MWA
LIF

Monograph Wealth Advisors’s Life360 LIF Stock Holding History

Monograph Wealth Advisors’s Portfolio LIF Stock Details LIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.92M Buy
95,925
+29,694
+45% +$1.54M 0.37% 30
2025
Q4 		$4.25M Sell
66,231
-10,748
-14% -$893K 0.42% 30
2025
Q3 		$8.18M Sell
76,979
-19,375
-20% -$1.63M 0.83% 23
2025
Q2 		$6.29M Sell
96,354
-7,633
-7% -$392K 0.78% 18
2025
Q1 		$3.99M Buy
103,987
+2,753
+3% +$119K 0.54% 24
2024
Q4 		$4.18M Buy
101,234
+36,400
+56% +$1.6M 0.55% 26
2024
Q3 		$2.55M Buy
+64,834
New +$2.27M 0.33% 32

Other funds holding LIF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Monograph Wealth Advisors's LIF Position: Q1 2026 in Review

Monograph Wealth Advisors increased its Life360 (LIF) stake by 45% in Q1 2026, buying an estimated $1.54M and bringing the position to 95,925 shares worth $3.92M. The position accounts for 0.37% of the portfolio, ranked #30.

Monograph Wealth Advisors first reported a position in LIF in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.18M in Q3 2025. 193 funds tracked by Wall St. Rank hold LIF as of Q1 2026.

  • Monograph Wealth Advisors held 95,925 shares of Life360 worth $3.92M as of Q1 2026.
  • Monograph Wealth Advisors bought 29,694 Life360 shares in Q1 2026, an estimated $1.54M.
  • Life360 made up 0.37% of Monograph Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Monograph Wealth Advisors first reported a position in Life360 in Q3 2024 and has held it in 7 quarters since.
  • Monograph Wealth Advisors's Life360 position peaked at $8.18M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Life360 as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.