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Monument Group Wealth Advisors, LLC

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13F filer, CIK 1965665, CONCORD, MA

Monument Group Wealth Advisors, LLC reported $208,327,745 across 44 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-27. Its ten largest share positions make up 92.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965665-26-000003

Period
2026-06-30
Reported value
$208M
Holdings
44
Top 10 weight
92.14%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+132,761$5.89M
VEAadded+112,887$4.54M
DFAIadded+48,854$2.02M
VBRadded+31,488$1.47M
MGKadded+4,185$358K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFAEreduced-113,012-$8.05M
DFSUreduced-32,019-$7.78M
BLACKSTONE REAL ESTATE INCO…reduced-11,066-$3.39M
VGSHreduced-7,963-$2.97M
VTIreduced-4,197-$1.55M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001965665-26-000003, largest first. % of portfolio is the value over $208,327,745, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,261,606 shares; 2024Q4: 1,866,160 shares; 2025Q1: 1,962,622 shares; 2025Q2: 1,975,570 shares; 2025Q3: 1,942,510 shares; 2025Q4: 1,968,050 shares; 2026Q1: 2,026,321 shares; 2026Q2: 2,159,082 shares 2,159,082$95.8M45.97%+132,761Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837,896 shares; 2024Q4: 718,102 shares; 2025Q1: 717,030 shares; 2025Q2: 746,904 shares; 2025Q3: 775,776 shares; 2025Q4: 799,679 shares; 2026Q1: 812,122 shares; 2026Q2: 860,976 shares 860,976$35.5M17.05%+48,854Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,119 shares; 2024Q4: 54,012 shares; 2025Q1: 54,946 shares; 2025Q2: 57,406 shares; 2025Q3: 64,164 shares; 2025Q4: 63,317 shares; 2026Q1: 62,464 shares; 2026Q2: 58,267 shares 58,267$21.6M10.35%-4,197Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,456 shares; 2024Q4: 177,358 shares; 2025Q1: 178,162 shares; 2025Q2: 157,921 shares; 2025Q3: 165,620 shares; 2025Q4: 154,680 shares; 2026Q1: 147,684 shares; 2026Q2: 260,571 shares 260,571$10.5M5.03%+112,887Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,973 shares; 2024Q4: 224,871 shares; 2025Q1: 229,585 shares; 2025Q2: 235,229 shares; 2025Q3: 242,520 shares; 2025Q4: 248,537 shares; 2026Q1: 252,834 shares; 2026Q2: 139,822 shares 139,822$9.96M4.78%-113,012Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,136 shares; 2024Q4: 4,124 shares; 2025Q1: 4,975 shares; 2025Q2: 5,646 shares; 2025Q3: 3,527 shares; 2025Q4: 25,699 shares; 2026Q1: 22,717 shares; 2026Q2: 21,918 shares 21,918$6.34M3.04%-799Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,667 shares; 2024Q4: 15,636 shares; 2025Q1: 17,993 shares; 2025Q2: 19,181 shares; 2025Q3: 21,815 shares; 2025Q4: 22,951 shares; 2026Q1: 21,118 shares; 2026Q2: 19,563 shares 19,563$4.26M2.05%-1,555Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,744 shares; 2024Q4: 11,420 shares; 2025Q1: 12,364 shares; 2025Q2: 12,847 shares; 2025Q3: 14,663 shares; 2025Q4: 13,980 shares; 2026Q1: 13,878 shares; 2026Q2: 12,891 shares 12,891$3.91M1.88%-987Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,804 shares; 2024Q4: 43,922 shares; 2025Q1: 44,188 shares; 2025Q2: 41,780 shares; 2025Q3: 44,600 shares; 2025Q4: 40,922 shares; 2026Q1: 41,210 shares; 2026Q2: 38,807 shares 38,807$2.32M1.11%-2,403Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,186 shares; 2024Q4: 5,725 shares; 2025Q1: 5,826 shares; 2025Q2: 6,854 shares; 2025Q3: 8,227 shares; 2025Q4: 7,805 shares; 2026Q1: 7,708 shares; 2026Q2: 39,196 shares 39,196$1.83M0.88%+31,488Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,705 shares; 2024Q4: 28,904 shares; 2025Q1: 29,114 shares; 2025Q2: 29,545 shares; 