DOSSIER · 13F-HR · Q2 2026
Monument Group Wealth Advisors, LLC
$208M in tracked AUM across 44 positions as of Q2 2026.
MG
CIK 0001965665 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Monument Group Wealth Advisors, LLC
Portfolio Overview
Monument Group Wealth Advisors, LLC manages a portfolio with a total value of $183.45 million as of December 31, 2025, spread across 51 holdings. This represents a significant growth of 56.1% in portfolio value compared to the previous quarter ($117.53M). While a portion of this growth is likely attributable to market appreciation, the substantial increase in holdings (from approxim...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.