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CIK: 0001776588
Total reported value
$1.2B
$1.2B
144 檔
49.9%
In Q1 2026, Monograph Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 144 disclosed stock positions.
In Q1 2026, Monograph Wealth Advisors, LLC displayed an active expansion posture, initiating 18 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.19% | +0.55% | +2.22% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 19.86% | -0.22% | +1.75% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.66% | -0.04% | +4.79% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 4.33% | +0.01% | +4.61% | |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.55% | +0.27% | +9.00% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 3.40% | -0.17% | +1.72% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.40% | +0.05% | — | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.17% | +0.11% | +12.66% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.97% | -0.56% | +15.59% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.96% | +0.08% | +3.07% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | -0.65% | +35.99% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.82% | +0.12% | +2.44% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 1.38% | -0.11% | +23.77% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | -0.47% | +43.39% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.24% | +0.01% | -1.20% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 1.21% | -0.14% | -1.12% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.00% | +0.03% | +13.94% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.92% | +0.39% | +51.22% | |
| 19 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.92% | -0.12% | +4.12% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.28% | -12.73% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.05% | — | |
| 22 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.62% | -0.01% | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.60% | -0.02% | +4.39% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.08% | -0.66% | |
| 25 | DFIC | Dimensional International Co | ETF-Other | 0.55% | -0.05% | +2.03% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.10% | -40.23% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | — | +2.65% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | -0.04% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.01% | +1.56% | |
| 30 | LIF | Life360 Inc | Stock-Other | 0.37% | +0.02% | +44.83% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.01% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | — | -1.46% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | -0.25% | — | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.27% | -0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | +0.05% | +219.15% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.23% | — | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | +0.03% | +1.57% | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.22% | -0.10% | — | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.22% | -0.05% | — | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | -0.01% | — | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.21% | +0.01% | +3.23% | |
| 42 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.19% | +0.04% | +10.70% | |
| 43 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.18% | -0.01% | +0.01% | |
| 44 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.17% | — | — | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.16% | — | -22.25% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | -0.01% | -8.01% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.16% | — | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.15% | -0.01% | +1.30% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.05% | -27.04% | |
| 50 | FAST | Fastenal Co | Stock-Industrials | 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 144 disclosed positions in Q1 2026.
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 49.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVGO
市值: $3.0M
Top Position Liquidated / Trimmed
KMI
前期市值: $1.4M
During Q1 2026, Monograph Wealth Advisors, LLC's top holdings by market value included DFAC (25.2%)、DFAX (19.9%)、DFUV (4.7%). The largest single position, DFAC, represented 25.2% of total portfolio value.
In Q1 2026, Monograph Wealth Advisors, LLC made 87 total portfolio adjustments, initiating 18 new buys, adding to 41 positions, trimming 19 holdings, and fully liquidating 9 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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