MONOGRAPH WEALTH ADVISORS, LLC: 13F holdings
CIK 17765882026Q2
| Positions | 143 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 143 (-1 vs prior quarter) |
|---|
| Reported value | $1.2bn (+15.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFA US Core Equity 2 ETF | 7,065,425 | $313.4m | 25.7% |
| DFAX DFA World ex US Core Equity 2 ETF | 6,491,032 | $239.1m | 19.6% |
| YM=F DFA US Marketwide Value ETF | 1,022,464 | $56.2m | 4.6% |
| DFA US Targeted Value ETF | 756,908 | $52.9m | 4.3% |
| DFA US Core Equity 1 ETF | 567,396 | $46.5m | 3.8% |
| IVV iShares Core S&P 500 | 56,037 | $42.0m | 3.4% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 761,949 | $39.9m | 3.3% |
| DISV DFA International Small Cap Value ETF | 979,700 | $39.3m | 3.2% |
| DFEM DFA Emerging Markets Core Equity 2 ETF | 912,431 | $37.1m | 3.0% |
| AAPL Apple | 101,437 | $29.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1776588")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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