Filed: 8/14/2025ACC: 0001776588-25-000006
📋 What this filing means
MONOGRAPH WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $810.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$810.99M
Total AUM (reported)
18.62M
Total Shares
Allocation by class
ETF$690.15M85.1%
COM$116.92M14.4%
CL A$3.22M0.4%
SPONSORED ADR$705.0K0.1%
Portfolio Concentration
Top 3$431.55M53.2%
4–10$177.62M21.9%
11–25$109.61M13.5%
Rest$92.21M11.4%
Top 3 weight
53.2%
Top 10 weight
75.1%
Voting Authority Distribution
Total shares with voting rights: 18.62M
Sole
Full voting authority
18.11M
shares
% of voting shares97.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
501.25K
shares
% of voting shares2.7%
Investment Discretion (by position count)
Sole125
Shared0
Other0
Dominant voting typeSole · 97.3% of voting shares
Institutional Holdings125
Rows:
DFA US Core Equity 2 ETF
SOLEShares6.39M
TypeSH
Market value$229.18M
28.26%
Sole
6.25M
Shared
0.00
None
142.37K
DFA World ex US Core Equity 2 ETF
SOLEShares5.75M
TypeSH
Market value$168.85M
20.82%
Sole
5.59M
Shared
0.00
None
155.88K
DFA US Marketwide Value ETF
SOLEShares792.77K
TypeSH
Market value$33.52M
4.13%
Sole
781.94K
Shared
0.00
None
10.83K
DFA US Targeted Value ETF
SOLEShares586.21K
TypeSH
Market value$31.63M
3.90%
Sole
567.53K
Shared
0.00
None
18.67K
DFA International Small Cap Value ETF
SOLEShares858.56K
TypeSH
Market value$28.26M
3.48%
Sole
842.11K
Shared
0.00
None
16.45K
DFA US Core Equity 1 ETF
SOLEShares408.74K
TypeSH
Market value$27.32M
3.37%
Sole
401.49K
Shared
0.00
None
7.25K
iShares 1-5 Year Investment Grade Corporate Bond ETF
SOLEShares515.52K
TypeSH
Market value$27.20M
3.35%
Sole
503.63K
Shared
0.00
None
11.89K
DFA Emerging Markets Core Equity 2 ETF
SOLEShares756.74K
TypeSH
Market value$22.46M
2.77%
Sole
698.89K
Shared
0.00
None
57.85K
Nvidia
SOLEShares130.86K
TypeSH
Market value$20.68M
2.55%
Sole
125.89K
Shared
0.00
None
4.97K
Apple
SOLEShares97.84K
TypeSH
Market value$20.07M
2.48%
Sole
97.70K
Shared
0.00
None
140.00
DFA US Small Cap ETF
SOLEShares187.16K
TypeSH
Market value$11.92M
1.47%
Sole
187.16K
Shared
0.00
None
0.00
Vanguard Total Market Index ETF
SOLEShares38.11K
TypeSH
Market value$11.62M
1.43%
Sole
38.02K
Shared
0.00
None
84.00
DFA Intl Value ETF
SOLEShares254.77K
TypeSH
Market value$10.91M
1.35%
Sole
254.77K
Shared
0.00
None
0.00
DFA US Large Cap Value ETF
SOLEShares291.47K
TypeSH
Market value$9.04M
1.11%
Sole
291.47K
Shared
0.00
None
0.00
Kimberly-Clark
SOLEShares68.69K
TypeSH
Market value$8.94M
1.10%
Sole
68.69K
Shared
0.00
None
0.00
Meta Platforms, Inc
SOLEShares10.40K
TypeSH
Market value$7.68M
0.95%
Sole
10.40K
Shared
0.00
None
0.00
Alphabet Inc Cap STK
SOLEShares36.45K
TypeSH
Market value$6.42M
0.79%
Sole
36.45K
Shared
0.00
None
0.00
Life 360, Inc
SOLEShares96.35K
TypeSH
Market value$6.29M
0.78%
Sole
96.35K
Shared
0.00
None
0.00
Microsoft
SOLEShares12.11K
TypeSH
Market value$6.02M
0.74%
Sole
12.02K
Shared
0.00
None
90.00
DFA Inflation Protected Securities ETF
