MONUMENT GROUP WEALTH ADVISORS, LLC

Filed: 4/24/2025ACC: 0001965665-25-000002

📋 What this filing means

MONUMENT GROUP WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $144.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$144.26M

Total AUM (reported)

3.41M

Total Shares

Allocation by class

ETF$137.06M95.0%

STOCK$7.20M5.0%

Portfolio Concentration

Top 3$102.24M70.9%

4–10$25.18M17.5%

11–25$9.53M6.6%

Rest$7.31M5.1%

Top 3 weight

70.9%

Top 10 weight

88.3%

Voting Authority Distribution

Total shares with voting rights: 3.41M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.41M

% of voting shares100.0%

Investment Discretion (by position count)

Sole51

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings51

Rows:

DIMENSIONAL U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares1.96M

TypeSH

Market value$64.75M

44.88%

Sole

0.00

Shared

0.00

None

1.96M

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

SOLE

ETF

Shares717.03K

TypeSH

Market value$22.39M

15.52%

Sole

0.00

Shared

0.00

None

717.03K

VANGUARD TOTAL STK MKT

SOLE

ETF

Shares54.95K

TypeSH

Market value$15.10M

10.47%

Sole

0.00

Shared

0.00

None

54.95K

VANGUARD FTSE DEVELOPED MARKETS ETF

SOLE

ETF

Shares178.16K

TypeSH

Market value$9.06M

6.28%

Sole

0.00

Shared

0.00

None

178.16K

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

SOLE

ETF

Shares229.59K

TypeSH

Market value$5.94M

4.12%

Sole

0.00

Shared

0.00

None

229.59K

VANGUARD VALUE ETF

SOLE

ETF

Shares17.99K

TypeSH

Market value$3.11M

2.15%

Sole

0.00

Shared

0.00

None

17.99K

VANGUARD SMALL-CAP ETF

SOLE

ETF

Shares12.36K

TypeSH

Market value$2.74M

1.90%

Sole

0.00

Shared

0.00

None

12.36K

VANGUARD FTSE EMERGING MARKETS ETF

SOLE

ETF

Shares44.19K

TypeSH

Market value$2.00M

1.39%

Sole

0.00

Shared

0.00

None

44.19K

ISHARES MSCI EAFE SMALL CAP ETF

SOLE

ETF

Shares19.24K

TypeSH

Market value$1.22M

0.85%

Sole

0.00

Shared

0.00

None

19.24K

APPLE INC

SOLE

Stock

Shares4.97K

TypeSH

Market value$1.11M

0.77%

Sole

0.00

Shared

0.00

None

4.97K

VANGUARD SMALL CAP VALUE ETF

SOLE

ETF

Shares5.83K

TypeSH

Market value$1.09M

0.75%

Sole

0.00

Shared

0.00

None

5.83K

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

SOLE

ETF

Shares29.11K

TypeSH

Market value$1.04M

0.72%

Sole

0.00

Shared

0.00

None

29.11K

VANGUARD SHORT-TERM BOND ETF

SOLE

ETF

Shares11.66K

TypeSH

Market value$912.5K

0.63%

Sole

0.00

Shared

0.00

None

11.66K

COCA COLA CO COM

SOLE

Stock

Shares10.81K

TypeSH

Market value$774.3K

0.54%

Sole

0.00

Shared

0.00

None

10.81K

AVANTIS U.S. EQUITY ETF

SOLE

ETF

Shares7.79K

TypeSH

Market value$719.3K

0.50%

Sole

0.00

Shared

0.00

None

7.79K

STRYKER CORP

SOLE

Stock

Shares1.60K

TypeSH

Market value$594.9K

0.41%

Sole

0.00

Shared

0.00

None

1.60K

EXXON MOBIL CORP COM

SOLE

Stock

Shares4.98K

TypeSH

Market value$592.3K

0.41%

Sole

