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Claire Gregory

Monograph Wealth Advisors, Llc

Assets Managed
$1.055B
Holdings
144
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
3.6%(2Q avg: 3.31%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Monograph Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 144 positions.

Assets under management

The assets under management (AUM) of Monograph Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.055B in assets, with a quarterly growth rate of 3.6% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Claire Gregory, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.23%
25.2%
$265.731M
6.838M shares@ $38.87 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 1.76%
19.87%
$209.488M
6.167M shares@ $33.97 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 4.8%
4.67%
$49.181M
1.015M shares@ $48.47 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 4.61%
4.34%
$45.695M
731,710 shares@ $62.46 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 9.01%
3.55%
$37.418M
519,115 shares@ $72.08 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 1.72%
3.41%
$35.896M
910,138 shares@ $39.44 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
3.4%
$35.82M
54,837 shares@ $653.22 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 12.67%
3.18%
$33.459M
636,594 shares@ $52.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 15.59%
2.97%
$31.314M
123,385 shares@ $253.79 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 3.08%
2.96%
$31.176M
902,335 shares@ $34.55 avg price

1-10 of 144