Monument Group Wealth Advisors, LLC

CIK

1965665

Location

CONCORD, MA

Portfolio Value

Micro $9,052,977

Diversification

Highly concentrated

Filing Date

Global Rank

#7,800 / 8,232 ▲ 72

Top Industry

Consumer Electronics 68.9%

3Y Alpha vs SPY

-5.5%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+37.1%

SPY

+52.9%

Annualised alpha

-5.5%

Max drawdown

−13.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

63.7%

+6.7 pts

Top 5

86.3%

+8.4 pts

Top 10

100.0%

+9.0 pts

HHI

4,242

Highly concentrated+834

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	69.5%	$6,287,518	3
Financial Services	8.3%	$748,989	1
Unclassified	7.5%	$680,905	1
Healthcare	6.2%	$561,290	2
Industrials	3.1%	$280,090	1
Energy	3.0%	$273,108	1
Consumer Defensive	2.4%	$221,077	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
SPY	Spdr S&P 500 ETF Trust	+51	1,047	$680,905
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−2,982	22,717	$5,765,347
NVDA	Nvidia Corp	−1,033	1,797	$313,396
MSFT	Microsoft Corp	−621	564	$208,775
KO	Coca Cola Co	−504	2,907	$221,077
SYK	Stryker Corp	−418	782	$256,957
RTX	RTX Corp	−375	1,452	$280,090
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	1,320	$273,108
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
WTW	Willis Towers Watson PLC	1,034	$339,772
JPM	Jpmorgan Chase & Co	779	$251,009
MCD	Mcdonalds Corp	770	$235,335
JNJ	Johnson & Johnson	1,061	$219,573
META	Meta Platforms, Inc.	311	$205,287
GOOGL	Alphabet Inc.	642	$200,946
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $9,052,977 total · as of Mar 31, 2026

All sectors Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	22,717	-2,982	$5,765,347	−17.5%	63.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,563	0	$748,989	−4.7%	8.27%
SPY	Spdr S&P 500 ETF Trust	Added	1,047	+51	$680,905	+0.3%	7.52%
NVDA	Nvidia Corp Technology	Reduced	1,797	-1,033	$313,396	−40.6%	3.46%
MRK	Merck & Co., Inc. Healthcare	Held	2,530	0	$304,333	+14.3%	3.36%
RTX	RTX Corp Industrials	Reduced	1,452	-375	$280,090	−16.4%	3.09%
CVX	Chevron Corp Energy	NEW	1,320	NEW	$273,108	NEW	3.02%
SYK	Stryker Corp Healthcare	Reduced	782	-418	$256,957	−39.1%	2.84%
KO	Coca Cola Co Consumer Defensive	Reduced	2,907	-504	$221,077	−7.3%	2.44%
MSFT	Microsoft Corp Technology	Reduced	564	-621	$208,775	−63.6%	2.31%