§ 13F · FUND PROFILE
MONOGRAPH WEALTH ADVISORS, LLC.
AUM · $1.2B (13F)Positions · 143Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA US Core Equity 2 ETF | 7.07M | $313M | 25.7% | +3% |
| 2 | DFAX | DFA World ex US Core Equity 2 ETF | 6.49M | $239M | 19.6% | +5% |
| 3 | DFUV | DFA US Marketwide Value ETF | 1.02M | $56M | 4.6% | +1% |
| 4 | DFAT | DFA US Targeted Value ETF | 757K | $53M | 4.3% | +3% |
| 5 | DCOR | DFA US Core Equity 1 ETF | 567K | $47M | 3.8% | +9% |
| 6 | IVV | iShares Core S&P 500 | 56K | $42M | 3.4% | +2% |
| 7 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 762K | $40M | 3.3% | +20% |
| 8 | DISV | DFA International Small Cap Value ETF | 980K | $39M | 3.2% | +8% |
| 9 | DFEM | DFA Emerging Markets Core Equity 2 ETF | 912K | $37M | 3.0% | +1% |
| 10 | AAPL | Apple | 101K | $29M | 2.4% | −18% |
§ 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 $1.2 billion in assets. The fund runs a portfolio of 143 positions.
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