Monument Group Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Monument Group Wealth Advisors, LLC reported 47 stock positions worth $169.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 44.1% of the portfolio, followed by Dimensional International (DFAI, 16.6%) and VG Morningstar TS MKT ETF-US (VTI, 12.4%). Compared with Q2 2025, it opened 2 new positions, sold out of 7, added to 15 and reduced 15. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +12%) and the biggest sale an exit from Coca-Cola (KO).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, MA
- CIK
- 0001965665
- Portfolio Value
- $169.8M (Q3 2025)
- SEC Filing
- 0001965665-25-000005 ↗ filed Oct 24, 2025
Holdings Value
Holdings 47 stocks · $169.8M
| DFAC Dimensional US Core Equity 2 | 44.11% | 1,942,510 | $74.9M | Reduce -1.7% |
| DFAI Dimensional International Co. | 16.60% | 775,776 | $28.2M | Add +3.9% |
| VTI VG Morningstar TS MKT ETF-US | 12.40% | 64,164 | $21.1M | Add +11.8% |
| VEA Vanguard Ftse Developed ETF | 5.84% | 165,620 | $9.9M | Add +4.9% |
| DFAE Dimensional Emerging Core Eq | 4.50% | 242,520 | $7.6M | Add +3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.40% | 21,815 | $4.1M | Add +13.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.20% | 14,663 | $3.7M | Add +14.1% |
| VWO Vanguard Ftse Emerging Marke | 1.42% | 44,600 | $2.4M | Add +6.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.01% | 8,227 | $1.7M | Add +20.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.88% | 19,495 | $1.5M | Add +7.0% |
| DFSU Dimensional US Sus CORE1 ETF | 0.73% | 29,150 | $1.2M | Reduce -1.3% |
| AAPL Apple Inc. | 0.53% | 3,527 | $898K | Reduce -37.5% |
| AVUS Avantis U.S. Equity ETF | 0.50% | 7,786 | $846K | No change |
| IVV iShares Core S&P 500 ETF | 0.39% | 987 | $661K | No change |
| VGSH Vanguard Short-Term Treasury | 0.33% | 9,643 | $567K | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.32% | 1,046 | $542K | Reduce -22.2% |
| DFAT Dimensional US Target Value | 0.29% | 8,467 | $493K | Reduce -3.0% |
| SYK Stryker Corp. | 0.26% | 1,200 | $444K | Reduce -24.9% |
| DFUV Dimensional US Marketwide Va | 0.25% | 9,647 | $431K | Add +0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 882 | $423K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.24% | 1,020 | $411K | Add +0.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.24% | 1,658 | $405K | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 606 | $404K | No change |
| VXUS Vanguard Total Intl Stock | 0.23% | 5,312 | $390K | Add +1.8% |
| GOOG Alphabet Inc. Class C | 0.22% | 1,535 | $374K | Reduce -22.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 738 | $371K | No change |
| NVDA Nvidia Corp. | 0.22% | 1,980 | $369K | Reduce -14.1% |
| ESG NT Stoxx US ESG ETF | 0.22% | 2,378 | $367K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.22% | 3,673 | $365K | No change |
| WTW Willis Towers Watson PLC | 0.21% | 1,034 | $357K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.18% | 3,923 | $310K | Add +4.1% |
| RTX RTX Corp. | 0.18% | 1,782 | $298K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 1,517 | $288K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.16% | 6,634 | $272K | No change |
| IWF iShares Russell 1000 Growth | 0.16% | 570 | $267K | No change |
| META Meta Platforms Inc. Class A | 0.16% | 361 | $265K | Reduce -27.2% |
| DXUV Dimensional US Vtor Eqty ETF | 0.16% | 4,521 | $264K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 854 | $251K | Add +0.1% |
| NZAC State Street SPDR MSCI Acwi | 0.15% | 5,840 | $248K | No change |
| VYM Vanguard High DVD Yield ETF | 0.15% | 1,750 | $247K | No change |
| JPM JPMorgan Chase & Co. | 0.14% | 779 | $246K | Reduce -52.6% |
| IWD iShares Russell 1000 Value E | 0.14% | 1,175 | $239K | No change |
| ADP Automatic Data Processing | 0.14% | 804 | $236K | Reduce -3.0% |
| JNJ Johnson & Johnson | 0.14% | 1,263 | $234K | Reduce -28.3% |
| MCD McDonald's Corp. | 0.14% | 770 | $234K | Reduce -23.6% |
| MRK Merck & Co. Inc. | 0.13% | 2,530 | $212K | Reduce -11.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.12% | 690 | $203K | New |
Portfolio Sells Q2 2025 → Q3 2025
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.51 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.7% | 44.11% | −0.47 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.36 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.31 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −0.27 |
| DHS Wisdomtree US High Dividend | Sold out | 0.00% | −0.25 |
| AAPL Apple Inc. | Reduce -37.5% | 0.53% | −0.20 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.17 |
| JPM JPMorgan Chase & Co. | Reduce -52.6% | 0.14% | −0.16 |
| GL Globe Life Inc. | Sold out | 0.00% | −0.14 |
| SYK Stryker Corp. | Reduce -24.9% | 0.26% | −0.14 |
| MSFT Microsoft Corp. | Reduce -22.2% | 0.32% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -27.2% | 0.16% | −0.07 |
| MCD McDonald's Corp. | Reduce -23.6% | 0.14% | −0.05 |
| JNJ Johnson & Johnson | Reduce -28.3% | 0.14% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.6% | 0.33% | −0.02 |
| ADP Automatic Data Processing | Reduce -3.0% | 0.14% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -11.4% | 0.13% | −0.02 |
| NVDA Nvidia Corp. | Reduce -14.1% | 0.22% | −0.01 |
| DFAT Dimensional US Target Value | Reduce -3.0% | 0.29% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -22.7% | 0.22% | −0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -1.3% | 0.73% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| VTI VG Morningstar TS MKT ETF-US | Add +11.8% | 12.40% | +1.41 |
| DFAI Dimensional International Co. | Add +3.9% | 16.60% | +0.34 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +14.1% | 2.20% | +0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +13.7% | 2.40% | +0.26 |
| DFAE Dimensional Emerging Core Eq | Add +3.1% | 4.50% | +0.21 |
| VEA Vanguard Ftse Developed ETF | Add +4.9% | 5.84% | +0.17 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +20.0% | 1.01% | +0.17 |
| DXUV Dimensional US Vtor Eqty ETF | New | 0.16% | +0.16 |
| VWO Vanguard Ftse Emerging Marke | Add +6.8% | 1.42% | +0.12 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.12% | +0.12 |
| SCZ iShares MSCI Eafe Small-Cap | Add +7.0% | 0.88% | +0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 0.24% | +0.01 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +0.2% | 0.24% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +1.8% | 0.23% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 0.15% | −0.00 |
| DFUV Dimensional US Marketwide Va | Add +0.0% | 0.25% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +4.1% | 0.18% | −0.00 |
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 |