Monument Group Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0001965665
13F-HR · 15 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
96.4%
Monument Group Wealth Advisors, LLC — $33.9M AUM allocation strategy
Monument Group Wealth Advisors, LLC files SEC Form 13F and reports $33.9M of long US equity value across 15 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.5%, followed by Financials 3.1% and Health Care 1.7%.
The top 10 holdings account for 96% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Monument Group Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$33.9M
total across 15 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
96% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$IVV −4.46K sh · −$431K−$AAPL −2.98K sh · −$1.22M−$NVDA −1.03K sh · −$214K
Exited to nil (held last quarter, gone now)
$GOOGL ($391K last qtr)$WTW ($340K last qtr)$JPM ($251K last qtr)$MCD ($235K last qtr)$JNJ ($220K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals17.0%—
- Multi-Sector Holdings2.2%—
- Semiconductors0.9%—
- Pharmaceuticals0.9%—
- Asset Management & Custody Banks0.9%—
- Aerospace & Defense0.8%—
- Integrated Oil & Gas0.8%—
- Health Care Equipment0.8%—
- Other holdings75.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 22.7K | $5.77M | -2.98K | 17.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 1.56K | $749K | +0 | 2.2% |
| $NVDA | NVIDIA Corporation | 1.8K | $313K | -1.03K | 0.9% |
| $MRK | Merck & Company Inc | 2.53K | $304K | +0 | 0.9% |
| $IVZ | Invesco Ltd | 1.52K | $291K | +0 | 0.9% |
| $RTX | RTX Corporation | 1.45K | $280K | -375 | 0.8% |
…and 9 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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