Monument Group Wealth Advisors, LLC

CIK

1965665

Location

CONCORD, MA

Portfolio Value

Small $115,385,106

Diversification

Highly concentrated

Filing Date

Global Rank

#6,216 / 8,814 ▼ 245 · as of Jun 2026

Top Industry

Consumer Electronics 58.5%

Period ended 22 days ago

Filed Oct 21, 2026 · 1d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.0% of the book (60%+)

Turnover

Low turnover

12.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 91.1%; sector active share 85.7% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

46 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

44.3%

−21.4 pts

Top 5

88.8%

−5.0 pts

Top 10

93.9%

−3.1 pts

HHI

2,861

Highly concentrated−1,777

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.0%	$103,860,475	34
Technology	7.0%	$8,109,235	4
Financial Services	0.9%	$1,063,518	2
Healthcare	0.8%	$973,381	3
Consumer Cyclical	0.5%	$612,161	1
Industrials	0.4%	$482,875	1
Consumer Defensive	0.2%	$283,461	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
DFAE	Dimensional Emerging Core Equity Market ETF	+129,869	269,691	$10,601,553
DFSU	Dimensional US Sustainability Core 1 ETF	+39,494	46,597	$2,197,980
DFAI	Dimensional International Core Equity Market ETF	+31,385	892,361	$36,970,516
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+7,894	9,505	$547,107
NZAC	State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF	+4,751	5,840	$271,034
DFSI	Dimensional International Sustainability Core 1 ETF	+3,675	12,799	$578,130
VO	VANGUARD MID-CAP INDEX FUND	+2,580	3,423	$268,431
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	+761	6,011	$290,631
VUG	VANGUARD GROWTH INDEX FUND	+667	4,090	$368,549
KO	Coca Cola Co	+195	3,293	$283,461
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+194	39,001	$2,313,149
BRK-B	Berkshire Hathaway Inc	+120	1,688	$840,539
IWF	iShares Russell 1000 Growth ETF	+77	1,759	$220,332
SPY	Spdr S&P 500 ETF Trust	+18	1,066	$812,963
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	−120,457	140,114	$9,893,449
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−32,113	7,083	$1,636,385
ESG	FlexShares STOXX US ESG Select Index Fund	−7,252	2,378	$426,955
IWD	iShares Russell 1000 Value ETF	−4,726	1,114	$276,194
VXUS	Vanguard Total International Stock ETF	−4,681	4,865	$413,330
MRK	Merck & Co., Inc.	−1,705	3,230	$469,351
AAPL	Apple Inc.	−1,670	20,248	$6,742,988
DFUV	Dimensional U.S. Marketwide Value ETF	−1,361	8,213	$451,715
SYK	Stryker Corp	−908	842	$231,878
NVDA	Nvidia Corp	−581	1,797	$410,398
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−462	57,805	$21,632,943
RSP	Victory Portfolios II	−350	1,517	$0
AVUS	Avantis U.S. Equity ETF	−319	6,918	$886,126
MSFT	Microsoft Corp	−296	1,254	$643,176
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−170	4,940	$377,416
RTX	RTX Corp	−137	2,601	$482,875
SCZ	iShares MSCI EAFE Small-Cap ETF	−121	15,758	$1,330,290
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	−97	5,110	$473,441
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−35	1,500	$232,800
VTV	VANGUARD VALUE INDEX FUND	−21	19,542	$4,222,635
VB	Vanguard Index Funds	−19	12,872	$3,661,955
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	2,457	$612,161
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	9,546	$452,098
STX	Seagate Technology Holdings plc	339	$312,673
JNJ	Johnson & Johnson	1,028	$272,152
JPM	Jpmorgan Chase & Co	674	$222,979
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	692	$202,133
—		1,550	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	2,159,082	$95,776,877
DFAT	Dimensional U.S. Targeted Value ETF	8,311	$580,938
CVX	Chevron Corp	1,517	$251,457
DXUV	Dimensional US Vector Equity ETF	3,504	$233,016
