Monument Group Wealth Advisors, LLC
Monument Group Wealth Advisors, LLC reported 44 holdings worth US$208M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Monument Group Wealth Advisors, LLC reported 44 holdings worth US$208M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$208M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 21,918 | US$6.34M | 3.0% |
| Berkshire Hathaway Inc. | 1,568 | US$785K | 0.38% |
| Nvidia Corporation | 2,378 | US$418K | 0.20% |
| Merck & Company, Inc. | 4,935 | US$385K | 0.18% |
| Rtx Corporation | 2,738 | US$352K | 0.17% |
| Chevron Corporation | 1,517 | US$323K | 0.16% |
| Stryker Corporation | 1,750 | US$277K | 0.13% |
| Coca-cola Company (the) | 3,098 | US$252K | 0.12% |
| Microsoft Corp. | 1,550 | US$239K | 0.11% |