Holdings
Monograph Wealth Advisors, LLC
As of Jun 30, 2026, Monograph Wealth Advisors, LLC reported 52 positions worth US$153M. Largest: Apple Inc, Cushman & Wakefield Ltd. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 101K | US$29.4M | −21,948 | Jun 30, 2026 |
| Cushman & Wakefield Ltd. | 2.03M | US$27.2M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 52,913 | US$18.9M | −19,342 | Jun 30, 2026 |
| Nvidia Corporation | 72,130 | US$14.4M | −39,001 | Jun 30, 2026 |
| Kimberly-clark Corporation | 67,135 | US$7.46M | no change | Jun 30, 2026 |
| Meta Platforms, Inc. | 11,077 | US$6.24M | +123 | Jun 30, 2026 |
| Microsoft Corp. | 14,221 | US$5.3M | −1,045 | Jun 30, 2026 |
| Amazon.com, Inc. | 20,335 | US$4.85M | −14,071 | Jun 30, 2026 |
| Life360, Inc. | 84,761 | US$4.69M | −11,164 | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 8,689 | US$4.36M | +56 | Jun 30, 2026 |