Holdings
Monument Group Wealth Advisors, LLC
As of Jun 30, 2026, Monument Group Wealth Advisors, LLC reported 9 positions worth US$9.37M. Largest: Apple Inc, Berkshire Hathaway Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 21,918 | US$6.34M | −799 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,568 | US$785K | +5 | Jun 30, 2026 |
| Nvidia Corporation | 2,378 | US$418K | +581 | Jun 30, 2026 |
| Merck & Company, Inc. | 4,935 | US$385K | +2,405 | Jun 30, 2026 |
| Rtx Corporation | 2,738 | US$352K | +1,286 | Jun 30, 2026 |
| Chevron Corporation | 1,517 | US$323K | +197 | Jun 30, 2026 |
| Stryker Corporation | 1,750 | US$277K | +968 | Jun 30, 2026 |
| Coca-cola Company (the) | 3,098 | US$252K | +191 | Jun 30, 2026 |
| Microsoft Corp. | 1,550 | US$239K | +986 | Jun 30, 2026 |