Monument Group Wealth Advisors, LLC 13F Holdings · Q2 2026
Monument Group Wealth Advisors, LLC reported 44 securities worth $208.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (45.97%), DFAI (17.05%), VTI (10.35%). Among its top 25 positions this quarter: 11 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $95.8M | 45.97% | 2.2M | Added |
| 2 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $35.5M | 17.05% | 860,976 | Added |
| 3 | VTI | VANGUARD TOTAL STK MKT | $21.6M | 10.35% | 58,267 | Trimmed |
| 4 | VEA | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $10.5M | 5.03% | 260,571 | Added |
| 5 | DFAE | VANGUARD FTSE DEVELOPED MARKETS ETF | $10.0M | 4.78% | 139,822 | Trimmed |
| 6 | AAPL | APPLE INC | $6.3M | 3.04% | 21,918 | Trimmed |
| 7 | VTV | VANGUARD VALUE ETF | $4.3M | 2.05% | 19,563 | Trimmed |
| 8 | VB | VANGUARD SMALL-CAP ETF | $3.9M | 1.88% | 12,891 | Trimmed |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.3M | 1.11% | 38,807 | Trimmed |
| 10 | VBR | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $1.8M | 0.88% | 39,196 | Added |
| 11 | DFSU | VANGUARD SMALL CAP VALUE ETF | $1.7M | 0.83% | 7,103 | Trimmed |
| 12 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $1.3M | 0.63% | 15,879 | Trimmed |
| 13 | AVUS | AVANTIS U.S. EQUITY ETF | $926,914 | 0.44% | 7,237 | Trimmed |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $784,611 | 0.38% | 1,568 | Added |
| 15 | SPY | STATE STREET SPDR S&P 500 ETF | $782,939 | 0.38% | 1,048 | Added |
| 16 | IVV | ISHARES CORE S&P 500 ETF | $732,512 | 0.35% | 978 | Trimmed |
| 17 | VGSH | MICROSOFT | $600,953 | 0.29% | 1,611 | Trimmed |
| 18 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $580,969 | 0.28% | 8,311 | Hold |
| 19 | DFUV | VANGUARD SHORT-TERM TREASURY ETF | $557,206 | 0.27% | 9,574 | Added |
| 20 | DFSI | DIMENSIONAL US MARKETWIDE VALUE ETF | $501,916 | 0.24% | 9,124 | Trimmed |
| 21 | VXUS | VANGUARD TAX-EXEMPT BOND ETF | $482,836 | 0.23% | 9,546 | Added |
| 22 | BSV | VANGUARD MEGA CAP GROWTH ETF | $449,238 | 0.22% | 5,110 | Added |
| 23 | MGC | VANGUARD MEGA CAP ETF | $455,943 | 0.22% | 1,666 | Hold |
| 24 | ESG | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $434,313 | 0.21% | 9,630 | Added |
| 25 | MGK | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $445,212 | 0.21% | 5,207 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR