13F Filings History of Monument Group Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$183,453,839
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 51 stock holdings with total value $183,453,839 as of Q4 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 Filing Time
Q4 2025 51 $183,453,839 +$10,726,414 -$2,127,760 +$8,598,654 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 15 Jan 2026, 15:46
Q3 2025 47 $169,845,899 +$5,936,405 -$6,085,117 -$148,712 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 24 Oct 2025, 11:11
Q2 2025 52 $158,813,917 +$4,077,874 -$2,439,852 +$1,638,022 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 29 Jul 2025, 14:40
Q1 2025 51 $144,260,561 +$6,062,498 -$1,210,215 +$4,852,283 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 24 Apr 2025, 16:06
Q4 2024 49 $141,251,715 +$985,316 -$23,079,585 -$22,094,269 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 15 Jan 2025, 14:54
Q3 2024 50 $166,399,520 +$8,908,606 -$1,168,429 +$7,740,177 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 18 Oct 2024, 11:22
Q2 2024 48 $148,670,331 +$16,283,452 -$3,273,562 +$13,009,890 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 06 Aug 2024, 10:12
Q1 2024 47 $134,944,884 +$12,853,647 -$3,629,542 +$9,224,105 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 07 May 2024, 17:47
Q4 2023 43 $117,266,424 $0 $0 $0 DFAC, DFAI, VTI, VEA, DFAE 13F-HR 01 Feb 2024, 14:22