MONOGRAPH WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Manhattan Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,217,807
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 143 | 1,217,807 | 13F-HR | MONOGRAPH WEALTH ADVISORS, LLC |
| Q1 2026 | 5/13/2026 | 144 | 1,054,725 | 13F-HR | MONOGRAPH WEALTH ADVISORS, LLC |
| Q4 2025 | 2/13/2026 | 135 | 1,018,094 | 13F-HR | MONOGRAPH WEALTH ADVISORS, LLC |
| Q3 2025 | 11/14/2025 | 139 | 988,262 | 13F-HR | MONOGRAPH WEALTH ADVISORS, LLC |
| Q2 2025 | 8/14/2025 | 125 | 810,987 | 13F-HR | MONOGRAPH WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 154.2 K | 12.7% | 12.89 K | 0 | 12.89 K |
| ETFs | 1.064 M | 87.3% | 150.2 K | 0 | 150.2 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,217,807
Holdings
143
QoQ value change ($000)
163,082
(15.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.