Monument Group Wealth Advisors, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing, signed by President and Senior Wealth Advisor Lee C. McGowan, lists 48 total holdings across two distinct portfolios managed by the firm.
The first portfolio, the U.S. Core Equity 2 Portfolio, holds 21 securities. The largest position in this portfolio is the Dimensional International Core Equity Market ETF, with 892,361 shares. The portfolio also holds significant positions in the Dimensional Emerging Core Equity Market ETF (269,691 shares) and the Vanguard Total Stock Market ETF (57,805 shares). Individual stock holdings include Apple Inc. with 20,248 shares and Berkshire Hathaway Inc. Class B shares with 1,688 shares.
The second portfolio, the U.S. Targeted Value Portfolio, holds 27 securities. The largest holding in this portfolio is the Vanguard Short-Term Treasury ETF with 9,505 shares. Other notable positions include the Nuveen ESG Large-Cap Growth ETF (3,673 shares), the Dimensional U.S. Marketwide Value ETF (8,213 shares), and the Vanguard Tax-Exempt Bond ETF (9,546 shares). Individual stock holdings in this portfolio include RTX Corporation (2,601 shares), Merck & Co. Inc. (3,230 shares), and Johnson & Johnson (1,028 shares).
