Long-term investor
Monograph Wealth Advisors, LLC @monographwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001776588).
Record
- Tracked since 2025-06-30 (476 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +0.0% · 6 months +7.1% · 1 year +3.5% · all +3.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 25.7% · long · since 2025-06-30
- 25434V880 · 19.6% · long · since 2025-06-30
- 25434V724 · 4.6% · long · since 2025-06-30
- 25434V609 · 4.3% · long · since 2025-06-30
- 25434V625 · 3.8% · long · since 2025-06-30
- 464287200 · 3.4% · long · since 2025-06-30
- 464288646 · 3.3% · long · since 2025-06-30
- 25434V781 · 3.2% · long · since 2025-06-30
- 25434V732 · 3.0% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- G2717C106 · 2.2% · long · since 2026-06-30
- 25434V500 · 1.9% · long · since 2025-06-30