Filed: 7/29/2025ACC: 0001965665-25-000004
📋 What this filing means
MONUMENT GROUP WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $158.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$158.81M
Total AUM (reported)
3.44M
Total Shares
Allocation by class
ETF$150.45M94.7%
STOCK$8.36M5.3%
Portfolio Concentration
Top 3$114.07M71.8%
4–10$26.98M17.0%
11–25$9.65M6.1%
Rest$8.12M5.1%
Top 3 weight
71.8%
Top 10 weight
88.8%
Voting Authority Distribution
Total shares with voting rights: 3.44M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.44M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares1.98M
TypeSH
Market value$70.80M
44.58%
Sole
0.00
Shared
0.00
None
1.98M
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares746.90K
TypeSH
Market value$25.82M
16.26%
Sole
0.00
Shared
0.00
None
746.90K
VANGUARD TOTAL STK MKT
SOLEShares57.41K
TypeSH
Market value$17.45M
10.99%
Sole
0.00
Shared
0.00
None
57.41K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares157.92K
TypeSH
Market value$9.00M
5.67%
Sole
0.00
Shared
0.00
None
157.92K
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
SOLEShares235.23K
TypeSH
Market value$6.81M
4.29%
Sole
0.00
Shared
0.00
None
235.23K
VANGUARD VALUE ETF
SOLEShares19.18K
TypeSH
Market value$3.39M
2.13%
Sole
0.00
Shared
0.00
None
19.18K
VANGUARD SMALL-CAP ETF
SOLEShares12.85K
TypeSH
Market value$3.04M
1.92%
Sole
0.00
Shared
0.00
None
12.85K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares41.78K
TypeSH
Market value$2.07M
1.30%
Sole
0.00
Shared
0.00
None
41.78K
VANGUARD SMALL CAP VALUE ETF
SOLEShares6.85K
TypeSH
Market value$1.34M
0.84%
Sole
0.00
Shared
0.00
None
6.85K
ISHARES MSCI EAFE SMALL CAP ETF
SOLEShares18.23K
TypeSH
Market value$1.32M
0.83%
Sole
0.00
Shared
0.00
None
18.23K
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
SOLEShares29.55K
TypeSH
Market value$1.16M
0.73%
Sole
0.00
Shared
0.00
None
29.55K
APPLE INC
SOLEShares5.65K
TypeSH
Market value$1.16M
0.73%
Sole
0.00
Shared
0.00
None
5.65K
COCA COLA CO COM
SOLEShares11.53K
TypeSH
Market value$815.8K
0.51%
Sole
0.00
Shared
0.00
None
11.53K
AVANTIS U.S. EQUITY ETF
SOLEShares7.79K
TypeSH
Market value$785.0K
0.49%
Sole
0.00
Shared
0.00
None
7.79K
MICROSOFT
SOLEShares1.34K
TypeSH
Market value$669.0K
0.42%
Sole
0.00
Shared
0.00
None
1.34K
STRYKER CORP
SOLEShares1.60K
TypeSH
Market value$632.2K
0.40%
Sole
0.00
Shared
0.00
None
1.60K
ISHARES CORE S&P 500 ETF
SOLEShares987.00
TypeSH
Market value$612.9K
0.39%
Sole
0.00
Shared
0.00
None
987.00
VANGUARD SHORT-TERM TREASURY ETF
SOLEShares9.70K
TypeSH
Market value$570.0K
0.36%
Sole
0.00
Shared
0.00
None
9.70K
EXXON MOBIL CORP COM
SOLEShares5.27K
TypeSH
Market value$568.4K
0.36%
Sole
0.00
Shared
0.00
None
5.27K
INTL BUSINESS MACHINES
SOLEShares1.68K
TypeSH
Market value$494.1K
0.31%
Sole
0.00
Shared
0.00
None
1.68K
JPMORGAN CHASE & CO. COM
SOLEShares1.64K
TypeSH
Market value$476.6K
0.30%
Sole
0.00
Shared
0.00
None
1.64K
DIMENSIONAL U.S. TARGETED VALUE ETF
