# EDGAR Filing Document

**Accession Number:** 0001965665
**File Stem:** 0001965665-25-000004
**Filing Date:** 2025-7
**Character Count:** 9050
**Document Hash:** 0f869cdb233a3e3532ba91d15e14c412
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001965665-25-000004.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0001965665-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**DATE AS OF CHANGE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Monument Group Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001965665

**ORGANIZATION NAME:**
- **EIN:** 043559896
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23573
- **FILM NUMBER:** 251160665

**BUSINESS ADDRESS:**
- **STREET 1:** 801 MAIN STREET
- **CITY:** CONCORD
- **STATE:** MA
- **ZIP:** 01742
- **BUSINESS PHONE:** 9784516466

**MAIL ADDRESS:**
- **STREET 1:** 801 MAIN STREET
- **CITY:** CONCORD
- **STATE:** MA
- **ZIP:** 01742

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Monument Group Wealth Advisors LLC<br>**Address:** 801 MAIN STREET<br>CONCORD, MA 01742

**Form 13F File Number:** 028-23573

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lee McGowan<br>**Title:** President  Senior Wealth Advisor<br>**Phone:** 978-451-6466

**Signature, Place, and Date of Signing:**

Lee McGowan  Concord, MA  07-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 52

**Form 13F Information Table Value Total:** $158813917

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 25434V708 |  | 70804463 | 1975570 | SH |  | SOLE |  | 0 | 0 | 1975570 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 25434V203 |  | 25820476 | 746904 | SH |  | SOLE |  | 0 | 0 | 746904 |
| VANGUARD TOTAL STK MKT | ETF | 922908769 |  | 17447541 | 57406 | SH |  | SOLE |  | 0 | 0 | 57406 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 9003112 | 157921 | SH |  | SOLE |  | 0 | 0 | 157921 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | ETF | 25434V302 |  | 6809898 | 235229 | SH |  | SOLE |  | 0 | 0 | 235229 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 3390163 | 19181 | SH |  | SOLE |  | 0 | 0 | 19181 |
| VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 3044553 | 12847 | SH |  | SOLE |  | 0 | 0 | 12847 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 |  | 2066479 | 41780 | SH |  | SOLE |  | 0 | 0 | 41780 |
| VANGUARD SMALL CAP VALUE ETF | ETF | 922908611 |  | 1336683 | 6854 | SH |  | SOLE |  | 0 | 0 | 6854 |
| ISHARES MSCI EAFE SMALL CAP ETF | ETF | 464288273 |  | 1324731 | 18226 | SH |  | SOLE |  | 0 | 0 | 18226 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | ETF | 25434V716 |  | 1159641 | 29545 | SH |  | SOLE |  | 0 | 0 | 29545 |
| APPLE INC | Stock | 037833100 |  | 1158389 | 5646 | SH |  | SOLE |  | 0 | 0 | 5646 |
| COCA COLA CO COM | Stock | 191216100 |  | 815785 | 11530 | SH |  | SOLE |  | 0 | 0 | 11530 |
| AVANTIS U.S. EQUITY ETF | ETF | 025072885 |  | 784984 | 7786 | SH |  | SOLE |  | 0 | 0 | 7786 |
| MICROSOFT | Stock | 594918104 |  | 669040 | 1345 | SH |  | SOLE |  | 0 | 0 | 1345 |
| STRYKER CORP | Stock | 863667101 |  | 632216 | 1598 | SH |  | SOLE |  | 0 | 0 | 1598 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 612909 | 987 | SH |  | SOLE |  | 0 | 0 | 987 |
| VANGUARD SHORT-TERM TREASURY ETF | ETF | 92206C102 |  | 570048 | 9698 | SH |  | SOLE |  | 0 | 0 | 9698 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 568429 | 5273 | SH |  | SOLE |  | 0 | 0 | 5273 |
