Monument Capital Management

Q3 2026 13F-HR Holdings

Location
Alexandria, VA
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
255
Total value ($000)
$479,924
Net value change ($000)
-17,260 (-3.5%)
New positions
27
Sold out positions
34
Turnover %
30.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWD 7,264 618.7%
IWM 7,075 253.7%
IBB 6,081 NEW
IGV 5,647 NEW
IDGT 5,630 NEW
IYZ 5,510 NEW
MSFT 4,582 39.3%
EWS 4,304 NEW
BPOP 3,954 NEW
SANM 3,923 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWF -8,197 -78.5%
EME -8,008 -91.7%
IWO -7,716 -100.0%
SOXX -7,493 -100.0%
AMAT -7,463 -88.1%
IHE -6,019 -100.0%
IAT -5,782 -100.0%
CASY -5,778 -100.0%
ITA -5,493 -100.0%
MTZ -4,584 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type