Monument Group Wealth Advisors, LLC reported 12 positions worth $11.52M for the quarter ended Sep 30, 2026, up 23.0% on the prior quarter. It opened 4 new positions, added to 2, trimmed 6 and exited 1. Its largest holding is Apple Inc. at 58.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | +2,457 | – | $612.16K | 5.31% |
| STX Seagate Technology Holdings plc | +339 | – | $312.67K | 2.71% |
| JNJ Johnson & Johnson | +1,028 | – | $272.19K | 2.36% |
| JPM Jpmorgan Chase & Co | +674 | – | $222.98K | 1.93% |
| BRK-B Berkshire Hathaway Inc | +120 | +7.7% | $59.75K | 7.29% |
| KO Coca Cola Co | +195 | +6.3% | $16.79K | 2.46% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -1,670 | -7.6% | $556.14K | 58.51% |
| CVX Chevron Corp | -1,517 | -100.0% | $322.96K | Exited |
| SYK Stryker Corp | -908 | -51.9% | $250.05K | 2.01% |
| MRK Merck & Co., Inc. | -1,705 | -34.5% | $247.75K | 4.07% |
| MSFT Microsoft Corp | -296 | -19.1% | $151.82K | 5.58% |
| NVDA Nvidia Corp | -581 | -24.4% | $132.69K | 3.56% |
| RTX RTX Corp | -137 | -5.0% | $25.44K | 4.19% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CVX Chevron Corp | -1,517 | $322.96K | 3.45% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 20.2K | $6.74M | 58.51% | -1,670 | -7.6% | Reduced | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,688 | $840.54K | 7.29% | +120 | +7.7% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 1,254 | $643.20K | 5.58% | -296 | -19.1% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 2,457 | $612.16K | 5.31% | +2,457 | – | New | 0% |
| 5 | RTX RTX Corp | Industrials | 2,601 | $482.98K | 4.19% | -137 | -5.0% | Reduced | 0% |
| 6 | MRK Merck & Co., Inc. | Healthcare | 3,230 | $469.35K | 4.07% | -1,705 | -34.5% | Reduced | 0% |
| 7 | NVDA Nvidia Corp | Technology | 1,797 | $410.40K | 3.56% | -581 | -24.4% | Reduced | 0% |
| 8 | STX Seagate Technology Holdings plc | Technology | 339 | $312.67K | 2.71% | +339 | – | New | 0% |
| 9 | KO Coca Cola Co | Consumer Staples | 3,293 | $283.51K | 2.46% | +195 | +6.3% | Added | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 1,028 | $272.19K | 2.36% | +1,028 | – | New | 0% |
| 11 | SYK Stryker Corp | Healthcare | 842 | $231.88K | 2.01% | -908 | -51.9% | Reduced | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 674 | $222.98K | 1.93% | +674 | – | New | 0% |
Tip. Select a row to see that position’s full history at Monument Group Wealth Advisors.
As of its Q3 2026 13F filing, Monument Group Wealth Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 58.5%, Berkshire Hathaway Inc (BRK-B) at 7.3%, Microsoft Corp (MSFT) at 5.6%, Amazon Com Inc (AMZN) at 5.3%, RTX Corp (RTX) at 4.2% of the reported portfolio.
Monument Group Wealth Advisors, LLC reported a 13F portfolio worth $11.52M across 12 positions for Q3 2026. That is up 23.0% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($612.16K), Seagate Technology Holdings plc ($312.67K), Johnson & Johnson ($272.19K). It opened 4 new positions.
Its largest sales by value were Apple Inc. ($556.14K), Chevron Corp ($322.96K), Stryker Corp ($250.05K). It exited 1 positions entirely.
From the Form 13F-HR reports Monument Group Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.