MONOGRAPH WEALTH ADVISORS, LLC
CIK
1776588
Location
MANHATTAN BEACH, CA
Portfolio Value
Small
$143,673,817
Diversification
Diversified
Filing Date
Global Rank
#4,920
/ 8,603
▲ 110
· as of Mar 2026
Top Industry
Consumer Electronics
23.6%
3Y Alpha vs SPY
-4.4%
Period ended 3 months ago
Filed May 13, 2026 · 57d
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.5%
SPY
+76.5%
Annualised alpha
-4.5%
Max drawdown
−22.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.8%
+2.0 pts
Top 5
54.5%
+2.4 pts
Top 10
71.1%
−0.6 pts
HHI
883
Diversified+107
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.4% | $69,585,048 |
| Communication Services | 15.7% | $22,545,352 |
| Unclassified | 7.8% | $11,228,752 |
| Consumer Cyclical | 7.0% | $10,049,443 |
| Industrials | 6.0% | $8,686,974 |
| Consumer Defensive | 5.6% | $8,024,955 |
| Financial Services | 4.4% | $6,392,944 |
| Healthcare | 4.0% | $5,697,523 |
| Energy | 0.6% | $806,874 |
| Utilities | 0.3% | $368,565 |
| Real Estate | 0.2% | $287,387 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LIF | Life360, Inc. | +29,694 | 95,925 | $3,915,658 | |
| NVDA | Nvidia Corp | +29,414 | 111,131 | $19,381,246 | |
| AAPL | Apple Inc. | +16,640 | 123,385 | $31,313,879 | |
| GOOGL | Alphabet Inc. | +14,684 | 48,525 | $13,953,849 | |
| BRK-B | Berkshire Hathaway Inc | +3,640 | 5,301 | $2,540,239 | |
| DIS | Walt Disney Co | +2,638 | 14,901 | $1,436,158 | |
| V | Visa Inc. | +1,440 | 2,070 | $625,636 | |
| MA | Mastercard Inc | +988 | 1,391 | $695,027 | |
| KO | Coca Cola Co | +962 | 8,911 | $677,681 | |
| JNJ | Johnson & Johnson | +796 | 4,530 | $1,107,313 | |
| QQQ | Invesco Qqq Trust, Series 1 | +226 | 1,006 | $580,643 | |
| UNH | Unitedhealth Group Inc | +75 | 1,174 | $317,672 | |
| NRG | Nrg Energy, Inc. | +5 | 2,522 | $368,565 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +2 | 1,663 | $562,010 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | −15,000 | 1,337 | $393,291 | |
| MSFT | Microsoft Corp | −10,276 | 15,266 | $5,651,015 | |
| AMZN | Amazon Com Inc | −5,018 | 34,406 | $7,165,737 | |
| IAU | Ishares Gold Trust | −3,897 | 16,561 | $1,460,017 | |
| SLV | iShares Silver Trust | −3,300 | 12,500 | $851,750 | |
| CAT | Caterpillar Inc | −800 | 2,159 | $1,529,565 | |
| COST | Costco Wholesale Corp /New | −691 | 576 | $573,943 | |
| TSLA | Tesla, Inc. | −398 | 4,571 | $1,699,269 | |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | −295 | 18,000 | $248,220 | |
| NFLX | Netflix Inc | −132 | 9,238 | $888,233 | |
| META | Meta Platforms, Inc. | −73 | 10,954 | $6,267,112 | |
| BKNG | Booking Holdings Inc. | −20 | 56 | $9,431 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 9,694 | $3,000,389 | |
| SLB | Slb Limited/Nv | 15,701 | $806,874 | |
| MCD | Mcdonalds Corp | 1,870 | $581,177 | |
| HD | Home Depot, Inc. | 1,752 | $576,215 | |
| GLD | Spdr Gold Trust | 1,319 | $567,552 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | 16,387 | $491,446 | |
| NOW | ServiceNow, Inc. | 4,250 | $444,337 | |
| KEYS | Keysight Technologies, Inc. | 1,500 | $423,555 | |
| VRT | Vertiv Holdings Co | 1,545 | $387,146 | |
| NOC | Northrop Grumman Corp /De/ | 514 | $350,671 | |
| ADBE | Adobe Inc. | 1,325 | $322,081 | |
| CRM | Salesforce, Inc. | 1,394 | $260,217 | |
| VIA | Via Transportation, Inc. | 16,596 | $248,940 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 50,767 | $1,395,584 | |
| BAC | Bank Of America Corp /De/ | 18,130 | $997,150 | |
| CSCO | Cisco Systems, Inc. | 12,018 | $925,746 | |
| PG | PROCTER & GAMBLE Co | 5,550 | $795,370 | |
| OKE | Oneok Inc /New/ | 5,514 | $405,279 | |
| BITB | Bitwise Bitcoin ETF | 7,409 | $352,372 | |
| AVNS | Avanos Medical, Inc. | 29,289 | $328,915 | |
| PBHC | Pathfinder Bancorp, Inc. | 11,300 | $159,443 | |
| No positions match the current search. | ||||
65 positions ·
