Monument Capital Management

All 13F Filings

Location
Alexandria, VA
Most recent 13F
Q4 2025
Holdings value ($000)
401,962
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/26/2026 220 401,962 13F-HR Monument Capital Management
Q3 2025 10/14/2025 226 399,976 13F-HR Monument Capital Management
Q2 2025 7/24/2025 219 383,890 13F-HR Monument Capital Management
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 337 K 83.8% 0 1.88 K -1.88 K
ETFs 54.9 K 13.7% 8.748 K 0 8.748 K
Debt 4.732 K 1.2% 0 64 -64
Other 5.307 K 1.3% 0 4.813 K -4.813 K
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Fund Snapshot

Q4 2025
Latest filed
1/26/2026
Total value ($000)
401,962
Holdings
220
QoQ value change ($000)
1,986 (0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.