Monument Group Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Monument Group Wealth Advisors, LLC reported 52 stock positions worth $158.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 44.6% of the portfolio, followed by Dimensional International (DFAI, 16.3%) and VG Morningstar TS MKT ETF-US (VTI, 11.0%). Compared with Q1 2025, it opened 1 new position, added to 24 and reduced 12. The biggest buy was Dimensional International (DFAI, shares +4%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, MA
- CIK
- 0001965665
- Portfolio Value
- $158.8M (Q2 2025)
- SEC Filing
- 0001965665-25-000004 ↗ filed Jul 29, 2025
Holdings Value
Holdings 52 stocks · $158.8M
| DFAC Dimensional US Core Equity 2 | 44.58% | 1,975,570 | $70.8M | Add +0.7% |
| DFAI Dimensional International Co. | 16.26% | 746,904 | $25.8M | Add +4.2% |
| VTI VG Morningstar TS MKT ETF-US | 10.99% | 57,406 | $17.4M | Add +4.5% |
| VEA Vanguard Ftse Developed ETF | 5.67% | 157,921 | $9.0M | Reduce -11.4% |
| DFAE Dimensional Emerging Core Eq | 4.29% | 235,229 | $6.8M | Add +2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.13% | 19,181 | $3.4M | Add +6.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.92% | 12,847 | $3.0M | Add +3.9% |
| VWO Vanguard Ftse Emerging Marke | 1.30% | 41,780 | $2.1M | Reduce -5.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.84% | 6,854 | $1.3M | Add +17.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.83% | 18,226 | $1.3M | Reduce -5.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.73% | 29,545 | $1.2M | Add +1.5% |
| AAPL Apple Inc. | 0.73% | 5,646 | $1.2M | Add +13.5% |
| KO The Coca-Cola Co. | 0.51% | 11,530 | $816K | Add +6.7% |
| AVUS Avantis U.S. Equity ETF | 0.49% | 7,786 | $785K | No change |
| MSFT Microsoft Corp. | 0.42% | 1,345 | $669K | Add +46.0% |
| SYK Stryker Corp. | 0.40% | 1,598 | $632K | No change |
| IVV iShares Core S&P 500 ETF | 0.39% | 987 | $613K | Add +0.2% |
| VGSH Vanguard Short-Term Treasury | 0.36% | 9,698 | $570K | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.36% | 5,273 | $568K | Add +5.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 1,676 | $494K | Reduce -4.7% |
| JPM JPMorgan Chase & Co. | 0.30% | 1,644 | $477K | Add +9.6% |
| DFAT Dimensional US Target Value | 0.30% | 8,730 | $471K | Reduce -0.0% |
| FDL First Trust Morn DVD Lead Inc. | 0.27% | 10,350 | $433K | No change |
| DFUV Dimensional US Marketwide Va | 0.26% | 9,646 | $408K | Add +0.0% |
| DHS Wisdomtree US High Dividend | 0.25% | 4,119 | $395K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 882 | $387K | Reduce -38.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 606 | $374K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.23% | 1,019 | $373K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.23% | 1,654 | $372K | No change |
| META Meta Platforms Inc. Class A | 0.23% | 496 | $366K | Add +35.5% |
| NVDA Nvidia Corp. | 0.23% | 2,306 | $364K | New |
| VXUS Vanguard Total Intl Stock | 0.23% | 5,216 | $360K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 738 | $358K | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.22% | 1,985 | $352K | Add +29.0% |
| ESG NT Stoxx US ESG ETF | 0.22% | 2,378 | $349K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.22% | 3,673 | $345K | No change |
| WTW Willis Towers Watson PLC | 0.20% | 1,034 | $317K | Reduce -15.1% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 3,767 | $296K | Reduce -67.7% |
| MCD McDonald's Corp. | 0.19% | 1,008 | $295K | Add +7.3% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 1,517 | $276K | Add +0.4% |
| JNJ Johnson & Johnson | 0.17% | 1,762 | $269K | Add +29.9% |
| PEG Public Service Enterprise GP | 0.17% | 3,164 | $266K | Add +0.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.16% | 6,634 | $261K | No change |
| RTX RTX Corp. | 0.16% | 1,782 | $260K | Add +2.8% |
| ADP Automatic Data Processing | 0.16% | 829 | $256K | Reduce -1.2% |
| IWF iShares Russell 1000 Growth | 0.15% | 570 | $242K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 853 | $239K | Reduce -28.4% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 1,750 | $233K | Reduce -18.1% |
| NZAC State Street SPDR MSCI Acwi | 0.15% | 5,840 | $231K | No change |
| IWD iShares Russell 1000 Value E | 0.14% | 1,175 | $228K | No change |
| MRK Merck & Co. Inc. | 0.14% | 2,857 | $226K | Add +9.6% |
| GL Globe Life Inc. | 0.14% | 1,752 | $218K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VEA Vanguard Ftse Developed ETF | Reduce -11.4% | 5.67% | −0.61 |
| BSV Vanguard Short-Term Bond ETF | Reduce -67.7% | 0.19% | −0.45 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -38.1% | 0.24% | −0.12 |
| WTW Willis Towers Watson PLC | Reduce -15.1% | 0.20% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.5% | 1.30% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -28.4% | 0.15% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Reduce -18.1% | 0.15% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.7% | 0.36% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.16% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -0.0% | 0.30% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -5.3% | 0.83% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -4.7% | 0.31% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| DFAI Dimensional International Co. | Add +4.2% | 16.26% | +0.74 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.5% | 10.99% | +0.52 |
| NVDA Nvidia Corp. | New | 0.23% | +0.23 |
| MSFT Microsoft Corp. | Add +46.0% | 0.42% | +0.18 |
| DFAE Dimensional Emerging Core Eq | Add +2.5% | 4.29% | +0.17 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +17.6% | 0.84% | +0.09 |
| META Meta Platforms Inc. Class A | Add +35.5% | 0.23% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +29.0% | 0.22% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +9.6% | 0.30% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.9% | 1.92% | +0.02 |
| JNJ Johnson & Johnson | Add +29.9% | 0.17% | +0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Add +1.5% | 0.73% | +0.01 |
| RTX RTX Corp. | Add +2.8% | 0.16% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.39% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.17% | −0.01 |
| PEG Public Service Enterprise GP | Add +0.4% | 0.17% | −0.01 |
| MCD McDonald's Corp. | Add +7.3% | 0.19% | −0.02 |
| DFUV Dimensional US Marketwide Va | Add +0.0% | 0.26% | −0.02 |
| MRK Merck & Co. Inc. | Add +9.6% | 0.14% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.6% | 2.13% | −0.02 |
| KO The Coca-Cola Co. | Add +6.7% | 0.51% | −0.02 |
| AAPL Apple Inc. | Add +13.5% | 0.73% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 0.23% | −0.04 |
| XOM Exxon Mobil Corp. | Add +5.9% | 0.36% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Add +0.7% | 44.58% | −0.30 |
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 |