Monument Group Wealth Advisors, LLC
Strategy in plain words
auto-generated from filingsMonument Group Wealth Advisors, LLC is a wealth-management firm allocating client money, specialised in technology (75% of the long book), running a $180.2M US long book across 43 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL INTERNATIONAL CO, VANGUARD TOTAL STOCK MKT ETF, VANGUARD FTSE DEVELOPED ETF, DIMENSIONAL EMERGING CORE EQ.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Monument Group own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 22.7K | $5.8M | 3.2% | -11.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.6K | $749K | 0.4% | Held |
| NVDA NVIDIA CORP | Technology | 1.8K | $313K | 0.2% | -36.5% |
| MRK MERCK & CO. INC. | Healthcare | 2.5K | $304K | 0.2% | Held |
| RTX RTX CORP | Industrials | 1.5K | $280K | 0.2% | -20.5% |
| CVX CHEVRON CORP | Energy | 1.3K | $273K | 0.2% | New |
| SYK STRYKER CORP | Healthcare | 782 | $257K | 0.1% | -34.8% |
| KO COCA-COLA CO/THE | Consumer staples | 2.9K | $221K | 0.1% | -14.8% |
| MSFT MICROSOFT CORP | Technology | 564 | $209K | 0.1% | -52.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 43 | $180.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 51 | $183.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 47 | $169.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 29, 2025 | 52 | $158.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 51 | $144.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 15, 2025 | 49 | $141.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 50 | $166.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 48 | $148.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 47 | $134.9M | canonical | SEC ↗ |