13F Insight
DOSSIER · 13F-HR · Q1 2026

MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH WEALTH's holding co. based in Omaha, NE — $1.1B in tracked AUM across 144 positions as of Q1 2026.

MW
MONOGRAPH WEALTH·Omaha, NE·Holding Co.
CIK 0001776588 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 1.3%
vs prior
Holdings
144
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MONOGRAPH WEALTH ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DFA US Core Equity 2 ETF
$266M6.8M25.2%
02
DFAX
DFA World ex US Core Equity 2 ETF
$209M6.2M19.9%
03
DFUV
DFA US Marketwide Value ETF
$49M1.0M4.7%
04
DFAT
DFA US Targeted Value ETF
$46M732K4.3%
05
DCOR
DFA US Core Equity 1 ETF
$37M519K3.5%
06
DISV
DFA International Small Cap Value ETF
$36M910K3.4%
07
IVV
iShares Core S&P 500
$36M55K3.4%
08
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$33M637K3.2%
09
AAPL
Apple
$31M123K3.0%
10
DFEM
DFA Emerging Markets Core Equity 2 ETF
$31M902K3.0%

Filing history

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