Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q3 2024 data
MONUMENTAL FINANCIAL GROUP INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

MONUMENTAL FINANCIAL GROUP INC.

โ€ขCIK: 1861798โ€ขFiling: Q3 2024

**MONUMENTAL FINANCIAL GROUP INC.** manages $270M across a concentrated portfolio of 42 positions. The fund exhibits a strong tilt toward major indices and sector leaders, with top holdings including IVV at $32.1M and VGT at $31.5M. Significant allocations are also directed toward quality and industry-specific ETFs, notably QUAL ($29.7M) and FDIS ($21.7M). This structure suggests a systematic, core-and-satellite approach emphasizing broad market exposure alongside targeted sector overweighting.

Total AUM
$269.5M
QoQ Performance
+17.5%
Positions
27
Top 10 Concentration
77.3%
Latest Filing
Q3 2024

Top Holdings Allocation

IVV
VGT
QUAL
FDIS
IBDV
IBTG
BSV
IBDT
IVV11.9%
VGT11.7%
QUAL11.0%
FDIS8.0%
IBDV8.0%
IBTG7.9%
BSV5.4%
IBDT5.2%

๐Ÿ“ˆ Biggest Buys

IBTG
ISHARES TR
+45.7%
7.9% of portfolio
IBDV
ISHARES TR
+44.5%
8.0% of portfolio
VCIT
VANGUARD SCOTTSDALE FDS
NEW
2.1% of portfolio
IBDT
ISHARES TR
+45.9%
5.2% of portfolio
VGT
VANGUARD WORLD FD
+10.6%
11.7% of portfolio

๐Ÿ“‰ Biggest Sells

FLOT
ISHARES TR
-35.5%
2.4% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
-71.1%
0.1% of portfolio
IQLT
ISHARES TR
-14.1%
0.9% of portfolio
GOOG
ALPHABET INC
-24.6%
0.4% of portfolio
VGIT
VANGUARD SCOTTSDALE FDS
-5.2%
2.2% of portfolio

Sector Breakdown

Other83.0%
ETF12.0%
Technology1.7%
Consumer1.1%
Healthcare1.0%
Financial0.8%
Industrial0.3%

๐Ÿšช Exited Positionssold since Q2 2024

VUSB
VANGUARD BD INDEX FDS
SOLD
$232.5K

Changes from Q2 2024

NEW2 new positions
โ†‘13 increased
โ†“24 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023