Monument Group Wealth Advisors, LLC Portfolio Holdings

Monument Group Wealth Advisors, LLC

  • $144 Billion
  • Q1 2025

Monument Group Wealth Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $64.7B, Dimensional ETF Tr with a value of $22.4B, Vanguard Total Stock Market Et with a value of $15.1B, Vanguard Ftse Developed Market with a value of $9.06B, and Dimensional ETF Tr with a value of $5.94B.

Examining the 13F form we can see an increase of $3.01B in the current position value, from $141B to 144B.

Monument Group Wealth Advisors, LLC is based out at Concord, MA

Below you can find more details about Monument Group Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
ETFs: $135 Billion
Technology: $1.89 Billion
Financial Services: $1.4 Billion
Healthcare: $1.05 Billion
Consumer Defensive: $774 Million
Energy: $592 Million
Industrials: $486 Million
Communication Services: $451 Million
Other: $553 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.7 Billion 44.88% of portfolio
1,962,622
Q1 2025 Added 5.17%
$0
$22.4 Billion 15.52% of portfolio
717,030
Q1 2025 Reduced 0.15%
$0
$15.1 Billion 10.47% of portfolio
54,946
Q1 2025 Added 1.73%
$0
$9.06 Billion 6.28% of portfolio
178,162
Q1 2025 Added 0.45%
$0
$5.94 Billion 4.12% of portfolio
229,585
Q1 2025 Added 2.1%
$0
$3.11 Billion 2.15% of portfolio
17,993
Q1 2025 Added 15.07%
$0
$2.74 Billion 1.9% of portfolio
12,364
Q1 2025 Added 8.27%
$0
$2 Billion 1.39% of portfolio
44,188
Q1 2025 Added 0.61%
$0
$1.22 Billion 0.85% of portfolio
19,237
Q1 2025 Reduced 0.12%
$0
$1.09 Billion 0.75% of portfolio
5,826
Q1 2025 Added 1.76%
$0
$913 Million 0.63% of portfolio
11,657
Q1 2025 Added 0.39%
$0
$719 Million 0.5% of portfolio
7,786
Q1 2024 Reduced 3.4%
$0
$573 Million 0.4% of portfolio
9,761
Q1 2025 Reduced 2.15%
$0
$554 Million 0.38% of portfolio
985
Q1 2025 Added 1.13%
$0
$528 Million 0.37% of portfolio
1,425
Q1 2025 New
$0
$450 Million 0.31% of portfolio
8,732
Q1 2025 Reduced 1.56%
$0
$398 Million 0.28% of portfolio
9,645
Q4 2024 Added 0.01%
$0
$408 Million 0.28% of portfolio
4,119
Q4 2023 New
$0
$339 Million 0.23% of portfolio
606
Q4 2023 New
$0
$333 Million 0.23% of portfolio
1,654
Q4 2024 Added 0.3%
$0
$315 Million 0.22% of portfolio
1,019
Q4 2024 Added 0.2%
$0
$324 Million 0.22% of portfolio
5,216
Q1 2025 Added 0.42%
$0
$308 Million 0.21% of portfolio
1,192
Q1 2025 New
$0
$288 Million 0.2% of portfolio
3,673
Q4 2023 New
$0
$276 Million 0.19% of portfolio
2,137
Q1 2025 Added 22.11%
$0
$262 Million 0.18% of portfolio
1,511
Q1 2025 Added 0.47%
$0
$221 Million 0.15% of portfolio
1,175
Q1 2025 Added 7.9%
$0
$206 Million 0.14% of portfolio
570
Q1 2025 Added 7.95%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $144 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email