Skip to main content
Livermore
Livermore
ZHEN

Monograph Wealth Advisors, LLC

SEC CIK
0001776588
Latest filing
Aug 14, 2026

SPY holding history

SPDR S&P 500 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.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
5,753
Value
$4.31M
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of SPY by Monograph Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,753$4.31M0.4%00.0%UnchangedHolders
Q1 20265,753$3.75M0.4%00.0%UnchangedHolders
Q4 20255,753$3.93M0.4%00.0%UnchangedHolders
Q3 20255,753$3.84M0.4%−1,396−19.5%ReducedHolders
Q2 20257,149$4.43M0.5%+550+8.3%AddedHolders
Q1 20256,599$3.70M0.5%+721+12.3%AddedHolders
Q4 20245,878$3.46M0.5%00.0%UnchangedHolders
Q3 20245,878$3.38M0.4%00.0%UnchangedHolders
Q2 20245,878$3.21M0.5%+69+1.2%AddedHolders
Q1 20245,809$3.05M0.4%+3,620+165.4%AddedHolders
Q4 20232,189$1.04M0.2%−1,500−40.7%ReducedHolders
Q3 20233,689$1.58M0.3%+1,875+103.4%AddedHolders
Q2 20231,814$807.0K0.2%00.0%UnchangedHolders
Q1 20231,814$745.3K0.2%−61−3.3%ReducedHolders
Q4 20221,875$720.0K0.2%+72+4.0%AddedHolders
Q3 20221,803$647.0K0.2%00.0%UnchangedHolders
Q2 20221,803$683.0K0.2%00.0%UnchangedHolders
Q1 20221,803$817.0K0.2%00.0%UnchangedHolders
Q4 20211,803$859.0K0.2%–No prior filingHolders