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MGWA

Monument Group Wealth Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$7.86M
2
+$7.32M
3
+$5.68M
4
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$2.01M
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$1.22M

Top Sells

Rank Stock Value
1
+$4.37M
2
+$1.5M
3
+$1.45M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$464K
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$325K

Sector Composition

Rank Sector Weight
1 Technology 3.36%
2 Financials 0.38%
3 Healthcare 0.32%
4 Industrials 0.17%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$49.9B
$95.8M 45.97%
2,159,082
+132,761
DFAI
2
Dimensional International Core Equity Market ETF
DFAI
$18B
$35.5M 17.05%
860,976
+48,854
VTI icon
3
Vanguard Morningstar Total Stock Market ETF
VTI
$695B
$21.6M 10.35%
58,267
-4,197
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$239B
$10.5M 5.03%
260,571
+112,887
DFAE icon
5
Dimensional Emerging Core Equity Market ETF
DFAE
$9.83B
$9.96M 4.78%
139,822
-113,012
AAPL icon
6
Apple
AAPL
$4.46T
$6.34M 3.04%
21,918
-799
VTV icon
7
Vanguard Morningstar Value ETF
VTV
$194B
$4.26M 2.05%
19,563
-1,555
VB icon
8
Vanguard Morningstar Small-Cap ETF
VB
$83.5B
$3.91M 1.88%
12,891
-987
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$2.32M 1.11%
38,807
-2,403
VBR icon
10
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.3B
$1.83M 0.88%
39,196
+31,488
DFSU
11
Dimensional US Sustainability Core 1 ETF
DFSU
$2.37B
$1.73M 0.83%
7,103
-32,019
SCZ icon
12
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$1.31M 0.63%
15,879
-1,715
AVUS icon
13
Avantis US Equity ETF
AVUS
$14.4B
$927K 0.44%
7,237
-68
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.08T
$785K 0.38%
1,568
+5
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$783K 0.38%
1,048
+1
IVV icon
16
iShares Core S&P 500 ETF
IVV
$908B
$733K 0.35%
978
-13
VGSH icon
17
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$601K 0.29%
1,611
-7,963
DFAT icon
18
Dimensional US Targeted Value ETF
DFAT
$14.9B
$581K 0.28%
8,311
DFUV icon
19
Dimensional US Marketwide Value ETF
DFUV
$16B
$557K 0.27%
9,574
+451
DFSI
20
Dimensional International Sustainability Core 1 ETF
DFSI
$1.21B
$502K 0.24%
9,124
-481
VXUS icon
21
Vanguard Total International Stock ETF
VXUS
$164B
$483K 0.23%
9,546
+4,347
MGC icon
22
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$456K 0.22%
1,666
BSV icon
23
Vanguard Short-Term Bond ETF
BSV
$45.7B
$449K 0.22%
5,110
+266
MGK icon
24
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$445K 0.21%
5,207
+97
ESG icon
25
FlexShares STOXX US ESG Select Index Fund
ESG
$138M
$434K 0.21%
9,630
+7,252
1
2

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UAH
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Monument Group Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Monument Group Wealth Advisors held 44 positions worth $208M, up 16% from $180M the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Monument Group Wealth Advisors deployed $14.4M of net new capital in Q2 2026, opening 1 new position and adding to 20 existing holdings. Its largest new stake was iShares Russell 1000 Growth ETF: 1,682 shares worth $209K.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, down from 3.5% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Dimensional Emerging Core Equity Market ETF, an estimated $4.37M trimmed.

  • Monument Group Wealth Advisors's largest Q2 2026 buy was iShares Russell 1000 Growth ETF: 1,682 shares worth $209K.
  • Monument Group Wealth Advisors added most to Vanguard FTSE Developed Markets ETF in Q2 2026, an estimated $7.86M increase.
  • Monument Group Wealth Advisors's biggest Q2 2026 reduction was Dimensional Emerging Core Equity Market ETF, cutting an estimated $4.37M.
  • Monument Group Wealth Advisors's ten largest holdings make up 92% of its $208M portfolio in Q2 2026.
  • Monument Group Wealth Advisors opened 1 new position and closed 0 in Q2 2026.
  • Monument Group Wealth Advisors's portfolio value rose 16% quarter-over-quarter to $208M.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.