Monument Group Wealth Advisors, LLC

CONCORD, MA · CIK 1965665 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyConcord, MA

$208.3m reported value +15.6% vs Q1 2026

44positions

92.1%in top 10

1 new 20 added 18 reduced 0 sold out vs Q1 2026

Also in the report of:

Tillman Hartley LLC – $20.9m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	2,159,082	$95.8m45.97%	45.97%	Added +132.8k	+132,761 6.5%
2	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	860,976	$35.5m17.05%	17.05%	Added +48.9k	+48,854 6.0%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	58,267	$21.6m10.35%	10.35%	Reduced -4.2k	-4,197 -6.7%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	260,571	$10.5m5.03%	5.03%	Added +112.9k	+112,887 76.4%
5	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	139,822	$10.0m4.78%	4.78%	Reduced -113.0k	-113,012 -44.7%
6	APPLE INC COM AAPL	AAPL	21,918	$6.3m3.04%	3.04%	Reduced -799	-799 -3.5%
7	VANGUARD INDEX FDS VALUE ETF VTV	VTV	19,563	$4.3m2.05%	2.05%	Reduced -1.6k	-1,555 -7.4%
8	VANGUARD INDEX FDS SMALL CP ETF VB	VB	12,891	$3.9m1.88%	1.88%	Reduced -987	-987 -7.1%
9	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	38,807	$2.3m1.11%	1.11%	Reduced -2.4k	-2,403 -5.8%
10	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	39,196	$1.8m0.88%	0.88%	Added +31.5k	+31,488 408.5%
11	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	7,103	$1.7m0.83%	0.83%	Reduced -32.0k	-32,019 -81.8%
12	ISHARES TR EAFE SML CP ETF SCZ	SCZ	15,879	$1.3m0.63%	0.63%	Reduced -1.7k	-1,715 -9.8%
13	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	7,237	$926.9k0.44%	0.44%	Reduced -68	-68 -0.9%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,568	$784.6k0.38%	0.38%	Added +5	+5 0.3%
15	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,048	$782.9k0.38%	0.38%	Added +1	+1 0.1%
16	ISHARES TR CORE S&P500 ETF IVV	IVV	978	$732.5k0.35%	0.35%	Reduced -13	-13 -1.3%
17	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	1,611	$601.0k0.29%	0.29%	Reduced -8.0k	-7,963 -83.2%
18	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	8,311	$581.0k0.28%	0.28%	Unchanged
19	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	9,574	$557.2k0.27%	0.27%	Added +451	+451 4.9%
20	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	9,124	$501.9k0.24%	0.24%	Reduced -481	-481 -5.0%
21	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	9,546	$482.8k0.23%	0.23%	Added +4.3k	+4,347 83.6%
22	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	1,666	$455.9k0.22%	0.22%	Unchanged
23	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	5,110	$449.2k0.22%	0.22%	Added +266	+266 5.5%
24	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	5,207	$445.2k0.21%	0.21%	Added +97	+97 1.9%
25	FLEXSHARES TR STOX US ESG SLCT ESG	ESG	9,630	$434.3k0.21%	0.21%	Added +7.3k	+7,252 305.0%
26	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	3,673	$430.0k0.21%	0.21%	Unchanged
27	NVIDIA CORPORATION COM NVDA	NVDA	2,378	$418.0k0.20%	0.20%	Added +581	+581 32.3%
28	MERCK & CO INC COM MRK	MRK	4,935	$384.5k0.18%	0.18%	Added +2.4k	+2,405 95.1%
29	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,867	$373.6k0.18%	0.18%	Added +350	+350 23.1%
30	RTX CORPORATION COM RTX	RTX	2,738	$351.8k0.17%	0.17%	Added +1.3k	+1,286 88.6%
31	CHEVRON CORP NEW COM CVX	CVX	1,517	$323.0k0.16%	0.16%	Added +197	+197 14.9%
32	DIMENSIONAL ETF TRUST DIMENSIONAL US DIMENSIONAL US		3,504	$301.8k0.14%	0.14%	Reduced -1.0k	-1,017 -22.5%
33	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,535	$291.3k0.14%	0.14%	Reduced -215	-215 -12.3%
34	STRYKER CORPORATION COM SYK	SYK	1,750	$276.6k0.13%	0.13%	Added +968	+968 123.8%
35	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,423	$275.8k0.13%	0.13%	Reduced -81	-81 -2.3%
36	ISHARES TR RUS 1000 VAL ETF IWD	IWD	5,840	$268.1k0.13%	0.13%	Added +4.7k	+4,665 397.0%
37	VANGUARD INDEX FDS MID CAP ETF VO	VO	843	$265.4k0.13%	0.13%	Reduced -2.6k	-2,581 -75.4%
38	SPDR INDEX SHS FDS MSCI ACWI CLMTE NZAC	NZAC	1,089	$264.0k0.13%	0.13%	Reduced -4.8k	-4,751 -81.3%
39	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	5,250	$256.6k0.12%	0.12%	Unchanged
40	COCA COLA CO COM KO	KO	3,098	$251.8k0.12%	0.12%	Added +191	+191 6.6%
41	MICROSOFT CORP COM MSFT	MSFT	1,550	$239.4k0.11%	0.11%	Added +986	+986 174.8%
42	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,091	$215.7k0.10%	0.10%	Unchanged
43	BLACKSTONE REAL ESTATE INCOME TRUST CLASS I COM COM		692	$212.2k0.10%	0.10%	Reduced -11.1k	-11,066 -94.1%
44	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,682	$209.0k0.10%	0.10%	New