Monument Group Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Concord, MA
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
47
Total value ($000)
$169,846
Net value change ($000)
+11,032 (6.9%)
New positions
2
Sold out positions
7
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
DFAC 4,119 5.8%
VTI 3,609 20.7%
DFAI 2,379 9.2%
VEA 921 10.2%
DFAE 837 12.3%
VB 684 22.5%
VTV 678 20.0%
VBR 380 28.4%
VWO 350 16.9%
DXUV 264 NEW
Top Reduces (Value $000, Stocks/ETFs)
KO -816 -100.0%
XOM -568 -100.0%
IBM -494 -100.0%
FDL -433 -100.0%
DHS -395 -100.0%
PEG -266 -100.0%
AAPL -260 -22.5%
JPM -231 -48.4%
GL -218 -100.0%
SYK -188 -29.7%
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