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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 $183,453,839 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-15. Its ten largest share positions make up 90.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965665-26-000001

Period
2025-12-31
Reported value
$183M
Holdings
51
Top 10 weight
90.6%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+22,172$6.03M
DFACadded+25,540$1.01M
DFAIadded+23,903$911K
BRK-Badded+825$415K
IEFAnew+4,464$399K

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
VEAreduced-10,940-$683K
VTIreduced-847-$284K
ADPexited-804-$236K
VWOreduced-3,678-$198K
VBreduced-683-$176K

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, Q4 2025

Share positions as resolved from 13F-HR 0001965665-26-000001, largest first. % of portfolio is the value over $183,453,839, 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; 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; 2025Q4: 1,968,050 shares 1,968,050$77.9M42.47%+25,540Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,896 shares; 2024Q4: 718,102 shares; 2025Q1: 717,030 shares; 2025Q2: 746,904 shares; 2025Q3: 775,776 shares; 2025Q4: 799,679 shares 799,679$30.5M16.61%+23,903Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,119 shares; 2024Q4: 54,012 shares; 2025Q1: 54,946 shares; 2025Q2: 57,406 shares; 2025Q3: 64,164 shares; 2025Q4: 63,317 shares 63,317$21.2M11.57%-847Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,456 shares; 2024Q4: 177,358 shares; 2025Q1: 178,162 shares; 2025Q2: 157,921 shares; 2025Q3: 165,620 shares; 2025Q4: 154,680 shares 154,680$9.66M5.27%-10,940Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,973 shares; 2024Q4: 224,871 shares; 2025Q1: 229,585 shares; 2025Q2: 235,229 shares; 2025Q3: 242,520 shares; 2025Q4: 248,537 shares 248,537$8.09M4.41%+6,017Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,136 shares; 2024Q4: 4,124 shares; 2025Q1: 4,975 shares; 2025Q2: 5,646 shares; 2025Q3: 3,527 shares; 2025Q4: 25,699 shares 25,699$6.99M3.81%+22,172Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,667 shares; 2024Q4: 15,636 shares; 2025Q1: 17,993 shares; 2025Q2: 19,181 shares; 2025Q3: 21,815 shares; 2025Q4: 22,951 shares 22,951$4.38M2.39%+1,136Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,744 shares; 2024Q4: 11,420 shares; 2025Q1: 12,364 shares; 2025Q2: 12,847 shares; 2025Q3: 14,663 shares; 2025Q4: 13,980 shares 13,980$3.61M1.97%-683Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,804 shares; 2024Q4: 43,922 shares; 2025Q1: 44,188 shares; 2025Q2: 41,780 shares; 2025Q3: 44,600 shares; 2025Q4: 40,922 shares 40,922$2.2M1.2%-3,678Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 5,725 shares; 2025Q1: 5,826 shares; 2025Q2: 6,854 shares; 2025Q3: 8,227 shares; 2025Q4: 7,805 shares 7,805$1.65M0.9%-422Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,425 shares; 2024Q4: 19,260 shares; 2025Q1: 19,237 shares; 2025Q2: 18,226 shares; 2025Q3: 19,495 shares; 2025Q4: 17,246 shares 17,246$1.34M0.73%-2,249Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,705 shares; 2024Q4: 28,904 shares; 2025Q1: 29,114 shares; 2025Q2: 29,545 shares; 2025Q3: 29,150 shares; 2025Q4: 29,187 shares 29,187$1.27M0.69%+37Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,786 shares; 2024Q4: 7,786 shares; 2025Q1: 7,786 shares; 2025Q2: 7,786 shares; 2025Q3: 7,786 shares; 2025Q4: 7,305 shares 7,305$817K0.45%-481Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 1,563 shares 1,563$786K0.43%+825Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 996 shares 996$679K0.37%+390Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 974 shares; 2025Q1: 985 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 991 shares 991$679K0.37%+4Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: not reported; 2025Q1: 1,425 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 1,273 shares 1,273$621K0.34%+391Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 977 shares; 2025Q1: 921 shares; 2025Q2: 1,345 shares; 2025Q3: 1,046 shares; 2025Q4: 1,185 shares 1,185$573K0.31%+139Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 9,975 shares; 2025Q1: 9,761 shares; 2025Q2: 9,698 shares; 2025Q3: 9,643 shares; 2025Q4: 9,643 shares 9,643$566K0.31%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,306 shares; 2025Q3: 