Monument Group Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Concord, MA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$183,454
Net value change ($000)
+13,608 (8.0%)
New positions
5
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AAPL 6,089 678.1%
DFAC 2,992 4.0%
DFAI 2,277 8.1%
DFAE 448 5.9%
BRK-B 415 111.9%
IEFA 399 NEW
VTV 316 7.8%
SPY 275 68.1%
KO 239 NEW
SHE 205 NEW
Top Reduces (Value $000, Stocks/ETFs)
VEA -261 -2.6%
ADP -236 -100.0%
VWO -216 -8.9%
SCZ -159 -10.6%
VB -123 -3.3%
VBR -64 -3.7%
META -60 -22.6%
IWF -48 -18.0%
AVUS -29 -3.4%
SYK -22 -5.0%
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