Monument Group Wealth Advisors, LLC

Portfolio Overview

Monument Group Wealth Advisors, LLC disclosed 43 positions worth $180.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 3 new positions and exited 10 — including a new stake in $CVX. The portfolio is most concentrated in Other (95.0% of disclosed assets). All figures are sourced directly from Monument Group Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1965665.

• DIMENSIONAL U.S. CORE EQUITY 2 ETF

  —

  Quality

  $78.7M2,026,321 sh

• DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

  —

  Quality

  $31.6M812,122 sh

• VANGUARD TOTAL STK MKT

  —

  Quality

  $20.0M62,464 sh

• VANGUARD FTSE DEVELOPED MARKETS ETF

  —

  Quality

  $9.5M147,684 sh

• DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

  —

  Quality

  $8.6M252,834 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $5.8M22,717 sh

• VANGUARD VALUE ETF

  —

  Quality

  $4.1M21,118 sh

• VANGUARD SMALL-CAP ETF

  —

  Quality

  $3.6M13,878 sh

• VANGUARD FTSE EMERGING MARKETS ETF

  —

  Quality

  $2.2M41,210 sh

• VANGUARD SMALL CAP VALUE ETF

  —

  Quality

  $1.7M7,708 sh

Company	Quality	Value	Shares
DIMENSIONAL U.S. CORE EQUITY 2 ETF	—	$78.7M	2,026,321
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	—	$31.6M	812,122
VANGUARD TOTAL STK MKT	—	$20.0M	62,464
VANGUARD FTSE DEVELOPED MARKETS ETF	—	$9.5M	147,684
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	—	$8.6M	252,834
Apple Inc.$AAPL	76.1	$5.8M	22,717
VANGUARD VALUE ETF	—	$4.1M	21,118
VANGUARD SMALL-CAP ETF	—	$3.6M	13,878
VANGUARD FTSE EMERGING MARKETS ETF	—	$2.2M	41,210
VANGUARD SMALL CAP VALUE ETF	—	$1.7M	7,708

Showing top 10 of 43 holdings.

Full Holdings — Monument Group Wealth Advisors, LLC (Q1 2026)

All 43 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	DIMENSIONAL U.S. CORE EQUITY 2 ETF	$78.7M	43.7%	+3%	—
2	—	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	$31.6M	17.6%	+2%	—
3	—	VANGUARD TOTAL STK MKT	$20.0M	11.1%	-1%	—
4	—	VANGUARD FTSE DEVELOPED MARKETS ETF	$9.5M	5.3%	-5%	—
5	—	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	$8.6M	4.8%	+2%	—
6	$AAPL	Apple Inc.	$5.8M	3.2%	-12%	76.1
7	—	VANGUARD VALUE ETF	$4.1M	2.3%	-8%	—
8	—	VANGUARD SMALL-CAP ETF	$3.6M	2.0%	-1%	—
9	—	VANGUARD FTSE EMERGING MARKETS ETF	$2.2M	1.2%	+1%	—
10	—	VANGUARD SMALL CAP VALUE ETF	$1.7M	0.9%	-1%	—
11	—	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	$1.6M	0.9%	+34%	—
12	—	ISHARES MSCI EAFE SMALL CAP ETF	$1.4M	0.8%	+2%	—
13	—	AVANTIS U.S. EQUITY ETF	$812,169	0.5%	+0%	—
14	$BRK.B	BERKSHIRE HATHAWAY INC	$748,989	0.4%	+0%	64.5
15	$SPY	SPDR S&P 500 ETF TRUST	$681,194	0.4%	+5%	—
16	—	ISHARES CORE S&P 500 ETF	$647,416	0.4%	+0%	—
17	—	VANGUARD SHORT-TERM TREASURY ETF	$560,461	0.3%	-1%	—
18	—	DIMENSIONAL U.S. TARGETED VALUE ETF	$519,039	0.3%	+0%	—
19	—	DIMENSIONAL US MARKETWIDE VALUE ETF	$442,133	0.3%	-4%	—
20	—	DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF	$407,252	0.2%	+45%	—
21	—	VANGUARD TOTAL INTERNATIONAL STOCK ETF	$400,954	0.2%	-2%	—
22	—	VANGUARD MEGA CAP ETF	$393,824	0.2%	+0%	—
23	$META	Meta Platforms, Inc.	$379,848	0.2%	+23%	80.9
24	—	VANGUARD MEGA CAP GROWTH ETF	$375,601	0.2%	+0%	—
25	—	FLEXSHARES STOXX US ESG SELECT INDEX FUND	$360,837	0.2%	+0%	—
26	—	NUVEEN ESG LARGE-CAP GROWTH ETF	$334,022	0.2%	+0%	—
27	$NVDA	NVIDIA CORP	$313,396	0.2%	-37%	90.2
28	$MRK	Merck & Co., Inc.	$304,333	0.2%	+0%	70.9
29	$IVZ	Invesco Ltd.	$291,307	0.2%	+0%	—
30	$RTX	RTX Corp	$280,129	0.2%	-21%	70
31	$CVX	CHEVRON CORP	$273,108	0.1%	NEW	54.7
32	—	DIMENSIONAL US VECTOR EQUITY ETF	$268,321	0.1%	+0%	—
33	—	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	$259,175	0.1%	+0%	—
34	$SYK	STRYKER CORP	$256,957	0.1%	-35%	69.8
35	—	VANGUARD GROWTH ETF	$255,085	0.1%	-54%	—
36	—	ISHARES RUSSELL 1000 VALUE ETF	$251,062	0.1%	+0%	—
37	—	VANGUARD MID-CAP ETF	$245,957	0.1%	-5%	—
38	—	STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	$237,369	0.1%	+0%	—
39	—	DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF	$222,440	0.1%	NEW	—
40	$KO	COCA COLA CO	$221,118	0.1%	-15%	74
41	$MSFT	MICROSOFT CORP	$208,794	0.1%	-52%	83.7
42	—	VANGUARD MID-CAP VALUE ETF	$201,152	0.1%	NEW	—
43	—	BLACKSTONE REIT INC COM CL I	$167,403	0.1%	+1%	—