13F holdings · Q3 2026

Monument Group Wealth Advisors

Concord, MA · files as Monument Group Wealth Advisors, LLC

Holdings as of Sep 30, 2026Filed Oct 21, 2026Next filing due Feb 15, 2027CIK 1965665

Monument Group Wealth Advisors reported 48 stocks worth $213M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are DFAC (45.3%), DFAI (17.4%) and VTI (10.2%). Compared with Q2 2026, the fund opened new positions in DFAC, AMZN and DFAT, added to DFAI, DFAE and VWO, trimmed VTI, VEA and AAPL and sold out of CVX and BSTT.

Reported value$213M+2.2% vs last quarter

Stocks held489 new · 5 sold out

Top 5 weight82.4%very concentrated

Turnover106%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	DFAC Dfa Invt Dimensions Group Inc U.s. Core Eqty 2	$96.3M	45.3%	2.2M	New position		1 of 8
2	DFAI Dimensional Intern Core	$37M	17.4%	892K	+31K (+4%)		8 of 8
3	VTI Vanguard Total Stock Market ETF	$21.6M	10.2%	58K	−462 (−1%)		8 of 8
4	DFAE Dimensional Emerg Core	$10.6M	5.0%	270K	+130K (+93%)		8 of 8
5	VEA Vanguard Tax-Managed Fds	$9.9M	4.7%	140K	−120K (−46%)		8 of 8
6	AAPL Apple Inc	$6.7M	3.2%	20K	−1,670 (−8%)		8 of 8
7	VTV Vanguard Index Fds	$4.2M	2.0%	20K	−21 (−0%)		8 of 8
8	VB Vanguard Index Fds	$3.7M	1.7%	13K	−19 (−0%)		8 of 8
9	VWO Vanguard Intl Equity Index F	$2.3M	1.1%	39K	+194 (+0%)		8 of 8
10	DFSU Dimensional ETF Trust	$2.2M	1.0%	47K	+39K (+556%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 38 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
DIMENSIONAL ETF TRUST	$95.8M	2.2M
DIMENSIONAL U S TARGETED	$581K	8,311
CVX Chevron Corp New	$323K	1,517
DIMENSIONAL ETF TRUST	$302K	3,504
BSTT Blackstone Real Estate Income	$212K	692

Reported value

last 8 quarters

$141MQ4 '24

$144MQ1 '25

$159MQ2 '25

$170MQ3 '25

$183MQ4 '25

$180MQ1 '26

$208MQ2 '26

$213MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Oct 21, 2026	13F-HR	Q3 2026	SEC filing ↗

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Monument Group Wealth Advisors 13F FAQ

What does Monument Group Wealth Advisors own?

Monument Group Wealth Advisors reported 48 stocks worth $213M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are DFAC (45.3%), DFAI (17.4%) and VTI (10.2%). The table above lists every position in the filing (the top 10 without an account).

What did Monument Group Wealth Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 9 new positions, 14 added to, 21 trimmed and 5 sold out. New positions include DFAC, AMZN and DFAT. It sold all of CVX and BSTT.

When will Monument Group Wealth Advisors file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Monument Group Wealth Advisors's portfolio worth?

The Q3 2026 filing reports $213M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.