Monument Group Wealth Advisors, LLC

CIK 0001965665 · Q1 2026

13F Equity AUM

$180.2M

-1.8% QoQ

Positions

-8 QoQ

AUM Rank

#7,822

Top 63%

Skill Alpha (FF)

-5.8%/yr^ns

No Clear Edge

Rank #7,603 · Top 92%

vs S&P -5.6%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 82.4%Top 10: 92.1%Top 20: 96.4%

DFAC43.7%

DFAI17.6%

VTI11.1%

VEA5.3%

DFAE4.8%

AAPL3.2%

VTV2.3%

VB2.0%

VWO1.2%

VBR0.9%

Others (33)7.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services95.7%

Technology3.5%

Other0.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 43Median: 0.22%Avg: 2.33%

0–0.5%

31(6.3%)

0.5–1%

3(2.6%)

1–3%

3(5.5%)

3–5%

2(8.0%)

5%+

4(77.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 39Unique: 4vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

0.8%

0.7%

0.8%

1.2%

0.7%

0.4%

VANGUARD CAPITAL MANAGEMENT LLC

0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.3%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New3Increased10Decreased16Exited11

New Positions

CHV0.1%

+1K

DFSE0.1%

+5K

VOE0.1%

+1K

Increased

DFAC43.7%

+58K(+3%)

DFAI17.6%

+12K(+2%)

DFSU0.9%

+10K(+34%)

DFAE4.8%

+4K(+2%)

DFSI0.2%

+3K(+45%)

BSV0.2%

+921(+23%)

SCZ0.8%

+348(+2%)

VWO1.2%

+288(+1%)

BLACKSTONE REIT INC …0.1%

+135(+1%)

SPY0.4%

+51(+5%)

Decreased

VEA5.3%

-6,996(-5%)

AAPL3.2%

-2,982(-12%)

VTV2.3%

-1,833(-8%)

NVDA0.2%

-1,033(-37%)

VTI11.1%

-853(-1%)

VUG0.1%

-689(-54%)

MSFT0.1%

-621(-52%)

KO0.1%

-504(-15%)

SYK0.1%

-418(-35%)

DFUV0.3%

-382(-4%)

Exited

-4,464

-1,245

-1,034

-779

-770

-802

-1,061

-462

-1,550

Holdings

Loading holdings...