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Monograph Wealth Advisors, LLCETFConcentrated long-term

CIK: 0001776588 | MANHATTAN BEACH, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR143$1.2B2026-08-14SEC ↗
Q1 2026
13F-HR144$1.1B2026-05-13SEC ↗
Q4 2025
13F-HR135$1.0B2026-02-13SEC ↗
Q3 2025
13F-HR139$988.3M2025-11-14SEC ↗
Q2 2025
13F-HR125$811.0M2025-08-14SEC ↗
Q1 2025
13F-HR113$734.2M2025-05-15SEC ↗
Q4 2024
13F-HR114$756.3M2025-02-18SEC ↗
Q3 2024
13F-HR107$768.4M2024-11-14SEC ↗
Q2 2024
13F-HR104$684.3M2024-08-15SEC ↗
Q1 2024
13F-HR154$681.2M2024-05-15SEC ↗
Q4 2023
13F-HR110$557.2M2024-02-15SEC ↗
Q3 2023
13F-HR125$505.7M2023-11-16SEC ↗
Q2 2023
13F-HR92$465.9M2023-08-14SEC ↗
Q1 2023
13F-HR87$426.1M2023-05-10SEC ↗
Q4 2022
13F-HR93$8.9M2023-02-15SEC ↗
Q3 2022
13F-HR68$8.9M2022-11-15SEC ↗
Q2 2022
13F-HR79$2.3M2022-08-10SEC ↗
Q1 2022
13F-HR88$4.5M2022-05-13SEC ↗
Q4 2021
13F-HR86$4.7M2022-02-10SEC ↗