2026 Q1 Portfolio Activity
In 2026 Q1, Monument Group Wealth Advisors, LLC maintained a portfolio of 54 distinct positions. The most significant new addition was CHEVRON CORPORATION COM, now representing 0.15% of the total fund value. They heavily accumulated shares in DIMENSIONAL US SUSTAINABILITY , increasing the position by 34.0%.
Position History
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Total Positions
54
Quarter
2026 Q1
Top Holding
DFAC (43.7%)
Top 10 Concentration
92.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 54
Monument Group Wealth Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL U.S...
|
ETF | 43.70% | 42.47% |
#1
Prev: #1
|
6.5 |
—
|
58,271 | 3.0% |
P
S
|
2,026,321 | $78,742,871 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAI
DIMENSIONAL INT...
|
ETF | 17.56% | 16.61% |
#2
Prev: #2
|
6.0 |
—
|
12,443 | 1.6% |
P
S
|
812,122 | $31,640,287 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 11.12% | 11.57% |
#3
Prev: #3
|
5.5 |
—
|
-853 | -1.3% |
P
S
|
62,464 | $20,039,155 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 5.25% | 5.27% |
#4
Prev: #4
|
3.1 |
—
|
-6,996 | -4.5% |
P
S
|
147,684 | $9,463,615 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAE
DIMENSIONAL EME...
|
ETF | 4.75% | 4.41% |
#5
Prev: #5
|
2.9 |
—
|
4,297 | 1.7% |
P
S
|
252,834 | $8,560,974 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AAPL
APPLE INC
|
Technology | 3.20% | 3.81% |
#6
Prev: #6
|
1.8 |
—
|
-2,982 | -11.6% |
P
S
|
22,717 | $5,765,347 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 2.30% | 2.39% |
#7
Prev: #7
|
1.4 |
—
|
-1,833 | -8.0% |
P
S
|
21,118 | $4,143,538 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 2.02% | 1.97% |
#8
Prev: #8
|
1.3 |
—
|
-102 | -0.7% |
P
S
|
13,878 | $3,635,134 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 1.24% | 1.20% |
#9
Prev: #9
|
1.0 |
—
|
288 | 0.7% |
P
S
|
41,210 | $2,227,430 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VBR
VANGUARD SMALL ...
|
ETF | 0.93% | 0.90% |
#10
Prev: #10
|
0.9 |
—
|
-97 | -1.2% |
P
S
|
7,708 | $1,674,571 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFSU
DIMENSIONAL US ...
|
ETF | 0.89% | 0.69% |
#11
1
Prev: #12
|
2.9 |
—
|
9,935 | 34.0% |
P
S
|
39,122 | $1,607,522 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCZ
ISHARES MSCI EA...
|
ETF | 0.77% | 0.73% |
#12
1
Prev: #11
|
0.8 |
—
|
348 | 2.0% |
P
S
|
17,594 | $1,379,561 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVUS
AVANTIS U.S. EQ...
|
ETF | 0.45% | 0.45% |
#13
Prev: #13
|
1.2 |
—
|
no change | no change |
P
S
|
7,305 | $812,169 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.42% | 0.43% |
#14
Prev: #14
|
1.2 |
—
|
no change | no change |
P
S
|
1,563 | $748,989 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.38% | 0.37% |
#15
Prev: #15
|
2.2 |
—
|
51 | 5.1% |
P
S
|
1,047 | $681,194 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.36% | 0.37% |
#16
Prev: #16
|
1.1 |
—
|
no change | no change |
P
S
|
991 | $647,416 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VGSH
VANGUARD SHORT-...
|
ETF | 0.31% | 0.31% |
#17
2
Prev: #19
|
0.6 |
—
|
-69 | -0.7% |
P
S
|
9,574 | $560,461 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAT
DIMENSIONAL U.S...
|
ETF | 0.29% | 0.27% |
#18
3
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
8,311 | $519,039 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFUV
DIMENSIONAL US ...
|
ETF | 0.25% | 0.24% |
#19
3
Prev: #22
|
0.6 |
—
|
-382 | -4.0% |
P
S
|
9,123 | $442,133 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFSI
DIMENSIONAL INT...
|
ETF | 0.23% | 0.15% |
#20
15
Prev: #35
|
2.6 |
—
|
2,971 | 44.8% |
P
S
|
9,605 | $407,252 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VXUS
VANGUARD TOTAL ...
|
ETF | 0.22% | 0.22% |
#21
5
Prev: #26
|
0.6 |
—
|
-113 | -2.1% |
P
S
|
5,199 | $400,954 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MGC
VANGUARD MEGA C...
