Entity type
Company
Filer Snapshot
Monument Group Wealth Advisors, LLC
CIK 0001965665. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
10
Latest filing
22 Apr 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$180.2M
43 holdings for Q1 2026
Open portfolioLargest parsed holding
DFAC
$78.74M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 22 Apr 2026 for CIK 0001965665.
- SEC ownership summary
-
Filing-value scale
Bars compare parsed values by filing family; they are not one combined total.
Latest 13F portfolio$180.2MQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$180.2M
Market value reported in the latest parsed Form 13F portfolio.
Leading 13F symbols
DFAC, DFAI, VTI, VEA
Largest visible symbols from the latest parsed Form 13F information table.
13F holdings
Top symbols from the latest parsed Form 13F information table.
DFAC DFAI VTI VEA DFAE AAPL VTV VB+12 more
VWO VBR DFSU SCZ AVUS BRKB SPY IVV VGSH DFAT DFUV DFSIHow to read these values
- Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
- Use the linked research paths to verify each signal against the original SEC filing.
- Business address
- 801 Main Street, Concord, MA, 01742
- State of incorporation
- DE
- Fiscal year-end
- 31 December
SEC ownership signals
1 fact
Filer identity
1 fact
SEC record
2 facts
Filer intelligence
What SEC filings say about Monument Group Wealth Advisors, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $180.2M across 43 reported holdings for Q1 2026.
- Largest parsed 13F holding: DFAC at $78.74M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
82%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$148.45M
Compared with $180.2M total 13F value.
Top 5 net change
+$2.17M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: DFAC ยท Largest trim: AAPL
DFAC
DFAI
VTI
VEA
DFAE
Other holdings
Latest update
What changed recently for Monument Group Wealth Advisors, LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
22 Apr 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 22 Apr 2026.
Benchmark Context
Benchmark context for this company
Monument Group Wealth Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001965665 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
10
First seen
01 Feb 2024
Latest filing
22 Apr 2026
Entity
Company
Observed form types
13F-HR
Latest Filings
Showing the latest 10 of 10 SEC filings for Monument Group Wealth Advisors, LLC.
13F-HR
13F-HR filing
- Filing date
- 22 Apr 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 29 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 18 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 01 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing