Filed: 4/22/2026ACC: 0001965665-26-000002
📋 What this filing means
MONUMENT GROUP WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $180.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$180.20M
Total AUM (reported)
3.58M
Total Shares
Allocation by class
ETF$171.66M95.3%
STOCK$8.37M4.6%
REIT$167.4K0.1%
Portfolio Concentration
Top 3$130.42M72.4%
4–10$35.47M19.7%
11–25$9.72M5.4%
Rest$4.59M2.5%
Top 3 weight
72.4%
Top 10 weight
92.1%
Voting Authority Distribution
Total shares with voting rights: 3.58M
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
3.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole43
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings43
Rows:
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares2.03M
TypeSH
Market value$78.74M
43.70%
Sole
0.00
Shared
0.00
None
2.03M
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares812.12K
TypeSH
Market value$31.64M
17.56%
Sole
0.00
Shared
0.00
None
812.12K
VANGUARD TOTAL STK MKT
SOLEShares62.46K
TypeSH
Market value$20.04M
11.12%
Sole
0.00
Shared
0.00
None
62.46K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares147.68K
TypeSH
Market value$9.46M
5.25%
Sole
0.00
Shared
0.00
None
147.68K
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
SOLEShares252.83K
TypeSH
Market value$8.56M
4.75%
Sole
0.00
Shared
0.00
None
252.83K
APPLE INC
SOLEShares22.72K
TypeSH
Market value$5.77M
3.20%
Sole
0.00
Shared
0.00
None
22.72K
VANGUARD VALUE ETF
SOLEShares21.12K
TypeSH
Market value$4.14M
2.30%
Sole
0.00
Shared
0.00
None
21.12K
VANGUARD SMALL-CAP ETF
SOLEShares13.88K
TypeSH
Market value$3.64M
2.02%
Sole
0.00
Shared
0.00
None
13.88K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares41.21K
TypeSH
Market value$2.23M
1.24%
Sole
0.00
Shared
0.00
None
41.21K
VANGUARD SMALL CAP VALUE ETF
SOLEShares7.71K
TypeSH
Market value$1.67M
0.93%
Sole
0.00
Shared
0.00
None
7.71K
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
SOLEShares39.12K
TypeSH
Market value$1.61M
0.89%
Sole
0.00
Shared
0.00
None
39.12K
ISHARES MSCI EAFE SMALL CAP ETF
SOLEShares17.59K
TypeSH
Market value$1.38M
0.77%
Sole
0.00
Shared
0.00
None
17.59K
AVANTIS U.S. EQUITY ETF
SOLEShares7.30K
TypeSH
Market value$812.2K
0.45%
Sole
0.00
Shared
0.00
None
7.30K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares1.56K
TypeSH
Market value$749.0K
0.42%
Sole
0.00
Shared
0.00
None
1.56K
STATE STREET SPDR S&P 500 ETF
SOLEShares1.05K
TypeSH
Market value$681.2K
0.38%
Sole
0.00
Shared
0.00
None
1.05K
ISHARES CORE S&P 500 ETF
SOLEShares991.00
TypeSH
Market value$647.4K
0.36%
Sole
0.00
Shared
0.00
None
991.00
VANGUARD SHORT-TERM TREASURY ETF
SOLEShares9.57K
TypeSH
Market value$560.5K
0.31%
Sole
0.00
Shared
0.00
None
9.57K
DIMENSIONAL U.S. TARGETED VALUE ETF
SOLEShares8.31K
TypeSH
Market value$519.0K
0.29%
Sole
0.00
Shared
0.00
None
8.31K
DIMENSIONAL US MARKETWIDE VALUE ETF
SOLEShares9.12K
TypeSH
Market value$442.1K
0.25%
Sole
0.00
Shared
0.00
None
9.12K
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
SOLEShares9.61K
TypeSH
Market value$407.3K
0.23%
Sole
0.00
Shared
0.00
None
9.61K
VANGUARD TOTAL INTERNATIONAL STOCK ETF
