Filed: 1/15/2026ACC: 0001965665-26-000001
📋 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 $183.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$183.45M
Total AUM (reported)
3.51M
Total Shares
Allocation by class
ETF$171.31M93.4%
STOCK$11.98M6.5%
REIT$162.9K0.1%
Portfolio Concentration
Top 3$129.62M70.7%
4–10$36.59M19.9%
11–25$10.05M5.5%
Rest$7.19M3.9%
Top 3 weight
70.7%
Top 10 weight
90.6%
Voting Authority Distribution
Total shares with voting rights: 3.51M
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
3.51M
shares
% 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
SOLEShares1.97M
TypeSH
Market value$77.92M
42.47%
Sole
0.00
Shared
0.00
None
1.97M
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares799.68K
TypeSH
Market value$30.48M
16.61%
Sole
0.00
Shared
0.00
None
799.68K
VANGUARD TOTAL STK MKT
SOLEShares63.32K
TypeSH
Market value$21.23M
11.57%
Sole
0.00
Shared
0.00
None
63.32K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares154.68K
TypeSH
Market value$9.66M
5.27%
Sole
0.00
Shared
0.00
None
154.68K
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
SOLEShares248.54K
TypeSH
Market value$8.09M
4.41%
Sole
0.00
Shared
0.00
None
248.54K
APPLE INC
SOLEShares25.70K
TypeSH
Market value$6.99M
3.81%
Sole
0.00
Shared
0.00
None
25.70K
VANGUARD VALUE ETF
SOLEShares22.95K
TypeSH
Market value$4.38M
2.39%
Sole
0.00
Shared
0.00
None
22.95K
VANGUARD SMALL-CAP ETF
SOLEShares13.98K
TypeSH
Market value$3.61M
1.97%
Sole
0.00
Shared
0.00
None
13.98K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares40.92K
TypeSH
Market value$2.20M
1.20%
Sole
0.00
Shared
0.00
None
40.92K
VANGUARD SMALL CAP VALUE ETF
SOLEShares7.80K
TypeSH
Market value$1.65M
0.90%
Sole
0.00
Shared
0.00
None
7.80K
ISHARES MSCI EAFE SMALL CAP ETF
SOLEShares17.25K
TypeSH
Market value$1.34M
0.73%
Sole
0.00
Shared
0.00
None
17.25K
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
SOLEShares29.19K
TypeSH
Market value$1.27M
0.69%
Sole
0.00
Shared
0.00
None
29.19K
AVANTIS U.S. EQUITY ETF
SOLEShares7.30K
TypeSH
Market value$816.6K
0.45%
Sole
0.00
Shared
0.00
None
7.30K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares1.56K
TypeSH
Market value$785.6K
0.43%
Sole
0.00
Shared
0.00
None
1.56K
SPDR S&P 500 ETF TRUST
SOLEShares996.00
TypeSH
Market value$679.4K
0.37%
Sole
0.00
Shared
0.00
None
996.00
ISHARES CORE S&P 500 ETF
SOLEShares991.00
TypeSH
Market value$678.9K
0.37%
Sole
0.00
Shared
0.00
None
991.00
VANGUARD GROWTH ETF
SOLEShares1.27K
TypeSH
Market value$621.0K
0.34%
Sole
0.00
Shared
0.00
None
1.27K
MICROSOFT
SOLEShares1.19K
TypeSH
Market value$573.1K
0.31%
Sole
0.00
Shared
0.00
None
1.19K
VANGUARD SHORT-TERM TREASURY ETF
SOLEShares9.64K
TypeSH
Market value$566.3K
0.31%
Sole
0.00
Shared
0.00
None
9.64K
NVIDIA CORPORATION COM
SOLEShares2.83K
TypeSH
Market value$527.8K
0.29%
Sole
0.00
Shared
0.00
None
2.83K
DIMENSIONAL U.S. TARGETED VALUE ETF
SOLEShares8.31K
TypeSH
Market value$494.8K
