Holders — by stockHoldings — by fund
Monument Group Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1965665
$208.3M
disclosed book value
44
positions
46%
largest position share
Positions, as of 2026-06-30
top 44 of 44 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | 2.2M | $95.8M | 46% |
| 2 | DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 860,976 | $35.5M | 17% |
| 3 | VTIVANGUARD TOTAL STK MKT | 58,267 | $21.6M | 10.3% |
| 4 | VEADIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 260,571 | $10.5M | 5% |
| 5 | DFAEVANGUARD FTSE DEVELOPED MARKETS ETF | 139,822 | $10.0M | 4.8% |
| 6 | AAPLAPPLE INC | 21,918 | $6.3M | 3% |
| 7 | VTVVANGUARD VALUE ETF | 19,563 | $4.3M | 2% |
| 8 | VBVANGUARD SMALL-CAP ETF | 12,891 | $3.9M | 1.9% |
| 9 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 38,807 | $2.3M | 1.1% |
| 10 | VBRDIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 39,196 | $1.8M | 0.9% |
| 11 | DFSUVANGUARD SMALL CAP VALUE ETF | 7,103 | $1.7M | 0.8% |
| 12 | SCZISHARES MSCI EAFE SMALL CAP ETF | 15,879 | $1.3M | 0.6% |
| 13 | AVUSAVANTIS U.S. EQUITY ETF | 7,237 | $926,914 | 0.4% |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 1,568 | $784,611 | 0.4% |
| 15 | SPYSTATE STREET SPDR S&P 500 ETF | 1,048 | $782,939 | 0.4% |
| 16 | IVVISHARES CORE S&P 500 ETF | 978 | $732,512 | 0.4% |
| 17 | VGSHMICROSOFT | 1,611 | $600,953 | 0.3% |
| 18 | DFATDIMENSIONAL U.S. TARGETED VALUE ETF | 8,311 | $580,969 | 0.3% |
| 19 | DFUVVANGUARD SHORT-TERM TREASURY ETF | 9,574 | $557,206 | 0.3% |
| 20 | DFSIDIMENSIONAL US MARKETWIDE VALUE ETF | 9,124 | $501,916 | 0.2% |
| 21 | VXUSVANGUARD TAX-EXEMPT BOND ETF | 9,546 | $482,836 | 0.2% |
| 22 | MGCVANGUARD MEGA CAP ETF | 1,666 | $455,943 | 0.2% |
| 23 | BSVVANGUARD MEGA CAP GROWTH ETF | 5,110 | $449,238 | 0.2% |
| 24 | MGKVANGUARD TOTAL INTERNATIONAL STOCK ETF | 5,207 | $445,212 | 0.2% |
| 25 | ESGDIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 9,630 | $434,313 | 0.2% |
| 26 | NULGNUVEEN ESG LARGE-CAP GROWTH ETF | 3,673 | $429,961 | 0.2% |
| 27 | NVDAFLEXSHARES STOXX US ESG SELECT INDEX FUND | 2,378 | $418,028 | 0.2% |
| 28 | MRKVANGUARD SHORT-TERM BOND ETF | 4,935 | $384,516 | 0.2% |
| 29 | RSPNVIDIA CORPORATION COM | 1,867 | $373,568 | 0.2% |
| 30 | RTXMERCK & CO INC | 2,738 | $351,833 | 0.2% |
| 31 | CVXINVESCO S&P 500 EQUAL WEIGHT ETF | 1,517 | $322,955 | 0.2% |
| 32 | DXUVVANGUARD GROWTH ETF | 3,504 | $301,834 | 0.1% |
| 33 | VYMRTX CORPORATION COM | 1,535 | $291,308 | 0.1% |
| 34 | SYKVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 1,750 | $276,552 | 0.1% |
| 35 | VUGVANGUARD MID-CAP ETF | 3,423 | $275,828 | 0.1% |
| 36 | IWDSTATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | 5,840 | $268,136 | 0.1% |
| 37 | VOSTRYKER CORP | 843 | $265,410 | 0.1% |
| 38 | NZACISHARES RUSSELL 1000 VALUE ETF | 1,089 | $264,006 | 0.1% |
| 39 | DFSEDIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | 5,250 | $256,617 | 0.1% |
| 40 | KOCOCA COLA CO COM | 3,098 | $251,818 | 0.1% |
| 41 | MSFTSTATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | 1,550 | $239,382 | 0.1% |
| 42 | VOEVANGUARD MID-CAP VALUE ETF | 1,091 | $215,691 | 0.1% |
| 43 | VANGUARD MID-CAP GROWTH ETF | 692 | $212,193 | 0.1% |
| 44 | IWFISHARES RUSSELL 1000 GROWTH ETF | 1,682 | $208,964 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.