# Monument Group Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1965665. Source: https://holderbook.com/funds/1965665-monument-group-wealth-advisors-llc/

- Reported value: $208.3M
- Positions: 44
- Weight of the ten largest: 92.1%
- Filed: 2026-07-27

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $95.8M | 2,159,082 | 46.0% | 11 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $35.5M | 860,976 | 17.0% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $21.6M | 58,267 | 10.3% | 11 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $10.5M | 260,571 | 5.0% | 11 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $10.0M | 139,822 | 4.8% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.3M | 21,918 | 3.0% | 11 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $4.3M | 19,563 | 2.0% | 11 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $3.9M | 12,891 | 1.9% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.3M | 38,807 | 1.1% | 11 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.8M | 39,196 | 0.9% | 11 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $1.7M | 7,103 | 0.8% | 11 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $1.3M | 15,879 | 0.6% | 11 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $926.9K | 7,237 | 0.4% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $784.6K | 1,568 | 0.4% | 11 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $782.9K | 1,048 | 0.4% | 11 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $732.5K | 978 | 0.4% | 11 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $601.0K | 1,611 | 0.3% | 11 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $581.0K | 8,311 | 0.3% | 11 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $557.2K | 9,574 | 0.3% | 11 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $501.9K | 9,124 | 0.2% | 9 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $482.8K | 9,546 | 0.2% | 11 |
| VANGUARD WORLD FD | [MGC](https://holderbook.com/stocks/MGC/) | $455.9K | 1,666 | 0.2% | 11 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $449.2K | 5,110 | 0.2% | 11 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $445.2K | 5,207 | 0.2% | 11 |
| FLEXSHARES TR | [ESG](https://holderbook.com/stocks/ESG/) | $434.3K | 9,630 | 0.2% | 11 |
| NUSHARES ETF TR | [NULG](https://holderbook.com/stocks/NULG/) | $430.0K | 3,673 | 0.2% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $418.0K | 2,378 | 0.2% | 5 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $384.5K | 4,935 | 0.2% | 10 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $373.6K | 1,867 | 0.2% | 11 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $351.8K | 2,738 | 0.2% | 8 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $323.0K | 1,517 | 0.2% | 2 |
| DIMENSIONAL ETF TRUST | [DXUV](https://holderbook.com/stocks/DXUV/) | $301.8K | 3,504 | 0.1% | 4 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $291.3K | 1,535 | 0.1% | 10 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $276.6K | 1,750 | 0.1% | 10 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $275.8K | 3,423 | 0.1% | 6 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $268.1K | 5,840 | 0.1% | 8 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $265.4K | 843 | 0.1% | 6 |
| SPDR INDEX SHS FDS | [NZAC](https://holderbook.com/stocks/NZAC/) | $264.0K | 1,089 | 0.1% | 9 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $256.6K | 5,250 | 0.1% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $251.8K | 3,098 | 0.1% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $239.4K | 1,550 | 0.1% | 11 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $215.7K | 1,091 | 0.1% | 2 |
| BLACKSTONE REAL ESTATE INCOME | [BSTT](https://holderbook.com/stocks/BSTT/) | $212.2K | 692 | 0.1% | 3 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $209.0K | 1,682 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.4% | +14.8% | -2.4% | 100% |
| Q1 2026 | -1.0% | -4.6% | +3.6% | 100% |
| Q4 2025 | +2.9% | +2.4% | +0.6% | 100% |
| Q3 2025 | +7.1% | +7.8% | -0.8% | 100% |
| Q2 2025 | +9.0% | +10.5% | -1.5% | 100% |
| Q1 2025 | -1.3% | -4.6% | +3.2% | 100% |
| Q4 2024 | -1.9% | +2.1% | -4.0% | 100% |
| Q3 2024 | +6.7% | +5.4% | +1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $208.3M | 44 |
| Q1 2026 | $180.2M | 43 |
| Q4 2025 | $183.5M | 51 |
| Q3 2025 | $169.8M | 47 |
| Q2 2025 | $158.8M | 52 |
| Q1 2025 | $144.3M | 51 |
| Q4 2024 | $141.3M | 49 |
| Q3 2024 | $166.4M | 50 |
| Q2 2024 | $148.7M | 48 |
| Q1 2024 | $134.9M | 47 |
| Q4 2023 | $117.3M | 43 |