§ 13F · FUND PROFILE
MONOGRAPH WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $988M (13F)Positions · 139Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA US Core Equity 2 ETF | 6.84M | $266M | 25.2% | +2% |
| 2 | DFAX | DFA World ex US Core Equity 2 ETF | 6.17M | $209M | 19.9% | +2% |
| 3 | DFUV | DFA US Marketwide Value ETF | 1.01M | $49M | 4.7% | +5% |
| 4 | DFAT | DFA US Targeted Value ETF | 732K | $46M | 4.3% | +5% |
| 5 | DCOR | DFA US Core Equity 1 ETF | 519K | $37M | 3.5% | +9% |
| 6 | DISV | DFA International Small Cap Value ETF | 910K | $36M | 3.4% | +2% |
| 7 | IVV | iShares Core S&P 500 | 55K | $36M | 3.4% | ±0% |
| 8 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 637K | $33M | 3.2% | +13% |
| 9 | AAPL | Apple | 123K | $31M | 3.0% | +16% |
| 10 | DFEM | DFA Emerging Markets Core Equity 2 ETF | 902K | $31M | 3.0% | +3% |
§ 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 $988 million in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed