Monument Capital Management
All 13F Filings
- Location
- Alexandria, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 497,184
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 262 | 497,184 | 13F-HR | Monument Capital Management |
| Q1 2026 | 4/15/2026 | 217 | 399,107 | 13F-HR | Monument Capital Management |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 336.7 K | 67.7% | 59.12 K | 0 | 59.12 K |
| ETFs | 155.4 K | 31.2% | 33.89 K | 0 | 33.89 K |
| Debt | 5.074 K | 1.0% | 5.074 K | 0 | 5.074 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
497,184
Holdings
262
QoQ value change ($000)
98,077
(24.6%)
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.