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $115,385,106 total · filing declares 48 positions · $212,825,712 · as of Sep 30, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAI	Dimensional International Core Equity Market ETF	Added	892,361	+31,385	$36,970,516	+4.1%	32.04%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	57,805	-462	$21,632,943	+0.3%	18.75%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	269,691	+129,869	$10,601,553	+88.6%	9.19%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	140,114	-120,457	$9,893,449	−46.7%	8.57%
AAPL	Apple Inc. Technology	Reduced	20,248	-1,670	$6,742,988	+6.3%	5.84%
VTV	VANGUARD VALUE INDEX FUND	Reduced	19,542	-21	$4,222,635	−1.0%	3.66%
VB	Vanguard Index Funds	Reduced	12,872	-19	$3,661,955	−6.3%	3.17%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	39,001	+194	$2,313,149	−0.1%	2.00%
DFSU	Dimensional US Sustainability Core 1 ETF	Added	46,597	+39,494	$2,197,980	+563.6%	1.90%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	7,083	-32,113	$1,636,385	−10.5%	1.42%
SCZ	iShares MSCI EAFE Small-Cap ETF	Reduced	15,758	-121	$1,330,290	+1.8%	1.15%
AVUS	Avantis U.S. Equity ETF	Reduced	6,918	-319	$886,126	−4.4%	0.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,688	+120	$840,539	+7.1%	0.73%
SPY	Spdr S&P 500 ETF Trust	Added	1,066	+18	$812,963	+3.9%	0.70%
IVV	iShares Core S&P 500 ETF	Held	978	0	$749,001	+2.3%	0.65%
MSFT	Microsoft Corp Technology	Reduced	1,254	-296	$643,176	+11.2%	0.56%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	2,457	NEW	$612,161	NEW	0.53%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	12,799	+3,675	$578,130	+40.5%	0.50%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	9,505	+7,894	$547,107	+483.5%	0.47%
RTX	RTX Corp Industrials	Reduced	2,601	-137	$482,875	−7.0%	0.42%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Reduced	5,110	-97	$473,441	+3.4%	0.41%
MGC	VANGUARD MEGA CAP INDEX FUND	Held	1,666	0	$470,328	+3.2%	0.41%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,230	-1,705	$469,351	−26.0%	0.41%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	NEW	9,546	NEW	$452,098	NEW	0.39%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	8,213	-1,361	$451,715	−14.2%	0.39%
ESG	FlexShares STOXX US ESG Select Index Fund	Reduced	2,378	-7,252	$426,955	−74.8%	0.37%
NULG	Nuveen ESG Large-Cap Growth ETF	Held	3,673	0	$417,583	−2.9%	0.36%
VXUS	Vanguard Total International Stock ETF	Reduced	4,865	-4,681	$413,330	−49.4%	0.36%
NVDA	Nvidia Corp Technology	Reduced	1,797	-581	$410,398	−13.7%	0.36%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	4,940	-170	$377,416	−5.2%	0.33%
VUG	VANGUARD GROWTH INDEX FUND	Added	4,090	+667	$368,549	+25.0%	0.32%
STX	Seagate Technology Holdings plc Technology	NEW	339	NEW	$312,673	NEW	0.27%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Added	6,011	+761	$290,631	+13.3%	0.25%
KO	Coca Cola Co Consumer Defensive	Added	3,293	+195	$283,461	+12.6%	0.25%
IWD	iShares Russell 1000 Value ETF	Reduced	1,114	-4,726	$276,194	+3.0%	0.24%
JNJ	Johnson & Johnson Healthcare	NEW	1,028	NEW	$272,152	NEW	0.24%
NZAC	State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF	Added	5,840	+4,751	$271,034	+442.1%	0.23%
VO	VANGUARD MID-CAP INDEX FUND	Added	3,423	+2,580	$268,431	+295.2%	0.23%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	1,500	-35	$232,800	−4.0%	0.20%
SYK	Stryker Corp Healthcare	Reduced	842	-908	$231,878	−57.9%	0.20%
JPM	Jpmorgan Chase & Co Financial Services	NEW	674	NEW	$222,979	NEW	0.19%
IWF	iShares Russell 1000 Growth ETF	Added	1,759	+77	$220,332	+5.5%	0.19%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Held	1,091	0	$213,323	−1.0%	0.18%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	NEW	692	NEW	$202,133	NEW	0.18%
RSP	Victory Portfolios II	Reduced	1,517	-350	$0	−100.0%	0.00%
		NEW	1,550	NEW	$0	NEW	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.