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CIK: 0001776588
Total reported value
$1.2B
$1.2B
135 檔
48.2%
The Q4 2025 SEC filing reveals that Monograph Wealth Advisors, LLC held a total portfolio value of $1.2B, covering 135 public equity positions.
Monograph Wealth Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 8 holdings and trimming 32 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 26.01% | +0.55% | +1.68% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 19.48% | -0.22% | +1.53% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.43% | -0.04% | +1.75% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 4.09% | +0.01% | +0.82% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.69% | +0.05% | -1.22% | |
| 6 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.44% | +0.27% | +9.51% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.34% | -0.17% | +0.45% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.93% | +0.11% | +5.31% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.85% | -0.56% | -13.63% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.84% | +0.08% | -0.14% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.80% | +0.12% | +5.07% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | -0.65% | -12.37% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | +0.01% | +8.26% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.10% | -2.27% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.20% | -0.14% | -0.38% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.13% | -0.11% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.47% | -12.02% | |
| 18 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.91% | -0.12% | +1.76% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.28% | -7.96% | |
| 20 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.87% | +0.03% | +2.38% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.05% | -17.89% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.08% | -4.25% | |
| 23 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.67% | -0.01% | -2.27% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.64% | +0.39% | +165.27% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.58% | -0.02% | -1.72% | |
| 26 | DFIC | Dimensional International Co | ETF-Other | 0.54% | -0.05% | +3.10% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | — | +0.02% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.49% | -0.04% | — | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.46% | — | -0.81% | |
| 30 | LIF | Life360 Inc | Stock-Other | 0.42% | +0.02% | -13.96% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.01% | -0.11% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | — | -1.25% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.01% | — | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.35% | -0.10% | — | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.29% | -0.01% | +0.07% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.24% | +0.03% | — | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.24% | — | — | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.23% | — | +0.09% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.23% | +0.01% | +8.86% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.01% | -28.57% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | -0.01% | — | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.21% | -0.05% | -8.52% | |
| 43 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.18% | -0.01% | +12.78% | |
| 44 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.18% | — | — | |
| 45 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.17% | +0.04% | +58.31% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | +0.05% | — | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.16% | -0.04% | -0.82% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.16% | — | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.01% | +4.53% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | -0.01% | -0.15% |
According to official SEC Form 13F filings, Monograph Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 135 disclosed positions in Q4 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, DFUV) accounted for 48.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
ETOR
市值: $991.5K
Top Position Liquidated / Trimmed
AMD
前期市值: $871.2K
During Q4 2025, Monograph Wealth Advisors, LLC's top holdings by market value included DFAC (26.0%)、DFAX (19.5%)、DFUV (4.4%). The largest single position, DFAC, represented 26.0% of total portfolio value.
In Q4 2025, Monograph Wealth Advisors, LLC made 76 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 32 holdings, and fully liquidating 8 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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