Monument Group Wealth Advisors, LLC - Q12026 Holdings

Monument Group Wealth Advisors, LLC holds 43 stocks with a total portfolio value of $ 180.2M as of Q12026. In Q12026, Monument Group Wealth Advisors, LLC added 3 new positions, increased stakes in 10 stocks, reduced 16 holdings, and fully exited 11 positions. The largest holding is Dimensional U.S. Core Equity 2 Etf (DFAC), representing 43.70% of the total portfolio.