MONUMENT GROUP WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 23K | $5.77M |
 | KO | 3K | $221.12K |
 | MRK | 3K | $304.33K |
 | NVDA | 2K | $313.40K |
 | BRK-B | 2K | $748.99K |
 | RTX | 1K | $280.13K |
 | CVX | 1K | $273.11K |
 | SYK | 782 | $256.96K |
 | MSFT | 564 | $208.79K |
Apple Inc.
AAPL
Shares Held
23K
Value
$5.77M
The Coca-Cola Company
KO
Shares Held
3K
Value
$221.12K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$304.33K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$313.40K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$748.99K
RTX Corporation
RTX
Shares Held
1K
Value
$280.13K
Chevron Corporation
CVX
Shares Held
1K
Value
$273.11K
Stryker Corporation
SYK
Shares Held
782
Value
$256.96K
Microsoft Corporation
MSFT
Shares Held
564
Value
$208.79K