Monograph Wealth Advisors, LLC has disclosed its holdings in a recent filing, revealing a total asset value of over $1.28 billion as of September 30, 2026. This report is significant as it reflects the firm's investment strategy and positions it competitively within the wealth management industry.

The filing, submitted on November 9, 2026, highlights the firm's focus on major technology companies, with substantial investments in firms like Alphabet Inc., Amazon.com Inc., and Apple Inc. These investments indicate Monograph's strategy to capitalize on growth sectors that are expected to drive future returns.

Background

Monograph Wealth Advisors, LLC, incorporated in Delaware, operates as a financial advisory firm. The company is registered under the Central Index Key (CIK) number 0001776588 and has been active in filing various forms, including the recent 13F-HR. The firm is based in Manhattan Beach, California, and has been consistently reporting its holdings to the SEC.

What the Filing Says

The recent 13F-HR filing indicates that Monograph Wealth Advisors holds a total of 159 positions valued at approximately $1,285,281,980. Notably, the firm has invested heavily in shares of Alphabet Inc., Amazon.com Inc., and Apple Inc., among others. For instance, the firm reported holding 24,889 shares of Alphabet Inc. Class C stock valued at $8,480,737 and 22,298 shares of Amazon.com Inc. valued at $5,555,546.

Impact

This filing may affect various stakeholders, including clients seeking insight into the firm’s investment strategies and competitors looking to benchmark their own portfolios. The substantial investments in high-profile tech companies suggest a bullish outlook on the technology sector, which could influence market dynamics and investor sentiment.

What's Next

The filing does not specify what happens next for Monograph Wealth Advisors. However, continued monitoring of their holdings and potential adjustments in response to market conditions may be anticipated.