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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 $169,845,899 across 47 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-24. Its ten largest share positions make up 91.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965665-25-000005

Period
2025-09-30
Reported value
$170M
Holdings
47
Top 10 weight
91.36%
New
2
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+6,758$2.22M
DFAIadded+28,872$1.05M
VTVadded+2,634$491K
VBadded+1,816$462K
VEAadded+7,699$461K

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
DFACreduced-33,060-$1.28M
KOexited-11,530-$816K
XOMexited-5,273-$568K
AAPLreduced-2,119-$540K
IBMexited-1,676-$494K

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, Q3 2025

Share positions as resolved from 13F-HR 0001965665-25-000005, largest first. % of portfolio is the value over $169,845,899, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 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 1,942,510$74.9M44.11%-33,060Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,896 shares; 2024Q4: 718,102 shares; 2025Q1: 717,030 shares; 2025Q2: 746,904 shares; 2025Q3: 775,776 shares 775,776$28.2M16.6%+28,872Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,119 shares; 2024Q4: 54,012 shares; 2025Q1: 54,946 shares; 2025Q2: 57,406 shares; 2025Q3: 64,164 shares 64,164$21.1M12.4%+6,758Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,456 shares; 2024Q4: 177,358 shares; 2025Q1: 178,162 shares; 2025Q2: 157,921 shares; 2025Q3: 165,620 shares 165,620$9.92M5.84%+7,699Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,973 shares; 2024Q4: 224,871 shares; 2025Q1: 229,585 shares; 2025Q2: 235,229 shares; 2025Q3: 242,520 shares 242,520$7.65M4.5%+7,291Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,667 shares; 2024Q4: 15,636 shares; 2025Q1: 17,993 shares; 2025Q2: 19,181 shares; 2025Q3: 21,815 shares 21,815$4.07M2.4%+2,634Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,744 shares; 2024Q4: 11,420 shares; 2025Q1: 12,364 shares; 2025Q2: 12,847 shares; 2025Q3: 14,663 shares 14,663$3.73M2.2%+1,816Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,804 shares; 2024Q4: 43,922 shares; 2025Q1: 44,188 shares; 2025Q2: 41,780 shares; 2025Q3: 44,600 shares 44,600$2.42M1.42%+2,820Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 5,725 shares; 2025Q1: 5,826 shares; 2025Q2: 6,854 shares; 2025Q3: 8,227 shares 8,227$1.72M1.01%+1,373Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,425 shares; 2024Q4: 19,260 shares; 2025Q1: 19,237 shares; 2025Q2: 18,226 shares; 2025Q3: 19,495 shares 19,495$1.5M0.88%+1,269Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,705 shares; 2024Q4: 28,904 shares; 2025Q1: 29,114 shares; 2025Q2: 29,545 shares; 2025Q3: 29,150 shares 29,150$1.24M0.73%-395Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,136 shares; 2024Q4: 4,124 shares; 2025Q1: 4,975 shares; 2025Q2: 5,646 shares; 2025Q3: 3,527 shares 3,527$898K0.53%-2,119Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,786 shares; 2024Q4: 7,786 shares; 2025Q1: 7,786 shares; 2025Q2: 7,786 shares; 2025Q3: 7,786 shares 7,786$846K0.5%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 974 shares; 2025Q1: 985 shares; 2025Q2: 987 shares; 2025Q3: 987 shares 987$661K0.39%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 9,975 shares; 2025Q1: 9,761 shares; 2025Q2: 9,698 shares; 2025Q3: 9,643 shares 9,643$567K0.33%-55Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 977 shares; 2025Q1: 921 shares; 2025Q2: 1,345 shares; 2025Q3: 1,046 shares 1,046$542K0.32%-299Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 8,870 shares; 2025Q1: 8,732 shares; 2025Q2: 8,730 shares; 2025Q3: 8,467 shares 8,467$493K0.29%-263Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,200 shares 1,200$444K0.26%-398Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,644 shares; 2024Q4: 9,645 shares; 2025Q1: 9,645 shares; 2025Q2: 9,646 shares; 2025Q3: 9,647 shares 9,647$431K0.25%+1Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: not reported; 2025Q1: 1,425 shares; 2025Q2: 882 shares; 2025Q3: 882 shares 882$423K0.25%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,020 shares 1,020$411K0.24%+1Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,658 shares 1,658$405K0.24%+4Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares 606$404K0.24%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,194 shares; 2025Q1: 5,216 shares; 2025Q2: 5,216 shares; 2025Q3: 5,312 shares 5,312$390K0.23%+96Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,839 shares; 2025Q1: 1,539 shares; 2025Q2: 1,985 shares; 2025Q3: 1,535 shares 1,535$374K0.22%-450Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 738 shares; 2025Q3: 738 shares 738$371K0.22%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,306 shares; 2025Q3: 1,980 shares 1,980$369K0.22%-326Timeline
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares 2,378$367K0.22%0Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,673 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares 3,673$365K0.22%0Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 1,783 shares; 2025Q1: 1,218 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares 1,034$357K0.21%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 11,612 shares; 2025Q1: 11,657 shares; 2025Q2: 3,767 shares; 2025Q3: 3,923 shares 3,923$310K0.18%+156Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,733 shares; 2025Q1: 1,733 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares 1,782$298K0.18%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,504 shares; 2025Q1: 1,511 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares 1,517$288K0.17%0Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 7,428 shares; 2025Q1: 6,634 shares; 2025Q2: 6,634 shares; 2025Q3: 6,634 shares 6,634$272K0.16%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 528 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares 570$267K0.16%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 496 shares; 2025Q3: 361 shares 361$265K0.16%-135Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,521 shares 4,521$264K0.16%newTimeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,192 shares; 2025Q2: 853 shares; 2025Q3: 854 shares 854$251K0.15%+1Timeline
NZACSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,840 shares 5,840$248K0.15%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 2,137 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750$247K0.15%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,644 shares; 2025Q3: 779 shares 779$246K0.14%-865Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares 1,175$239K0.14%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 829 shares; 2025Q3: 804 shares 804$236K0.14%-25Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: not reported; 2025Q1: 1,357 shares; 2025Q2: 1,762 shares; 2025Q3: 1,263 shares 1,263$234K0.14%-499Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 1,008 shares; 2025Q3: 770 shares 770$234K0.14%-238Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,607 shares; 2025Q2: 2,857 shares; 2025Q3: 2,530 shares 2,530$212K0.13%-327Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares 690$203K0.12%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KOCOCA COLA CO11,530$816Kshares
XOMEXXON MOBIL CORP5,273$568Kshares
IBMINTERNATIONAL BUSINESS MACHS1,676$494Kshares
FDLFIRST TR EXCHANGE-TRADED FD10,350$433Kshares
DHSWISDOMTREE TR4,119$395Kshares
PEGPUBLIC SVC ENTERPRISE GROUP3,164$266Kshares
GLGLOBE LIFE INC1,752$218Kshares

How Q3 2025 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 0001965665-25-000005 base2025-10-24acceptance time not in the bulk data set