Monument Group Wealth Advisors, LLC

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CIK 1965665

13F portfolio (2026-Q1)

$180M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

82.4%

Top 10

92.1%

Effective N

4.1

HHI

0.242

This quarter

3 new · 0 exit →

By sector

Unclassified95.4%

Information Technology3.5%

Financials0.4%

Health Care0.3%

Industrials0.2%

Energy0.2%

Consumer Staples0.1%

By market cap

Unknown95.4%

Mega (>$200B)4.5%

Large ($10–200B)0.1%

By region

Other95.4%

North America4.6%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	95.77%	35
Technology Hardware & Equipment	3.20%	1
Semiconductors & Semiconductor Equipment	0.17%	1
Pharmaceuticals & Biotechnology	0.17%	1
Aerospace & Defense	0.16%	1
Oil, Gas & Consumable Fuels	0.15%	1
Health Care Equipment & Supplies	0.14%	1
Beverages	0.12%	1
Software	0.12%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFAC	DIMENSIONAL ETF TRUST	Unclassified	43.70%
2	DFAI	DIMENSIONAL ETF TRUST	Unclassified	17.56%
3	VTI	VANGUARD INDEX FDS	Unclassified	11.12%
4	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	5.25%
5	DFAE	DIMENSIONAL ETF TRUST	Unclassified	4.75%
6	AAPL	Apple Inc.	Information Technology	3.20%
7	VTV	VANGUARD INDEX FDS	Unclassified	2.30%
8	VB	VANGUARD INDEX FDS	Unclassified	2.02%
9	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	1.24%
10	VBR	VANGUARD INDEX FDS	Unclassified	0.93%

9/43 names classified · sector 4.6% of weight · industry 4.2% · mkt cap 4.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 10 quarters

Information TechnologyAAPL, MSFT, IBM, TMO, NVDA · other

FinancialsWTW, BRK.B, JPM, GL, HTH

Health CareSYK, MRK, JNJ

Consumer Staples

EnergyXOM, CVX

Communication ServicesGOOG, META, GOOGL

Consumer DiscretionaryMCD, COST, AMZN

UtilitiesPEG, D

Industrials

UnclassifiedDFAC, DFAI, VTI, VEA, DFAE · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 4.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 4% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (8 classified)Monument Group Wealth Advisors, LLC centroid (Large Core)

Information TechnologyHealth CareIndustrialsEnergyConsumer Staples

Style box summary for Monument Group Wealth Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 3.6%, Large Value 0.3%, Large Core 0.3%.

