Institutional Fund
Monument Group Wealth Advisors, LLC
Concord, MACIK 19656655 filings on record
Portfolio Value
$180.20M
Q1 2026
Holdings
43
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.8%
from $183.45M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust43.7%
- Dimensional ETF Trust17.6%
- Vanguard Index Fds11.1%
- Vanguard Tax-Managed Fds5.3%
- Dimensional ETF Trust4.8%
- Apple Inc3.2%
- Other14.4%
Portfolio Holdings
43 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.03M | $78.74M | 43.7% | +58.3K | Added |
| 2 | Dimensional ETF Trust | 812.1K | $31.64M | 17.6% | +12.4K | Added |
| 3 | Vanguard Index Fds | 62.5K | $20.04M | 11.1% | −853 | Reduced |
| 4 | Vanguard Tax-Managed Fds | 147.7K | $9.46M | 5.3% | −7.0K | Reduced |
| 5 | Dimensional ETF Trust | 252.8K | $8.56M | 4.8% | +4.3K | Added |
| 6 | Apple Inc | 22.7K | $5.77M | 3.2% | −3.0K | Reduced |
| 7 | Vanguard Index Fds | 21.1K | $4.14M | 2.3% | −1.8K | Reduced |
| 8 | Vanguard Index Fds | 13.9K | $3.64M | 2.0% | −102 | Reduced |
| 9 | Vanguard Intl Equity Index F | 41.2K | $2.23M | 1.2% | +288 | Added |
| 10 | Vanguard Index Fds | 7.7K | $1.67M | 0.9% | −97 | Reduced |
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