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Monument Group Wealth Advisors, LLC
Monument Group Wealth Advisors, LLC is a registered investment adviser headquartered in Concord, Massachusetts. Founded in 2001 by Byron E. Woodman, Jr. and Lee C. McGowan, the firm specializes in wealth management and investment advisory services for individuals—including high net worth clients—and select charitable organizations. With a small team (approximately 8 employees), Monument Group Wealth Advisors provides comprehensive financial planning, portfolio management, and personalized investment solutions.
Investment Strategy
Monument Group Wealth Advisors employs a discretionary investment management approach, tailoring diversified portfolios to each client’s objectives, risk tolerance, and time horizon. The firm primarily serves individuals and high net worth clients, utilizing a long-term investment strategy focused on asset allocation, risk management, and disciplined rebalancing. Their approach emphasizes global diversification, cost efficiency, and a combination of passive and active investment vehicles to achieve risk-adjusted returns that meet client goals.
Latest 13F Filing Activity
Monument Group Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 52 equity positions with a total 13F market value of $159M. The fund increased holdings in Dimensional U.s. Core Equity 2 Etf, Dimensional International Core Equity Market Etf, Vanguard Total STK MKT among other positions. Monument Group Wealth Advisors, LLC reduced exposure to Vanguard Short-term Bond Etf, Vanguard Growth Etf, Willis Towers Watson PLC LTD SHS among others.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 44.58% | $70.8M | 1,975,570 | $30.52 | $35.84 | +$6.1M |
D DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 16.26% | $25.8M | 746,904 | $29.32 | $34.57 | +$3.4M |
V VTI | VANGUARD TOTAL STK MKT | 10.99% | $17.4M | 57,406 | $240.69 | $303.93 | +$2.3M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 5.67% | $9.0M | 157,921 | $47.91 | $57.01 | -$52.9K |
D DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 4.29% | $6.8M | 235,229 | $24.66 | $28.95 | +$865.9K |
Industry Allocation
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