Monument Group Wealth Advisors, LLC — 13F holdings

Monument Group Wealth Advisors, LLC reported 48 holdings worth $213M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. DFAC U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES — $96.3M (45.3%)
  2. DFAI DIMENSIONAL ETF TRUST — $37.0M (17.4%)
  3. VTI VANGUARD INDEX FDS — $21.6M (10.2%)
  4. DFAE DIMENSIONAL ETF TRUST — $10.6M (5.0%)
  5. VEA VANGUARD TAX-MANAGED FDS — $9.89M (4.6%)
  6. AAPL APPLE INC — $6.74M (3.2%)
  7. VTV VANGUARD INDEX FDS — $4.22M (2.0%)
  8. VB VANGUARD INDEX FDS — $3.66M (1.7%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $2.31M (1.1%)
  10. DFSU DIMENSIONAL ETF TRUST — $2.20M (1.0%)