Monument Group Wealth Advisors, LLC Portfolio Holdings

Monument Group Wealth Advisors, LLC

  • $159 Billion
  • Q2 2025

Monument Group Wealth Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $70.8B, Dimensional ETF Tr with a value of $25.8B, Vanguard Total Stock Market Et with a value of $17.4B, Vanguard Ftse Developed Market with a value of $9B, and Dimensional ETF Tr with a value of $6.81B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $144B to 159B.

Monument Group Wealth Advisors, LLC is based out at Concord, MA

Below you can find more details about Monument Group Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Billion
ETFs: $148 Billion
Technology: $2.69 Billion
Financial Services: $1.37 Billion
Healthcare: $1.13 Billion
Consumer Defensive: $816 Million
Communication Services: $718 Million
Energy: $568 Million
Industrials: $516 Million
Other: $561 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$70.8 Billion 44.58% of portfolio
1,975,570
Q2 2025 Added 0.66%
$0
$25.8 Billion 16.26% of portfolio
746,904
Q2 2025 Added 4.17%
$0
$17.4 Billion 10.99% of portfolio
57,406
Q2 2025 Added 4.48%
$0
$9 Billion 5.67% of portfolio
157,921
Q2 2025 Reduced 11.36%
$0
$6.81 Billion 4.29% of portfolio
235,229
Q2 2025 Added 2.46%
$0
$3.39 Billion 2.13% of portfolio
19,181
Q2 2025 Added 6.6%
$0
$3.04 Billion 1.92% of portfolio
12,847
Q2 2025 Added 3.91%
$0
$2.07 Billion 1.3% of portfolio
41,780
Q2 2025 Reduced 5.45%
$0
$1.34 Billion 0.84% of portfolio
6,854
Q2 2025 Added 17.65%
$0
$1.32 Billion 0.83% of portfolio
18,226
Q2 2025 Reduced 5.26%
-
$1.16 Billion 0.73% of portfolio
-
Q2 2025 Added 1.48%
$3.69T
$1.16 Billion 0.73% of portfolio
5,646
Q2 2025 Added 13.49%
$304B
$816 Million 0.51% of portfolio
11,530
Q2 2025 Added 6.66%
$0
$785 Million 0.49% of portfolio
7,786
Q1 2024 Reduced 3.4%
$3.89T
$669 Million 0.42% of portfolio
1,345
Q2 2025 Added 46.04%
$143B
$632 Million 0.4% of portfolio
1,598
Q1 2025 Added 0.76%
$0
$570 Million 0.36% of portfolio
9,698
Q2 2025 Reduced 0.65%
$445B
$568 Million 0.36% of portfolio
5,273
Q2 2025 Added 5.88%
$217B
$494 Million 0.31% of portfolio
1,676
Q2 2025 Reduced 4.72%
$0
$471 Million 0.3% of portfolio
8,730
Q2 2025 Reduced 0.02%
$847B
$477 Million 0.3% of portfolio
1,644
Q2 2025 Added 9.6%
$0
$433 Million 0.27% of portfolio
10,350
Q4 2023 New
$0
$408 Million 0.26% of portfolio
9,646
Q2 2025 Added 0.01%
$0
$395 Million 0.25% of portfolio
4,119
Q4 2023 New
$0
$373 Million 0.24% of portfolio
1,019
Q4 2024 Added 0.2%
$0
$374 Million 0.24% of portfolio
606
Q4 2023 New
$0
$387 Million 0.24% of portfolio
882
Q2 2025 Reduced 38.11%
$0
$372 Million 0.23% of portfolio
1,654
Q4 2024 Added 0.3%
$1.73T
$366 Million 0.23% of portfolio
496
Q2 2025 Added 35.52%
$455B
$364 Million 0.23% of portfolio
2,306
Q2 2025 New
$0
$360 Million 0.23% of portfolio
5,216
Q1 2025 Added 0.42%
$606B
$358 Million 0.23% of portfolio
738
Q2 2025 Added 0.96%
$0
$345 Million 0.22% of portfolio
3,673
Q4 2023 New
-
$349 Million 0.22% of portfolio
-
Q4 2023 New
$1.23T
$352 Million 0.22% of portfolio
1,985
Q2 2025 Added 28.98%
$35.5B
$317 Million 0.2% of portfolio
1,034
Q2 2025 Reduced 15.11%
$0
$296 Million 0.19% of portfolio
3,767
Q2 2025 Reduced 67.68%
$225B
$295 Million 0.19% of portfolio
1,008
Q2 2025 Added 7.35%
$43.7B
$266 Million 0.17% of portfolio
3,164
Q2 2025 Added 0.44%
$453B
$269 Million 0.17% of portfolio
1,762
Q2 2025 Added 29.85%
$0
$276 Million 0.17% of portfolio
1,517
Q2 2025 Added 0.4%
-
$261 Million 0.16% of portfolio
-
Q1 2025 Reduced 10.69%
$228B
$260 Million 0.16% of portfolio
1,782
Q2 2025 Added 2.83%
$127B
$256 Million 0.16% of portfolio
829
Q2 2025 Reduced 1.19%
Spdr Msci Acwi Climate Paris Aligned ETF
-
$231 Million 0.15% of portfolio
-
Q2 2024 New
$0
$233 Million 0.15% of portfolio
1,750
Q2 2025 Reduced 18.11%
$0
$239 Million 0.15% of portfolio
853
Q2 2025 Reduced 28.44%
$0
$242 Million 0.15% of portfolio
570
Q1 2025 Added 7.95%
$0
$228 Million 0.14% of portfolio
1,175
Q1 2025 Added 7.9%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $159 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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