MONUMENT GROUP WEALTH ADVISORS, LLC

Filed: 10/24/2025ACC: 0001965665-25-000005

📋 What this filing means

MONUMENT GROUP WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $169.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$169.85M

Total AUM (reported)

3.43M

Total Shares

Allocation by class

ETF$164.77M97.0%

STOCK$5.08M3.0%

Portfolio Concentration

Top 3$124.18M73.1%

4–10$31.00M18.3%

11–25$8.53M5.0%

Rest$6.14M3.6%

Top 3 weight

73.1%

Top 10 weight

91.4%

Voting Authority Distribution

Total shares with voting rights: 3.43M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.43M

% of voting shares100.0%

Investment Discretion (by position count)

Sole47

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings47

Rows:

DIMENSIONAL U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares1.94M

TypeSH

Market value$74.92M

44.11%

Sole

0.00

Shared

0.00

None

1.94M

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

SOLE

ETF

Shares775.78K

TypeSH

Market value$28.20M

16.60%

Sole

0.00

Shared

0.00

None

775.78K

VANGUARD TOTAL STK MKT

SOLE

ETF

Shares64.16K

TypeSH

Market value$21.06M

12.40%

Sole

0.00

Shared

0.00

None

64.16K

VANGUARD FTSE DEVELOPED MARKETS ETF

SOLE

ETF

Shares165.62K

TypeSH

Market value$9.92M

5.84%

Sole

0.00

Shared

0.00

None

165.62K

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

SOLE

ETF

Shares242.52K

TypeSH

Market value$7.65M

4.50%

Sole

0.00

Shared

0.00

None

242.52K

VANGUARD VALUE ETF

SOLE

ETF

Shares21.82K

TypeSH

Market value$4.07M

2.40%

Sole

0.00

Shared

0.00

None

21.82K

VANGUARD SMALL-CAP ETF

SOLE

ETF

Shares14.66K

TypeSH

Market value$3.73M

2.20%

Sole

0.00

Shared

0.00

None

14.66K

VANGUARD FTSE EMERGING MARKETS ETF

SOLE

ETF

Shares44.60K

TypeSH

Market value$2.42M

1.42%

Sole

0.00

Shared

0.00

None

44.60K

VANGUARD SMALL CAP VALUE ETF

SOLE

ETF

Shares8.23K

TypeSH

Market value$1.72M

1.01%

Sole

0.00

Shared

0.00

None

8.23K

ISHARES MSCI EAFE SMALL CAP ETF

SOLE

ETF

Shares19.50K

TypeSH

Market value$1.50M

0.88%

Sole

0.00

Shared

0.00

None

19.50K

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

SOLE

ETF

Shares29.15K

TypeSH

Market value$1.24M

0.73%

Sole

0.00

Shared

0.00

None

29.15K

APPLE INC

SOLE

Stock

Shares3.53K

TypeSH

Market value$898.1K

0.53%

Sole

0.00

Shared

0.00

None

3.53K

AVANTIS U.S. EQUITY ETF

SOLE

ETF

Shares7.79K

TypeSH

Market value$846.3K

0.50%

Sole

0.00

Shared

0.00

None

7.79K

ISHARES CORE S&P 500 ETF

SOLE

ETF

Shares987.00

TypeSH

Market value$660.7K

0.39%

Sole

0.00

Shared

0.00

None

987.00

VANGUARD SHORT-TERM TREASURY ETF

SOLE

ETF

Shares9.64K

TypeSH

Market value$567.5K

0.33%

Sole

0.00

Shared

0.00

None

9.64K

MICROSOFT

SOLE

Stock

Shares1.05K

TypeSH

Market value$541.8K

0.32%

Sole

0.00

Shared

0.00

None

1.05K

DIMENSIONAL U.S. TARGETED VALUE ETF

SOLE

ETF

Shares8.47K

