§ 13F · FUND PROFILE
Monument Group Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $170M (13F)Positions · 47Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$697K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2.03M | $79M | 43.7% | +3% |
| 2 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 812K | $32M | 17.6% | +2% |
| 3 | VTI | VANGUARD TOTAL STK MKT | 62K | $20M | 11.1% | −1% |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 148K | $9M | 5.3% | −5% |
| 5 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 253K | $9M | 4.8% | +2% |
| 6 | AAPL | APPLE INC | 23K | $6M | 3.2% | −12% |
| 7 | VTV | VANGUARD VALUE ETF | 21K | $4M | 2.3% | −8% |
| 8 | VB | VANGUARD SMALL-CAP ETF | 14K | $4M | 2.0% | −1% |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 41K | $2M | 1.2% | +1% |
| 10 | VBR | VANGUARD SMALL CAP VALUE ETF | 8K | $2M | 0.9% | −1% |
§ 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 $170 million in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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