$143,673,817 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 65 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 123,385 | $31,313,879 | 21.80% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 111,131 | $19,381,246 | 13.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 48,525 | $13,953,849 | 9.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 34,406 | $7,165,737 | 4.99% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Held | 67,135 | $6,476,513 | 4.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 10,954 | $6,267,112 | 4.36% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 15,266 | $5,651,015 | 3.93% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 8,633 | $4,243,378 | 2.95% | |
| LIF |
Life360, Inc.
Technology
|
Added | 95,925 | $3,915,658 | 2.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 5,753 | $3,741,406 | 2.60% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 9,694 | $3,000,389 | 2.09% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 6,098 | $2,824,532 | 1.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,301 | $2,540,239 | 1.77% | |
| INTU |
Intuit Inc.
Technology
|
Held | 5,414 | $2,340,905 | 1.63% | |
| WM |
Waste Management Inc
Industrials
|
Held | 9,917 | $2,278,827 | 1.59% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,571 | $1,699,269 | 1.18% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 2,159 | $1,529,565 | 1.06% | |
| FAST |
Fastenal Co
Industrials
|
Held | 32,892 | $1,526,188 | 1.06% | |
| IAU |
Ishares Gold Trust
|
Reduced | 16,561 | $1,460,017 | 1.02% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 14,901 | $1,436,158 | 1.00% | |
| DE |
Deere & Co
Industrials
|
Held | 2,300 | $1,295,590 | 0.90% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,530 | $1,107,313 | 0.77% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 9,238 | $888,233 | 0.62% | |
| SLV |
iShares Silver Trust
|
Reduced | 12,500 | $851,750 | 0.59% | |
| ETOR |
eToro Group Ltd.
Financial Services
|
Held | 28,225 | $847,596 | 0.59% | |
| SLB |
Slb Limited/Nv
Energy
|
NEW | 15,701 | $806,874 | 0.56% | |
| MCHP |
Microchip Technology Inc
Technology
|
Held | 12,000 | $775,320 | 0.54% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,391 | $695,027 | 0.48% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 8,911 | $677,681 | 0.47% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,070 | $625,636 | 0.44% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 1,870 | $581,177 | 0.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,006 | $580,643 | 0.40% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 1,752 | $576,215 | 0.40% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 576 | $573,943 | 0.40% | |
| GLD |
Spdr Gold Trust
|
NEW | 1,319 | $567,552 | 0.40% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,663 | $562,010 | 0.39% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 925 | $559,060 | 0.39% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 5,818 | $546,775 | 0.38% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 835 | $514,994 | 0.36% | |
| BCAL |
California BanCorp \ CA
Financial Services
|
Held | 28,000 | $496,160 | 0.35% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
NEW | 16,387 | $491,446 | 0.34% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 4,250 | $444,337 | 0.31% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
NEW | 1,500 | $423,555 | 0.29% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 1,694 | $401,567 | 0.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,337 | $393,291 | 0.27% | |
| VRT |
Vertiv Holdings Co
Industrials
|
NEW | 1,545 | $387,146 | 0.27% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Added | 2,522 | $368,565 | 0.26% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,514 | $366,978 | 0.26% | |
| MSTR |
Strategy Inc
Technology
|
Held | 2,936 | $366,412 | 0.26% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
NEW | 514 | $350,671 | 0.24% |