MONOGRAPH WEALTH ADVISORS, LLC
CIK 1776588 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- DFAC25.74%
- DFAX19.64%
- DFUV4.62%
- DFAT4.34%
- DCOR3.82%
- IVV3.45%
- IGSB3.28%
- DISV3.23%
- DFEM3.04%
- AAPL2.41%
Share classes counted separately73.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight decreased · -0.65 pp1.84% → 1.19%Shares -39.00K (-35.09%)
- AAPLWeight decreased · -0.56 pp2.97% → 2.41%Shares -21.95K (-17.79%)
- DFACWeight increased · +0.55 pp25.19% → 25.74%Shares +227.27K (+3.32%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2ETF View history and evidence | $313.42M | 25.74% | 7.07M shares | 25.19% → 25.74%+0.55 pp +227.27K (+3.32%) | Added | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREETF View history and evidence | $239.13M | 19.64% | 6.49M shares | 19.86% → 19.64%-0.22 pp +324.18K (+5.26%) | Added | ↗▾ |
| 03 | DFUVDIMENSIONAL US MARKETWIDE VAETF View history and evidence | $56.25M | 4.62% | 1.02M shares | 4.66% → 4.62%-0.04 pp +7.60K (+0.75%) | Added | ↗▾ |
| 04 | DFATDIMENSIONAL US TARGET VALUEETF View history and evidence | $52.91M | 4.34% | 756.91K shares | 4.33% → 4.34%+0.01 pp +25.20K (+3.44%) | Added | ↗▾ |
| 05 | DCORDIMENSIONAL US CORE EQ 1 ETFETF View history and evidence | $46.52M | 3.82% | 567.40K shares | 3.55% → 3.82%+0.27 pp +48.28K (+9.30%) | Added | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $41.97M | 3.45% | 56.04K shares | 3.40% → 3.45%+0.05 pp +1.20K (+2.19%) | Added | ↗▾ |
| 07 | IGSBISHARES 1-5Y INV GRADE CORPETF View history and evidence | $39.93M | 3.28% | 761.95K shares | 3.17% → 3.28%+0.11 pp +125.36K (+19.69%) | Added | ↗▾ |
| 08 | DISVDIMENSIONAL INTERNATIONAL SMETF View history and evidence | $39.32M | 3.23% | 979.70K shares | 3.40% → 3.23%-0.17 pp +69.56K (+7.64%) | Added | ↗▾ |
| 09 | DFEMDIMENSIONAL EMRG MRKT COREETF View history and evidence | $37.08M | 3.04% | 912.43K shares | 2.96% → 3.04%+0.08 pp +10.10K (+1.12%) | Added | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $29.35M | 2.41% | 101.44K shares | 2.97% → 2.41%-0.56 pp -21.95K (-17.79%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BRK.A BERKSHIRE HATHAWAY INC-CL A | Non-derivative | -2 | -$1.44M | SEC filing ↗ | SEC filing ↗ |
| MCD MCDONALD'S CORP | Non-derivative | -1,870 | -$581.18K | SEC filing ↗ | SEC filing ↗ |
| HD HOME DEPOT INC | Non-derivative | -1,752 | -$576.10K | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1776588 · Period Jun 30, 2026
Data loaded Oct 15, 2026 · First reported Aug 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1217807155
}Research all 143 reported holdings.
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