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Monograph Wealth Advisors, LLC
Monograph Wealth Advisors, LLC is a U.S. SEC-registered investment adviser headquartered in El Segundo, California. Founded in 2019, the firm provides customized wealth management and financial advisory services primarily to high net worth individuals and families, as well as to select charitable organizations. With approximately 15-16 employees as of 2025, it manages over $2.2 billion in assets, delivering personalized portfolio management and financial planning solutions. Monograph Wealth serves clients seeking disciplined, transparent, and tailored investment strategies.
Investment Strategy
Monograph Wealth Advisors employs a client-centric, diversified investment approach, focusing predominantly on long-term capital appreciation and risk-adjusted returns. The firm customizes portfolio allocations for high net worth individuals and families, integrating equities, ETFs, and fixed income securities. Its strategy emphasizes broad diversification, cost efficiency, and evolving portfolio construction based on goals and risk tolerance. A significant share of its assets is invested in blue-chip stocks and leading ETFs, reflecting a disciplined and research-driven philosophy aligned with each client's unique financial objectives.
Latest 13F Filing Activity
Monograph Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 125 equity positions with a total 13F market value of $811M. The fund increased holdings in Dfa World Ex Us Core Equity 2 Etf, Dfa Emerging Markets Core Equity 2 Etf, Nvidia among other positions. Monograph Wealth Advisors, LLC reduced exposure to Dfa Us Targeted Value Etf, Dimensional Etf (trust Us Equity Etf), Apple among others.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DFA US Core Equity 2 ETF | 28.26% | $229.2M | 6,394,643 | $28.33 | $35.84 | +$6.7M |
D DFAX | DFA World ex US Core Equity 2 ETF | 20.82% | $168.9M | 5,749,117 | $25.48 | $29.37 | +$23.7M |
D DFUV | DFA US Marketwide Value ETF | 4.13% | $33.5M | 792,768 | $34.59 | $42.28 | +$6.4M |
D DFAT | DFA US Targeted Value ETF | 3.90% | $31.6M | 586,205 | $47.71 | $53.96 | -$8.7M |
D DISV | DFA International Small Cap Value ETF | 3.48% | $28.3M | 858,564 | $24.68 | $32.91 | +$6.1M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Partner and Chief Investment Officer | Los Angeles, CA , United States | |
 | Senior Trader | Los Angeles, CA , United States | |
 | Partner | Manhattan Beach, CA , United States | |
 | Senior Trader | Los Angeles, CA , United States |
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