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 $1.22B across 143 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($313.4M, 25.74%), DFAX ($239.1M, 19.64%), DFUV ($56.2M, 4.62%), DFAT ($52.9M, 4.34%), DCOR ($46.5M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA US Core Equity 2 ETF | $313.4M | 25.74% | 7.1M | Added |
| 2 | DFAX | DFA World ex US Core Equity 2 ETF | $239.1M | 19.64% | 6.5M | Added |
| 3 | DFUV | DFA US Marketwide Value ETF | $56.2M | 4.62% | 1.0M | Added |
| 4 | DFAT | DFA US Targeted Value ETF | $52.9M | 4.34% | 756,908 | Added |
| 5 | DCOR | DFA US Core Equity 1 ETF | $46.5M | 3.82% | 567,396 | Added |
| 6 | IVV | iShares Core S&P 500 | $42.0M | 3.45% | 56,037 | Added |
| 7 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $39.9M | 3.28% | 761,949 | Added |
| 8 | DISV | DFA International Small Cap Value ETF | $39.3M | 3.23% | 979,700 | Added |
| 9 | DFEM | DFA Emerging Markets Core Equity 2 ETF | $37.1M | 3.04% | 912,431 | Added |
| 10 | AAPL | Apple | $29.4M | 2.41% | 101,437 | Trimmed |
| 11 | CWK | Cushman & Wakefield F | $27.2M | 2.24% | 2.0M | New |
| 12 | DFAS | DFA US Small Cap ETF | $23.6M | 1.94% | 286,224 | Added |
| 13 | VGSH | Vanguard Short Term Treasury ETF IV | $15.9M | 1.31% | 273,386 | Added |
| 14 | DFAI | Dimensional International Core Equity Market ETF | $15.4M | 1.27% | 374,090 | Hold |
| 15 | VTI | Vanguard Total Market Index ETF | $15.3M | 1.25% | 41,215 | Added |
| 16 | NVDA | Nvidia | $14.4M | 1.19% | 72,130 | Trimmed |
| 17 | DFIV | DFA Intl Value ETF | $13.0M | 1.07% | 241,227 | Hold |
| 18 | DFLV | DFA US Large Cap Value ETF | $12.6M | 1.03% | 318,423 | Added |
| 19 | GOOGL | Alphabet Inc Cap STK | $10.4M | 0.85% | 29,097 | Trimmed |
| 20 | DFIP | DFA Inflation Protected Securities ETF | $9.8M | 0.80% | 237,163 | Added |
| 21 | GOOG | Alphabet Inc Cap STK CL C | $8.5M | 0.70% | 24,088 | Added |
| 22 | KMB | Kimberly-Clark | $7.5M | 0.61% | 67,135 | Hold |
| 23 | VBR | Vanguard Small-Cap Value ETF | $7.0M | 0.58% | 28,945 | Trimmed |
| 24 | META | Meta Platforms, Inc | $6.2M | 0.51% | 11,077 | Added |
| 25 | DFIC | DFA Intl Core Equity 2 ETF | $6.1M | 0.50% | 162,743 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30