Data as of Q4 2025 (Dec 31, 2025)

Monument Group Wealth Advisors, LLC

•CIK: 1965665•Filing: Q4 2025

**Monument Group Wealth Advisors, LLC** manages $183M across a diversified portfolio of 51 positions. The strategy exhibits significant concentration in specific names, notably holding DFAC at $77.9M, representing a substantial portion of the disclosed assets. Further allocations include DFAI ($30.5M) and VTI ($21.2M), suggesting a blend of targeted equity plays and broad market exposure. The top ten holdings alone account for over $155M, indicating a conviction-driven approach to capital deployment.

Total AUM
$183.5M
QoQ Performance
+8.0%
Positions
51
Top 10 Concentration
90.6%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFAI
VTI
VEA
DFAC42.5%
DFAI16.6%
VTI11.6%
VEA5.3%
DFAE4.4%
AAPL3.8%
VTV2.4%
VB2.0%

📈 Biggest Buys

AAPL
APPLE INC
+628.6%
3.8% of portfolio
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+1.3%
42.5% of portfolio
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+3.1%
16.6% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+111.8%
0.4% of portfolio
IEFA
ISHARES CORE MSCI EAFE ETF
NEW
0.2% of portfolio

📉 Biggest Sells

VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-6.6%
5.3% of portfolio
VTI
VANGUARD TOTAL STK MKT
-1.3%
11.6% of portfolio
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-8.2%
1.2% of portfolio
VB
VANGUARD SMALL-CAP ETF
-4.7%
2.0% of portfolio
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
-11.5%
0.7% of portfolio

Sector Breakdown

Other93.1%
Technology4.8%
ETF0.7%
Financial0.6%
Healthcare0.3%
Industrial0.2%
Consumer Staples0.1%
Consumer0.1%

🚪 Exited Positionssold since Q3 2025

ADP
AUTOMATIC DATA PROCESSING INC COM
SOLD
$236.0K

Changes from Q3 2025

NEW5 new positions
↑17 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFAC42.5%
DIMENSIONAL U.S. CORE EQUITY 2 ETF
$77.9M
DFAI16.6%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$30.5M
VTI11.6%
VANGUARD TOTAL STK MKT
$21.2M
VEA5.3%
VANGUARD FTSE DEVELOPED MARKETS ETF
$9.7M
DFAE4.4%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$8.1M

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