Stock Taper

MONOGRAPH WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Coca-Cola CompanyKO7.95K$650.23K
Berkshire Hathaway Inc.BRK-B6.96K$3.48M
Phillips Edison & Co.PECO6.64K$276.99K
The Charles Schwab CorporationSCHW5.82K$536.83K
Intuit Inc.INTU5.41K$1.41M
Tesla, Inc.TSLA4.47K$1.88M
Korn FerryKFY4.14K$275.51K
Johnson & JohnsonJNJ3.33K$846.74K
Strategy IncMSTR2.94K$255.26K
Cisco Systems, Inc.CSCO2.82K$331.06K
NRG Energy, Inc.NRG2.53K$369.29K
Target CorporationTGT2.45K$319.91K
Deere & CompanyDE2.3K$1.46M
Caterpillar Inc.CAT2.19K$2.33M
Exxon Mobil CorporationXOM1.99K$271.53K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.86K$891.27K
Vertiv Holdings CoVRT1.66K$555.13K
International Business Machines CorporationIBM1.51K$425.75K
JPMorgan Chase & Co.JPM1.49K$488.45K
Booking Holdings Inc.BKNG1.4K$249.54K