Monument Capital Management
All 13F Filings
- Location
- Alexandria, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 399,107
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 217 | 399,107 | 13F-HR | Monument Capital Management |
| Q4 2025 | 1/26/2026 | 220 | 401,962 | 13F-HR | Monument Capital Management |
| Q3 2025 | 10/14/2025 | 226 | 399,976 | 13F-HR | Monument Capital Management |
| Q2 2025 | 7/24/2025 | 219 | 383,890 | 13F-HR | Monument Capital Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 277.6 K | 69.6% | 0 | 59.4 K | -59.4 K |
| ETFs | 121.5 K | 30.4% | 66.58 K | 0 | 66.58 K |
| Debt | 0 | 0.0% | 0 | 4.732 K | -4.732 K |
| Other | 0 | 0.0% | 0 | 5.307 K | -5.307 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
399,107
Holdings
217
QoQ value change ($000)
-2,855
(-0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.