Managers / Q1 2026

Monument Group Wealth Advisors, LLC

CIK 0001965665 · 801 MAIN STREET, CONCORD, MA, 01742 · 9784516466

Reported Value

$180M

Q1 2026

Positions

Filings on Record

2019–present window

Filed

Apr 22, 2026

original filing

Summary

Monument Group Wealth Advisors, LLC reported $180M in U.S.-listed holdings across 43 positions for Q1 2026.

The portfolio is heavily concentrated: DFAC alone accounts for 43.7% of reported value.

Compared with Q4 2025, the fund opened 3 new positions and exited 11.

Portfolio Metrics

Turnover

+2.1%

vs prior filed quarter

Top-10 Concentration

+92.1%

share of reported value

Largest Position

+43.7%

Dimensional U S Core Equity 2 Etf

New / Exited

3 / 11

positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value

Portfolio Composition

By security type

ETP · 95.3% · $172M
Common Stock · 4.6% · $8M
Other · 0.1% · $167,403

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

Issuer	Move	Share Δ	Shares now	Value Δ	Value now
CHV CHEVRON CORPORATION COM	NEW	+1.3K	1.3K	+$273,108	$273,108
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF	NEW	+5.3K	5.3K	+$222,440	$222,440
VANGUARD MID-CAP VALUE ETF	NEW	+1.1K	1.1K	+$201,152	$201,152
ISHARES CORE MSCI EAFE ETF	SOLD OUT	−4.5K	0	−$399,349	$0
GOOG ALPHABET INC CAP STK CL C	SOLD OUT	−1.2K	0	−$390,681	$0
WILLIS TOWERS WATSON PLC LTD SHS	SOLD OUT	−1.0K	0	−$339,849	$0
JPM JPMORGAN CHASE & CO. COM	SOLD OUT	−779	0	−$251,009	$0
MCD MCDONALDS CORP COM	SOLD OUT	−770	0	−$235,335	$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

43 positions

Export to Excel

#	Issuer	Class	% Portfolio	Value ↓	Shares
1	DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF history →	ETF	43.70%	$79M	2.03M
2	DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF history →	ETF	17.56%	$32M	812.1K
3	VANGUARD TOTAL STK MKT	ETF	11.12%	$20M	62.5K
4	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	5.25%	$9M	147.7K
5	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	4.75%	$9M	252.8K
6	AAPL APPLE INC history →	Stock	3.20%	$6M	22.7K
7	VTV VANGUARD VALUE ETF history →	ETF	2.30%	$4M	21.1K
8	VANGUARD SMALL-CAP ETF	ETF	2.02%	$4M	13.9K
9	VANGUARD FTSE EMERGING MARKETS ETF	ETF	1.24%	$2M	41.2K
10	VANGUARD SMALL CAP VALUE ETF	ETF	0.93%	$2M	7.7K
11	DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	ETF	0.89%	$2M	39.1K
12	ISHARES MSCI EAFE SMALL CAP ETF	ETF	0.77%	$1M	17.6K
13	AVANTIS U.S. EQUITY ETF	ETF	0.45%	$812,169	7.3K
14	BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	0.42%	$748,989	1.6K
15	STATE STREET SPDR S&P 500 ETF	ETF	0.38%	$681,194	1.0K
16	ISHARES CORE S&P 500 ETF	ETF	0.36%	$647,416	991
17	VGSH VANGUARD SHORT-TERM TREASURY ETF	ETF	0.31%	$560,461	9.6K
18	DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	0.29%	$519,039	8.3K
19	DFUV DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	0.25%	$442,133	9.1K
20	DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF	ETF	0.23%	$407,252	9.6K
21	VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	0.22%	$400,954	5.2K
22	VANGUARD MEGA CAP ETF	ETF	0.22%	$393,824	1.7K
23	VANGUARD SHORT-TERM BOND ETF	ETF	0.21%	$379,848	4.8K
24	VANGUARD MEGA CAP GROWTH ETF	ETF	0.21%	$375,601	1.0K
25	FLEXSHARES STOXX US ESG SELECT INDEX FUND	ETF	0.20%	$360,837	2.4K
26	NUVEEN ESG LARGE-CAP GROWTH ETF	ETF	0.19%	$334,022	3.7K
27	NVDA NVIDIA CORPORATION COM	Stock	0.17%	$313,396	1.8K
28	MRK MERCK & CO INC	Stock	0.17%	$304,333	2.5K
29	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	0.16%	$291,307	1.5K
30	RTX RTX CORPORATION COM	Stock	0.16%	$280,129	1.5K
31	CHV CHEVRON CORPORATION COM	Stock	0.15%	$273,108	1.3K
32	DIMENSIONAL US VECTOR EQUITY ETF	ETF	0.15%	$268,321	4.5K
33	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	0.14%	$259,175	1.8K
34	SYK STRYKER CORP	Stock	0.14%	$256,957	782
35	VUG VANGUARD GROWTH ETF	ETF	0.14%	$255,085	584
36	ISHARES RUSSELL 1000 VALUE ETF	ETF	0.14%	$251,062	1.2K
37	VANGUARD MID-CAP ETF	ETF	0.14%	$245,957	856
38	STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	ETF	0.13%	$237,369	5.8K
39	DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF	ETF	0.12%	$222,440	5.3K
40	KO COCA COLA CO COM	Stock	0.12%	$221,118	2.9K
41	MSFT MICROSOFT	Stock	0.12%	$208,794	564
42	VANGUARD MID-CAP VALUE ETF	ETF	0.11%	$201,152	1.1K
43	BLACKSTONE REIT INC COM CL I	REIT	0.09%	$167,403	11.8K

Filing History

Quarter	Reported Value	Positions	Filed	Type	Links
Q1 2026	$180M	43	Apr 22, 2026	13F-HR	changes · EDGAR ↗
Q4 2025	$183M	51	Jan 15, 2026	13F-HR	changes · EDGAR ↗
Q3 2025	$170M	47	Oct 24, 2025	13F-HR	changes · EDGAR ↗
Q2 2025	$159M	52	Jul 29, 2025	13F-HR	changes · EDGAR ↗
Q1 2025	$144M	51	Apr 24, 2025	13F-HR	changes · EDGAR ↗
Q4 2024	$141M	49	Jan 15, 2025	13F-HR	changes · EDGAR ↗
Q3 2024	$166M	50	Oct 18, 2024	13F-HR	changes · EDGAR ↗
Q2 2024	$149M	48	Aug 6, 2024	13F-HR	changes · EDGAR ↗
Q1 2024	$135M	47	May 8, 2024	13F-HR	changes · EDGAR ↗
Q4 2023	$117M	43	Feb 1, 2024	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.