Monument Group Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Monument Group Wealth Advisors, LLC reported 49 stock positions worth $141.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 45.7% of the portfolio, followed by Dimensional International (DFAI, 14.8%) and VG Morningstar TS MKT ETF-US (VTI, 11.1%). Compared with Q3 2024, it opened 3 new positions, sold out of 4, added to 9 and reduced 21. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale Dimensional International (DFAI, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, MA
- CIK
- 0001965665
- Portfolio Value
- $141.3M (Q4 2024)
- SEC Filing
- 0001965665-25-000001 ↗ filed Jan 15, 2025
Holdings Value
Holdings 49 stocks · $141.3M
| DFAC Dimensional US Core Equity 2 | 45.70% | 1,866,160 | $64.6M | Reduce -17.5% |
| DFAI Dimensional International Co. | 14.84% | 718,102 | $21.0M | Reduce -14.3% |
| VTI VG Morningstar TS MKT ETF-US | 11.08% | 54,012 | $15.7M | Reduce -5.4% |
| VEA Vanguard Ftse Developed ETF | 6.00% | 177,358 | $8.5M | Reduce -7.4% |
| DFAE Dimensional Emerging Core Eq | 4.04% | 224,871 | $5.7M | Reduce -16.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.94% | 11,420 | $2.7M | Reduce -2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.87% | 15,636 | $2.6M | Reduce -6.2% |
| VWO Vanguard Ftse Emerging Marke | 1.37% | 43,922 | $1.9M | Reduce -10.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.83% | 19,260 | $1.2M | Reduce -10.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.80% | 5,725 | $1.1M | Reduce -7.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.78% | 28,904 | $1.1M | Add +4.3% |
| AAPL Apple Inc. | 0.73% | 4,124 | $1.0M | Reduce -32.8% |
| BSV Vanguard Short-Term Bond ETF | 0.64% | 11,612 | $897K | Add +1.0% |
| AVUS Avantis U.S. Equity ETF | 0.53% | 7,786 | $755K | No change |
| KO The Coca-Cola Co. | 0.48% | 10,810 | $673K | No change |
| VGSH Vanguard Short-Term Treasury | 0.41% | 9,975 | $580K | Reduce -3.0% |
| IVV iShares Core S&P 500 ETF | 0.41% | 974 | $574K | Add +0.2% |
| SYK Stryker Corp. | 0.40% | 1,586 | $571K | No change |
| WTW Willis Towers Watson PLC | 0.40% | 1,783 | $559K | Reduce -24.7% |
| XOM Exxon Mobil Corp. | 0.37% | 4,911 | $528K | Reduce -0.3% |
| DFAT Dimensional US Target Value | 0.35% | 8,870 | $494K | Reduce -1.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.29% | 10,350 | $417K | No change |
| MSFT Microsoft Corp. | 0.29% | 977 | $412K | Reduce -45.2% |
| DFUV Dimensional US Marketwide Va | 0.28% | 9,645 | $395K | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 1,759 | $387K | No change |
| DHS Wisdomtree US High Dividend | 0.27% | 4,119 | $385K | No change |
| JPM JPMorgan Chase & Co. | 0.25% | 1,500 | $360K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 606 | $355K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.25% | 1,654 | $352K | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.25% | 1,839 | $350K | Reduce -9.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.25% | 1,019 | $350K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.24% | 1,530 | $336K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 731 | $331K | No change |
| HTH Hilltop Holdings Inc. | 0.23% | 11,557 | $331K | New |
| ESG NT Stoxx US ESG ETF | 0.23% | 2,378 | $328K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.22% | 3,673 | $315K | No change |
| VXUS Vanguard Total Intl Stock | 0.22% | 5,194 | $306K | Add +1.8% |
| MCD McDonald's Corp. | 0.19% | 939 | $272K | Reduce -5.1% |
| PEG Public Service Enterprise GP | 0.19% | 3,150 | $266K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 1,504 | $264K | Add +0.3% |
| MRK Merck & Co. Inc. | 0.18% | 2,530 | $252K | No change |
| ADP Automatic Data Processing | 0.17% | 839 | $246K | Reduce -1.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.17% | 7,428 | $244K | Add +21.1% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 1,750 | $223K | No change |
| IWF iShares Russell 1000 Growth | 0.15% | 528 | $212K | New |
| NZAC State Street SPDR MSCI Acwi | 0.15% | 5,840 | $212K | No change |
| DFAR Dimensional US Real Est ETF | 0.14% | 8,702 | $202K | Reduce -36.2% |
| IWD iShares Russell 1000 Value E | 0.14% | 1,089 | $202K | No change |
| RTX RTX Corp. | 0.14% | 1,733 | $201K | Reduce -1.1% |
Portfolio Sells Q3 2024 → Q4 2024
| DFAI Dimensional International Co. | Reduce -14.3% | 14.84% | −1.16 |
| DFAC Dimensional US Core Equity 2 | Reduce -17.5% | 45.70% | −0.91 |
| DFAE Dimensional Emerging Core Eq | Reduce -16.4% | 4.04% | −0.39 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.21 |
| MSFT Microsoft Corp. | Reduce -45.2% | 0.29% | −0.17 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.14 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.13 |
| AAPL Apple Inc. | Reduce -32.8% | 0.73% | −0.13 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.4% | 6.00% | −0.07 |
| DFAR Dimensional US Real Est ETF | Reduce -36.2% | 0.14% | −0.07 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -10.1% | 0.83% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -10.0% | 1.37% | −0.03 |
| WTW Willis Towers Watson PLC | Reduce -24.7% | 0.40% | −0.02 |
| MCD McDonald's Corp. | Reduce -5.1% | 0.19% | +0.01 |
| RTX RTX Corp. | Reduce -1.1% | 0.14% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.37% | +0.03 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.17% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -9.7% | 0.25% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.0% | 0.41% | +0.05 |
| DFAT Dimensional US Target Value | Reduce -1.8% | 0.35% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.5% | 0.80% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.2% | 1.87% | +0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.8% | 1.94% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.4% | 11.08% | +1.36 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | New | 0.24% | +0.24 |
| HTH Hilltop Holdings Inc. | New | 0.23% | +0.23 |
| DFSU Dimensional US Sus CORE1 ETF | Add +4.3% | 0.78% | +0.16 |
| IWF iShares Russell 1000 Growth | New | 0.15% | +0.15 |
| BSV Vanguard Short-Term Bond ETF | Add +1.0% | 0.64% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.41% | +0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.2% | 0.25% | +0.05 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +0.3% | 0.25% | +0.04 |
| DFSI Dimensional Int Sus COR1 ETF | Add +21.1% | 0.17% | +0.04 |
| DFUV Dimensional US Marketwide Va | Add +0.0% | 0.28% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +0.3% | 0.19% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +1.8% | 0.22% | +0.02 |
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 |