Monument Group Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Monument Group Wealth Advisors, LLC reported 43 stock positions worth $180.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 43.7% of the portfolio, followed by Dimensional International (DFAI, 17.6%) and VG Morningstar TS MKT ETF-US (VTI, 11.1%). Compared with Q4 2025, it opened 3 new positions, sold out of 11, added to 10 and reduced 16. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +3%) and the biggest sale Apple (AAPL, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, MA
- CIK
- 0001965665
- Portfolio Value
- $180.2M (Q1 2026)
- SEC Filing
- 0001965665-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 43 stocks · $180.2M
| DFAC Dimensional US Core Equity 2 | 43.70% | 2,026,321 | $78.7M | Add +3.0% |
| DFAI Dimensional International Co. | 17.56% | 812,122 | $31.6M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 11.12% | 62,464 | $20.0M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 5.25% | 147,684 | $9.5M | Reduce -4.5% |
| DFAE Dimensional Emerging Core Eq | 4.75% | 252,834 | $8.6M | Add +1.7% |
| AAPL Apple Inc. | 3.20% | 22,717 | $5.8M | Reduce -11.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.30% | 21,118 | $4.1M | Reduce -8.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.02% | 13,878 | $3.6M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 1.24% | 41,210 | $2.2M | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.93% | 7,708 | $1.7M | Reduce -1.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.89% | 39,122 | $1.6M | Add +34.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.77% | 17,594 | $1.4M | Add +2.0% |
| AVUS Avantis U.S. Equity ETF | 0.45% | 7,305 | $812K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,563 | $749K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 1,047 | $681K | Add +5.1% |
| IVV iShares Core S&P 500 ETF | 0.36% | 991 | $647K | No change |
| VGSH Vanguard Short-Term Treasury | 0.31% | 9,574 | $560K | Reduce -0.7% |
| DFAT Dimensional US Target Value | 0.29% | 8,311 | $519K | No change |
| DFUV Dimensional US Marketwide Va | 0.25% | 9,123 | $442K | Reduce -4.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.23% | 9,605 | $407K | Add +44.8% |
| VXUS Vanguard Total Intl Stock | 0.22% | 5,199 | $401K | Reduce -2.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.22% | 1,666 | $394K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 4,844 | $380K | Add +23.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.21% | 1,022 | $376K | No change |
| ESG NT Stoxx US ESG ETF | 0.20% | 2,378 | $361K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.19% | 3,673 | $334K | No change |
| NVDA Nvidia Corp. | 0.17% | 1,797 | $313K | Reduce -36.5% |
| MRK Merck & Co. Inc. | 0.17% | 2,530 | $304K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 1,517 | $291K | No change |
| RTX RTX Corp. | 0.16% | 1,452 | $280K | Reduce -20.5% |
| CVX Chevron Corp. | 0.15% | 1,320 | $273K | New |
| DXUV Dimensional US Vtor Eqty ETF | 0.15% | 4,521 | $268K | No change |
| VYM Vanguard High DVD Yield ETF | 0.14% | 1,750 | $259K | No change |
| SYK Stryker Corp. | 0.14% | 782 | $257K | Reduce -34.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 584 | $255K | Reduce -54.1% |
| IWD iShares Russell 1000 Value E | 0.14% | 1,175 | $251K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 856 | $246K | Reduce -4.9% |
| NZAC State Street SPDR MSCI Acwi | 0.13% | 5,840 | $237K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.12% | 5,250 | $222K | New |
| KO The Coca-Cola Co. | 0.12% | 2,907 | $221K | Reduce -14.8% |
| MSFT Microsoft Corp. | 0.12% | 564 | $209K | Reduce -52.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 1,091 | $201K | New |
| BLACKSTONE REIT INC CL I | 0.09% | 11,758 | $167K | Add +1.2% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -11.6% | 3.20% | −0.61 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 11.12% | −0.45 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.22 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -54.1% | 0.14% | −0.20 |
| MSFT Microsoft Corp. | Reduce -52.4% | 0.12% | −0.20 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.19 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.14 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.13 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.12 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.12 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.12 |
| NVDA Nvidia Corp. | Reduce -36.5% | 0.17% | −0.11 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.11 |
| SHE SS SPDR MSCI U Gend Div ETF | Sold out | 0.00% | −0.11 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.0% | 2.30% | −0.09 |
| SYK Stryker Corp. | Reduce -34.8% | 0.14% | −0.09 |
| RTX RTX Corp. | Reduce -20.5% | 0.16% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.5% | 5.25% | −0.02 |
| KO The Coca-Cola Co. | Reduce -14.8% | 0.12% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.9% | 0.14% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.7% | 0.31% | +0.00 |
| DFUV Dimensional US Marketwide Va | Reduce -4.0% | 0.25% | +0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -2.1% | 0.22% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.2% | 0.93% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 2.02% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Add +3.0% | 43.70% | +1.23 |
| DFAI Dimensional International Co. | Add +1.6% | 17.56% | +0.95 |
| DFAE Dimensional Emerging Core Eq | Add +1.7% | 4.75% | +0.34 |
| DFSU Dimensional US Sus CORE1 ETF | Add +34.0% | 0.89% | +0.20 |
| CVX Chevron Corp. | New | 0.15% | +0.15 |
| DFSE Dimensional Em Sus CORE1 ETF | New | 0.12% | +0.12 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.11% | +0.11 |
| DFSI Dimensional Int Sus COR1 ETF | Add +44.8% | 0.23% | +0.07 |
| BSV Vanguard Short-Term Bond ETF | Add +23.5% | 0.21% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +0.7% | 1.24% | +0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Add +2.0% | 0.77% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.1% | 0.38% | +0.01 |
| BLACKSTONE REIT INC CL I | Add +1.2% | 0.09% | +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 |