| INTL BUSINESS MACHINES | Stock | 459200101 |  | 494051 | 1676 | SH |  | SOLE |  | 0 | 0 | 1676 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 476612 | 1644 | SH |  | SOLE |  | 0 | 0 | 1644 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 25434V609 |  | 471110 | 8730 | SH |  | SOLE |  | 0 | 0 | 8730 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | 336917109 |  | 433354 | 10350 | SH |  | SOLE |  | 0 | 0 | 10350 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 |  | 407855 | 9646 | SH |  | SOLE |  | 0 | 0 | 9646 |
| WISDOMTREE U.S. HIGH DIVIDEND FUND | ETF | 97717W208 |  | 395341 | 4119 | SH |  | SOLE |  | 0 | 0 | 4119 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 386688 | 882 | SH |  | SOLE |  | 0 | 0 | 882 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 374417 | 606 | SH |  | SOLE |  | 0 | 0 | 606 |
| VANGUARD MEGA CAP GROWTH ETF | ETF | 921910816 |  | 373244 | 1019 | SH |  | SOLE |  | 0 | 0 | 1019 |
| VANGUARD MEGA CAP ETF | ETF | 921910873 |  | 372095 | 1654 | SH |  | SOLE |  | 0 | 0 | 1654 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 366092 | 496 | SH |  | SOLE |  | 0 | 0 | 496 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 364324 | 2306 | SH |  | SOLE |  | 0 | 0 | 2306 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 |  | 360426 | 5216 | SH |  | SOLE |  | 0 | 0 | 5216 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 358498 | 738 | SH |  | SOLE |  | 0 | 0 | 738 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 352119 | 1985 | SH |  | SOLE |  | 0 | 0 | 1985 |
| FLEXSHARES STOXX US ESG SELECT INDEX FUND | ETF | 33939L696 |  | 349153 | 2378 | SH |  | SOLE |  | 0 | 0 | 2378 |
| NUVEEN ESG LARGE-CAP GROWTH ETF | ETF | 67092P201 |  | 345078 | 3673 | SH |  | SOLE |  | 0 | 0 | 3673 |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | G96629103 |  | 316992 | 1034 | SH |  | SOLE |  | 0 | 0 | 1034 |
| VANGUARD SHORT-TERM BOND ETF | ETF | 921937827 |  | 296493 | 3767 | SH |  | SOLE |  | 0 | 0 | 3767 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 294507 | 1008 | SH |  | SOLE |  | 0 | 0 | 1008 |
| INVESCO S 500 EQUAL WEIGHT ETF | ETF | 46137V357 |  | 275855 | 1517 | SH |  | SOLE |  | 0 | 0 | 1517 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 269145 | 1762 | SH |  | SOLE |  | 0 | 0 | 1762 |
| PUBLIC SVC ENTERPRISE GRP INC COM | Stock | 744573106 |  | 266345 | 3164 | SH |  | SOLE |  | 0 | 0 | 3164 |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | ETF | 25434V690 |  | 261445 | 6634 | SH |  | SOLE |  | 0 | 0 | 6634 |
| RTX CORPORATION COM | Stock | 75513E101 |  | 260207 | 1782 | SH |  | SOLE |  | 0 | 0 | 1782 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 255663 | 829 | SH |  | SOLE |  | 0 | 0 | 829 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 242390 | 570 | SH |  | SOLE |  | 0 | 0 | 570 |
| VANGUARD MID-CAP ETF | ETF | 922908629 |  | 238770 | 853 | SH |  | SOLE |  | 0 | 0 | 853 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 |  | 233292 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | ETF | 78463X194 |  | 230680 | 5840 | SH |  | SOLE |  | 0 | 0 | 5840 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 |  | 228220 | 1175 | SH |  | SOLE |  | 0 | 0 | 1175 |
| MERCK  CO INC | Stock | 58933Y105 |  | 226160 | 2857 | SH |  | SOLE |  | 0 | 0 | 2857 |
| GLOBE LIFE INC COM | Stock | 37959E102 |  | 217756 | 1752 | SH |  | SOLE |  | 0 | 0 | 1752 |

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