MONOGRAPH WEALTH ADVISORS, LLC

DOSSIER · 13F-HR · Q2 2026

MONOGRAPH WEALTH ADVISORS, LLC

$1.2B in tracked AUM across 143 positions as of Q2 2026.

MW

CIK 0001776588 · last filed Jun 30, 2026

Total AUM

$1.2B

as of Q2 2026

Holdings

143

—

positions

Whale Score

66

66

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

MONOGRAPH WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

DFAC

DFA US Core Equity 2 ETF

$313M7.1M25.7%02

DFAX

DFA World ex US Core Equity 2 ETF

$239M6.5M19.6%03

DFUV

DFA US Marketwide Value ETF

$56M1.0M4.6%04

DFAT

DFA US Targeted Value ETF

$53M757K4.3%05

DCOR

DFA US Core Equity 1 ETF

$47M567K3.8%06

IVV

iShares Core S&P 500

$42M56K3.4%07

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

$40M762K3.3%08

DISV

DFA International Small Cap Value ETF

$39M980K3.2%09

DFEM

DFA Emerging Markets Core Equity 2 ETF