1,980 shares; 2025Q4: 2,830 shares 2,830$528K0.29%+850Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 8,870 shares; 2025Q1: 8,732 shares; 2025Q2: 8,730 shares; 2025Q3: 8,467 shares; 2025Q4: 8,311 shares 8,311$495K0.27%-156Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,644 shares; 2024Q4: 9,645 shares; 2025Q1: 9,645 shares; 2025Q2: 9,646 shares; 2025Q3: 9,647 shares; 2025Q4: 9,505 shares 9,505$443K0.24%-142Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,020 shares; 2025Q4: 1,022 shares 1,022$422K0.23%+2Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$422K0.23%0Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,658 shares; 2025Q4: 1,666 shares 1,666$419K0.23%+8Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,194 shares; 2025Q1: 5,216 shares; 2025Q2: 5,216 shares; 2025Q3: 5,312 shares; 2025Q4: 5,312 shares 5,312$401K0.22%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,464 shares 4,464$399K0.22%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,839 shares; 2025Q1: 1,539 shares; 2025Q2: 1,985 shares; 2025Q3: 1,535 shares; 2025Q4: 1,245 shares 1,245$391K0.21%-290Timeline
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,378 shares 2,378$376K0.21%0Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,673 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares; 2025Q4: 3,673 shares 3,673$359K0.2%0Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 1,783 shares; 2025Q1: 1,218 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares 1,034$340K0.19%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,733 shares; 2025Q1: 1,733 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 1,827 shares 1,827$335K0.18%+45Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 11,612 shares; 2025Q1: 11,657 shares; 2025Q2: 3,767 shares; 2025Q3: 3,923 shares; 2025Q4: 3,923 shares 3,923$309K0.17%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,504 shares; 2025Q1: 1,511 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares 1,517$291K0.16%0Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 7,428 shares; 2025Q1: 6,634 shares; 2025Q2: 6,634 shares; 2025Q3: 6,634 shares; 2025Q4: 6,634 shares 6,634$284K0.15%0Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares 4,521$270K0.15%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,607 shares; 2025Q2: 2,857 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares 2,530$266K0.15%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,192 shares; 2025Q2: 853 shares; 2025Q3: 854 shares; 2025Q4: 900 shares 900$261K0.14%+46Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 2,137 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750$251K0.14%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,644 shares; 2025Q3: 779 shares; 2025Q4: 779 shares 779$251K0.14%0Timeline
NZACSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,840 shares; 2025Q4: 5,840 shares 5,840$250K0.14%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares 1,175$247K0.13%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,810 shares; 2024Q4: 10,810 shares; 2025Q1: 10,810 shares; 2025Q2: 11,530 shares; 2025Q3: not reported; 2025Q4: 3,411 shares 3,411$238K0.13%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 1,008 shares; 2025Q3: 770 shares; 2025Q4: 770 shares 770$235K0.13%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 802 shares 802$224K0.12%+112Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: not reported; 2025Q1: 1,357 shares; 2025Q2: 1,762 shares; 2025Q3: 1,263 shares; 2025Q4: 1,061 shares 1,061$220K0.12%-202Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 528 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 462 shares 462$219K0.12%-108Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 496 shares; 2025Q3: 361 shares; 2025Q4: 311 shares 311$205K0.11%-50Timeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares 1,550$205K0.11%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 642 shares 642$201K0.11%newTimeline
BLACKSTONE REAL ESTATE INCO…BLACKSTONE REAL ESTATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,623 shares 11,623$163K0.09%new

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ADPAUTOMATIC DATA PROCESSING IN804$236Kshares

How Q4 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 0001965665-26-000001 base2026-01-15acceptance time not in the bulk data set