MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588 · MANHATTAN BEACH, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
DFAC
DFA US Core Equity 2 ETF
25.7%
DFAX
DFA World ex US Core Equity 2 ETF
19.6%
DFUV
DFA US Marketwide Value ETF
4.6%
DFAT
DFA US Targeted Value ETF
4.3%
DCOR
DFA US Core Equity 1 ETF
3.8%
IVV
iShares Core S&P 500
3.4%
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
3.3%
DISV
DFA International Small Cap Value ETF
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.