568K | New |
| DFAT Dimensional US Target Value | 0.39% | 9,581 | $521K | Add +6.7% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 800 | $465K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.33% | 5,734 | $440K | Add +8.3% |
| DFUV Dimensional US Marketwide Va | 0.30% | 9,786 | $400K | Reduce -0.7% |
| FDL First Trust Morn DVD Lead Inc. | 0.30% | 10,350 | $398K | No change |
| DHS Wisdomtree US High Dividend | 0.26% | 4,119 | $357K | No change |
| VNQ Vanguard Real Estate ETF | 0.26% | 4,083 | $353K | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 1,743 | $349K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,810 | $346K | New |
| MRK Merck & Co. Inc. | 0.25% | 2,530 | $334K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 606 | $317K | No change |
| GOOG Alphabet Inc. Class C | 0.23% | 2,069 | $315K | Reduce -22.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 897 | $309K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 731 | $307K | No change |
| IVV iShares Core S&P 500 ETF | 0.23% | 584 | $307K | Reduce -3.6% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.23% | 1,640 | $306K | Add +0.4% |
| ESG NT Stoxx US ESG ETF | 0.22% | 2,378 | $301K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.22% | 1,016 | $291K | Add +0.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.21% | 3,673 | $280K | No change |
| MCD McDonald's Corp. | 0.21% | 989 | $279K | New |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 1,488 | $252K | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 0.18% | 4,055 | $245K | Add +10.3% |
| JNJ Johnson & Johnson | 0.17% | 1,462 | $231K | Reduce -12.0% |
| ADP Automatic Data Processing | 0.16% | 859 | $215K | Reduce -3.6% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 1,750 | $212K | New |
| PEG Public Service Enterprise GP | 0.16% | 3,150 | $210K | New |
| GL Globe Life Inc. | 0.15% | 1,752 | $204K | Reduce -50.0% |
Portfolio Sells Q4 2023 → Q1 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.7% | 11.29% | −1.98 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.8% | 7.22% | −0.94 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -10.1% | 2.01% | −0.39 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.8% | 2.14% | −0.34 |
| AAPL Apple Inc. | Reduce -1.1% | 0.78% | −0.24 |
| GL Globe Life Inc. | Reduce -50.0% | 0.15% | −0.21 |
| USSG Xtrackers MSCI USA Sele Eqty | Sold out | 0.00% | −0.21 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.17 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.9% | 0.99% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -22.5% | 0.23% | −0.09 |
| MSFT Microsoft Corp. | Reduce -10.5% | 0.58% | −0.09 |
| JNJ Johnson & Johnson | Reduce -12.0% | 0.17% | −0.05 |
| AVUS Avantis U.S. Equity ETF | Reduce -3.4% | 0.52% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -3.6% | 0.23% | −0.02 |
| ADP Automatic Data Processing | Reduce -3.6% | 0.16% | −0.02 |
| DFUV Dimensional US Marketwide Va | Reduce -0.7% | 0.30% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| DFAC Dimensional US Core Equity 2 | Add +12.9% | 40.08% | +2.71 |
| DFAI Dimensional International Co. | Add +12.3% | 16.07% | +0.47 |
| SYK Stryker Corp. | New | 0.42% | +0.42 |
| DFSU Dimensional US Sus CORE1 ETF | Add +132.7% | 0.69% | +0.38 |
| IBM Intl Business Machines Corp. | New | 0.26% | +0.26 |
| MRK Merck & Co. Inc. | New | 0.25% | +0.25 |
| WTW Willis Towers Watson PLC | Add +49.6% | 0.76% | +0.25 |
| MCD McDonald's Corp. | New | 0.21% | +0.21 |
| DFAR Dimensional US Real Est ETF | Add +27.2% | 1.98% | +0.16 |
| VYM Vanguard High DVD Yield ETF | New | 0.16% | +0.16 |
| PEG Public Service Enterprise GP | New | 0.16% | +0.16 |
| DFAE Dimensional Emerging Core Eq | Add +14.0% | 4.26% | +0.07 |
| VXUS Vanguard Total Intl Stock | Add +10.3% | 0.18% | −0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 0.22% | −0.01 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +0.4% | 0.23% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.5% | 0.19% | −0.01 |
| DFAT Dimensional US Target Value | Add +6.7% | 0.39% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +8.3% | 0.33% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Add +4.9% | 0.98% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +1.8% | 1.54% | −0.17 |
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 |