MONOGRAPH WEALTH ADVISORS, LLC

Name: MONOGRAPH WEALTH ADVISORS, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001776588 · MANHATTAN BEACH, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

MONOGRAPH WEALTH ADVISORS, LLC reported 143 positions worth $1.22B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DFAC (25.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.22B

2026 Q2

Positions

143

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

73.6%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 143 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DFAC	DFA US Core Equity 2 ETF	SH	$313.4M	25.74%	7,065,425	—	—
▸ 2	DFAX	DFA World ex US Core Equity 2 ETF	SH	$239.1M	19.64%	6,491,032	—	—
▸ 3	DFUV	DFA US Marketwide Value ETF	SH	$56.2M	4.62%	1,022,464	—	—
▸ 4	DFAT	DFA US Targeted Value ETF	SH	$52.9M	4.34%	756,908	—	—
▸ 5	DCOR	DFA US Core Equity 1 ETF	SH	$46.5M	3.82%	567,396	—	—
▸ 6	IVV	iShares Core S&P 500	SH	$42.0M	3.45%	56,037	—	—
▸ 7	IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	SH	$39.9M	3.28%	761,949	—	—
▸ 8	DISV	DFA International Small Cap Value ETF	SH	$39.3M	3.23%	979,700	—	—
▸ 9	DFEM	DFA Emerging Markets Core Equity 2 ETF	SH	$37.1M	3.04%	912,431	—	—
▸ 10	AAPL	Apple	SH	$29.4M	2.41%	101,437	—	—

The free plan shows the top 10 positions. The remaining 133 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MONOGRAPH WEALTH ADVISORS, LLC hold as of Q2 2026?

MONOGRAPH WEALTH ADVISORS, LLC reported 143 positions worth $1.22B in its Q2 2026 13F filing. Largest positions: DFAC (25.7%), DFAX (19.6%), DFUV (4.6%), DFAT (4.3%) and DCOR (3.8%).

What did MONOGRAPH WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MONOGRAPH WEALTH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.