SOLEShares5.20K
TypeSH
Market value$401.0K
0.22%
Sole
0.00
Shared
0.00
None
5.20K
VANGUARD MEGA CAP ETF
SOLEShares1.67K
TypeSH
Market value$393.8K
0.22%
Sole
0.00
Shared
0.00
None
1.67K
VANGUARD SHORT-TERM BOND ETF
SOLEShares4.84K
TypeSH
Market value$379.8K
0.21%
Sole
0.00
Shared
0.00
None
4.84K
VANGUARD MEGA CAP GROWTH ETF
SOLEShares1.02K
TypeSH
Market value$375.6K
0.21%
Sole
0.00
Shared
0.00
None
1.02K
FLEXSHARES STOXX US ESG SELECT INDEX FUND
SOLEShares2.38K
TypeSH
Market value$360.8K
0.20%
Sole
0.00
Shared
0.00
None
2.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 2.03M | SH | $78.74M 43.70% | 0.00 | 0.00 | 2.03M |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 812.12K | SH | $31.64M 17.56% | 0.00 | 0.00 | 812.12K |
VANGUARD TOTAL STK MKTSOLE | ETF | 62.46K | SH | $20.04M 11.12% | 0.00 | 0.00 | 62.46K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 147.68K | SH | $9.46M 5.25% | 0.00 | 0.00 | 147.68K |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 252.83K | SH | $8.56M 4.75% | 0.00 | 0.00 | 252.83K |
APPLE INCSOLE | Stock | 22.72K | SH | $5.77M 3.20% | 0.00 | 0.00 | 22.72K |
VANGUARD VALUE ETFSOLE | ETF | 21.12K | SH | $4.14M 2.30% | 0.00 | 0.00 | 21.12K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 13.88K | SH | $3.64M 2.02% | 0.00 | 0.00 | 13.88K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 41.21K | SH | $2.23M 1.24% | 0.00 | 0.00 | 41.21K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 7.71K | SH | $1.67M 0.93% | 0.00 | 0.00 | 7.71K |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | ETF | 39.12K | SH | $1.61M 0.89% | 0.00 | 0.00 | 39.12K |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 17.59K | SH | $1.38M 0.77% | 0.00 | 0.00 | 17.59K |
AVANTIS U.S. EQUITY ETFSOLE | ETF | 7.30K | SH | $812.2K 0.45% | 0.00 | 0.00 | 7.30K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 1.56K | SH | $749.0K 0.42% | 0.00 | 0.00 | 1.56K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 1.05K | SH | $681.2K 0.38% | 0.00 | 0.00 | 1.05K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 991.00 | SH | $647.4K 0.36% | 0.00 | 0.00 | 991.00 |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 9.57K | SH | $560.5K 0.31% | 0.00 | 0.00 | 9.57K |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 8.31K | SH | $519.0K 0.29% | 0.00 | 0.00 | 8.31K |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | ETF | 9.12K | SH | $442.1K 0.25% | 0.00 | 0.00 | 9.12K |
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETFSOLE | ETF | 9.61K | SH | $407.3K 0.23% | 0.00 | 0.00 | 9.61K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 5.20K | SH | $401.0K 0.22% | 0.00 | 0.00 | 5.20K |
VANGUARD MEGA CAP ETFSOLE | ETF | 1.67K | SH | $393.8K 0.22% | 0.00 | 0.00 | 1.67K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 4.84K | SH | $379.8K 0.21% | 0.00 | 0.00 | 4.84K |
VANGUARD MEGA CAP GROWTH ETFSOLE | ETF | 1.02K | SH | $375.6K 0.21% | 0.00 | 0.00 | 1.02K |
FLEXSHARES STOXX US ESG SELECT INDEX FUNDSOLE | ETF | 2.38K | SH | $360.8K 0.20% | 0.00 | 0.00 | 2.38K |
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