MONOGRAPH WEALTH ADVISORS, LLC

DOSSIER · 13F-HR · Q1 2026

MONOGRAPH WEALTH ADVISORS, LLC

$1.1B in tracked AUM across 144 positions as of Q1 2026.

MW

CIK 0001776588 · last filed Mar 31, 2026

Total AUM

$1.1B

as of Q1 2026

Holdings

144

—

positions

Whale Score

66

66

tracked

Activity

—

no data

changes this Q

AI Analysis · 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