Monument Group Wealth Advisors, LLC has disclosed its latest quarterly holdings in a recent filing, revealing a total of $212.8 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and portfolio allocations, which are essential for both current and potential investors.
Monument Group Wealth Advisors, based in Concord, Massachusetts, operates under the Central Index Key (CIK) 0001965665. The firm specializes in wealth management and financial advisory services, catering to a diverse clientele. The recent filing, made on October 21, 2026, is part of the firm's ongoing compliance with regulatory requirements under the SEC Act of 1934.
What the Filing Says
The 13F-HR filing indicates that Monument Group Wealth Advisors holds a total of 48 different securities, with a combined value of $212,825,712. The filing reflects the firm's investment discretion over these assets, which are primarily in exchange-traded funds (ETFs) and stocks, showcasing a diversified approach to investment management.
Impact
This filing may impact various stakeholders, including clients, competitors, and regulators. Clients can gain insights into the firm’s investment strategies and performance, while competitors may analyze the data to adjust their own strategies in response to market trends. Additionally, regulators will use this information to ensure compliance with financial regulations.
What's Next
The filing does not specify what actions Monument Group Wealth Advisors will take next. However, it is expected that the firm will continue to monitor its portfolio and make adjustments as necessary in response to market conditions.