|
ETF | 0.22% | 0.23% |
#22
3
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
1,666 | $393,824 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSV
VANGUARD SHORT-...
|
ETF | 0.21% | 0.17% |
#23
10
Prev: #33
|
2.6 |
—
|
921 | 23.5% |
P
S
|
4,844 | $379,848 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MGK
VANGUARD MEGA C...
|
ETF | 0.21% | 0.23% |
#24
1
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
1,022 | $375,601 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ESG
FLEXSHARES STOX...
|
ETF | 0.20% | 0.21% |
#25
4
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
2,378 | $360,837 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NULG
NUVEEN ESG LARG...
|
ETF | 0.19% | 0.20% |
#26
4
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
3,673 | $334,022 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.17% | 0.29% |
#27
7
Prev: #20
|
0.1 |
—
|
-1,033 | -36.5% |
P
S
|
1,797 | $313,396 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.17% | 0.15% |
#28
9
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
2,530 | $304,333 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
RSP
INVESCO S&P 500...
|
ETF | 0.16% | 0.16% |
#29
5
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
1,517 | $291,307 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
RTX
RTX CORPORATION...
|
Industrials | 0.16% | 0.18% |
#30
2
Prev: #32
|
0.1 |
—
|
-375 | -20.5% |
P
S
|
1,452 | $280,129 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.15% | — |
#31
Prev: #—
|
3.6 |
—
|
1,320 | — |
NEW
|
1,320 | $273,108 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DXUV
DIMENSIONAL US ...
|
ETF | 0.15% | 0.15% |
#32
4
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
4,521 | $268,321 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 0.14% | 0.14% |
#33
6
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
1,750 | $259,175 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SYK
STRYKER CORP
|
Healthcare | 0.14% | 0.23% |
#34
10
Prev: #24
|
0.1 |
—
|
-418 | -34.8% |
P
S
|
782 | $256,957 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 0.14% | 0.34% |
#35
18
Prev: #17
|
0.1 |
—
|
-689 | -54.1% |
P
S
|
584 | $255,085 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IWD
ISHARES RUSSELL...
|
ETF | 0.14% | 0.13% |
#36
6
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
1,175 | $251,062 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VO
VANGUARD MID-CA...
|
ETF | 0.14% | 0.14% |
#37
1
Prev: #38
|
0.6 |
—
|
-44 | -4.9% |
P
S
|
856 | $245,957 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NZAC
STATE STREET SP...
|
ETF | 0.13% | 0.14% |
#38
3
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
5,840 | $237,369 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFSE
DIMENSIONAL EME...
|
ETF | 0.12% | — |
#39
Prev: #—
|
3.5 |
—
|
5,250 | — |
NEW
|
5,250 | $222,440 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.12% | 0.13% |
#40
3
Prev: #43
|
0.5 |
—
|
-504 | -14.8% |
P
S
|
2,907 | $221,118 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MSFT
MICROSOFT
|
Technology | 0.12% | 0.31% |
#41
23
Prev: #18
|
0.0 |
—
|
-621 | -52.4% |
P
S
|
564 | $208,794 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VOE
VANGUARD MID-CA...
|
ETF | 0.11% | — |
#42
Prev: #—
|
3.5 |
—
|
1,091 | — |
NEW
|
1,091 | $201,152 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
N/A
BLACKSTONE REIT...
|
|
Unknown | 0.09% | 0.09% |
#43
8
Prev: #51
|
0.5 |
—
|
135 | 1.2% |
P
S
|
11,758 | $167,403 | — | 13F Filing | 2026-03-31 | 2026-04-22 | ||
|
GOOGL
GOOGLE INC
|
Communication Services | 0.00% | 0.11% |
Sold All 😨
(Was: #50) |
0.0 |
—
|
-642 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SHE
STATE STREET SP...
|
ETF | 0.00% | 0.11% |
Sold All 😨
(Was: #49) |
0.0 |
—
|
-1,550 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.00% | 0.11% |
Sold All 😨
(Was: #48) |
0.0 |
—
|
-311 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #47) |
0.0 |
—
|
-462 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.00% | 0.12% |
Sold All 😨
(Was: #46) |
0.0 |
—
|
-1,061 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VOT
VANGUARD MID-CA...
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #45) |
0.0 |
—
|
-802 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 0.00% | 0.13% |
Sold All 😨
(Was: #44) |
0.0 |
—
|
-770 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 54 holdings