13F Filings History of Monument Group Wealth Advisors, LLC

Latest 13F report
Q3 2025 - Oct 24, 2025
Value $
$170M
Signature - Title
Lee McGowan - President & Senior Wealth Advisor
Location
Concord, MA
Summary
This page shows a list of all the recent 13F filings made by Monument Group Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Monument Group Wealth Advisors, LLC reported 47 stock holdings with total value $170M as of Q3 2025. Top holdings included DFAC, DFAI, VTI, VEA, and DFAE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 47 $170M +$5.94M -$6.09M -$149K DFAC, DFAI, VTI, VEA, DFAE 13F-HR 10/24/2025, 11:11 AM
Q2 2025 52 $159M +$4.08M -$2.44M +$1.64M DFAC, DFAI, VTI, VEA, DFAE 13F-HR 7/29/2025, 02:40 PM
Q1 2025 51 $144M +$6.06M -$1.21M +$4.85M DFAC, DFAI, VTI, VEA, DFAE 13F-HR 4/24/2025, 04:06 PM
Q4 2024 49 $141M +$985K -$23.1M -$22.1M DFAC, DFAI, VTI, VEA, DFAE 13F-HR 1/15/2025, 02:54 PM
Q3 2024 50 $166M +$8.91M -$1.17M +$7.74M DFAC, DFAI, VTI, VEA, DFAE 13F-HR 10/18/2024, 11:22 AM
Q2 2024 48 $149M +$16.3M -$3.27M +$13M DFAC, DFAI, VTI, VEA, DFAE 13F-HR 8/6/2024, 10:12 AM
Q1 2024 47 $135M +$12.9M -$3.63M +$9.22M DFAC, DFAI, VTI, VEA, DFAE 13F-HR 5/7/2024, 05:47 PM
Q4 2023 43 $117M $0 $0 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 2/1/2024, 02:22 PM