MONOGRAPH WEALTH ADVISORS, LLC
CIK 1776588
13F filing for Q2 2026・No. 2,260
- Holdings
- US$1.22B
- Quarter change
- +US$163.08M
- Entries
- 143
- Net bought (estimate)
- +US$44.52M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 11
- Cut 26
- Added 34
- Corporate actions 0
- Unchanged 73
Largest holdings
143 stocks worth US$1.22B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DFA US Core Equity 2 ETFETF | Added | 7,065,425 | US$313.42M | 25.74% |
| DFA World ex US Core Equity 2 ETFETF | Added | 6,491,032 | US$239.13M | 19.64% |
| DFA US Marketwide Value ETFETF | Added | 1,022,464 | US$56.25M | 4.62% |
| DFA US Targeted Value ETFETF | Added | 756,908 | US$52.91M | 4.34% |
| DFA US Core Equity 1 ETFETF | Added | 567,396 | US$46.52M | 3.82% |
| IVViShares Core S&P 500ETF | Added | 56,037 | US$41.97M | 3.45% |
| iShares 1-5 Year Investment Grade Corporate Bond ETFETF | Added | 761,949 | US$39.93M | 3.28% |
| DFA International Small Cap Value ETFETF | Added | 979,700 | US$39.32M | 3.23% |
| DFA Emerging Markets Core Equity 2 ETFETF | Added | 912,431 | US$37.08M | 3.04% |
| AAPLAppleCOM | Cut | 101,437 | US$29.35M | 2.41% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.