โณ
Showing Q3 2024 data
MONUMENTAL FINANCIAL GROUP INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
MONUMENTAL FINANCIAL GROUP INC.
โขCIK: 1861798โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other83.0%
ETF12.0%
Technology1.7%
Consumer1.1%
Healthcare1.0%
Financial0.8%
Industrial0.3%
๐ช Exited Positionssold since Q2 2024
Changes from Q2 2024
NEW2 new positions
โ13 increased
โ24 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023