13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001776588
Total reported value
$1.2B
$1.2B
114 檔
38.4%
In Q4 2024, Monograph Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 114 disclosed stock positions.
During Q4 2024, Monograph Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.37% | +0.55% | -0.89% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 18.02% | -0.22% | -2.66% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 5.92% | +0.01% | -0.47% | |
| 4 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.91% | +0.27% | +0.28% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.55% | -0.04% | +1.20% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.40% | -0.56% | +5.43% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 2.74% | -0.17% | -4.98% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.37% | +0.08% | -14.01% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | -0.65% | +3.25% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.27% | +0.11% | +3.46% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.48% | +0.12% | +1.94% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | +0.01% | +0.19% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.30% | -0.14% | -0.98% | |
| 14 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.21% | -0.01% | +0.19% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.17% | +0.03% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | -0.47% | -14.12% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.10% | -23.33% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | -0.01% | +194.02% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.08% | +9.42% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.05% | -17.86% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.76% | -0.02% | -7.96% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.75% | +0.03% | NEW | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.04% | +0.27% | |
| 24 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.59% | -0.12% | +10.07% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.28% | +17.96% | |
| 26 | LIF | Life360 Inc | Stock-Other | 0.55% | +0.02% | +56.14% | |
| 27 | INTU | Intuit Inc | Stock-Tech | 0.54% | -0.10% | +0.46% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | — | -0.91% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.01% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | — | -1.42% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.05% | — | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 0.35% | -0.05% | -3.12% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.26% | — | +0.17% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | -0.01% | -18.51% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.26% | +0.03% | +5.07% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.25% | — | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | -0.01% | +10.56% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.23% | -0.01% | +0.04% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.19% | — | -2.65% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.19% | -0.04% | +12.24% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.19% | — | +200.00% | |
| 43 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.18% | — | — | |
| 44 | DFIC | Dimensional International Co | ETF-Other | 0.18% | -0.05% | +0.57% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.18% | — | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.18% | -0.01% | +0.12% | |
| 47 | FAST | Fastenal Co | Stock-Industrials | 0.16% | -0.01% | -3.76% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.05% | -3.23% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | -0.01% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.13% | +0.01% | — |
According to official SEC Form 13F filings, Monograph Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 114 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFAT) accounted for 38.4% of total reported equity market value during Q4 2024.
During Q4 2024, Monograph Wealth Advisors, LLC's top holdings by market value included DFAC (30.4%)、DFAX (18.0%)、DFAT (5.9%). The largest single position, DFAC, represented 30.4% of total portfolio value.
In Q4 2024, Monograph Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.