Institutional Manager · CIK 0001965665
Monument Group Wealth Advisors, LLC
CONCORD, MA · File #028-23573
Latest AUM
$183.5M
Positions
51
Top-10 Concentration
90.7%
Filings
8
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | APPLE INC | AAPL | +22,172 | +$6.0M | +$60,770 |
| ADD | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 25434V708 | +25,540 | +$1.0M | +$2.0M |
| ADD | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 25434V203 | +23,903 | +$910,943 | +$1.4M |
| REDUCE | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | -10,940 | -$683,423 | +$422,292 |
| ADD | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | +825 | +$414,686 | -$67 |
| NEW | ISHARES CORE MSCI EAFE ETF | 46432F842 | +4,464 | +$399,349 | $0 |
| REDUCE | VANGUARD TOTAL STK MKT | 922908769 | -847 | -$283,977 | +$455,646 |
| ADD | SPDR S&P 500 ETF TRUST | SPY | +390 | +$266,034 | +$9,670 |
| NEW | COCA COLA CO COM | KO | +3,411 | +$238,500 | $0 |
| EXITED | AUTOMATIC DATA PROCESSING INC COM | 053015103 | -804 | -$235,974 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202551 pos · $183.5M
- 13F HOLDINGS REPORTQ/E Sep 202547 pos · $169.8M
- 13F HOLDINGS REPORTQ/E Jun 202552 pos · $158.8M
- 13F HOLDINGS REPORTQ/E Mar 202551 pos · $144.3M
- 13F HOLDINGS REPORTQ/E Dec 202449 pos · $141.3M
- 13F HOLDINGS REPORTQ/E Sep 202450 pos · $166.4M
- 13F HOLDINGS REPORTQ/E Jun 202448 pos · $148.7M
- 13F HOLDINGS REPORTQ/E Mar 202447 pos · $134.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 25434V708 | 1,968,050 | $77.9M | 42.51% |
| 2 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 25434V203 | 799,679 | $30.5M | 16.63% |
| 3 | VANGUARD TOTAL STK MKT | 922908769 | 63,317 | $21.2M | 11.58% |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 154,680 | $9.7M | 5.27% |
| 5 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 25434V302 | 248,537 | $8.1M | 4.42% |
| 6 | APPLE INC | AAPL | 25,699 | $7.0M | 3.81% |
| 7 | VANGUARD VALUE ETF | 922908744 | 22,951 | $4.4M | 2.39% |
| 8 | VANGUARD SMALL-CAP ETF | 922908751 | 13,980 | $3.6M | 1.97% |
| 9 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 40,922 | $2.2M | 1.20% |
| 10 | VANGUARD SMALL CAP VALUE ETF | 922908611 | 7,805 | $1.7M | 0.90% |
| 11 | ISHARES MSCI EAFE SMALL CAP ETF | 464288273 | 17,246 | $1.3M | 0.73% |
| 12 | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 25434V716 | 29,187 | $1.3M | 0.69% |
| 13 | AVANTIS U.S. EQUITY ETF | 025072885 | 7,305 | $816,552 | 0.45% |
| 14 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 1,563 | $785,641 | 0.43% |
| 15 | SPDR S&P 500 ETF TRUST | SPY | 996 | $679,409 | 0.37% |
| 16 | ISHARES CORE S&P 500 ETF | 464287200 | 991 | $678,865 | 0.37% |
| 17 | VANGUARD GROWTH ETF | 922908736 | 1,273 | $621,045 | 0.34% |
| 18 | MICROSOFT | MSFT | 1,185 | $573,113 | 0.31% |
| 19 | VANGUARD SHORT-TERM TREASURY ETF | 92206C102 | 9,643 | $566,333 | 0.31% |
| 20 | NVIDIA CORPORATION COM | NVDA | 2,830 | $527,795 | 0.29% |