Managed by Monument Group Wealth Advisors, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $95.8M | 2.16M | 0.00% | — |
| 2 | ? N/A — | $78.7M | 2.03M | 0.00% | — |
| 3 | ? N/A — | $77.9M | 1.97M | 0.00% | — |
| 4 | ? N/A — | $77.6M | 2.26M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $74.9M |
| 1.94M |
| 0.00% |
| — |
| 6 | ? N/A — | $70.8M | 1.98M | 0.00% | — |
| 7 | ? N/A — | $67.6M | 2.10M | 0.00% | — |
| 8 | ? N/A — | $64.7M | 1.96M | 0.00% | — |
| 9 | ? N/A — | $64.6M | 1.87M | 0.00% | — |
| 10 | ? N/A — | $54.1M | 1.69M | 0.00% | — |
| 11 | ? N/A — | $43.8M | 1.50M | 0.00% | — |
| 12 | ? N/A — | $35.5M | 861.0K | 0.00% | — |
| 13 | A ATI — | $31.6M | 812.1K | 0.00% | — |
| 14 | A ATI — | $30.5M | 799.7K | 0.00% | — |
| 15 | A ATI — | $28.2M | 775.8K | 0.00% | — |
| 16 | A ATI — | $26.6M | 837.9K | 0.00% | — |
| 17 | A ATI — | $25.8M | 746.9K | 0.00% | — |
| 18 | A ATI — | $22.8M | 767.3K | 0.00% | — |
| 19 | A ATI — | $22.4M | 717.0K | 0.00% | — |
| 20 | A ATI — | $21.7M | 717.5K | 0.00% | — |