Monograph Wealth Advisors, LLC Incresed Positions in Q2 2025

Monograph Wealth Advisors, LLC

  • $765 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
208K
+ 3.75%
$23.37 - $29.39 $4.86M - $6.11M
5.75M $169M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
177K
+ 30.61%
$23.4 - $29.68 $4.15M - $5.26M
757K $22.5M
NVDA
Nvidia Corp

Technology
3.67K
+ 2.88%
$94.31 - $157.99 $346K - $579K
131K $20.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
135K
+ 20.51%
$36.25 - $42.28 $4.89M - $5.7M
793K $33.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
98.5K
+ 12.96%
$25.93 - $32.91 $2.56M - $3.24M
859K $28.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
54.4K
+ 11.8%
$51.68 - $52.76 $2.81M - $2.87M
516K $27.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.09K
+ 112.6%
$456.74 - $568.03 $1.87M - $2.32M
7.73K $4.39M
META
Meta Platforms, Inc.

Communication Services
398
+ 3.98%
$484.66 - $738.09 $193K - $294K
10.4K $7.68M
MSFT
Microsoft Corp

Technology
851
+ 7.56%
$354.56 - $497.45 $302K - $423K
12.1K $6.02M
AMZN
Amazon Com Inc

Consumer Cyclical
4.18K
+ 22.71%
$167.32 - $223.3 $699K - $933K
22.6K $4.95M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.97K
+ 5.63%
$52.31 - $63.72 $522K - $636K
187K $11.9M
GOOG
Alphabet Inc.

Communication Services
3.88K
+ 16.46%
$146.58 - $180.01 $569K - $699K
27.5K $4.87M
INTU
Intuit Inc

Technology
8
+ 0.12%
$544.07 - $787.63 $4.35K - $6.3K
6.52K $5.14M
TSLA
Tesla, Inc.

Consumer Cyclical
2.41K
+ 58.13%
$221.86 - $362.89 $536K - $876K
6.57K $2.09M
DFAI
Dimensional ETF Tr

ETFs
25.1K
+ 282.38%
$28.02 - $34.71 $703K - $870K
34K $1.17M
GOOGL
Alphabet Inc.

Communication Services
73
+ 0.2%
$144.7 - $178.6 $10.6K - $13K
36.4K $6.42M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.55K
+ 34.07%
$376.48 - $440.65 $582K - $682K
6.09K $2.68M
VEA
Vanguard Ftse Developed Market

ETFs
11.8K
+ 99.06%
$45.65 - $57.01 $540K - $675K
23.8K $1.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
550
+ 8.33%
$496.48 - $617.85 $273K - $340K
7.15K $4.42M
VNQ
Vanguard Specialized Funds Van

ETFs
7.55K
+ 17.84%
$79.79 - $91.42 $602K - $690K
49.8K $4.44M
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.5K
+ 21.4%
$24.94 - $31.15 $287K - $358K
65.3K $2.03M
VO
Vanguard Mid Cap ETF

ETFs
735
+ 10.01%
$228.54 - $279.83 $168K - $206K
8.08K $2.26M
DIS
Walt Disney CO

Communication Services
17
+ 0.14%
$81.72 - $124.01 $1.39K - $2.11K
12.3K $1.52M
NFLX
Netflix Inc

Communication Services
12
+ 1.79%
$855.86 - $1339.13 $10.3K - $16.1K
682 $913K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.9K
+ 50.06%
$39.89 - $49.46 $195K - $242K
14.7K $726K
MCHP
Microchip Technology Inc

Technology
16
+ 0.13%
$35.34 - $71.6 $565 - $1.15K
12K $845K
DFIP
Dimensional ETF Tr Inflation P

ETFs
6.55K
+ 5.04%
$41.11 - $42.42 $269K - $278K
136K $5.7M
CAT
Caterpillar Inc

Industrials
1
+ 0.03%
$273.94 - $388.21 $274 - $388
2.96K $1.15M
NRG
Nrg Energy, Inc.

Utilities
10
+ 0.4%
$83.61 - $162.67 $836 - $1.63K
2.51K $403K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.98K
+ 12.42%
$17.76 - $22.1 $70.7K - $88K
36K $796K
FAST
Fastenal CO

Industrials
16.4K
+ 100.0%
$40.65 - $83.16 $669K - $1.37M
32.9K $1.38M
VGT
Vanguard Information Technolog

ETFs
10
+ 1.29%
$470.37 - $663.28 $4.7K - $6.63K
786 $521K
SCHV
Schwab Strategic Tr Us Large C

ETFs
824
+ 1.53%
$23.55 - $27.67 $19.4K - $22.8K
54.6K $1.51M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32
+ 0.09%
$19.1 - $23.83 $611 - $763
34.5K $821K
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.05%
$69.06 - $91.24 $207 - $274
5.82K $531K
IAU
Ishares Gold Trust

ETFs
825
+ 15.77%
$56.1 - $64.74 $46.3K - $53.4K
6.06K $377K
IWN
Ishares Russell2000 Val ETF

ETFs
290
+ 9.69%
$131.84 - $157.76 $38.2K - $45.8K
3.28K $518K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3
+ 0.02%
$12.25 - $15.47 $36.8 - $46.4
18.3K $282K
LMT
Lockheed Martin Corp

Industrials
7
+ 0.76%
$430.82 - $486.45 $3.02K - $3.41K
925 $428K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.75%
$908.13 - $1056.85 $1.82K - $2.11K
269 $266K
MA
Mastercard Inc

Financial Services
11
+ 2.73%
$479.92 - $590.74 $5.28K - $6.5K
414 $232K
OEF
Ishares S&P 100 ETF

ETFs
10
+ 0.15%
N/A
6.9K $1.84M
Dimensional World Equity ETF
1.98K
+ 15.67%
N/A
14.6K $0
KO
Coca Cola CO

Consumer Defensive
73
+ 0.83%
$68.37 - $73.9 $4.99K - $5.39K
8.83K $624K
TGT
Target Corp

Consumer Defensive
1
+ 0.04%
$88.76 - $105.77 $88.8 - $106
2.82K $278K
PBHC
Pathfinder Bancorp, Inc.

Financial Services
27
+ 0.12%
$13.71 - $16.85 $370 - $455
23K $352K
WM
Waste Management Inc

Industrials
8
+ 0.07%
$216.47 - $242.1 $1.73K - $1.94K
11.6K $2.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
78
+ 3.82%
$483.48 - $539.8 $37.7K - $42.1K
2.12K $1.03M
UNH
Unitedhealth Group Inc

Healthcare
21
+ 2.17%
$274.35 - $599.47 $5.76K - $12.6K
988 $308K
Activity Summary
Buys All Purchases 73 New Holdings 21 Increased Positions 52 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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