SOLEShares8.73K
TypeSH
Market value$471.1K
0.30%
Sole
0.00
Shared
0.00
None
8.73K
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
SOLEShares10.35K
TypeSH
Market value$433.4K
0.27%
Sole
0.00
Shared
0.00
None
10.35K
DIMENSIONAL US MARKETWIDE VALUE ETF
SOLEShares9.65K
TypeSH
Market value$407.9K
0.26%
Sole
0.00
Shared
0.00
None
9.65K
WISDOMTREE U.S. HIGH DIVIDEND FUND
SOLEShares4.12K
TypeSH
Market value$395.3K
0.25%
Sole
0.00
Shared
0.00
None
4.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 1.98M | SH | $70.80M 44.58% | 0.00 | 0.00 | 1.98M |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 746.90K | SH | $25.82M 16.26% | 0.00 | 0.00 | 746.90K |
VANGUARD TOTAL STK MKTSOLE | ETF | 57.41K | SH | $17.45M 10.99% | 0.00 | 0.00 | 57.41K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 157.92K | SH | $9.00M 5.67% | 0.00 | 0.00 | 157.92K |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 235.23K | SH | $6.81M 4.29% | 0.00 | 0.00 | 235.23K |
VANGUARD VALUE ETFSOLE | ETF | 19.18K | SH | $3.39M 2.13% | 0.00 | 0.00 | 19.18K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 12.85K | SH | $3.04M 1.92% | 0.00 | 0.00 | 12.85K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 41.78K | SH | $2.07M 1.30% | 0.00 | 0.00 | 41.78K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 6.85K | SH | $1.34M 0.84% | 0.00 | 0.00 | 6.85K |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 18.23K | SH | $1.32M 0.83% | 0.00 | 0.00 | 18.23K |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | ETF | 29.55K | SH | $1.16M 0.73% | 0.00 | 0.00 | 29.55K |
APPLE INCSOLE | Stock | 5.65K | SH | $1.16M 0.73% | 0.00 | 0.00 | 5.65K |
COCA COLA CO COMSOLE | Stock | 11.53K | SH | $815.8K 0.51% | 0.00 | 0.00 | 11.53K |
AVANTIS U.S. EQUITY ETFSOLE | ETF | 7.79K | SH | $785.0K 0.49% | 0.00 | 0.00 | 7.79K |
MICROSOFTSOLE | Stock | 1.34K | SH | $669.0K 0.42% | 0.00 | 0.00 | 1.34K |
STRYKER CORPSOLE | Stock | 1.60K | SH | $632.2K 0.40% | 0.00 | 0.00 | 1.60K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 987.00 | SH | $612.9K 0.39% | 0.00 | 0.00 | 987.00 |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 9.70K | SH | $570.0K 0.36% | 0.00 | 0.00 | 9.70K |
EXXON MOBIL CORP COMSOLE | Stock | 5.27K | SH | $568.4K 0.36% | 0.00 | 0.00 | 5.27K |
INTL BUSINESS MACHINESSOLE | Stock | 1.68K | SH | $494.1K 0.31% | 0.00 | 0.00 | 1.68K |
JPMORGAN CHASE & CO. COMSOLE | Stock | 1.64K | SH | $476.6K 0.30% | 0.00 | 0.00 | 1.64K |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 8.73K | SH | $471.1K 0.30% | 0.00 | 0.00 | 8.73K |
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDSOLE | ETF | 10.35K | SH | $433.4K 0.27% | 0.00 | 0.00 | 10.35K |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | ETF | 9.65K | SH | $407.9K 0.26% | 0.00 | 0.00 | 9.65K |
WISDOMTREE U.S. HIGH DIVIDEND FUNDSOLE | ETF | 4.12K | SH | $395.3K 0.25% | 0.00 | 0.00 | 4.12K |
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