StockDriftsStockDriftsTop 43 Monument Group Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 45.97% | 2.16M | $95.8M | +6.55%(+132.76K) | $30.51(+50.76%) | 2026-06-30 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 17.05% | 861.0K | $35.5M | +6.02%(+48.85K) | $29.49(+46.91%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STK MKT | 10.35% | 58.3K | $21.6M | -6.72%(-4.20K) | $237.71(+60.71%) | 2026-06-30 | |
| VEA | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 5.03% | 260.6K | $10.5M | +76.44%(+112.89K) | $55.18(+32.28%) | 2026-06-30 | |
| DFAE | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.78% | 139.8K | $10.0M | -44.70%(-113.01K) | $24.47(+59.16%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.04% | 21.9K | $6.3M | -3.52%(-799) | $253.64(+20.91%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 2.05% | 19.6K | $4.3M | -7.36%(-1.55K) | $154.65(+46.01%) | 2026-06-30 | |
| VB | VANGUARD SMALL-CAP ETF | 1.88% | 12.9K | $3.9M | -7.11%(-987) | $209.55(+46.22%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 1.11% | 38.8K | $2.3M | -5.83%(-2.40K) | $41.03(+47.22%) | 2026-06-30 | |
| VBR | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 0.88% | 39.2K | $1.8M | +408.51%(+31.49K) | $217.87(+14.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +48.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.81% |
Monument Group Wealth Advisors, LLC reports $208.33M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (46.0%), DFAI (17.1%) and VTI (10.3%). The top 20 holdings account for 96.23% of reported assets. Its disclosed equity book has returned +48.95% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Monument Group Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965665). View Monument Group Wealth Advisors, LLC’s 13F filings on SEC