Monument Group Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Monument Group Wealth Advisors, LLCInvestment ActivityMonument Group Wealth Advisors, LLC has $144.26 million in total holdings as of March 31, 2025.Monument Group Wealth Advisors, LLC owns shares of 51 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 4.20% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Monument Group Wealth Advisors, LLC has purchased 49 new stocks and bought additional shares in 20 stocks.Monument Group Wealth Advisors, LLC sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $64,746,905Dimensional International Core Equity Market ETF $22,392,857Vanguard Total Stock Market ETF $15,101,481Vanguard FTSE Developed Markets ETF $9,056,007Dimensional Emerging Core Equity Market ETF $5,943,977 Largest New Holdings this Quarter 922908736 - Vanguard Growth ETF $528,434 Holding922908629 - Vanguard Mid-Cap ETF $308,344 Holding37959E102 - Globe Life $230,773 Holding478160104 - Johnson & Johnson $225,044 Holding30303M102 - Meta Platforms $210,947 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 96,462 shares (about $3.18M)Vanguard Growth ETF 1,425 shares (about $528.43K)Vanguard Value ETF 2,357 shares (about $407.16K)Vanguard Mid-Cap ETF 1,192 shares (about $308.34K)Vanguard Total Stock Market ETF 934 shares (about $256.70K) Largest Sales this Quarter Willis Towers Watson Public 565 shares (about $190.98K)Alphabet 300 shares (about $46.87K)Dimensional International Core Equity Market ETF 1,072 shares (about $33.48K)Dimensional International Sustainability Core 1 ETF 794 shares (about $27.70K)Microsoft 56 shares (about $21.02K) 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$64,746,905$3,182,282 ▲5.2%1,962,62244.9%ETFDFAIDimensional International Core Equity Market ETF$22,392,857$33,479 ▼-0.1%717,03015.5%ETFVTIVanguard Total Stock Market ETF$15,101,481$256,703 ▲1.7%54,94610.5%ETFVEAVanguard FTSE Developed Markets ETF$9,056,007$40,867 ▲0.5%178,1626.3%ETFDFAEDimensional Emerging Core Equity Market ETF$5,943,977$122,046 ▲2.1%229,5854.1%ETFVTVVanguard Value ETF$3,108,221$407,163 ▲15.1%17,9932.2%ETFVBVanguard Small-Cap ETF$2,741,784$209,337 ▲8.3%12,3641.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,999,978$12,039 ▲0.6%44,1881.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,222,184$1,461 ▼-0.1%19,2370.8%ETFAAPLApple$1,105,096$189,033 ▲20.6%4,9750.8%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,085,406$18,817 ▲1.8%5,8260.8%ETFDFSUDimensional US Sustainability Core 1 ETF$1,042,572$7,520 ▲0.7%29,1140.7%ETFBSVVanguard Short-Term Bond ETF$912,540$3,523 ▲0.4%11,6570.6%ETFKOCoca-Cola$774,2500.0%10,8100.5%Consumer StaplesAVUSAvantis U.S. Equity ETF$719,2700.0%7,7860.5%ETFSYKStryker$594,855$4,467 ▲0.8%1,5980.4%MedicalXOMExxon Mobil$592,271$8,206 ▲1.4%4,9800.4%EnergyVGSHVanguard Short-Term Treasury Index ETF$572,873$12,560 ▼-2.1%9,7610.4%ETFIVViShares Core S&P 500 ETF$553,633$6,183 ▲1.1%9850.4%ETFVUGVanguard Growth ETF$528,434$528,434 ▲New Holding1,4250.4%ETFDFATDimensional U.S. Targeted Value ETF$449,637$7,106 ▼-1.6%8,7320.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index$449,6040.0%10,3500.3%ETFIBMInternational Business Machines$437,3920.0%1,7590.3%Computer and TechnologyWTWWillis Towers Watson Public$411,702$190,978 ▼-31.7%1,2180.3%FinanceDHSWisdomTree U.S. High Dividend Fund$408,4400.0%4,1190.3%FinanceDFUVDimensional US Marketwide Value ETF$397,5100.0%9,6450.3%ETFBRK.BBerkshire Hathaway$389,3150.0%7310.3%FinanceJPMJPMorgan Chase & Co.$367,9500.0%1,5000.3%FinanceMSFTMicrosoft$345,734$21,022 ▼-5.7%9210.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$338,9900.0%6060.2%FinanceMGCVanguard Mega Cap ETF$333,1510.0%1,6540.2%ETFVXUSVanguard Total International Stock ETF$323,961$1,366 ▲0.4%5,2160.2%ETFESGFlexShares STOXX US ESG Select Index Fund$319,4840.0%2,3780.2%ETFMGKVanguard Mega Cap Growth ETF$314,8470.0%1,0190.2%ETFVOVanguard Mid-Cap ETF$308,344$308,344 ▲New Holding1,1920.2%ETFMCDMcDonald's$293,3150.0%9390.2%Retail/WholesaleNULGNuveen ESG Large-Cap Growth ETF$287,5220.0%3,6730.2%ETFVYMVanguard High Dividend Yield ETF$275,587$49,907 ▲22.1%2,1370.2%ETFRSPInvesco S&P 500 Equal Weight ETF$261,888$1,213 ▲0.5%1,5110.2%ETFPEGPublic Service Enterprise Group$259,2450.0%3,1500.2%UtilitiesADPAutomatic Data Processing$256,3390.0%8390.2%Business ServicesGOOGAlphabet$240,437$46,869 ▼-16.3%1,5390.2%Computer and TechnologyMRKMerck & Co., Inc.$234,004$6,912 ▲3.0%2,6070.2%MedicalDFSIDimensional International Sustainability Core 1 ETF$231,460$27,703 ▼-10.7%6,6340.2%ETFGLGlobe Life$230,773$230,773 ▲New Holding1,7520.2%FinanceRTXRTX$229,5530.0%1,7330.2%AerospaceJNJJohnson & Johnson$225,044$225,044 ▲New Holding1,3570.2%MedicalIWDiShares Russell 1000 Value ETF$221,088$16,182 ▲7.9%1,1750.2%ETFMETAMeta Platforms$210,947$210,947 ▲New Holding3660.1%Computer and TechnologyNZACSPDR MSCI ACWI Climate Paris Aligned ETF$206,5600.0%5,8400.1%ETFIWFiShares Russell 1000 Growth ETF$206,144$15,190 ▲8.0%5700.1%ETFAMZNAmazon.com$0$335,666 ▼-100.0%00.0%Retail/WholesaleHTHHilltop$0$330,876 ▼-100.0%00.0%FinanceDFARDimensional US Real Estate ETF$0$202,495 ▼-100.0%00.0%ETFShowing 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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