TypeSH

Market value$492.9K

0.29%

Sole

0.00

Shared

0.00

None

8.47K

STRYKER CORP

SOLE

Stock

Shares1.20K

TypeSH

Market value$443.6K

0.26%

Sole

0.00

Shared

0.00

None

1.20K

DIMENSIONAL US MARKETWIDE VALUE ETF

SOLE

ETF

Shares9.65K

TypeSH

Market value$431.1K

0.25%

Sole

0.00

Shared

0.00

None

9.65K

VANGUARD GROWTH ETF

SOLE

ETF

Shares882.00

TypeSH

Market value$423.2K

0.25%

Sole

0.00

Shared

0.00

None

882.00

VANGUARD MEGA CAP GROWTH ETF

SOLE

ETF

Shares1.02K

TypeSH

Market value$410.6K

0.24%

Sole

0.00

Shared

0.00

None

1.02K

VANGUARD MEGA CAP ETF

SOLE

ETF

Shares1.66K

TypeSH

Market value$404.8K

0.24%

Sole

0.00

Shared

0.00

None

1.66K

SPDR S&P 500 ETF TRUST

SOLE

ETF

Shares606.00

TypeSH

Market value$403.7K

0.24%

Sole

0.00

Shared

0.00

None

606.00

VANGUARD TOTAL INTERNATIONAL STOCK ETF

SOLE

ETF

Shares5.31K

TypeSH

Market value$390.3K

0.23%

Sole

0.00

Shared

0.00

None

5.31K

ALPHABET INC CAP STK CL C

SOLE

Stock

Shares1.53K

TypeSH

Market value$373.8K

0.22%

Sole

0.00

Shared

0.00

None

1.53K

Issuer	Class	Shares	Type	Value / Portfolio %	None
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE	ETF	1.94M	SH	$74.92M 44.11%	1.94M
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE	ETF	775.78K	SH	$28.20M 16.60%	775.78K
VANGUARD TOTAL STK MKTSOLE	ETF	64.16K	SH	$21.06M 12.40%	64.16K
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE	ETF	165.62K	SH	$9.92M 5.84%	165.62K
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE	ETF	242.52K	SH	$7.65M 4.50%	242.52K
VANGUARD VALUE ETFSOLE	ETF	21.82K	SH	$4.07M 2.40%	21.82K
VANGUARD SMALL-CAP ETFSOLE	ETF	14.66K	SH	$3.73M 2.20%	14.66K
VANGUARD FTSE EMERGING MARKETS ETFSOLE	ETF	44.60K	SH	$2.42M 1.42%	44.60K
VANGUARD SMALL CAP VALUE ETFSOLE	ETF	8.23K	SH	$1.72M 1.01%	8.23K
ISHARES MSCI EAFE SMALL CAP ETFSOLE	ETF	19.50K	SH	$1.50M 0.88%	19.50K
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE	ETF	29.15K	SH	$1.24M 0.73%	29.15K
APPLE INCSOLE	Stock	3.53K	SH	$898.1K 0.53%	3.53K
AVANTIS U.S. EQUITY ETFSOLE	ETF	7.79K	SH	$846.3K 0.50%	7.79K
ISHARES CORE S&P 500 ETFSOLE	ETF	987.00	SH	$660.7K 0.39%	987.00
VANGUARD SHORT-TERM TREASURY ETFSOLE	ETF	9.64K	SH	$567.5K 0.33%	9.64K
MICROSOFTSOLE	Stock	1.05K	SH	$541.8K 0.32%	1.05K
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE	ETF	8.47K	SH	$492.9K 0.29%	8.47K
STRYKER CORPSOLE	Stock	1.20K	SH	$443.6K 0.26%	1.20K
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE	ETF	9.65K	SH	$431.1K 0.25%	9.65K
VANGUARD GROWTH ETFSOLE	ETF	882.00	SH	$423.2K 0.25%	882.00
VANGUARD MEGA CAP GROWTH ETFSOLE	ETF	1.02K	SH	$410.6K 0.24%	1.02K
VANGUARD MEGA CAP ETFSOLE	ETF	1.66K	SH	$404.8K 0.24%	1.66K
SPDR S&P 500 ETF TRUSTSOLE	ETF	606.00	SH	$403.7K 0.24%	606.00
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE	ETF	5.31K	SH	$390.3K 0.23%	5.31K
ALPHABET INC CAP STK CL CSOLE	Stock	1.53K	SH	$373.8K 0.22%	1.53K

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