2025Q3: 29,150 shares; 2025Q4: 29,187 shares; 2026Q1: 39,122 shares; 2026Q2: 7,103 shares 7,103$1.73M0.83%-32,019Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,425 shares; 2024Q4: 19,260 shares; 2025Q1: 19,237 shares; 2025Q2: 18,226 shares; 2025Q3: 19,495 shares; 2025Q4: 17,246 shares; 2026Q1: 17,594 shares; 2026Q2: 15,879 shares 15,879$1.31M0.63%-1,715Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,786 shares; 2024Q4: 7,786 shares; 2025Q1: 7,786 shares; 2025Q2: 7,786 shares; 2025Q3: 7,786 shares; 2025Q4: 7,305 shares; 2026Q1: 7,305 shares; 2026Q2: 7,237 shares 7,237$927K0.44%-68Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares; 2026Q2: 1,568 shares 1,568$785K0.38%+5Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 996 shares; 2026Q1: 1,047 shares; 2026Q2: 1,048 shares 1,048$783K0.38%+1Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 974 shares; 2025Q1: 985 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 991 shares; 2026Q1: 991 shares; 2026Q2: 978 shares 978$733K0.35%-13Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,285 shares; 2024Q4: 9,975 shares; 2025Q1: 9,761 shares; 2025Q2: 9,698 shares; 2025Q3: 9,643 shares; 2025Q4: 9,643 shares; 2026Q1: 9,574 shares; 2026Q2: 1,611 shares 1,611$601K0.29%-7,963Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,030 shares; 2024Q4: 8,870 shares; 2025Q1: 8,732 shares; 2025Q2: 8,730 shares; 2025Q3: 8,467 shares; 2025Q4: 8,311 shares; 2026Q1: 8,311 shares; 2026Q2: 8,311 shares 8,311$581K0.28%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,644 shares; 2024Q4: 9,645 shares; 2025Q1: 9,645 shares; 2025Q2: 9,646 shares; 2025Q3: 9,647 shares; 2025Q4: 9,505 shares; 2026Q1: 9,123 shares; 2026Q2: 9,574 shares 9,574$557K0.27%+451Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,135 shares; 2024Q4: 7,428 shares; 2025Q1: 6,634 shares; 2025Q2: 6,634 shares; 2025Q3: 6,634 shares; 2025Q4: 6,634 shares; 2026Q1: 9,605 shares; 2026Q2: 9,124 shares 9,124$502K0.24%-481Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,102 shares; 2024Q4: 5,194 shares; 2025Q1: 5,216 shares; 2025Q2: 5,216 shares; 2025Q3: 5,312 shares; 2025Q4: 5,312 shares; 2026Q1: 5,199 shares; 2026Q2: 9,546 shares 9,546$483K0.23%+4,347Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,658 shares; 2025Q4: 1,666 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666$456K0.22%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,493 shares; 2024Q4: 11,612 shares; 2025Q1: 11,657 shares; 2025Q2: 3,767 shares; 2025Q3: 3,923 shares; 2025Q4: 3,923 shares; 2026Q1: 4,844 shares; 2026Q2: 5,110 shares 5,110$449K0.22%+266Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,020 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 5,207 shares 5,207$445K0.21%+4,185Timeline
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,378 shares; 2026Q1: 2,378 shares; 2026Q2: 9,630 shares 9,630$434K0.21%+7,252Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,673 shares; 2024Q4: 3,673 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares; 2025Q4: 3,673 shares; 2026Q1: 3,673 shares; 2026Q2: 3,673 shares 3,673$430K0.21%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,306 shares; 2025Q3: 1,980 shares; 2025Q4: 2,830 shares; 2026Q1: 1,797 shares; 2026Q2: 2,378 shares 2,378$418K0.2%+581Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,607 shares; 2025Q2: 2,857 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares; 2026Q2: 4,935 shares 4,935$385K0.18%+2,405Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,504 shares; 2025Q1: 1,511 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares; 2026Q2: 1,867 shares 1,867$374K0.18%+350Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752 