Filed: 11/14/2025ACC: 0001776588-25-000009
📋 What this filing means
MONOGRAPH WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 139 equity positions with a total reported market value of $988.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
139
Positions
$988.26M
Total AUM (reported)
20.25M
Total Shares
Allocation by class
ETF$828.45M83.8%
COM$157.05M15.9%
SPONSORED ADR$1.33M0.1%
CL A$946.1K0.1%
COM CL A$463.6K0.0%
SHS$16.8K0.0%
Portfolio Concentration
Top 3$483.58M48.9%
4–10$228.66M23.1%
11–25$157.64M16.0%
Rest$118.38M12.0%
Top 3 weight
48.9%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 20.25M
Sole
Full voting authority
19.72M
shares
% of voting shares97.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
531.97K
shares
% of voting shares2.6%
Investment Discretion (by position count)
Sole139
Shared0
Other0
Dominant voting typeSole · 97.4% of voting shares
Institutional Holdings139
Rows:
DFA US Core Equity 2 ETF
SOLEShares6.58M
TypeSH
Market value$253.74M
25.68%
Sole
6.44M
Shared
0.00
None
143.33K
DFA World ex US Core Equity 2 ETF
SOLEShares5.97M
TypeSH
Market value$187.31M
18.95%
Sole
5.81M
Shared
0.00
None
156.83K
DFA US Marketwide Value ETF
SOLEShares951.74K
TypeSH
Market value$42.53M
4.30%
Sole
940.91K
Shared
0.00
None
10.83K
DFA US Targeted Value ETF
SOLEShares693.81K
TypeSH
Market value$40.39M
4.09%
Sole
674K
Shared
0.00
None
19.81K
iShares Core S&P 500
SOLEShares55.52K
TypeSH
Market value$37.16M
3.76%
Sole
55.52K
Shared
0.00
None
0.00
DFA International Small Cap Value ETF
SOLEShares890.79K
TypeSH
Market value$31.79M
3.22%
Sole
874.47K
Shared
0.00
None
16.31K
Apple
SOLEShares123.59K
TypeSH
Market value$31.47M
3.18%
Sole
123.45K
Shared
0.00
None
140.00
DFA US Core Equity 1 ETF
SOLEShares434.88K
TypeSH
Market value$31.29M
3.17%
Sole
427.63K
Shared
0.00
None
7.25K
iShares 1-5 Year Investment Grade Corporate Bond ETF
SOLEShares536.56K
TypeSH
Market value$28.45M
2.88%
Sole
524.67K
Shared
0.00
None
11.89K
DFA Emerging Markets Core Equity 2 ETF
SOLEShares876.66K
TypeSH
Market value$28.11M
2.84%
Sole
819.08K
Shared
0.00
None
57.59K
Nvidia
SOLEShares93.26K
TypeSH
Market value$17.40M
1.76%
Sole
88.29K
Shared
0.00
None
4.97K
DFA US Small Cap ETF
SOLEShares250.70K
TypeSH
Market value$17.16M
1.74%
Sole
250.70K
Shared
0.00
None
0.00
Microsoft
SOLEShares26.14K
TypeSH
Market value$13.54M
1.37%
Sole
26.05K
Shared
0.00
None
90.00
Vanguard Total Market Index ETF
SOLEShares38.20K
TypeSH
Market value$12.57M
1.27%
Sole
38.05K
Shared
0.00
None
149.00
DFA Intl Value ETF
SOLEShares244.91K
TypeSH
Market value$11.30M
1.14%
Sole
244.91K
Shared
0.00
None
0.00
Dimensional International Core Equity Market ETF
SOLEShares302.24K
TypeSH
Market value$10.99M
1.11%
Sole
302.24K
Shared
0.00
None
0.00
Amazon.Com
SOLEShares42.84K
TypeSH
Market value$9.41M
