MONOGRAPH WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$768M
Signature - Title
Claire Gregory - Chief Compliance Officer
Location
El Segundo, CA
Summary
This page shows a list of all the recent 13F filings made by MONOGRAPH WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MONOGRAPH WEALTH ADVISORS, LLC reported 107 stock holdings with total value $768M as of Q3 2024. Top holdings included DFAC, DFAX, DFAT, DCOR, and DFUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 107 $768M +$58.5M -$13.5M +$45M DFAC, DFAX, DFAT, DCOR, DFUV 13F-HR 11/14/2024, 03:03 PM
Q2 2024 104 $684M +$54.4M -$51.4M +$3.01M DFAC, DFAX, DFAT, AAPL, DFUV 13F-HR 8/14/2024, 08:41 PM
Q1 2024 154 $681M +$98.8M -$12.7M +$86.1M DFAC, DFAX, DFAT, DFUV, AAPL 13F-HR 5/14/2024, 08:03 PM
Q4 2023 109 $557M +$46.1M -$45.1M +$1.05M DFAC, DFAX, DFAT, AAPL, DFUV 13F-HR 2/14/2024, 07:01 PM
Q3 2023 125 $506M +$60.3M -$5.75M +$54.5M DFAC, DFAX, DFAT, DFUV, AAPL 13F-HR 11/15/2023, 07:50 PM
Q2 2023 91 $466M +$25.1M -$8.55M +$16.5M DFAC, DFAX, DFAT, AAPL, DFUV 13F-HR 8/11/2023, 09:00 PM
Q1 2023 87 $426M +$32.1M -$7.65M +$24.4M DFAC, DFAX, AAPL, DFAT, DFUV 13F-HR 5/9/2023, 08:31 PM
Q4 2022 93 $378M +$45.4M -$770K +$44.7M DFAC, DFAX, DFUV, AAPL, DFAT 13F-HR 2/14/2023, 06:40 PM
Q3 2022 68 $305M +$20.7M -$30.6M -$9.93M DFAC, DFAX, AAPL, DFUV, DFAT 13F-HR 11/15/2022, 10:43 AM
Q2 2022 79 $345M +$28.1M -$15.2M +$12.9M DFAC, DFAX, AAPL, DFUV, DFAT 13F-HR 8/9/2022, 08:06 PM
Q1 2022 88 $396M +$25.1M -$6.43M +$18.7M DFAC, DFAX, AAPL, DFAS, DFAT 13F-HR 5/12/2022, 06:27 PM
Q4 2021 86 $397M $0 $0 DFAC, DFAX, AAPL, DFAS, DFAT 13F-HR 2/10/2022, 01:03 PM