shares; 2024Q4: 1,733 shares; 2025Q1: 1,733 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 1,827 shares; 2026Q1: 1,452 shares; 2026Q2: 2,738 shares 2,738$352K0.17%+1,286Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares; 2026Q2: 1,517 shares 1,517$323K0.16%+197Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares; 2026Q1: 4,521 shares; 2026Q2: 3,504 shares 3,504$302K0.14%-1,017Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 2,137 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,535 shares 1,535$291K0.14%-215Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 782 shares; 2026Q2: 1,750 shares 1,750$277K0.13%+968Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: not reported; 2025Q1: 1,425 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 1,273 shares; 2026Q1: 584 shares; 2026Q2: 3,423 shares 3,423$276K0.13%+2,839Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 5,840 shares 5,840$268K0.13%+4,665Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,192 shares; 2025Q2: 853 shares; 2025Q3: 854 shares; 2025Q4: 900 shares; 2026Q1: 856 shares; 2026Q2: 843 shares 843$265K0.13%-13Timeline
NZACSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,840 shares; 2024Q4: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,840 shares; 2025Q4: 5,840 shares; 2026Q1: 5,840 shares; 2026Q2: 1,089 shares 1,089$264K0.13%-4,751Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250$257K0.12%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,810 shares; 2024Q4: 10,810 shares; 2025Q1: 10,810 shares; 2025Q2: 11,530 shares; 2025Q3: not reported; 2025Q4: 3,411 shares; 2026Q1: 2,907 shares; 2026Q2: 3,098 shares 3,098$252K0.12%+191Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: 977 shares; 2025Q1: 921 shares; 2025Q2: 1,345 shares; 2025Q3: 1,046 shares; 2025Q4: 1,185 shares; 2026Q1: 564 shares; 2026Q2: 1,550 shares 1,550$239K0.11%+986Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091 shares; 2026Q2: 1,091 shares 1,091$216K0.1%0Timeline
BLACKSTONE REAL ESTATE INCO…BLACKSTONE REAL ESTATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,623 shares; 2026Q1: 11,758 shares; 2026Q2: 692 shares 692$212K0.1%-11,066
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 528 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 462 shares; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682$209K0.1%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965665-26-000003 base2026-07-27acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001965665-26-000003 Quarter ended 2026-06-302026-07-27acceptance time not in the bulk data set
13F-HR 0001965665-26-000002 Quarter ended 2026-03-312026-04-22acceptance time not in the bulk data set
13F-HR 0001965665-26-000001 Quarter ended 2025-12-312026-01-15acceptance time not in the bulk data set
13F-HR 0001965665-25-000005 Quarter ended 2025-09-302025-10-24acceptance time not in the bulk data set
13F-HR 0001965665-25-000004 Quarter ended 2025-06-302025-07-29acceptance time not in the bulk data set
13F-HR 0001965665-25-000002 Quarter ended 2025-03-312025-04-24acceptance time not in the bulk data set
13F-HR 0001965665-25-000001 Quarter ended 2024-12-312025-01-15acceptance time not in the bulk data set
13F-HR 0001965665-24-000007 Quarter ended 2024-09-302024-10-18acceptance time not in the bulk data set
13F-HR 0001965665-24-000006 Quarter ended 2024-06-302024-08-06acceptance time not in the bulk data set
13F-HR 0001965665-24-000002 Quarter ended 2024-03-312024-05-08acceptance time not in the bulk data set
13F-HR 0001965665-24-000001 Quarter ended 2023-12-312024-02-01acceptance time not in the bulk data set