Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MONOGRAPH WEALTH ADVISORS, LLC (CIK 1776588) reported $1.05B across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($265.7M, 25.19%), DFAX ($209.5M, 19.86%), DFUV ($49.2M, 4.66%), DFAT ($45.7M, 4.33%), DCOR ($37.4M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA US Core Equity 2 ETF | $265.7M | 25.19% | 6.8M | Added |
| 2 | DFAX | DFA World ex US Core Equity 2 ETF | $209.5M | 19.86% | 6.2M | Added |
| 3 | DFUV | DFA US Marketwide Value ETF | $49.2M | 4.66% | 1.0M | Added |
| 4 | DFAT | DFA US Targeted Value ETF | $45.7M | 4.33% | 731,710 | Added |
| 5 | DCOR | DFA US Core Equity 1 ETF | $37.4M | 3.55% | 519,115 | Added |
| 6 | DISV | DFA International Small Cap Value ETF | $35.9M | 3.40% | 910,138 | Added |
| 7 | IVV | iShares Core S&P 500 | $35.8M | 3.40% | 54,837 | Hold |
| 8 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $33.5M | 3.17% | 636,594 | Added |
| 9 | AAPL | Apple | $31.3M | 2.97% | 123,385 | Added |
| 10 | DFEM | DFA Emerging Markets Core Equity 2 ETF | $31.2M | 2.96% | 902,335 | Added |
| 11 | NVDA | Nvidia | $19.4M | 1.84% | 111,131 | Added |
| 12 | DFAS | DFA US Small Cap ETF | $19.2M | 1.82% | 269,821 | Added |
| 13 | DFAI | Dimensional International Core Equity Market ETF | $14.6M | 1.38% | 374,090 | Added |
| 14 | GOOGL | Alphabet Inc Cap STK | $14.0M | 1.32% | 48,525 | Added |
| 15 | VTI | Vanguard Total Market Index ETF | $13.1M | 1.24% | 40,860 | Trimmed |
| 16 | DFIV | DFA Intl Value ETF | $12.7M | 1.21% | 241,227 | Trimmed |
| 17 | DFLV | DFA US Large Cap Value ETF | $10.5M | 1.00% | 295,228 | Added |
| 18 | DFIP | DFA Inflation Protected Securities ETF | $9.7M | 0.92% | 233,375 | Added |
| 19 | VGSH | Vanguard Short Term Treasury ETF IV | $9.8M | 0.92% | 166,561 | Added |
| 20 | AMZN | Amazon.Com | $7.2M | 0.68% | 34,406 | Trimmed |
| 21 | GOOG | Alphabet Inc Cap STK CL C | $6.8M | 0.65% | 23,788 | Hold |
| 22 | KMB | Kimberly-Clark | $6.6M | 0.62% | 67,135 | Hold |
| 23 | VBR | Vanguard Small-Cap Value ETF | $6.4M | 0.60% | 29,245 | Added |
| 24 | META | Meta Platforms, Inc | $6.3M | 0.59% | 10,954 | Trimmed |
| 25 | DFIC | DFA Intl Core Equity 2 ETF | $5.8M | 0.55% | 162,743 | Added |
Source: SEC Form 13F filings · as of 2026-03-31