Monument Group Wealth Advisors, LLC - Portfolio Stock Holdings
Monument Group Wealth Advisors, LLC disclosed 50 stock positions in a recent SEC 13F filing. $115,944,763 of stock holdings were filed, with the largest holdings including DFAI, VTI, and DFAE. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $678,889,192 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
50Est. Stock Holding Value:
$115,944,763Top Stock Holdings By Sector
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Portfolio Stock Holdings - Monument Group Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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