SOLEShares136.43K
TypeSH
Market value$5.70M
0.70%
Sole
136.43K
Shared
0.00
None
0.00
Vanguard Small-Cap Value ETF
SOLEShares28.56K
TypeSH
Market value$5.59M
0.69%
Sole
26.65K
Shared
0.00
None
1.91K
Intuit Inc
SOLEShares6.52K
TypeSH
Market value$5.14M
0.63%
Sole
6.52K
Shared
0.00
None
0.00
Amazon.Com
SOLEShares22.57K
TypeSH
Market value$4.95M
0.61%
Sole
19.33K
Shared
0.00
None
3.24K
Alphabet Inc Cap STK CL C
SOLEShares27.48K
TypeSH
Market value$4.87M
0.60%
Sole
24.50K
Shared
0.00
None
2.98K
iShares Russell (1000 Growth Etf)
SOLEShares10.60K
TypeSH
Market value$4.50M
0.55%
Sole
10.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DFA US Core Equity 2 ETFSOLE | ETF | 6.39M | SH | $229.18M 28.26% | 6.25M | 0.00 | 142.37K |
DFA World ex US Core Equity 2 ETFSOLE | ETF | 5.75M | SH | $168.85M 20.82% | 5.59M | 0.00 | 155.88K |
DFA US Marketwide Value ETFSOLE | ETF | 792.77K | SH | $33.52M 4.13% | 781.94K | 0.00 | 10.83K |
DFA US Targeted Value ETFSOLE | ETF | 586.21K | SH | $31.63M 3.90% | 567.53K | 0.00 | 18.67K |
DFA International Small Cap Value ETFSOLE | ETF | 858.56K | SH | $28.26M 3.48% | 842.11K | 0.00 | 16.45K |
DFA US Core Equity 1 ETFSOLE | ETF | 408.74K | SH | $27.32M 3.37% | 401.49K | 0.00 | 7.25K |
iShares 1-5 Year Investment Grade Corporate Bond ETFSOLE | ETF | 515.52K | SH | $27.20M 3.35% | 503.63K | 0.00 | 11.89K |
DFA Emerging Markets Core Equity 2 ETFSOLE | ETF | 756.74K | SH | $22.46M 2.77% | 698.89K | 0.00 | 57.85K |
NvidiaSOLE | COM | 130.86K | SH | $20.68M 2.55% | 125.89K | 0.00 | 4.97K |
AppleSOLE | COM | 97.84K | SH | $20.07M 2.48% | 97.70K | 0.00 | 140.00 |
DFA US Small Cap ETFSOLE | ETF | 187.16K | SH | $11.92M 1.47% | 187.16K | 0.00 | 0.00 |
Vanguard Total Market Index ETFSOLE | ETF | 38.11K | SH | $11.62M 1.43% | 38.02K | 0.00 | 84.00 |
DFA Intl Value ETFSOLE | ETF | 254.77K | SH | $10.91M 1.35% | 254.77K | 0.00 | 0.00 |
DFA US Large Cap Value ETFSOLE | ETF | 291.47K | SH | $9.04M 1.11% | 291.47K | 0.00 | 0.00 |
Kimberly-ClarkSOLE | COM | 68.69K | SH | $8.94M 1.10% | 68.69K | 0.00 | 0.00 |
Meta Platforms, IncSOLE | COM | 10.40K | SH | $7.68M 0.95% | 10.40K | 0.00 | 0.00 |
Alphabet Inc Cap STKSOLE | COM | 36.45K | SH | $6.42M 0.79% | 36.45K | 0.00 | 0.00 |
Life 360, IncSOLE | COM | 96.35K | SH | $6.29M 0.78% | 96.35K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 12.11K | SH | $6.02M 0.74% | 12.02K | 0.00 | 90.00 |
DFA Inflation Protected Securities ETFSOLE | ETF | 136.43K | SH | $5.70M 0.70% | 136.43K | 0.00 | 0.00 |
Vanguard Small-Cap Value ETFSOLE | ETF | 28.56K | SH | $5.59M 0.69% | 26.65K | 0.00 | 1.91K |
Intuit IncSOLE | COM | 6.52K | SH | $5.14M 0.63% | 6.52K | 0.00 | 0.00 |
Amazon.ComSOLE | COM | 22.57K | SH | $4.95M 0.61% | 19.33K | 0.00 | 3.24K |
Alphabet Inc Cap STK CL CSOLE | COM | 27.48K | SH | $4.87M 0.60% | 24.50K | 0.00 | 2.98K |
iShares Russell (1000 Growth Etf)SOLE | ETF | 10.60K | SH | $4.50M 0.55% | 10.60K | 0.00 | 0.00 |
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