0.27%
Sole
0.00
Shared
0.00
None
8.31K
DIMENSIONAL US MARKETWIDE VALUE ETF
SOLEShares9.51K
TypeSH
Market value$442.8K
0.24%
Sole
0.00
Shared
0.00
None
9.51K
VANGUARD MEGA CAP GROWTH ETF
SOLEShares1.02K
TypeSH
Market value$421.9K
0.23%
Sole
0.00
Shared
0.00
None
1.02K
STRYKER CORP
SOLEShares1.20K
TypeSH
Market value$421.8K
0.23%
Sole
0.00
Shared
0.00
None
1.20K
VANGUARD MEGA CAP ETF
SOLEShares1.67K
TypeSH
Market value$418.5K
0.23%
Sole
0.00
Shared
0.00
None
1.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 1.97M | SH | $77.92M 42.47% | 0.00 | 0.00 | 1.97M |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 799.68K | SH | $30.48M 16.61% | 0.00 | 0.00 | 799.68K |
VANGUARD TOTAL STK MKTSOLE | ETF | 63.32K | SH | $21.23M 11.57% | 0.00 | 0.00 | 63.32K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 154.68K | SH | $9.66M 5.27% | 0.00 | 0.00 | 154.68K |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 248.54K | SH | $8.09M 4.41% | 0.00 | 0.00 | 248.54K |
APPLE INCSOLE | Stock | 25.70K | SH | $6.99M 3.81% | 0.00 | 0.00 | 25.70K |
VANGUARD VALUE ETFSOLE | ETF | 22.95K | SH | $4.38M 2.39% | 0.00 | 0.00 | 22.95K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 13.98K | SH | $3.61M 1.97% | 0.00 | 0.00 | 13.98K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 40.92K | SH | $2.20M 1.20% | 0.00 | 0.00 | 40.92K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 7.80K | SH | $1.65M 0.90% | 0.00 | 0.00 | 7.80K |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 17.25K | SH | $1.34M 0.73% | 0.00 | 0.00 | 17.25K |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | ETF | 29.19K | SH | $1.27M 0.69% | 0.00 | 0.00 | 29.19K |
AVANTIS U.S. EQUITY ETFSOLE | ETF | 7.30K | SH | $816.6K 0.45% | 0.00 | 0.00 | 7.30K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 1.56K | SH | $785.6K 0.43% | 0.00 | 0.00 | 1.56K |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 996.00 | SH | $679.4K 0.37% | 0.00 | 0.00 | 996.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 991.00 | SH | $678.9K 0.37% | 0.00 | 0.00 | 991.00 |
VANGUARD GROWTH ETFSOLE | ETF | 1.27K | SH | $621.0K 0.34% | 0.00 | 0.00 | 1.27K |
MICROSOFTSOLE | Stock | 1.19K | SH | $573.1K 0.31% | 0.00 | 0.00 | 1.19K |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 9.64K | SH | $566.3K 0.31% | 0.00 | 0.00 | 9.64K |
NVIDIA CORPORATION COMSOLE | Stock | 2.83K | SH | $527.8K 0.29% | 0.00 | 0.00 | 2.83K |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 8.31K | SH | $494.8K 0.27% | 0.00 | 0.00 | 8.31K |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | ETF | 9.51K | SH | $442.8K 0.24% | 0.00 | 0.00 | 9.51K |
VANGUARD MEGA CAP GROWTH ETFSOLE | ETF | 1.02K | SH | $421.9K 0.23% | 0.00 | 0.00 | 1.02K |
STRYKER CORPSOLE | Stock | 1.20K | SH | $421.8K 0.23% | 0.00 | 0.00 | 1.20K |
VANGUARD MEGA CAP ETFSOLE | ETF | 1.67K | SH | $418.5K 0.23% | 0.00 | 0.00 | 1.67K |
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