Monument Capital Management
CIK 1729428 · Holdings on Sep 30, 2025 · First reported Oct 14, 2025
Top ten holdings
Q3 2025- MSFT4.00%
- ITOT2.20%
- AAPL2.12%
- IWF1.94%
- EME1.90%
- CAT1.76%
- IWB1.73%
- IWP1.71%
- QQQ1.44%
- WMT1.37%
Share classes counted separately20.17%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- UIWeight increased · +0.44 pp0.90% → 1.34%Shares -285 (-3.40%)
- FIXWeight increased · +0.39 pp0.95% → 1.34%Shares -249 (-3.68%)
- AAPLWeight increased · +0.35 pp1.77% → 2.12%Shares +53 (+0.16%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $16.00M | 4.00% | 30.89K shares | 4.03% → 4.00%-0.03 pp -226 (-0.73%) | Reduced | ↗▾ |
| 02 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $8.81M | 2.20% | 60.51K shares | 2.16% → 2.20%+0.04 pp -841 (-1.37%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $8.47M | 2.12% | 33.25K shares | 1.77% → 2.12%+0.35 pp +53 (+0.16%) | Added | ↗▾ |
| 04 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $7.76M | 1.94% | 16.56K shares | 2.00% → 1.94%-0.06 pp -1.51K (-8.33%) | Reduced | ↗▾ |
| 05 | EMEEMCOR GROUP INC View history and evidence | $7.59M | 1.90% | 11.69K shares | 1.66% → 1.90%+0.24 pp -236 (-1.98%) | Reduced | ↗▾ |
| 06 | CATCATERPILLAR INC View history and evidence | $7.03M | 1.76% | 14.74K shares | 1.54% → 1.76%+0.22 pp -464 (-3.05%) | Reduced | ↗▾ |
| 07 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $6.90M | 1.73% | 18.88K shares | 1.80% → 1.73%-0.07 pp -1.47K (-7.20%) | Reduced | ↗▾ |
| 08 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $6.85M | 1.71% | 48.13K shares | 1.88% → 1.71%-0.17 pp -3.86K (-7.43%) | Reduced | ↗▾ |
| 09 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $5.76M | 1.44% | 9.60K shares | 1.44% → 1.44%+0.00 pp -452 (-4.50%) | Reduced | ↗▾ |
| 10 | WMTWALMART INC View history and evidence | $5.49M | 1.37% | 53.28K shares | 1.40% → 1.37%-0.03 pp -1.58K (-2.87%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 33
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EWG ISHARES MSCI GERMANY ETF | Non-derivative | -86,901 | -$3.68M | SEC filing ↗ | SEC filing ↗ |
| CNM CORE & MAIN INC-CLASS A | Non-derivative | -60,846 | -$3.67M | SEC filing ↗ | SEC filing ↗ |
| GDDY GODADDY INC - CLASS A | Non-derivative | -20,294 | -$3.65M | SEC filing ↗ | SEC filing ↗ |
3 / 33 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1729428 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 399976290
}Research all 226 reported holdings.
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