0.00

Shared

0.00

None

4.98K

VANGUARD SHORT-TERM TREASURY ETF

SOLE

ETF

Shares9.76K

TypeSH

Market value$572.9K

0.40%

Sole

0.00

Shared

0.00

None

9.76K

ISHARES CORE S&P 500 ETF

SOLE

ETF

Shares985.00

TypeSH

Market value$553.6K

0.38%

Sole

0.00

Shared

0.00

None

985.00

VANGUARD GROWTH ETF

SOLE

ETF

Shares1.43K

TypeSH

Market value$528.4K

0.37%

Sole

0.00

Shared

0.00

None

1.43K

DIMENSIONAL U.S. TARGETED VALUE ETF

SOLE

ETF

Shares8.73K

TypeSH

Market value$449.6K

0.31%

Sole

0.00

Shared

0.00

None

8.73K

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

SOLE

ETF

Shares10.35K

TypeSH

Market value$449.6K

0.31%

Sole

0.00

Shared

0.00

None

10.35K

INTL BUSINESS MACHINES

SOLE

Stock

Shares1.76K

TypeSH

Market value$437.4K

0.30%

Sole

0.00

Shared

0.00

None

1.76K

WILLIS TOWERS WATSON PLC LTD SHS

SOLE

Stock

Shares1.22K

TypeSH

Market value$411.7K

0.29%

Sole

0.00

Shared

0.00

None

1.22K

WISDOMTREE U.S. HIGH DIVIDEND FUND

SOLE

ETF

Shares4.12K

TypeSH

Market value$408.4K

0.28%

Sole

0.00

Shared

0.00

None

4.12K

Issuer	Class	Shares	Type	Value / Portfolio %	None
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE	ETF	1.96M	SH	$64.75M 44.88%	1.96M
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE	ETF	717.03K	SH	$22.39M 15.52%	717.03K
VANGUARD TOTAL STK MKTSOLE	ETF	54.95K	SH	$15.10M 10.47%	54.95K
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE	ETF	178.16K	SH	$9.06M 6.28%	178.16K
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE	ETF	229.59K	SH	$5.94M 4.12%	229.59K
VANGUARD VALUE ETFSOLE	ETF	17.99K	SH	$3.11M 2.15%	17.99K
VANGUARD SMALL-CAP ETFSOLE	ETF	12.36K	SH	$2.74M 1.90%	12.36K
VANGUARD FTSE EMERGING MARKETS ETFSOLE	ETF	44.19K	SH	$2.00M 1.39%	44.19K
ISHARES MSCI EAFE SMALL CAP ETFSOLE	ETF	19.24K	SH	$1.22M 0.85%	19.24K
APPLE INCSOLE	Stock	4.97K	SH	$1.11M 0.77%	4.97K
VANGUARD SMALL CAP VALUE ETFSOLE	ETF	5.83K	SH	$1.09M 0.75%	5.83K
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE	ETF	29.11K	SH	$1.04M 0.72%	29.11K
VANGUARD SHORT-TERM BOND ETFSOLE	ETF	11.66K	SH	$912.5K 0.63%	11.66K
COCA COLA CO COMSOLE	Stock	10.81K	SH	$774.3K 0.54%	10.81K
AVANTIS U.S. EQUITY ETFSOLE	ETF	7.79K	SH	$719.3K 0.50%	7.79K
STRYKER CORPSOLE	Stock	1.60K	SH	$594.9K 0.41%	1.60K
EXXON MOBIL CORP COMSOLE	Stock	4.98K	SH	$592.3K 0.41%	4.98K
VANGUARD SHORT-TERM TREASURY ETFSOLE	ETF	9.76K	SH	$572.9K 0.40%	9.76K
ISHARES CORE S&P 500 ETFSOLE	ETF	985.00	SH	$553.6K 0.38%	985.00
VANGUARD GROWTH ETFSOLE	ETF	1.43K	SH	$528.4K 0.37%	1.43K
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE	ETF	8.73K	SH	$449.6K 0.31%	8.73K
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDSOLE	ETF	10.35K	SH	$449.6K 0.31%	10.35K
INTL BUSINESS MACHINESSOLE	Stock	1.76K	SH	$437.4K 0.30%	1.76K
WILLIS TOWERS WATSON PLC LTD SHSSOLE	Stock	1.22K	SH	$411.7K 0.29%	1.22K
WISDOMTREE U.S. HIGH DIVIDEND FUNDSOLE	ETF	4.12K	SH	$408.4K 0.28%	4.12K

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