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.
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 |