Monument Group Wealth Advisors, LLC

Portfolio Overview

Monument Group Wealth Advisors, LLC disclosed 44 positions worth $208.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 0. The portfolio is most concentrated in Other (95.1% 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 - ETF

  —

  Quality

  $95.8M2,159,082 sh

• DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF

  —

  Quality

  $35.5M860,976 sh

• VANGUARD TOTAL STK MKT - ETF

  —

  Quality

  $21.6M58,267 sh

• DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - ETF

  —

  Quality

  $10.5M260,571 sh

• VANGUARD FTSE DEVELOPED MARKETS ETF - ETF

  —

  Quality

  $10.0M139,822 sh
• 

  Apple Inc.

  $AAPL

  76.3

  Quality

  $6.3M21,918 sh

• VANGUARD VALUE ETF - ETF

  —

  Quality

  $4.3M19,563 sh

• VANGUARD SMALL-CAP ETF - ETF

  —

  Quality

  $3.9M12,891 sh

• VANGUARD FTSE EMERGING MARKETS ETF - ETF

  —

  Quality

  $2.3M38,807 sh

• DIMENSIONAL US SUSTAINABILITY CORE 1 ETF - ETF

  —

  Quality

  $1.8M39,196 sh

Company	Quality	Value	Shares
DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF	—	$95.8M	2,159,082
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF	—	$35.5M	860,976
VANGUARD TOTAL STK MKT - ETF	—	$21.6M	58,267
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - ETF	—	$10.5M	260,571
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF	—	$10.0M	139,822
Apple Inc.$AAPL	76.3	$6.3M	21,918
VANGUARD VALUE ETF - ETF	—	$4.3M	19,563
VANGUARD SMALL-CAP ETF - ETF	—	$3.9M	12,891
VANGUARD FTSE EMERGING MARKETS ETF - ETF	—	$2.3M	38,807
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF - ETF	—	$1.8M	39,196

Showing top 10 of 44 holdings.

Full Holdings — Monument Group Wealth Advisors, LLC (Q2 2026)

All 44 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 - ETF	$95.8M	46.0%	+7%	—
2	—	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF	$35.5M	17.1%	+6%	—
3	—	VANGUARD TOTAL STK MKT - ETF	$21.6M	10.3%	-7%	—
4	—	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - ETF	$10.5M	5.0%	+76%	—
5	—	VANGUARD FTSE DEVELOPED MARKETS ETF - ETF	$10.0M	4.8%	-45%	—
6	$AAPL	Apple Inc.	$6.3M	3.0%	-4%	76.3
7	—	VANGUARD VALUE ETF - ETF	$4.3M	2.0%	-7%	—
8	—	VANGUARD SMALL-CAP ETF - ETF	$3.9M	1.9%	-7%	—
9	—	VANGUARD FTSE EMERGING MARKETS ETF - ETF	$2.3M	1.1%	-6%	—
10	—	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF - ETF	$1.8M	0.9%	+409%	—
11	—	VANGUARD SMALL CAP VALUE ETF - ETF	$1.7M	0.8%	-82%	—
12	—	ISHARES MSCI EAFE SMALL CAP ETF - ETF	$1.3M	0.6%	-10%	—
13	—	AVANTIS U.S. EQUITY ETF - ETF	$926,914	0.4%	-1%	—
14	$BRK.B	BERKSHIRE HATHAWAY INC	$784,611	0.4%	+0%	73.6
15	$SPY	SPDR S&P 500 ETF TRUST	$782,939	0.4%	+0%	—
16	—	ISHARES CORE S&P 500 ETF - ETF	$732,512	0.3%	-1%	—
17	—	MICROSOFT - Stock	$600,953	0.3%	-83%	—
18	—	DIMENSIONAL U.S. TARGETED VALUE ETF - ETF	$580,969	0.3%	+0%	—
19	—	VANGUARD SHORT-TERM TREASURY ETF - ETF	$557,206	0.3%	+5%	—
20	—	DIMENSIONAL US MARKETWIDE VALUE ETF - ETF	$501,916	0.2%	-5%	—
21	—	VANGUARD TAX-EXEMPT BOND ETF - ETF	$482,836	0.2%	+84%	—
22	—	VANGUARD MEGA CAP ETF - ETF	$455,943	0.2%	+0%	—
23	$META	Meta Platforms, Inc.	$449,238	0.2%	+5%	79.6
24	—	VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF	$445,212	0.2%	+409%	—
25	—	DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF - ETF	$434,313	0.2%	+305%	—
26	—	NUVEEN ESG LARGE-CAP GROWTH ETF - ETF	$429,961	0.2%	+0%	—
27	$NVDA	NVIDIA CORP	$418,028	0.2%	+32%	85.9
28	$MRK	Merck & Co., Inc.	$384,516	0.2%	+95%	59.7
29	$IVZ	Invesco Ltd.	$373,568	0.2%	+23%	—
30	$RTX	RTX Corp	$351,833	0.2%	+89%	73.1
31	$CVX	CHEVRON CORP	$322,955	0.2%	+15%	62.6
32	—	VANGUARD GROWTH ETF - ETF	$301,834	0.1%	-22%	—
33	—	RTX CORPORATION COM - Stock	$291,308	0.1%	-12%	—
34	$SYK	STRYKER CORP	$276,552	0.1%	+124%	71.9
35	—	VANGUARD MID-CAP ETF - ETF	$275,828	0.1%	+486%	—
36	—	STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF - ETF	$268,136	0.1%	+397%	—
37	—	STRYKER CORP - Stock	$265,410	0.1%	-2%	—
38	—	ISHARES RUSSELL 1000 VALUE ETF - ETF	$264,006	0.1%	-81%	—
39	—	DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF - ETF	$256,617	0.1%	+0%	—
40	$KO	COCA COLA CO	$251,818	0.1%	+7%	69.3
41	$MSFT	MICROSOFT CORP	$239,382	0.1%	+175%	79.7
42	—	VANGUARD MID-CAP VALUE ETF - ETF	$215,691	0.1%	+0%	—
43	—	VANGUARD MID-CAP GROWTH ETF - ETF	$212,193	0.1%	-94%	—
44	—	ISHARES RUSSELL 1000 GROWTH ETF - ETF	$208,964	0.1%	NEW	—