Monument Group Wealth Advisors, LLC Long-Term Concentrated

Location: Concord, MA

CIK: 0001965665 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 27, 2026

Total Value: $208M (100.0% shares, 0.0% debt)

Holdings (44)

New Positions (1)

Increased Positions (19)

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 46.0%
Value $95.78M (+21.6%) Shares 2,159,082 (+6.6%) Est. Cost $31.68 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 17.0%
Value $35.52M (+12.2%) Shares 860,976 (+6.0%) Est. Cost $30.63 Unrealized
VEA DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 5.0%
Value $10.48M (+10.7%) Shares 260,571 (+76.4%) Est. Cost $44.89 Unrealized
VBR DIMENSIONAL US SUSTAINABILITY CORE 1 ETF 0.9%
Value $1.828M (+9.1%) Shares 39,196 (+408.5%) Est. Cost $74.18 Unrealized
DFUV VANGUARD SHORT-TERM TREASURY ETF 0.3%
Value $557K (+26.0%) Shares 9,574 (+4.9%) Est. Cost $38.21 Unrealized
NVDA FLEXSHARES STOXX US ESG SELECT INDEX FUND 0.2%
Value $418K (+33.4%) Shares 2,378 (+32.3%) Est. Cost $151.72 Unrealized
RSP NVIDIA CORPORATION COM 0.2%
Value $374K (+28.2%) Shares 1,867 (+23.1%) Est. Cost $165.77 Unrealized
VXUS VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value $483K (+20.4%) Shares 9,546 (+83.6%) Est. Cost $55.13 Unrealized
MRK VANGUARD SHORT-TERM BOND ETF 0.2%
Value $385K (+26.3%) Shares 4,935 (+95.1%) Est. Cost $95.25 Unrealized
ESG DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF 0.2%
Value $434K (+20.4%) Shares 9,630 (+305.0%) Est. Cost $62.61 Unrealized
RTX MERCK & CO INC 0.2%
Value $352K (+25.6%) Shares 2,738 (+88.6%) Est. Cost $120.37 Unrealized
MGK VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value $445K (+18.5%) Shares 5,207 (+409.5%) Est. Cost $119.64 Unrealized
BSV VANGUARD MEGA CAP GROWTH ETF 0.2%
Value $449K (+18.3%) Shares 5,110 (+5.5%) Est. Cost $77.77 Unrealized
CVX INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value $323K (+18.3%) Shares 1,517 (+14.9%) Est. Cost $177.20 Unrealized
KO COCA COLA CO COM 0.1%
Value $252K (+13.9%) Shares 3,098 (+6.6%) Est. Cost $70.13 Unrealized
MSFT STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF 0.1%
Value $239K (+14.6%) Shares 1,550 (+174.8%) Est. Cost $240.45 Unrealized
VUG VANGUARD MID-CAP ETF 0.1%
Value $276K (+8.1%) Shares 3,423 (+486.1%) Est. Cost $136.23 Unrealized
SYK VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $277K (+7.6%) Shares 1,750 (+123.8%) Est. Cost $235.03 Unrealized
IWD STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF 0.1%
Value $268K (+6.8%) Shares 5,840 (+397.0%) Est. Cost $74.84 Unrealized

Decreased Positions (16)

VTI VANGUARD TOTAL STK MKT 10.3%
Value $21.56M (+7.6%) Shares 58,267 (-6.7%) Est. Cost $249.90 Unrealized
DFAE VANGUARD FTSE DEVELOPED MARKETS ETF 4.8%
Value $9.962M (+16.4%) Shares 139,822 (-44.7%) Est. Cost $25.20 Unrealized
AAPL APPLE INC 3.0%
Value $6.342M (+10.0%) Shares 21,918 (-3.5%) Est. Cost $257.90 Unrealized
VB VANGUARD SMALL-CAP ETF 1.9%
Value $3.908M (+7.5%) Shares 12,891 (-7.1%) Est. Cost $219.73 Unrealized
VTV VANGUARD VALUE ETF 2.0%
Value $4.264M (+2.9%) Shares 19,563 (-7.4%) Est. Cost $159.60 Unrealized
DFSU VANGUARD SMALL CAP VALUE ETF 0.8%
Value $1.726M (+7.4%) Shares 7,103 (-81.8%) Est. Cost $35.30 Unrealized
DFSI DIMENSIONAL US MARKETWIDE VALUE ETF 0.2%
Value $502K (+23.2%) Shares 9,124 (-5.0%) Est. Cost $35.86 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.1%
Value $2.316M (+4.0%) Shares 38,807 (-5.8%) Est. Cost $41.94 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.4%
Value $733K (+13.1%) Shares 978 (-1.3%) Est. Cost $508.30 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.6%
Value $1.306M (-5.3%) Shares 15,879 (-9.7%) Est. Cost $63.38 Unrealized
VANGUARD MID-CAP GROWTH ETF 0.1%
Value $212K (+26.8%) Shares 692 (-94.1%) Est. Cost $14.02 Unrealized
VGSH MICROSOFT 0.3%
Value $601K (+7.2%) Shares 1,611 (-83.2%) Est. Cost $58.33 Unrealized
DXUV VANGUARD GROWTH ETF 0.1%
Value $302K (+12.5%) Shares 3,504 (-22.5%) Est. Cost $58.44 Unrealized
VYM RTX CORPORATION COM 0.1%
Value $291K (+12.4%) Shares 1,535 (-12.3%) Est. Cost $122.43 Unrealized
NZAC ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value $264K (+11.2%) Shares 1,089 (-81.4%) Est. Cost $34.48 Unrealized
VO STRYKER CORP 0.1%
Value $265K (+7.9%) Shares 843 (-1.5%) Est. Cost $260.30 Unrealized