Institutional Manager · CIK 0001776588
MONOGRAPH WEALTH ADVISORS, LLC
EL SEGUNDO, CA · File #028-21724
Latest AUM
$1.02B
Positions
135
Top-10 Concentration
76.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025135 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Sep 2025139 pos · $988.3M
- 13F HOLDINGS REPORTQ/E Jun 2025125 pos · $811.0M
- 13F HOLDINGS REPORTQ/E Mar 2025113 pos · $734.2M
- 13F HOLDINGS REPORTQ/E Dec 2024114 pos · $756.3M
- 13F HOLDINGS REPORTQ/E Sep 2024107 pos · $768.4M
- 13F HOLDINGS REPORTQ/E Jun 2024104 pos · $684.3M
- 13F HOLDINGS REPORTQ/E Mar 2024154 pos · $681.2M
- 13F HOLDINGS REPORTQ/E Dec 2023125 pos · $505.7M
- 13F HOLDINGS REPORTQ/E Sep 202392 pos · $465.9M
- 13F HOLDINGS REPORTQ/E Jun 202387 pos · $426.1M
- 13F HOLDINGS REPORTQ/E Mar 202393 pos · $12.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DFA US Core Equity 2 ETF | 25434V708 | 6,689,376 | $264.8M | 27.23% |
| 2 | DFA World ex US Core Equity 2 ETF | 25434V880 | 6,060,776 | $198.4M | 20.40% |
| 3 | DFA US Marketwide Value ETF | 25434V724 | 968,443 | $45.1M | 4.64% |
| 4 | DFA US Targeted Value ETF | 25434V609 | 699,495 | $41.6M | 4.28% |
| 5 | iShares Core S&P 500 | 464287200 | 54,837 | $37.6M | 3.86% |
| 6 | DFA US Core Equity 1 ETF | 25434V625 | 476,246 | $35.1M | 3.61% |
| 7 | DFA International Small Cap Value ETF | 25434V781 | 894,766 | $34.0M | 3.50% |
| 8 | iShares 1-5 Year Investment Grade Corporate Bond ETF | 464288646 | 565,044 | $29.9M | 3.07% |
| 9 | Apple | AAPL | 106,745 | $29.0M | 2.98% |
| 10 | DFA Emerging Markets Core Equity 2 ETF | 25434V732 | 875,440 | $29.0M | 2.98% |
| 11 | DFA US Small Cap ETF | 25434V500 | 263,405 | $18.4M | 1.89% |
| 12 | Nvidia | NVDA | 81,717 | $15.2M | 1.57% |
| 13 | Vanguard Total Market Index ETF | 922908769 | 41,358 | $13.9M | 1.43% |
| 14 | Microsoft | MSFT | 25,542 | $12.4M | 1.27% |
| 15 | DFA Intl Value ETF | 25434V807 | 243,970 | $12.2M | 1.25% |
| 16 | Dimensional International Core Equity Market ETF | 25434V203 | 302,235 | $11.5M | 1.18% |
| 17 | Alphabet Inc Cap STK | GOOG | 33,841 | $10.6M | 1.09% |
| 18 | DFA Inflation Protected Securities ETF | 25434V856 | 224,135 | $9.3M | 0.96% |
| 19 | Amazon.Com | AMZN | 39,424 | $9.1M | 0.94% |
| 20 | DFA US Large Cap Value ETF | 25434V666 | 259,098 | $8.9M | 0.91% |