Monograph Wealth Advisors, LLC
Monograph Wealth Advisors, LLC reported 143 holdings worth US$1.22B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Monograph Wealth Advisors, LLC reported 143 holdings worth US$1.22B as of Jun 30, 2026. Largest: Apple Inc, Cushman & Wakefield Ltd. and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 143
- Value as reported
- US$1.22B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 101K | US$29.4M | 2.4% |
| Cushman & Wakefield Ltd. | 2.03M | US$27.2M | 2.2% |
| Alphabet Inc (google) Class C | 52,913 | US$18.9M | 1.6% |
| Nvidia Corporation | 72,130 | US$14.4M | 1.2% |
| Kimberly-clark Corporation | 67,135 | US$7.46M | 0.61% |
| Meta Platforms, Inc. | 11,077 | US$6.24M | 0.51% |
| Microsoft Corp. | 14,221 | US$5.3M | 0.44% |
| Amazon.com, Inc. | 20,335 | US$4.85M | 0.40% |
| Life360, Inc. | 84,761 | US$4.69M | 0.39% |
| Thermo Fisher Scientific Inc | 8,689 | US$4.36M | 0.36% |
| Berkshire Hathaway Inc. | 6,963 | US$3.48M | 0.29% |
| Caterpillar, Inc. | 2,190 | US$2.33M | 0.19% |
| Waste Management, Inc. | 9,459 | US$2.11M | 0.17% |
| Tesla, Inc. | 4,471 | US$1.88M | 0.15% |
| Fastenal Company | 32,892 | US$1.58M | 0.13% |
| Deere & Company | 2,300 | US$1.46M | 0.12% |
| Intuit Inc. | 5,414 | US$1.41M | 0.12% |
| Walt Disney Company (the) | 12,909 | US$1.25M | 0.10% |
| Etoro Group Ltd. | 28,225 | US$1.11M | 0.09% |
| Microchip Technology Incorporated | 12,000 | US$1.09M | 0.09% |
| Gap, Inc. (the) | 57,300 | US$1.07M | 0.09% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,863 | US$891K | 0.07% |
| Johnson & Johnson | 3,334 | US$847K | 0.07% |
| Netflix, Inc. | 9,238 | US$660K | 0.05% |
| Coca-cola Company (the) | 7,949 | US$650K | 0.05% |
| California Bancorp | 28,000 | US$586K | 0.05% |
| Vertiv Holdings, Llc | 1,658 | US$555K | 0.05% |
| Charles Schwab Corporation (the) | 5,818 | US$537K | 0.04% |
| Lockheed Martin Corporation | 975 | US$497K | 0.04% |
| Jp Morgan Chase & Co. | 1,492 | US$488K | 0.04% |
| Unitedhealth Group Incorporated | 1,100 | US$457K | 0.04% |
| International Business Machines Corporation | 1,514 | US$426K | 0.03% |
| Nrg Energy, Inc. | 2,528 | US$369K | 0.03% |
| Broadcom Inc. | 895 | US$338K | 0.03% |
| Cisco Systems, Inc. | 2,818 | US$331K | 0.03% |
| Target Corporation | 2,449 | US$320K | 0.03% |
| Via Transportation, Inc. | 16,596 | US$301K | 0.02% |
| Phillips Edison & Company, Inc. | 6,638 | US$277K | 0.02% |
| Korn Ferry | 4,138 | US$276K | 0.02% |
| Exxon Mobil Corporation | 1,986 | US$272K | 0.02% |
| Strategy Inc | 2,936 | US$255K | 0.02% |
| Costco Wholesale Corporation | 267 | US$250K | 0.02% |
| Booking Holdings Inc. Common Stock | 1,400 | US$250K | 0.02% |
| Visa Inc. | 704 | US$242K | 0.02% |
| Mastercard Incorporated | 400 | US$205K | 0.02% |
| Amgen Inc. | 566 | US$205K | 0.02% |
| Tapestry, Inc. | 1,380 | US$202K | 0.02% |
| Lionsgate Studios Corp | 12,981 | US$199K | 0.02% |
| Archer Aviation Inc. | 18,931 | US$89,544 | <0.01% |
| Offerpad Solutions Inc. | 59,534 | US$32,154 | <0.01% |
| Connect Biopharma Holdings Limited | 11,130 | US$26,489 | <0.01% |
| Eightco Holdings Inc. | 18,900 | US$13,145 | <0.01% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Keysight Technologies Inc. | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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