Monument Group Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Monument Group Wealth Advisors, LLC reported 51 stock positions worth $144.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 44.9% of the portfolio, followed by Dimensional International (DFAI, 15.5%) and VG Morningstar TS MKT ETF-US (VTI, 10.5%). Compared with Q4 2024, it opened 5 new positions, sold out of 3, added to 20 and reduced 8. The biggest buy was a new position in Vanguard Mrngstar GR ETF-Sui (VUG) and the biggest sale an exit from Amazon.com (AMZN).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, MA
- CIK
- 0001965665
- Portfolio Value
- $144.3M (Q1 2025)
- SEC Filing
- 0001965665-25-000002 ↗ filed Apr 24, 2025
Holdings Value
Holdings 51 stocks · $144.3M
| DFAC Dimensional US Core Equity 2 | 44.88% | 1,962,622 | $64.7M | Add +5.2% |
| DFAI Dimensional International Co. | 15.52% | 717,030 | $22.4M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 10.47% | 54,946 | $15.1M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 6.28% | 178,162 | $9.1M | Add +0.5% |
| DFAE Dimensional Emerging Core Eq | 4.12% | 229,585 | $5.9M | Add +2.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.15% | 17,993 | $3.1M | Add +15.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.90% | 12,364 | $2.7M | Add +8.3% |
| VWO Vanguard Ftse Emerging Marke | 1.39% | 44,188 | $2.0M | Add +0.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.85% | 19,237 | $1.2M | Reduce -0.1% |
| AAPL Apple Inc. | 0.77% | 4,975 | $1.1M | Add +20.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.75% | 5,826 | $1.1M | Add +1.8% |
| DFSU Dimensional US Sus CORE1 ETF | 0.72% | 29,114 | $1.0M | Add +0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.63% | 11,657 | $913K | Add +0.4% |
| KO The Coca-Cola Co. | 0.54% | 10,810 | $774K | No change |
| AVUS Avantis U.S. Equity ETF | 0.50% | 7,786 | $719K | No change |
| SYK Stryker Corp. | 0.41% | 1,598 | $595K | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.41% | 4,980 | $592K | Add +1.4% |
| VGSH Vanguard Short-Term Treasury | 0.40% | 9,761 | $573K | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.38% | 985 | $554K | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 1,425 | $528K | New |
| DFAT Dimensional US Target Value | 0.31% | 8,732 | $450K | Reduce -1.6% |
| FDL First Trust Morn DVD Lead Inc. | 0.31% | 10,350 | $450K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 1,759 | $437K | No change |
| WTW Willis Towers Watson PLC | 0.29% | 1,218 | $412K | Reduce -31.7% |
| DHS Wisdomtree US High Dividend | 0.28% | 4,119 | $408K | No change |
| DFUV Dimensional US Marketwide Va | 0.28% | 9,645 | $398K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 731 | $389K | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 1,500 | $368K | No change |
| MSFT Microsoft Corp. | 0.24% | 921 | $346K | Reduce -5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 606 | $339K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.23% | 1,654 | $333K | No change |
| VXUS Vanguard Total Intl Stock | 0.22% | 5,216 | $324K | Add +0.4% |
| ESG NT Stoxx US ESG ETF | 0.22% | 2,378 | $319K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.22% | 1,019 | $315K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,192 | $308K | New |
| MCD McDonald's Corp. | 0.20% | 939 | $293K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.20% | 3,673 | $288K | No change |
| VYM Vanguard High DVD Yield ETF | 0.19% | 2,137 | $276K | Add +22.1% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 1,511 | $262K | Add +0.5% |
| PEG Public Service Enterprise GP | 0.18% | 3,150 | $259K | No change |
| ADP Automatic Data Processing | 0.18% | 839 | $256K | No change |
| GOOG Alphabet Inc. Class C | 0.17% | 1,539 | $240K | Reduce -16.3% |
| MRK Merck & Co. Inc. | 0.16% | 2,607 | $234K | Add +3.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.16% | 6,634 | $231K | Reduce -10.7% |
| GL Globe Life Inc. | 0.16% | 1,752 | $231K | New |
| RTX RTX Corp. | 0.16% | 1,733 | $230K | No change |
| JNJ Johnson & Johnson | 0.16% | 1,357 | $225K | New |
| IWD iShares Russell 1000 Value E | 0.15% | 1,175 | $221K | Add +7.9% |
| META Meta Platforms Inc. Class A | 0.15% | 366 | $211K | New |
| NZAC State Street SPDR MSCI Acwi | 0.14% | 5,840 | $207K | No change |
| IWF iShares Russell 1000 Growth | 0.14% | 570 | $206K | Add +8.0% |
Portfolio Sells Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.24 |
| HTH Hilltop Holdings Inc. | Sold out | 0.00% | −0.23 |
| DFAR Dimensional US Real Est ETF | Sold out | 0.00% | −0.14 |
| WTW Willis Towers Watson PLC | Reduce -31.7% | 0.29% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -16.3% | 0.17% | −0.08 |
| MSFT Microsoft Corp. | Reduce -5.7% | 0.24% | −0.05 |
| DFAT Dimensional US Target Value | Reduce -1.6% | 0.31% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -2.1% | 0.40% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -10.7% | 0.16% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.1% | 0.85% | +0.02 |
| DFAI Dimensional International Co. | Reduce -0.1% | 15.52% | +0.68 |
Portfolio Buys Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.37% | +0.37 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +15.1% | 2.15% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 6.28% | +0.27 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.21% | +0.21 |
| GL Globe Life Inc. | New | 0.16% | +0.16 |
| JNJ Johnson & Johnson | New | 0.16% | +0.16 |
| META Meta Platforms Inc. Class A | New | 0.15% | +0.15 |
| DFAE Dimensional Emerging Core Eq | Add +2.1% | 4.12% | +0.08 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.41% | +0.04 |
| AAPL Apple Inc. | Add +20.6% | 0.77% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +22.1% | 0.19% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +0.6% | 1.39% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +7.9% | 0.15% | +0.01 |
| SYK Stryker Corp. | Add +0.8% | 0.41% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.4% | 0.22% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +0.4% | 0.63% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.5% | 0.18% | −0.01 |
| IWF iShares Russell 1000 Growth | Add +8.0% | 0.14% | −0.01 |
| MRK Merck & Co. Inc. | Add +3.0% | 0.16% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.1% | 0.38% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.3% | 1.90% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.8% | 0.75% | −0.05 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.7% | 0.72% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.7% | 10.47% | −0.61 |
| DFAC Dimensional US Core Equity 2 | Add +5.2% | 44.88% | −0.82 |
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 |