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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 $180,200,850 across 43 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 92.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965665-26-000002

Period
2026-03-31
Reported value
$180M
Holdings
43
Top 10 weight
92.06%
New
3
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+58,271$2.26M
DFAIadded+12,443$485K
DFSUadded+9,935$408K
CVXnew+1,320$273K
DFSEnew+5,250$222K

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
AAPLreduced-2,982-$757K
VEAreduced-6,996-$448K
IEFAexited-4,464-$399K
GOOGexited-1,245-$391K
VTVreduced-1,833-$360K

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, Q1 2026

Share positions as resolved from 13F-HR 0001965665-26-000002, largest first. % of portfolio is the value over $180,200,850, 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; 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; 2026Q1: 2,026,321 shares 2,026,321$78.7M43.7%+58,271Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 812,122 shares 812,122$31.6M17.56%+12,443Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 62,464 shares 62,464$20M11.12%-853Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 147,684 shares 147,684$9.46M5.25%-6,996Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 252,834 shares 252,834$8.56M4.75%+4,297Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,717 shares 22,717$5.77M3.2%-2,982Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,118 shares 21,118$4.14M2.3%-1,833Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,878 shares 13,878$3.64M2.02%-102Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 41,210 shares 41,210$2.23M1.24%+288Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,708 shares 7,708$1.67M0.93%-97Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,122 shares 39,122$1.61M0.89%+9,935Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,594 shares 17,594$1.38M0.77%+348Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,305 shares 7,305$812K0.45%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares 1,563$749K0.42%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 996 shares; 2026Q1: 1,047 shares 1,047$681K0.38%+51Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 974 shares; 2025Q1: 985 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991$647K0.36%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,574 shares 9,574$560K0.31%-69Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,311 shares 8,311$519K0.29%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,123 shares 9,123$442K0.25%-382Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,605 shares 9,605$407K0.23%+2,971Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,199 shares 5,199$401K0.22%-113Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,666 shares 1,666$394K0.22%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,844 shares 4,844$380K0.21%+921Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,022 shares 1,022$376K0.21%0Timeline
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,378 shares 2,378$361K0.2%0Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,673 shares 3,673$334K0.19%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,797$313K0.17%-1,033Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,530 shares 2,530$304K0.17%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,517 shares 1,517$291K0.16%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,452 shares 1,452$280K0.16%-375Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares 1,320$273K0.15%newTimeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares; 2026Q1: 4,521 shares 4,521$268K0.15%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,750 shares 1,750$259K0.14%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 782 shares 782$257K0.14%-418Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: not reported; 2025Q1: 1,425 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 1,273 shares; 2026Q1: 584 shares 584$255K0.14%-689Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,175 shares 1,175$251K0.14%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,192 shares; 2025Q2: 853 shares; 2025Q3: 854 shares; 2025Q4: 900 shares; 2026Q1: 856 shares 856$246K0.14%-44Timeline
NZACSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,840 shares 5,840$237K0.13%0Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,250 shares 5,250$222K0.12%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,907 shares 2,907$221K0.12%-504Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 564$209K0.12%-621Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091 shares 1,091$201K0.11%newTimeline
BLACKSTONE REAL ESTATE INCO…BLACKSTONE REAL ESTATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,623 shares; 2026Q1: 11,758 shares 11,758$167K0.09%+135

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
IEFAISHARES TR4,464$399Kshares
GOOGALPHABET INC1,245$391Kshares
WTWWILLIS TOWERS WATSON PLC LTD1,034$340Kshares
JPMJPMORGAN CHASE & CO779$251Kshares
MCDMCDONALDS CORP770$235Kshares
VOTVANGUARD INDEX FDS802$224Kshares
JNJJOHNSON & JOHNSON1,061$220Kshares
IWFISHARES TR462$219Kshares
METAMETA PLATFORMS INC311$205Kshares
SHESPDR SERIES TRUST1,550$205Kshares
GOOGLALPHABET INC642$201Kshares

How Q1 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 0001965665-26-000002 base2026-04-22acceptance time not in the bulk data set