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
113 檔
38.0%
The Q1 2025 SEC filing reveals that Monograph Wealth Advisors, LLC held a total portfolio value of $1.2B, covering 113 public equity positions.
During Q1 2025, 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 | 30.31% | +0.55% | +1.56% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 19.78% | -0.22% | +1.06% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 5.50% | +0.01% | -2.60% | |
| 4 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.83% | +0.27% | -0.66% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.69% | -0.04% | +0.19% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.29% | +0.11% | +38.66% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.01% | -0.17% | -2.66% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.89% | -0.56% | -6.92% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.09% | +0.08% | -15.29% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | -0.65% | -1.91% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.61% | +0.01% | +15.86% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.44% | +0.12% | +3.06% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.37% | -0.14% | -7.82% | |
| 14 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.35% | -0.01% | -0.19% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.21% | +0.03% | -1.48% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.08% | -9.98% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.47% | -19.04% | |
| 18 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.74% | -0.12% | +18.00% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.74% | -0.02% | — | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.68% | +0.01% | — | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | -0.04% | -0.27% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.10% | -42.44% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 0.54% | -0.10% | -0.46% | |
| 24 | LIF | Life360 Inc | Stock-Other | 0.54% | +0.02% | +2.72% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.52% | — | +5.32% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.01% | +12.27% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.05% | -25.76% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.28% | -5.55% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.05% | — | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.36% | -0.05% | -11.32% | |
| 32 | MSTR | Strategy Inc | Stock-Tech | 0.31% | -0.01% | — | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.27% | -0.01% | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | — | — | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.26% | +0.03% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.01% | -75.20% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.25% | — | +0.15% | |
| 39 | DFIC | Dimensional International Co | ETF-Other | 0.20% | -0.05% | +0.21% | |
| 40 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.20% | — | — | |
| 41 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.20% | -0.01% | -6.95% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.19% | — | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.18% | -0.01% | +0.06% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.17% | — | — | |
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.17% | -0.01% | -1.79% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.16% | -0.04% | -2.60% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | +0.05% | +0.25% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.15% | — | -31.93% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | -0.01% | -5.78% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.14% | -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 113 disclosed positions in Q1 2025.
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 38.0% of total reported equity market value during Q1 2025.
During Q1 2025, Monograph Wealth Advisors, LLC's top holdings by market value included DFAC (30.3%)、DFAX (19.8%)、DFAT (5.5%). The largest single position, DFAC, represented 30.3% of total portfolio value.
In Q1 2025, 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.