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Livermore
Livermore
ZHEN

Monograph Wealth Advisors, LLC

SEC CIK
0001776588
Latest filing
Aug 14, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Monograph Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overviewAll 13F holders of MDYFull Q2 2026 holdings

Shares (Q2 2026)
835
Value
$588.7K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of MDY by Monograph Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026835$588.7K<0.1%00.0%UnchangedHolders
Q1 2026835$516.3K<0.1%00.0%UnchangedHolders
Q4 2025835$505.6K<0.1%00.0%UnchangedHolders
Q3 2025835$499.0K0.1%00.0%UnchangedHolders
Q2 2025835$474.5K0.1%00.0%UnchangedHolders
Q1 2025835$446.5K0.1%00.0%UnchangedHolders
Q4 2024835$477.3K0.1%00.0%UnchangedHolders
Q3 2024835$477.0K0.1%+835NewHolders
Q2 20240$00.0%−835−100.0%Sold outHolders
Q1 2024835$465.4K0.1%00.0%UnchangedHolders
Q4 2023835$425.2K0.1%00.0%UnchangedHolders
Q3 2023835$382.6K0.1%00.0%UnchangedHolders
Q2 2023835$401.2K0.1%00.0%UnchangedHolders
Q1 2023835$383.8K0.1%00.0%UnchangedHolders
Q4 2022835$371.0K0.1%+835NewHolders
Q3 20220$00.0%−835−100.0%Sold outHolders
Q2 2022835$346.0K0.1%00.0%UnchangedHolders
Q1 2022835$410.0K0.1%00.0%UnchangedHolders
Q4 2021835$434.0K0.1%–No prior filingHolders