Monument Capital Management
RIA/Wealth
Monument Capital Management is a RIA/Wealth based in Alexandria, VA led by Jessica Lydia Gibbs, reporting $465.1M in AUM as of Q3 2025 with 31% ETF concentration.
PresidentJessica Lydia Gibbs
- Portfolio Value
- $400.0M
- Positions
- 226
- Top Holding
- MSFT at 4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Monument Capital Management's portfolio (20.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $16.0M | 4.00% | -$117.1K Sold | 0.00% 30.9K shares | |
ETF ETF | $8.8M | 2.20% | -$122.5K Sold | — 60.5K shares | |
Consumer Electronics Technology | $8.5M | 2.12% | +$13.5K Bought | 0.00% 33.2K shares | |
ETF ETF | $7.8M | 1.94% | -$705.4K Sold | — 16.6K shares | |
Engineering & Construction Industrials | $7.6M | 1.90% | -$153.3K Sold | 0.03% 11.7K shares | |
Agricultural - Machinery Industrials | $7.0M | 1.76% | -$221.4K Sold | 0.00% 14.7K shares | |
ETF ETF | $6.9M | 1.73% | -$535.8K Sold | — 18.9K shares | |
ETF ETF | $6.9M | 1.71% | -$550.0K Sold | — 48.1K shares | |
ETF ETF | $5.8M | 1.44% | -$271.4K Sold | — 9.6K shares | |
Discount Stores Consumer Defensive | $5.5M | 1.37% | -$162.4K Sold | 0.00% 53.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Monument Capital Management's latest filing
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Monument Capital Management
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