Monument Group Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Monument Group Wealth Advisors, LLCInvestment ActivityMonument Group Wealth Advisors, LLC has $158.81 million in total holdings as of June 30, 2025.Monument Group Wealth Advisors, LLC owns shares of 52 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.57% of the portfolio was purchased this quarter.About 1.54% of the portfolio was sold this quarter.This quarter, Monument Group Wealth Advisors, LLC has purchased 51 new stocks and bought additional shares in 24 stocks.Monument Group Wealth Advisors, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $70,804,463Dimensional International Core Equity Market ETF $25,820,476Vanguard Total Stock Market ETF $17,447,541Vanguard FTSE Developed Markets ETF $9,003,112Dimensional Emerging Core Equity Market ETF $6,809,898 Largest New Holdings this Quarter 67066G104 - NVIDIA $364,324 Holding Largest Purchases this Quarter Dimensional International Core Equity Market ETF 29,874 shares (about $1.03M)Vanguard Total Stock Market ETF 2,460 shares (about $747.67K)Dimensional U.S. Core Equity 2 ETF 12,948 shares (about $464.06K)NVIDIA 2,306 shares (about $364.32K)Microsoft 424 shares (about $210.91K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 20,241 shares (about $1.15M)Vanguard Short-Term Bond ETF 7,890 shares (about $621.01K)Vanguard Growth ETF 543 shares (about $238.06K)Vanguard FTSE Emerging Markets ETF 2,408 shares (about $119.10K)Vanguard Mid-Cap ETF 339 shares (about $94.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonument Group Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$70,804,463$464,057 ▲0.7%1,975,57044.6%ETFDFAIDimensional International Core Equity Market ETF$25,820,476$1,032,744 ▲4.2%746,90416.3%ETFVTIVanguard Total Stock Market ETF$17,447,541$747,674 ▲4.5%57,40611.0%ETFVEAVanguard FTSE Developed Markets ETF$9,003,112$1,153,944 ▼-11.4%157,9215.7%ETFDFAEDimensional Emerging Core Equity Market ETF$6,809,898$163,394 ▲2.5%235,2294.3%ETFVTVVanguard Value ETF$3,390,163$209,974 ▲6.6%19,1812.1%ETFVBVanguard Small-Cap ETF$3,044,553$114,464 ▲3.9%12,8471.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,066,479$119,102 ▼-5.4%41,7801.3%ETFVBRVanguard Small-Cap Value ETF$1,336,683$200,483 ▲17.6%6,8540.8%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,324,731$73,483 ▼-5.3%18,2260.8%ETFDFSUDimensional US Sustainability Core 1 ETF$1,159,641$16,917 ▲1.5%29,5450.7%ETFAAPLApple$1,158,389$137,669 ▲13.5%5,6460.7%Computer and TechnologyKOCocaCola$815,785$50,942 ▲6.7%11,5300.5%Consumer StaplesAVUSAvantis U.S. Equity ETF$784,9840.0%7,7860.5%ETFMSFTMicrosoft$669,040$210,909 ▲46.0%1,3450.4%Computer and TechnologySYKStryker$632,2160.0%1,5980.4%MedicalIVViShares Core S&P 500 ETF$612,909$1,242 ▲0.2%9870.4%ETFVGSHVanguard Short-Term Treasury ETF$570,048$3,703 ▼-0.6%9,6980.4%ETFXOMExxon Mobil$568,429$31,585 ▲5.9%5,2730.4%EnergyIBMInternational Business Machines$494,051$24,467 ▼-4.7%1,6760.3%Computer and TechnologyJPMJPMorgan Chase & Co.$476,612$41,747 ▲9.6%1,6440.3%FinanceDFATDimensional U.S. Targeted Value ETF$471,110$108 ▼0.0%8,7300.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$433,3540.0%10,3500.3%ETFDFUVDimensional US Marketwide Value ETF$407,855$42 ▲0.0%9,6460.3%ETFDHSWisdomTree U.S. High Dividend Fund$395,3410.0%4,1190.2%FinanceVUGVanguard Growth ETF$386,688$238,063 ▼-38.1%8820.2%ETFSPYSPDR S&P 500 ETF Trust$374,4170.0%6060.2%FinanceMGKVanguard Mega Cap Growth ETF$373,2440.0%1,0190.2%ETFMGCVanguard Mega Cap ETF$372,0950.0%1,6540.2%ETFMETAMeta Platforms$366,092$95,952 ▲35.5%4960.2%Computer and TechnologyNVDANVIDIA$364,324$364,324 ▲New Holding2,3060.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$360,4260.0%5,2160.2%ETFBRK.BBerkshire Hathaway$358,498$3,400 ▲1.0%7380.2%FinanceGOOGAlphabet$352,119$79,116 ▲29.0%1,9850.2%Computer and TechnologyESGFlexShares STOXX US ESG Select Index Fund$349,1530.0%2,3780.2%ETFNULGNuveen ESG Large-Cap Growth ETF$345,0780.0%3,6730.2%ETFWTWWillis Towers Watson Public$316,992$56,409 ▼-15.1%1,0340.2%FinanceBSVVanguard Short-Term Bond ETF$296,493$621,006 ▼-67.7%3,7670.2%ETFMCDMcDonald's$294,507$20,160 ▲7.3%1,0080.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$275,855$1,091 ▲0.4%1,5170.2%ETFJNJJohnson & Johnson$269,145$61,864 ▲29.8%1,7620.2%MedicalPEGPublic Service Enterprise Group$266,345$1,179 ▲0.4%3,1640.2%UtilitiesDFSIDimensional International Sustainability Core 1 ETF$261,4450.0%6,6340.2%ETFRTXRTX$260,207$7,155 ▲2.8%1,7820.2%AerospaceADPAutomatic Data Processing$255,663$3,084 ▼-1.2%8290.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$242,3900.0%5700.2%ETFVOVanguard Mid-Cap ETF$238,770$94,892 ▼-28.4%8530.2%ETFVYMVanguard High Dividend Yield ETF$233,292$51,591 ▼-18.1%1,7500.1%ETFNZACSPDR MSCI ACWI Climate Paris Aligned ETF$230,6800.0%5,8400.1%ETFIWDiShares Russell 1000 Value ETF$228,2200.0%1,1750.1%ETFMRKMerck & Co., Inc.$226,160$19,790 ▲9.6%2,8570.1%MedicalGLGlobe Life$217,7560.0%1,7520.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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