Classified: 4.2% of book weight (8/43 names) · unclassified 95.8%: DFAC, DFAI, VTI, VEA, DFAE, VTV, VB, VWO, VBR, DFSU +25 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 43 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFACDIMENSIONAL ETF TRUST	2,026,321	$79M	43.7%	ADD 3%
2	DFAIDIMENSIONAL ETF TRUST	812,122	$32M	17.6%	HOLD
3	VTIVANGUARD INDEX FDS	62,464	$20M	11.1%	HOLD
4	VEAVANGUARD TAX-MANAGED FDS	147,684	$9M	5.3%	TRIM −5%
5	DFAEDIMENSIONAL ETF TRUST	252,834	$9M	4.8%	HOLD
6	AAPLAPPLE INC	22,717	$6M	3.2%	TRIM −12%
7	VTVVANGUARD INDEX FDS	21,118	$4M	2.3%	TRIM −8%
8	VBVANGUARD INDEX FDS	13,878	$4M	2.0%	HOLD
9	VWOVANGUARD INTL EQUITY INDEX F	41,210	$2M	1.2%	HOLD
10	VBRVANGUARD INDEX FDS	7,708	$2M	0.9%	HOLD
11	DFSUDIMENSIONAL ETF TRUST	39,122	$2M	0.9%	ADD 34%
12	SCZISHARES TR	17,594	$1M	0.8%	ADD 2%
13	AVUSAMERICAN CENTY ETF TR	7,305	$812,169	0.5%	HOLD
14	BRK.BBERKSHIRE HATHAWAY INC DEL	1,563	$748,989	0.4%	HOLD
15	SPYSTATE STR SPDR S&P 500 ETF T	1,047	$681,194	0.4%	ADD 5%
16	IVVISHARES TR	991	$647,416	0.4%	HOLD
17	VGSHVANGUARD SHORT-TERM TREASURY ETF	9,574	$560,461	0.3%	HOLD
18	DFATDIMENSIONAL ETF TRUST	8,311	$519,039	0.3%	HOLD
19	DFUVDIMENSIONAL ETF TRUST	9,123	$442,133	0.2%	TRIM −4%
20	DFSIDIMENSIONAL ETF TRUST	9,605	$407,252	0.2%	ADD 45%
21	VXUSVANGUARD STAR FDS	5,199	$400,954	0.2%	TRIM −2%
22	MGCVanguard Mega Cap ETF	1,666	$393,824	0.2%	HOLD
23	BSVVANGUARD BD INDEX FDS	4,844	$379,848	0.2%	ADD 23%
24	MGKVanguard Mega Cap Growth ETF	1,022	$375,601	0.2%	HOLD
25	ESGFLEXSHARES TR	2,378	$360,837	0.2%	HOLD
26	NULGNUSHARES ETF TR	3,673	$334,022	0.2%	HOLD
27	NVDANVIDIA CORPORATION	1,797	$313,396	0.2%	TRIM −37%
28	MRKMERCK & CO INC	2,530	$304,333	0.2%	HOLD
29	RSPINVESCO EXCHANGE TRADED FD T	1,517	$291,307	0.2%	HOLD
30	RTXRTX CORPORATION	1,452	$280,129	0.2%	TRIM −21%
31	CVXCHEVRON CORP NEW	1,320	$273,108	0.2%	NEW
32	DXUVDIMENSIONAL ETF TRUST	4,521	$268,321	0.1%	HOLD
33	VYMVANGUARD WHITEHALL FDS	1,750	$259,175	0.1%	HOLD
34	SYKSTRYKER CORPORATION	782	$256,957	0.1%	TRIM −35%
35	VUGVANGUARD INDEX FDS	584	$255,085	0.1%	TRIM −54%
36	IWDISHARES TR	1,175	$251,062	0.1%	HOLD
37	VOVANGUARD INDEX FDS	856	$245,957	0.1%	TRIM −5%
38	NZACSPDR INDEX SHS FDS	5,840	$237,369	0.1%	HOLD
39	DFSEDIMENSIONAL ETF TRUST	5,250	$222,440	0.1%	NEW
40	KOCOCA COLA CO	2,907	$221,118	0.1%	TRIM −15%
41	MSFTMICROSOFT CORP	564	$208,794	0.1%	TRIM −52%
42	VOEVANGUARD INDEX FDS	1,091	$201,152	0.1%	NEW
43	BLACKSTONE REAL ESTATE INCOME	11,758	$167,403	0.1%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

DFACDIMENSIONAL ETF TRUST

1.9M

2.0M

1.9M

2.0M

$79M

DFAIDIMENSIONAL ETF TRUST

718K

717K

747K

776K

800K

812K

$32M

VTIVANGUARD INDEX FDS

54K

55K

57K

64K

63K

62K

$20M

VEAVANGUARD TAX-MANAGED FDS

177K

178K

158K

166K

155K

148K

$9M

DFAEDIMENSIONAL ETF TRUST

225K

230K

235K

243K

249K

253K

$9M

AAPLAPPLE INC

26K

23K

$6M

VTVVANGUARD INDEX FDS

16K

18K

19K

22K

23K

21K

$4M

VBVANGUARD INDEX FDS

11K

12K

13K

15K

14K

$4M

VWOVANGUARD INTL EQUITY INDEX F

44K

42K

45K

41K

$2M

VBRVANGUARD INDEX FDS

$2M

DFSUDIMENSIONAL ETF TRUST

29K

30K

29K

39K

$2M

SCZISHARES TR

19K

18K

19K

17K

18K

$1M

AVUSAMERICAN CENTY ETF TR

$812,169

BRK.BBERKSHIRE HATHAWAY INC DEL

731

738

$748,989

SPYSTATE STR SPDR S&P 500 ETF T

606

996

$681,194

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Monument Group Wealth Advisors, LLC