Monument Group Wealth Advisors, LLC Portfolio Holdings

Monument Group Wealth Advisors, LLC

  • $170 Billion
  • Q3 2025

Monument Group Wealth Advisors, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 47 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 $74.9B, Dimensional ETF Tr with a value of $28.2B, Vanguard Total Stock Market Et with a value of $21.1B, Vanguard Ftse Developed Market with a value of $9.92B, and Dimensional ETF Tr with a value of $7.65B.

Examining the 13F form we can see an increase of $11B in the current position value, from $159B to 170B.

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 $170 Billion
ETFs: $162 Billion
Technology: $1.81 Billion
Financial Services: $974 Million
Healthcare: $890 Million
Communication Services: $639 Million
Industrials: $534 Million
Consumer Cyclical: $234 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.9 Billion 44.11% of portfolio
1,942,510
Q3 2025 Reduced 1.67%
$0
$28.2 Billion 16.6% of portfolio
775,776
Q3 2025 Added 3.87%
$0
$21.1 Billion 12.4% of portfolio
64,164
Q3 2025 Added 11.77%
$0
$9.92 Billion 5.84% of portfolio
165,620
Q3 2025 Added 4.88%
$0
$7.65 Billion 4.5% of portfolio
242,520
Q3 2025 Added 3.1%
$0
$4.07 Billion 2.4% of portfolio
21,815
Q3 2025 Added 13.73%
$0
$3.73 Billion 2.2% of portfolio
14,663
Q3 2025 Added 14.14%
$0
$2.42 Billion 1.42% of portfolio
44,600
Q3 2025 Added 6.75%
$0
$1.72 Billion 1.01% of portfolio
8,227
Q3 2025 Added 20.03%
$0
$1.5 Billion 0.88% of portfolio
19,495
Q3 2025 Added 6.96%
-
$1.24 Billion 0.73% of portfolio
-
Q3 2025 Reduced 1.34%
$4.3T
$898 Million 0.53% of portfolio
3,527
Q3 2025 Reduced 37.53%
$0
$846 Million 0.5% of portfolio
7,786
Q1 2024 Reduced 3.4%
$0
$661 Million 0.39% of portfolio
987
Q2 2025 Added 0.2%
$0
$567 Million 0.33% of portfolio
9,643
Q3 2025 Reduced 0.57%
$3.78T
$542 Million 0.32% of portfolio
1,046
Q3 2025 Reduced 22.23%
$136B
$444 Million 0.26% of portfolio
1,200
Q3 2025 Reduced 24.91%
$0
$431 Million 0.25% of portfolio
9,647
Q3 2025 Added 0.01%
$0
$423 Million 0.25% of portfolio
882
Q2 2025 Reduced 38.11%
$0
$411 Million 0.24% of portfolio
1,020
Q3 2025 Added 0.1%
$0
$405 Million 0.24% of portfolio
1,658
Q3 2025 Added 0.24%
$0
$404 Million 0.24% of portfolio
606
Q4 2023 New
$0
$390 Million 0.23% of portfolio
5,312
Q3 2025 Added 1.84%
$1.74T
$374 Million 0.22% of portfolio
1,535
Q3 2025 Reduced 22.67%
$662B
$371 Million 0.22% of portfolio
738
Q2 2025 Added 0.96%
$465B
$369 Million 0.22% of portfolio
1,980
Q3 2025 Reduced 14.14%
-
$367 Million 0.22% of portfolio
-
Q4 2023 New
$0
$365 Million 0.22% of portfolio
3,673
Q4 2023 New
$34.9B
$357 Million 0.21% of portfolio
1,034
Q2 2025 Reduced 15.11%
$0
$310 Million 0.18% of portfolio
3,923
Q3 2025 Added 4.14%
$258B
$298 Million 0.18% of portfolio
1,782
Q2 2025 Added 2.83%
$0
$288 Million 0.17% of portfolio
1,517
Q2 2025 Added 0.4%
Dimensional Us Vector Equity ETF
-
$264 Million 0.16% of portfolio
-
Q3 2025 New
$1.37T
$265 Million 0.16% of portfolio
361
Q3 2025 Reduced 27.22%
$0
$267 Million 0.16% of portfolio
570
Q1 2025 Added 7.95%
-
$272 Million 0.16% of portfolio
-
Q1 2025 Reduced 10.69%
$0
$251 Million 0.15% of portfolio
854
Q3 2025 Added 0.12%
Spdr Msci Acwi Climate Paris Aligned ETF
-
$248 Million 0.15% of portfolio
-
Q2 2024 New
$0
$247 Million 0.15% of portfolio
1,750
Q2 2025 Reduced 18.11%
$224B
$234 Million 0.14% of portfolio
770
Q3 2025 Reduced 23.61%
$522B
$234 Million 0.14% of portfolio
1,263
Q3 2025 Reduced 28.32%
$104B
$236 Million 0.14% of portfolio
804
Q3 2025 Reduced 3.02%
$0
$239 Million 0.14% of portfolio
1,175
Q1 2025 Added 7.9%
$881B
$246 Million 0.14% of portfolio
779
Q3 2025 Reduced 52.62%
$235B
$212 Million 0.13% of portfolio
2,530
Q3 2025 Reduced 11.45%
$0
$203 Million 0.12% of portfolio
690
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $170 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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