§ 13F · FUND PROFILE
Monument Group Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158.8T (13F)Positions · 52Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1.97M | $77.9T | 42.5% | +1% |
| 2 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 800K | $30.5T | 16.6% | +3% |
| 3 | VTI | VANGUARD TOTAL STK MKT | 63K | $21.2T | 11.6% | −1% |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 155K | $9.7T | 5.3% | −7% |
| 5 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 249K | $8.1T | 4.4% | +2% |
| 6 | AAPL | APPLE INC | 26K | $7.0T | 3.8% | +629% |
| 7 | VTV | VANGUARD VALUE ETF | 23K | $4.4T | 2.4% | +5% |
| 8 | VB | VANGUARD SMALL-CAP ETF | 14K | $3.6T | 2.0% | −5% |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 41K | $2.2T | 1.2% | −8% |
| 10 | VBR | VANGUARD SMALL CAP VALUE ETF | 8K | $1.7T | 0.9% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONUMENT SIGNAL
AC read
Monument Group Wealth Advisors, LLC is a Other fund managing $158813.9 trillion in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed