MONOGRAPH WEALTH ADVISORS, LLC
Top Portfolio Positions
65 positions ·
$141,678,195 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
123,385 | $31,313,879 | 22.10% | |
| NVDA |
Nvidia Corp
Technology
|
111,131 | $19,381,246 | 13.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
48,525 | $13,953,849 | 9.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,406 | $7,165,737 | 5.06% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
67,135 | $6,476,513 | 4.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,954 | $6,267,112 | 4.42% | |
| MSFT |
Microsoft Corp
Technology
|
15,266 | $5,651,015 | 3.99% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
8,633 | $4,243,378 | 3.00% | |
| LIF |
Life360, Inc.
Technology
|
95,925 | $3,915,658 | 2.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,753 | $3,741,406 | 2.64% |
Portfolio Trend
Holdings in PBHC
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $159,443 | 11,300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $349,554 | 22,293 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $352,927 | 23,007 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $377,791 | 22,980 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $407,470 | 23,284 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $470,451 | 29,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $391,677 | 29,695 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $367,227 | 29,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $415,214 | 29,637 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $408,631 | 29,611 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $417,176 | 29,587 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $510,518 | 29,561 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $565,453 | 29,543 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $600,558 | 29,526 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $792,775 | 39,778 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $950,063 | 43,224 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,075,151 | 62,618 | Shares | Sole | 2022-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||