MONUMENT GROUP WEALTH ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 26K | $6.99M |
 | KO | 3K | $238.50K |
 | NVDA | 3K | $527.79K |
 | MRK | 3K | $266.31K |
 | RTX | 2K | $335.08K |
 | BRK-B | 2K | $785.64K |
 | GOOG | 1K | $390.68K |
 | SYK | 1K | $421.76K |
 | MSFT | 1K | $573.11K |
 | JNJ | 1K | $219.67K |
 | WTW | 1K | $339.85K |
 | JPM | 779 | $251.01K |
 | MCD | 770 | $235.34K |
 | GOOGL | 642 | $200.95K |
 | META | 311 | $205.29K |
Apple Inc.
AAPL
Shares Held
26K
Value
$6.99M
The Coca-Cola Company
KO
Shares Held
3K
Value
$238.50K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$527.79K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$266.31K
RTX Corporation
RTX
Shares Held
2K
Value
$335.08K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$785.64K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$390.68K
Stryker Corporation
SYK
Shares Held
1K
Value
$421.76K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$573.11K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$219.67K
Willis Towers Watson Public Limited Company
WTW
Shares Held
1K
Value
$339.85K
JPMorgan Chase & Co.
JPM
Shares Held
779
Value
$251.01K
McDonald's Corporation
MCD
Shares Held
770
Value
$235.34K
Alphabet Inc.
GOOGL
Shares Held
642
Value
$200.95K
Meta Platforms, Inc.
META
Shares Held
311
Value
$205.29K