MONOGRAPH WEALTH ADVISORS, LLC

Est. AUM

$1.05B

13F long equity, this entity only

Positions

144

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DFA US Core Equity 2 ETF	ETF	$265.7M	6838156	25.19%	SOLE
2	DFA World ex US Core Equity 2 ETF	ETF	$209.5M	6166855	19.86%	SOLE
3	DFA US Marketwide Value ETF	ETF	$49.2M	1014868	4.66%	SOLE
4	DFA US Targeted Value ETF	ETF	$45.7M	731710	4.33%	SOLE
5	DFA US Core Equity 1 ETF	ETF	$37.4M	519115	3.55%	SOLE
6	DFA International Small Cap Value ETF	ETF	$35.9M	910138	3.40%	SOLE
7	iShares Core S&P 500	ETF	$35.8M	54837	3.40%	SOLE
8	iShares 1-5 Year Investment Grade Corporate Bond ETF	ETF	$33.5M	636594	3.17%	SOLE
9	Apple	COM	$31.3M	123385	2.97%	SOLE
10	DFA Emerging Markets Core Equity 2 ETF	ETF	$31.2M	902335	2.96%	SOLE
11	Nvidia	COM	$19.4M	111131	1.84%	SOLE
12	DFA US Small Cap ETF	ETF	$19.2M	269821	1.82%	SOLE
13	Dimensional International Core Equity Market ETF	ETF	$14.6M	374090	1.38%	SOLE
14	Alphabet Inc Cap STK	COM	$14.0M	48525	1.32%	SOLE
15	Vanguard Total Market Index ETF	ETF	$13.1M	40860	1.24%	SOLE
16	DFA Intl Value ETF	ETF	$12.7M	241227	1.21%	SOLE
17	DFA US Large Cap Value ETF	ETF	$10.5M	295228	1.00%	SOLE
18	Vanguard Short Term Treasury ETF IV	ETF	$9.8M	166561	0.92%	SOLE
19	DFA Inflation Protected Securities ETF	ETF	$9.7M	233375	0.92%	SOLE
20	Amazon.Com	COM	$7.2M	34406	0.68%	SOLE
21	Alphabet Inc Cap STK CL C	COM	$6.8M	23788	0.65%	SOLE
22	Kimberly-Clark	COM	$6.6M	67135	0.62%	SOLE
23	Vanguard Small-Cap Value ETF	ETF	$6.4M	29245	0.60%	SOLE
24	Meta Platforms, Inc	COM	$6.3M	10954	0.59%	SOLE
25	DFA Intl Core Equity 2 ETF	ETF	$5.8M	162743	0.55%	SOLE
26	Microsoft	COM	$5.7M	15266	0.54%	SOLE
27	Vanguard REIT Index ETF	ETF	$4.8M	54006	0.45%	SOLE
28	Thermo Fisher Scientific	COM	$4.2M	8633	0.40%	SOLE
29	Vanguard S&P 500 ETF	ETF	$4.0M	6645	0.38%	SOLE
30	Life 360, Inc	COM	$3.9M	95925	0.37%	SOLE
31	SPDR S&P 500 ETF	ETF	$3.8M	5753	0.36%	SOLE
32	iShares Russell (1000 Growth Etf)	ETF	$3.6M	8347	0.34%	SOLE
33	Broadcom Inc Com	COM	$3.0M	9694	0.28%	SOLE
34	SPDR Dow Jones Indl	ETF	$2.8M	6098	0.27%	SOLE
35	Berkshire Hathaway 'B'	COM	$2.5M	5301	0.24%	SOLE
36	Vanguard FTSE All-World ex-US ETF	ETF	$2.4M	32565	0.23%	SOLE
37	Vanguard Mid-Cap ETF	ETF	$2.4M	8514	0.23%	SOLE
38	Intuit Inc	COM	$2.3M	5414	0.22%	SOLE
39	Waste Man.	COM	$2.3M	9917	0.22%	SOLE
40	iShares Russell 1000 Value ETF	ETF	$2.3M	10618	0.22%	SOLE
41	Dimensional ETF (trust US Equity Etf)	ETF	$2.3M	31955	0.21%	SOLE
42	Dimensional World Equity ETF	ETF	$2.0M	26536	0.19%	SOLE
43	DFA US Small Cap Value ETF	ETF	$1.9M	54287	0.18%	SOLE
44	SPDR Index SHS FDS MSCI Acwi Ex-US ETF	ETF	$1.8M	49665	0.17%	SOLE
45	iShares S&P 100 ETF	ETF	$1.7M	5373	0.16%	SOLE
46	Tesla Motors	COM	$1.7M	4571	0.16%	SOLE
47	Schwab US Large Cap Value ETF	ETF	$1.7M	54608	0.16%	SOLE
48	Vanguard Group DIV (app Etf)	ETF	$1.6M	7380	0.15%	SOLE
49	Caterpillar	COM	$1.5M	2159	0.15%	SOLE
50	Fastenal	COM	$1.5M	32892	0.14%	SOLE

1–50 of 144

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.