MONOGRAPH WEALTH ADVISORS, LLC
Top Portfolio Positions
66 positions ·
$144,218,434 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
123,385 | $31,313,879 | 21.71% | |
| NVDA |
Nvidia Corp
Technology
|
111,131 | $19,381,246 | 13.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
48,525 | $13,953,849 | 9.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,406 | $7,165,737 | 4.97% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
67,135 | $6,476,513 | 4.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,954 | $6,267,112 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
15,266 | $5,651,015 | 3.92% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
8,633 | $4,243,378 | 2.94% | |
| LIF |
Life360, Inc.
Technology
|
95,925 | $3,915,658 | 2.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,753 | $3,741,406 | 2.59% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ORBS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,614 | 18,900 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,697 | 18,900 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||