§ 13F · FUND PROFILE
MONOGRAPH WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $988.3T (13F)Positions · 139Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA US Core Equity 2 ETF | 6.69M | $264.8T | 26.0% | +2% |
| 2 | DFAX | DFA World ex US Core Equity 2 ETF | 6.06M | $198.4T | 19.5% | +2% |
| 3 | DFUV | DFA US Marketwide Value ETF | 968K | $45.1T | 4.4% | +2% |
| 4 | DFAT | DFA US Targeted Value ETF | 699K | $41.6T | 4.1% | +1% |
| 5 | IVV | iShares Core S&P 500 | 55K | $37.6T | 3.7% | −1% |
| 6 | DCOR | DFA US Core Equity 1 ETF | 476K | $35.1T | 3.4% | +10% |
| 7 | DISV | DFA International Small Cap Value ETF | 895K | $34.0T | 3.3% | ±0% |
| 8 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 565K | $29.9T | 2.9% | +5% |
| 9 | AAPL | Apple | 107K | $29.0T | 2.9% | −14% |
| 10 | DFEM | DFA Emerging Markets Core Equity 2 ETF | 875K | $29.0T | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONOGRAPH SIGNAL
AC read
MONOGRAPH WEALTH ADVISORS, LLC is a Other fund managing $988262.0 trillion in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed