Monument Group Wealth Advisors, LLC Portfolio Holdings

Monument Group Wealth Advisors, LLC

  • $183 Billion
  • Q4 2025

Monument Group Wealth Advisors, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $183 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 $77.9B, Dimensional ETF Tr with a value of $30.5B, Vanguard Total Stock Market Et with a value of $21.2B, Vanguard Ftse Developed Market with a value of $9.66B, and Dimensional ETF Tr with a value of $8.09B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $170B to 183B.

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 $183 Billion
ETFs: $169 Billion
Technology: $8.09 Billion
Financial Services: $1.38 Billion
Healthcare: $908 Million
Communication Services: $797 Million
Industrials: $335 Million
Consumer Defensive: $239 Million
Consumer Cyclical: $235 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$422 Million 0.23% of portfolio
1,200
Q3 2025 Reduced 24.91%
$34.9B
$340 Million 0.19% of portfolio
1,034
Q2 2025 Reduced 15.11%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $183 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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