Monument Group Wealth Advisors, LLC - Q42025 Holdings

Monument Group Wealth Advisors, LLC holds 51 stocks with a total portfolio value of $ 183.45M as of Q42025. In Q42025, Monument Group Wealth Advisors, LLC added 5 new positions, increased stakes in 17 stocks, reduced 13 holdings, and fully exited 1 position. The largest holding is Dimensional U.S. Core Equity 2 Etf (DFAC), representing 42.47% of the total portfolio.