Monument Group Wealth Advisors, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 15, 2025
Value $: $141M
Signature - Title: Lee McGowan - President & Senior Wealth Advisor
Location: Concord, MA
Summary: This page shows a list of all the recent 13F filings made by Monument Group Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Monument Group Wealth Advisors, LLC reported 49 stock holdings with total value $141M as of Q4 2024. Top holdings included DFAC, DFAI, VTI, VEA, and DFAE.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	49	$141M	+$985K	-$23.1M	-$22.1M	DFAC, DFAI, VTI, VEA, DFAE	13F-HR	1/15/2025, 02:54 PM
Q3 2024	50	$166M	+$8.91M	-$1.17M	+$7.74M	DFAC, DFAI, VTI, VEA, DFAE	13F-HR	10/18/2024, 11:22 AM
Q2 2024	48	$149M	+$16.3M	-$3.27M	+$13M	DFAC, DFAI, VTI, VEA, DFAE	13F-HR	8/6/2024, 10:12 AM
Q1 2024	47	$135M	+$12.9M	-$3.63M	+$9.22M	DFAC, DFAI, VTI, VEA, DFAE	13F-HR	5/7/2024, 05:47 PM
Q4 2023	43	$117M				DFAC, DFAI, VTI, VEA, DFAE	13F-HR	2/1/2024, 02:22 PM