Monument Group Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Concord, MA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$180,201
Net value change ($000)
-3,253 (-1.8%)
New positions
3
Sold out positions
11
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFAI 1,164 3.8%
DFAC 828 1.1%
DFAE 466 5.8%
DFSU 340 26.8%
CVX 273 NEW
DFSE 222 NEW
VOE 201 NEW
DFSI 123 43.3%
BSV 71 23.0%
SCZ 43 3.2%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,222 -17.5%
VTI -1,190 -5.6%
IEFA -399 -100.0%
GOOGL -391 -100.0%
VUG -366 -58.9%
MSFT -364 -63.5%
WTW -340 -100.0%
JPM -251 -100.0%
VTV -240 -5.5%
MCD -235 -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