Monograph Wealth Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report lists 159 separate equity positions held by the firm.
The largest holding disclosed in the filing is Alphabet Inc., Class A and Class C shares, which together represent 59,254 shares. The portfolio also includes significant positions in Amazon.com Inc., with 22,298 shares, and Apple Inc., with 110,915 shares.
The filing details a mix of individual equities and exchange-traded funds (ETFs). Notable individual stock positions include Broadcom Inc., with 1,615 shares; Costco Wholesale Corporation, with 994 shares; and Deere & Co., with 3,000 shares. The firm holds a variety of ETFs, including Dimensional ETF Trust funds focusing on international small-cap, inflation protection, and U.S. market-wide value strategies, as well as iShares ETFs tracking the S&P 500, Russell 2000, and various bond indices.
The report indicates that the firm holds 128,528,198 shares of common stock, with the majority of positions held as sole voting power. Debra B. Lynch, Chief Compliance Officer, is listed as the authorized signatory for the filing.
