Institutional Fund
Monograph Wealth Advisors, LLC
Manhattan Beach, CACIK 17765885 filings on record
Portfolio Value
$1.05B
Q1 2026
Holdings
144
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+3.6%
from $1.02B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust25.2%
- Dimensional ETF Trust19.9%
- Dimensional ETF Trust4.7%
- Dimensional ETF Trust4.3%
- Dimensional ETF Trust3.5%
- Dimensional ETF Trust3.4%
- Other39.0%
Portfolio Holdings
144 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 6.84M | $265.73M | 25.2% | +148.8K | Added |
| 2 | Dimensional ETF Trust | 6.17M | $209.49M | 19.9% | +106.1K | Added |
| 3 | Dimensional ETF Trust | 1.01M | $49.18M | 4.7% | +46.4K | Added |
| 4 | Dimensional ETF Trust | 731.7K | $45.70M | 4.3% | +32.2K | Added |
| 5 | Dimensional ETF Trust | 519.1K | $37.42M | 3.5% | +42.9K | Added |
| 6 | Dimensional ETF Trust | 910.1K | $35.90M | 3.4% | +15.4K | Added |
| 7 | Ishares Tr | 54.8K | $35.82M | 3.4% | 0 | Held |
| 8 | Ishares Tr | 636.6K | $33.46M | 3.2% | +71.5K | Added |
| 9 | Apple Inc | 123.4K | $31.31M | 3.0% | +16.6K | Added |
| 10 | Dimensional ETF Trust | 902.3K | $31.18M | 3.0% | +26.9K | Added |
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