Monument Group Wealth Advisors, LLC logo

Monument Group Wealth Advisors, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Monument Group Wealth Advisors, LLC with $169.6M in long positions as of Q3 2025, 97% allocated to ETF, and 92% concentrated in top 10 positions.

Portfolio Value
$169.6M
Top 10 Concentration
92%
Top Sector
ETF (97%)
US Exposure
100%
Market Cap Focus
N/A
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 96.90%ETFTechnology: 1.10%Financial Services: 0.60%Healthcare: 0.50%Communication Services: 0.40%Industrials: 0.30%Consumer Cyclical: 0.10%
ETF
96.90%
Technology
1.10%
Financial Services
0.60%
Healthcare
0.50%
Communication Services
0.40%
Industrials
0.30%
Consumer Cyclical
0.10%

Industry Breakdown

13 industries across all sectors

ETF: 96.88%ETFConsumer Electronics: 0.53%Internet Content & Information: 0.38%Software - Infrastructure: 0.32%Drug Manufacturers - General: 0.26%Medical - Devices: 0.26%7 more: 1.25%
ETF
ETF
96.88%
Consumer Electronics
Technology
0.53%
Internet Content & Information
Communication Services
0.38%
Software - Infrastructure
Technology
0.32%
Drug Manufacturers - General
Healthcare
0.26%
Medical - Devices
Healthcare
0.26%
Insurance - Diversified
Financial Services
0.22%
Semiconductors
Technology
0.22%
Insurance - Brokers
Financial Services
0.21%
Aerospace & Defense
Industrials
0.18%
Banks - Diversified
Financial Services
0.14%
Staffing & Employment Services
Industrials
0.14%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 2.38%Large Cap ($10B - $200B): 0.61%N/A (ETF or Unknown): 97.00%N/A (ETF or Unknown)
Mega Cap (> $200B)
2.38%
Large Cap ($10B - $200B)
0.61%
N/A (ETF or Unknown)
97.00%

Portfolio Concentration

Top 10 Holdings %
91.51%
Top 20 Holdings %
95.36%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.79%
International
0.211%
Countries
2
Largest Int'l Market
United Kingdom - 0.21%
United States of America
99.79% ($169.2M)
45 holdings
United Kingdom
0.21% ($357.3K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
7 quarters
Avg. Top 20
7 quarters
Avg. All Positions
6.1 quarters
Median Holding Period
7 quarters
Persistence Rate
89.13%
Persistent Holdings Weight
99.2%
Persistent Positions
41
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 7 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.12%
Avg. Position Weight
2.17%
Largest Position
Dimensional U.S. Core Equity 2 ETF logo
Dimensional U.S. Core Equity 2 ETFDFAC - 44.18%
Largest Ownership Stake
Willis Towers Watson Public Limited Company Ordinary Shares logo
Willis Towers Watson Public Limited Company Ordinary SharesWTW - 0.00%
Avg. Ownership Stake
0.000%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2023)

Avg. New Position
1.70%
Avg. Ownership Stake
0.000%
Largest Position
Dimensional U.S. Core Equity 2 ETF logo
Dimensional U.S. Core Equity 2 ETFDFAC - 46.61% (Q3 2024)
Largest Ownership Stake
HILLTOP HOLDINGS INC. logo
HILLTOP HOLDINGS INC.HTH - 0.02% (Q4 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.5%
Value Traded
$5.88M
Positions Added
1
Positions Exited
7

Historical (Since Q4 2023)

Avg. Turnover Ratio
10.3%
Avg. Positions Added
8
Avg. Positions Exited
2
Highest Turnover
50.0%
Q4 2023
Lowest Turnover
2.1%
Q2 2025

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.