Monument Group Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Monument Group Wealth Advisors, LLC reported 51 stock positions worth $183.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 42.5% of the portfolio, followed by Dimensional International (DFAI, 16.6%) and VG Morningstar TS MKT ETF-US (VTI, 11.6%). Compared with Q3 2025, it opened 5 new positions, sold out of 1, added to 17 and reduced 13. The biggest buy was Apple (AAPL, shares +629%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, MA
- CIK
- 0001965665
- Portfolio Value
- $183.5M (Q4 2025)
- SEC Filing
- 0001965665-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 51 stocks · $183.5M
| DFAC Dimensional US Core Equity 2 | 42.47% | 1,968,050 | $77.9M | Add +1.3% |
| DFAI Dimensional International Co. | 16.61% | 799,679 | $30.5M | Add +3.1% |
| VTI VG Morningstar TS MKT ETF-US | 11.57% | 63,317 | $21.2M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 5.27% | 154,680 | $9.7M | Reduce -6.6% |
| DFAE Dimensional Emerging Core Eq | 4.41% | 248,537 | $8.1M | Add +2.5% |
| AAPL Apple Inc. | 3.81% | 25,699 | $7.0M | Add +628.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.39% | 22,951 | $4.4M | Add +5.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.97% | 13,980 | $3.6M | Reduce -4.7% |
| VWO Vanguard Ftse Emerging Marke | 1.20% | 40,922 | $2.2M | Reduce -8.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.90% | 7,805 | $1.7M | Reduce -5.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.73% | 17,246 | $1.3M | Reduce -11.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.69% | 29,187 | $1.3M | Add +0.1% |
| AVUS Avantis U.S. Equity ETF | 0.45% | 7,305 | $817K | Reduce -6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 1,563 | $786K | Add +111.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 996 | $679K | Add +64.4% |
| IVV iShares Core S&P 500 ETF | 0.37% | 991 | $679K | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 1,273 | $621K | Add +44.3% |
| MSFT Microsoft Corp. | 0.31% | 1,185 | $573K | Add +13.3% |
| VGSH Vanguard Short-Term Treasury | 0.31% | 9,643 | $566K | No change |
| NVDA Nvidia Corp. | 0.29% | 2,830 | $528K | Add +42.9% |
| DFAT Dimensional US Target Value | 0.27% | 8,311 | $495K | Reduce -1.8% |
| DFUV Dimensional US Marketwide Va | 0.24% | 9,505 | $443K | Reduce -1.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.23% | 1,022 | $422K | Add +0.2% |
| SYK Stryker Corp. | 0.23% | 1,200 | $422K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.23% | 1,666 | $419K | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 0.22% | 5,312 | $401K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.22% | 4,464 | $399K | New |
| GOOG Alphabet Inc. Class C | 0.21% | 1,245 | $391K | Reduce -18.9% |
| ESG NT Stoxx US ESG ETF | 0.21% | 2,378 | $376K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.20% | 3,673 | $359K | No change |
| WTW Willis Towers Watson PLC | 0.19% | 1,034 | $340K | No change |
| RTX RTX Corp. | 0.18% | 1,827 | $335K | Add +2.5% |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 3,923 | $309K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 1,517 | $291K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.15% | 6,634 | $284K | No change |
| DXUV Dimensional US Vtor Eqty ETF | 0.15% | 4,521 | $270K | No change |
| MRK Merck & Co. Inc. | 0.15% | 2,530 | $266K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 900 | $261K | Add +5.4% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 1,750 | $251K | No change |
| JPM JPMorgan Chase & Co. | 0.14% | 779 | $251K | No change |
| NZAC State Street SPDR MSCI Acwi | 0.14% | 5,840 | $250K | No change |
| IWD iShares Russell 1000 Value E | 0.13% | 1,175 | $247K | No change |
| KO The Coca-Cola Co. | 0.13% | 3,411 | $239K | New |
| MCD McDonald's Corp. | 0.13% | 770 | $235K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.12% | 802 | $224K | Add +16.2% |
| JNJ Johnson & Johnson | 0.12% | 1,061 | $220K | Reduce -16.0% |
| IWF iShares Russell 1000 Growth | 0.12% | 462 | $219K | Reduce -18.9% |
| META Meta Platforms Inc. Class A | 0.11% | 311 | $205K | Reduce -13.8% |
| SHE SS SPDR MSCI U Gend Div ETF | 0.11% | 1,550 | $205K | New |
| GOOGL Alphabet Inc. Class A | 0.11% | 642 | $201K | New |
| BLACKSTONE REIT INC CL I | 0.09% | 11,623 | $163K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 11.57% | −0.83 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.6% | 5.27% | −0.58 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.7% | 1.97% | −0.23 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.3% | 1.20% | −0.22 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -11.5% | 0.73% | −0.15 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.1% | 0.90% | −0.11 |
| AVUS Avantis U.S. Equity ETF | Reduce -6.2% | 0.45% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -13.8% | 0.11% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -18.9% | 0.12% | −0.04 |
| DFAT Dimensional US Target Value | Reduce -1.8% | 0.27% | −0.02 |
| JNJ Johnson & Johnson | Reduce -16.0% | 0.12% | −0.02 |
| DFUV Dimensional US Marketwide Va | Reduce -1.5% | 0.24% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -18.9% | 0.21% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +628.6% | 3.81% | +3.28 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.22% | +0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +111.8% | 0.43% | +0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +64.4% | 0.37% | +0.13 |
| KO The Coca-Cola Co. | New | 0.13% | +0.13 |
| SHE SS SPDR MSCI U Gend Div ETF | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | New | 0.11% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +44.3% | 0.34% | +0.09 |
| BLACKSTONE REIT INC CL I | New | 0.09% | +0.09 |
| NVDA Nvidia Corp. | Add +42.9% | 0.29% | +0.07 |
| DFAI Dimensional International Co. | Add +3.1% | 16.61% | +0.01 |
| RTX RTX Corp. | Add +2.5% | 0.18% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +16.2% | 0.12% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.4% | 0.14% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.2% | 2.39% | −0.01 |
| MSFT Microsoft Corp. | Add +13.3% | 0.31% | −0.01 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +0.5% | 0.23% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.2% | 0.23% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 0.37% | −0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.1% | 0.69% | −0.04 |
| DFAE Dimensional Emerging Core Eq | Add +2.5% | 4.41% | −0.09 |
| DFAC Dimensional US Core Equity 2 | Add +1.3% | 42.47% | −1.64 |
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 |