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CIK: 0001776588
Total reported value
$1.2B
$1.2B
125 檔
40.4%
At the close of Q2 2025, Monograph Wealth Advisors, LLC disclosed equity holdings valued at approximately $1.2B, spread across 125 reported holdings.
During Q2 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 | 28.26% | +0.55% | -5.19% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 20.82% | -0.22% | +3.75% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.13% | -0.04% | +20.51% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 3.90% | +0.01% | -25.24% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 3.48% | -0.17% | +12.96% | |
| 6 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.37% | +0.27% | -10.82% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.35% | +0.11% | +11.80% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.77% | +0.08% | +30.61% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | -0.65% | +2.88% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.48% | -0.56% | +2.28% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.47% | +0.12% | +5.63% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | +0.01% | -11.26% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.35% | -0.14% | -0.50% | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.11% | +0.03% | — | |
| 15 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.10% | -0.01% | -0.58% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.08% | +3.98% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | -0.47% | +0.20% | |
| 18 | LIF | Life360 Inc | Stock-Other | 0.78% | +0.02% | -7.34% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.10% | +7.56% | |
| 20 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.70% | -0.12% | +5.04% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.69% | -0.02% | -2.15% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.63% | -0.10% | +0.12% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.28% | +22.71% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.05% | +16.46% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | — | +23.38% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | — | +17.84% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.01% | +8.33% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | +112.60% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.43% | -0.04% | +0.16% | |
| 30 | MSTR | Strategy Inc | Stock-Tech | 0.40% | -0.01% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.05% | — | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.33% | -0.01% | +34.07% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.33% | -0.05% | +0.07% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | +0.03% | +10.01% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | — | — | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.26% | — | +0.15% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | -0.01% | +58.13% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | -0.01% | — | |
| 39 | DFIC | Dimensional International Co | ETF-Other | 0.25% | -0.05% | +21.40% | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.23% | +0.01% | -65.54% | |
| 41 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.20% | — | — | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.19% | -0.04% | +0.14% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.19% | — | +1.53% | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.17% | -0.01% | -7.50% | |
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.17% | -0.01% | +100.00% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | -0.01% | -2.17% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.17% | -0.01% | +99.06% | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.14% | -0.11% | +282.38% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.14% | — | — | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.14% | +0.05% | +0.03% |
According to official SEC Form 13F filings, Monograph Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 125 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFUV) accounted for 40.4% of total reported equity market value during Q2 2025.
During Q2 2025, Monograph Wealth Advisors, LLC's top holdings by market value included DFAC (28.3%)、DFAX (20.8%)、DFUV (4.1%). The largest single position, DFAC, represented 28.3% of total portfolio value.
In Q2 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.
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