Monument Group Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Concord, MA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$208,328
Net value change ($000)
+28,127 (15.6%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
DFAC 17,034 21.6%
DFAI 3,875 12.2%
VTI 1,522 7.6%
DFAE 1,401 16.4%
VEA 1,014 10.7%
AAPL 577 10.0%
VB 273 7.5%
IWF 209 NEW
VBR 153 9.1%
VTV 120 2.9%
Top Reduces (Value $000, Stocks/ETFs)
SCZ -74 -5.4%
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