Monograph Wealth Advisors, LLC Portfolio Holdings

Monograph Wealth Advisors, LLC

  • $937 Million
  • Q3 2025

Monograph Wealth Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $937 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $254M, Dimensional ETF Tr with a value of $187M, Dimensional ETF Tr Us Marketwi with a value of $42.5M, Dimensional ETF Tr U S Target with a value of $40.4M, and Ishares Core S&P 500 ETF with a value of $37.2M.

Examining the 13F form we can see an increase of $172M in the current position value, from $765M to 937M.

Below you can find more details about Monograph Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $937 Million
ETFs: $598 Million
Technology: $72.6 Million
Communication Services: $27.4 Million
Consumer Cyclical: $12.9 Million
Consumer Defensive: $11.4 Million
Financial Services: $9.24 Million
Industrials: $7.75 Million
Healthcare: $5.66 Million
Other: $4.48 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.6M
$349,000 0.04% of portfolio
22,293
Q3 2025 Reduced 3.1%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $937 Million
  • Prior Value $765 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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