Monograph Wealth Advisors, LLC Purchases in Q3 2025

Monograph Wealth Advisors, LLC

  • $937 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
50.7K
+ 1047.76%
$620.67 - $670.08 $31.5M - $34M
55.5K $37.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
184K
+ 2.88%
$36.04 - $38.78 $6.63M - $7.14M
6.58M $254M
DFAX
Dimensional ETF Tr
220K
+ 3.83%
$29.25 - $31.56 $6.44M - $6.95M
5.97M $187M
AAPL
Apple Inc.

Technology
25.8K
+ 26.33%
$202.38 - $256.87 $5.21M - $6.62M
124K $31.5M
DFAI
Dimensional ETF Tr

ETFs
268K
+ 790.1%
$34.05 - $36.55 $9.13M - $9.81M
302K $11M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
159K
+ 20.05%
$41.91 - $44.87 $6.66M - $7.13M
952K $42.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
108K
+ 18.36%
$53.36 - $59.69 $5.74M - $6.42M
694K $40.4M
MSFT
Microsoft Corp

Technology
14K
+ 115.87%
$491.09 - $535.64 $6.89M - $7.51M
26.1K $13.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
120K
+ 15.85%
$29.55 - $32.52 $3.54M - $3.9M
877K $28.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
63.5K
+ 33.95%
$63.41 - $69.69 $4.03M - $4.43M
251K $17.2M
AMZN
Amazon Com Inc

Consumer Cyclical
20.3K
+ 89.76%
$211.65 - $238.24 $4.29M - $4.83M
42.8K $9.41M
DFIP
Dimensional ETF Tr Inflation P

ETFs
83.8K
+ 61.46%
$41.6 - $42.66 $3.49M - $3.58M
220K $9.3M
DISV
Dimensional ETF Tr Dimensional

ETFs
32.2K
+ 3.75%
$32.78 - $35.79 $1.06M - $1.15M
891K $31.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
89.5K
+ 137.07%
$30.76 - $33.01 $2.75M - $2.95M
155K $5.07M
GOOGL
Alphabet Inc.

Communication Services
2.02K
+ 5.54%
$174.36 - $254.72 $352K - $514K
38.5K $9.35M
VGSH
Vanguard

ETFs
41.5K
New
$58.43 - $58.88 $2.43M - $2.44M
41.5K $2.44M
GOOG
Alphabet Inc.

Communication Services
1.49K
+ 5.43%
$175.16 - $255.24 $262K - $381K
29K $7.06M
KMI
Kinder Morgan, Inc.

Energy
50.8K
New
$26.23 - $28.5 $1.33M - $1.45M
50.8K $1.44M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21K
+ 4.08%
$52.39 - $53.11 $1.1M - $1.12M
537K $28.5M
IAU
Ishares Gold Trust

ETFs
14.6K
+ 240.55%
$61.62 - $72.77 $898K - $1.06M
20.6K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
389
+ 5.92%
$293.94 - $444.72 $114K - $173K
6.96K $3.09M
VTI
Vanguard Total Stock Market Et

ETFs
94
+ 0.25%
$303.93 - $329.86 $28.6K - $31K
38.2K $12.5M
BAC
Bank Of America Corp

Financial Services
18.1K
New
$44.92 - $52.42 $814K - $950K
18.1K $935K
COST
Costco Wholesale Corp

Consumer Defensive
998
+ 371.0%
$915.95 - $994.57 $914K - $993K
1.27K $1.17M
PG
Procter & Gamble CO

Consumer Defensive
5.55K
New
$150.47 - $161.22 $835K - $895K
5.55K $852K
CSCO
Cisco Systems, Inc.

Technology
12K
New
$66.2 - $71.79 $796K - $863K
12K $822K
META
Meta Platforms, Inc.

Communication Services
1.12K
+ 10.73%
$695.21 - $791.73 $776K - $884K
11.5K $8.46M
SLV
I Shares Silver Trust

ETFs
15.8K
New
$32.73 - $42.5 $517K - $672K
15.8K $669K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.65K
+ 53.16%
$224.68 - $282.71 $370K - $466K
4.75K $1.33M
VXF
Vanguard Extended Market ETF

ETFs
2.27K
New
$193.58 - $213.07 $440K - $484K
2.27K $475K
BCAL
Southern Calif Bancorp Com

Financial Services
28K
New
$14.6 - $17.64 $409K - $494K
28K $467K
MGV
Vanguard Mega Cap Value

ETFs
3.26K
New
$129.46 - $137.85 $422K - $449K
3.26K $448K
VNQ
Vanguard Specialized Funds Van

ETFs
3.2K
+ 6.42%
$88.47 - $93.24 $283K - $298K
53K $4.85M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.02K
New
$362.31 - $405.74 $368K - $413K
1.02K $409K
OKE
Oneok Inc

Energy
5.51K
New
$71.36 - $83.47 $393K - $460K
5.51K $402K
AVNS
Avanos Medical, Inc.

Healthcare
29.3K
New
$9.89 - $12.72 $290K - $373K
29.3K $338K
SPYG
Spdr Portfolio

ETFs
2.94K
New
$94.33 - $105.31 $278K - $310K
2.94K $307K
ORCL
Oracle Corp

Technology
933
New
$218.96 - $328.33 $204K - $306K
933 $262K
PLTR
Palantir Technologies Inc.

Technology
1.35K
New
$130.68 - $186.97 $176K - $252K
1.35K $246K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.79K
+ 74.48%
$72.65 - $78.68 $203K - $220K
6.54K $512K
V
Visa Inc.

Financial Services
631
New
$332.09 - $358.86 $210K - $226K
631 $215K
NFLX
Netflix Inc

Communication Services
255
+ 37.39%
$1147.87 - $1297.18 $293K - $331K
937 $1.12M
VO
Vanguard Mid Cap ETF

ETFs
305
+ 3.78%
$279.83 - $293.74 $85.3K - $89.6K
8.38K $2.46M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 0.1%
$435.72 - $463.74 $2.61K - $2.78K
6.09K $2.83M
IWM
Ishares Russell 2000 ETF

ETFs
86
+ 2.14%
$214.92 - $244.84 $18.5K - $21.1K
4.1K $992K
VGT
Vanguard Information Technolog

ETFs
71
+ 9.03%
$656.44 - $753.15 $46.6K - $53.5K
857 $639K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
173
+ 1.18%
$49.43 - $54.52 $8.55K - $9.43K
14.9K $804K
UNH
Unitedhealth Group Inc

Healthcare
111
+ 11.23%
$237.77 - $353.61 $26.4K - $39.3K
1.1K $379K
VIG
Vanguard Dividend Appreciation

ETFs
342
+ 5.16%
N/A
6.97K $1.27M
Activity Summary
Buys All Purchases 56 New Holdings 19 Increased Positions 37 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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