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MONOGRAPH WEALTH ADVISORS, LLC

Q2 2026 13F filing

Updated 27 days ago

143 disclosed positions worth $1.2B

Portfolio value
$1.2B
Total holdings
143
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

DFA US Core Equity 2 ETF

Value
$313.4M
Shares
7.07M
% Port
25.74%
D

DFA World ex US Core Equity 2 ETF

Value
$239.1M
Shares
6.49M
% Port
19.64%
?
3.N/A

DFA US Marketwide Value ETF

Value
$56.2M
Shares
1.02M
% Port
4.62%
?
4.N/A

DFA US Targeted Value ETF

Value
$52.9M
Shares
756.9K
% Port
4.34%
?
5.N/A

DFA US Core Equity 1 ETF

Value
$46.5M
Shares
567.4K
% Port
3.82%
E

iShares Core S&P 500

Value
$42M
Shares
56.0K
% Port
3.45%
E

iShares 1-5 Year Investment Grade Corporate Bond ETF

Value
$39.9M
Shares
761.9K
% Port
3.28%
?
8.N/A

DFA International Small Cap Value ETF

Value
$39.3M
Shares
979.7K
% Port
3.23%
?
9.N/A

DFA Emerging Markets Core Equity 2 ETF

Value
$37.1M
Shares
912.4K
% Port
3.04%
A
10.AAPL

Apple

Value
$29.4M
Shares
101.4K
% Port
2.41%
C
11.CWK

Cushman & Wakefield F

Value
$27.2M
Shares
2.03M
% Port
2.24%
?
12.N/A

DFA US Small Cap ETF

Value
$23.6M
Shares
286.2K
% Port
1.94%
V
13.VGES

Vanguard Short Term Treasury ETF IV

Value
$15.9M
Shares
273.4K
% Port
1.31%
C
14.CRDO

Dimensional International Core Equity Market ETF

Value
$15.4M
Shares
374.1K
% Port
1.27%
V
15.VGES

Vanguard Total Market Index ETF

Value
$15.3M
Shares
41.2K
% Port
1.25%
N
16.NVDA

Nvidia

Value
$14.4M
Shares
72.1K
% Port
1.19%
?
17.N/A

DFA Intl Value ETF

Value
$13M
Shares
241.2K
% Port
1.07%
?
18.N/A

DFA US Large Cap Value ETF

Value
$12.6M
Shares
318.4K
% Port
1.03%
G

Alphabet Inc Cap STK

Value
$10.4M
Shares
29.1K
% Port
0.85%
N
20.NSC

DFA Inflation Protected Securities ETF

Value
$9.8M
Shares
237.2K
% Port
0.80%
G

Alphabet Inc Cap STK CL C

Value
$8.5M
Shares
24.1K
% Port
0.70%
K
22.KMB

Kimberly-Clark

Value
$7.5M
Shares
67.1K
% Port
0.61%
V
23.VGES

Vanguard Small-Cap Value ETF

Value
$7M
Shares
28.9K
% Port
0.58%
M
24.META

Meta Platforms, Inc

Value
$6.2M
Shares
11.1K
% Port
0.51%
?
25.N/A

DFA Intl Core Equity 2 ETF

Value
$6.1M
Shares
162.7K
% Port
0.50%
V
26.VGES

Vanguard REIT Index ETF

Value
$5.4M
Shares
56.2K
% Port
0.45%
M
27.MSFT

Microsoft

Value
$5.3M
Shares
14.2K
% Port
0.44%
A
28.AMZN

Amazon.Com

Value
$4.8M
Shares
20.3K
% Port
0.40%
L
29.LIFX

Life 360, Inc

Value
$4.7M
Shares
84.8K
% Port
0.39%
V
30.VGES

Vanguard S&P 500 ETF

Value
$4.6M
Shares
6.6K
% Port
0.37%
T
31.TMO

Thermo Fisher Scientific

Value
$4.4M
Shares
8.7K
% Port
0.36%
S
32.SPY

SPDR S&P 500 ETF

Value
$4.3M
Shares
5.8K
% Port
0.35%
E
33.ETHA

iShares Russell (1000 Growth Etf)

Value
$4.1M
Shares
33.2K
% Port
0.34%
B

Berkshire Hathaway 'B'

Value
$3.5M
Shares
7.0K
% Port
0.29%
D
35.DIA

SPDR Dow Jones Indl

Value
$3.2M
Shares
6.1K
% Port
0.26%
V
36.VGES

Vanguard Mid-Cap ETF

Value
$3.2M
Shares
39.4K
% Port
0.26%
?
37.N/A

Dimensional World Equity ETF

Value
$2.8M
Shares
34.1K
% Port
0.23%
V
38.VGES

Vanguard FTSE All-World ex-US ETF

Value
$2.8M
Shares
33.4K
% Port
0.23%
?
39.N/A

Dimensional ETF (trust US Equity Etf)

Value
$2.6M
Shares
32.0K
% Port
0.21%
E
40.ETHA

iShares Russell 1000 Value ETF

Value
$2.6M
Shares
10.6K
% Port
0.21%
C
41.CAT

Caterpillar

Value
$2.3M
Shares
2.2K
% Port
0.19%
W
42.WM

Waste Man.

Value
$2.1M
Shares
9.5K
% Port
0.17%
?
43.N/A

DFA US Small Cap Value ETF

Value
$2.1M
Shares
54.3K
% Port
0.17%
S

SPDR Index SHS FDS MSCI Acwi Ex-US ETF

Value
$2M
Shares
49.7K
% Port
0.17%
E
45.ETHA

iShares S&P 100 ETF

Value
$2M
Shares
5.4K
% Port
0.16%
S

Schwab US Large Cap Value ETF

Value
$1.9M
Shares
54.6K
% Port
0.16%
T
47.TSLA

Tesla Motors

Value
$1.9M
Shares
4.5K
% Port
0.15%
B
48.BX

Vanguard Group DIV (app Etf)

Value
$1.7M
Shares
7.3K
% Port
0.14%
V
49.VGES

Vanguard FTSE Developed Markets ETF

Value
$1.6M
Shares
22.7K
% Port
0.13%
F
50.FAST

Fastenal

Value
$1.6M
Shares
32.9K
% Port
0.13%