0.95%
Sole
39.59K
Shared
0.00
None
3.24K
Alphabet Inc Cap STK
SOLEShares38.46K
TypeSH
Market value$9.35M
0.95%
Sole
38.46K
Shared
0.00
None
0.00
DFA Inflation Protected Securities ETF
SOLEShares220.27K
TypeSH
Market value$9.30M
0.94%
Sole
220.27K
Shared
0.00
None
0.00
Kimberly-Clark
SOLEShares68.69K
TypeSH
Market value$8.63M
0.87%
Sole
68.69K
Shared
0.00
None
0.00
Meta Platforms, Inc
SOLEShares11.52K
TypeSH
Market value$8.46M
0.86%
Sole
11.52K
Shared
0.00
None
0.00
DFA US Large Cap Value ETF
SOLEShares253.07K
TypeSH
Market value$8.33M
0.84%
Sole
253.07K
Shared
0.00
None
0.00
Life 360, Inc
SOLEShares76.98K
TypeSH
Market value$8.18M
0.83%
Sole
76.98K
Shared
0.00
None
0.00
Alphabet Inc Cap STK CL C
SOLEShares28.97K
TypeSH
Market value$7.06M
0.71%
Sole
25.99K
Shared
0.00
None
2.98K
Vanguard Small-Cap Value ETF
SOLEShares28.51K
TypeSH
Market value$5.98M
0.60%
Sole
26.65K
Shared
0.00
None
1.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DFA US Core Equity 2 ETFSOLE | ETF | 6.58M | SH | $253.74M 25.68% | 6.44M | 0.00 | 143.33K |
DFA World ex US Core Equity 2 ETFSOLE | ETF | 5.97M | SH | $187.31M 18.95% | 5.81M | 0.00 | 156.83K |
DFA US Marketwide Value ETFSOLE | ETF | 951.74K | SH | $42.53M 4.30% | 940.91K | 0.00 | 10.83K |
DFA US Targeted Value ETFSOLE | ETF | 693.81K | SH | $40.39M 4.09% | 674K | 0.00 | 19.81K |
iShares Core S&P 500SOLE | ETF | 55.52K | SH | $37.16M 3.76% | 55.52K | 0.00 | 0.00 |
DFA International Small Cap Value ETFSOLE | ETF | 890.79K | SH | $31.79M 3.22% | 874.47K | 0.00 | 16.31K |
AppleSOLE | COM | 123.59K | SH | $31.47M 3.18% | 123.45K | 0.00 | 140.00 |
DFA US Core Equity 1 ETFSOLE | ETF | 434.88K | SH | $31.29M 3.17% | 427.63K | 0.00 | 7.25K |
iShares 1-5 Year Investment Grade Corporate Bond ETFSOLE | ETF | 536.56K | SH | $28.45M 2.88% | 524.67K | 0.00 | 11.89K |
DFA Emerging Markets Core Equity 2 ETFSOLE | ETF | 876.66K | SH | $28.11M 2.84% | 819.08K | 0.00 | 57.59K |
NvidiaSOLE | COM | 93.26K | SH | $17.40M 1.76% | 88.29K | 0.00 | 4.97K |
DFA US Small Cap ETFSOLE | ETF | 250.70K | SH | $17.16M 1.74% | 250.70K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 26.14K | SH | $13.54M 1.37% | 26.05K | 0.00 | 90.00 |
Vanguard Total Market Index ETFSOLE | ETF | 38.20K | SH | $12.57M 1.27% | 38.05K | 0.00 | 149.00 |
DFA Intl Value ETFSOLE | ETF | 244.91K | SH | $11.30M 1.14% | 244.91K | 0.00 | 0.00 |
Dimensional International Core Equity Market ETFSOLE | ETF | 302.24K | SH | $10.99M 1.11% | 302.24K | 0.00 | 0.00 |
Amazon.ComSOLE | COM | 42.84K | SH | $9.41M 0.95% | 39.59K | 0.00 | 3.24K |
Alphabet Inc Cap STKSOLE | COM | 38.46K | SH | $9.35M 0.95% | 38.46K | 0.00 | 0.00 |
DFA Inflation Protected Securities ETFSOLE | ETF | 220.27K | SH | $9.30M 0.94% | 220.27K | 0.00 | 0.00 |
Kimberly-ClarkSOLE | COM | 68.69K | SH | $8.63M 0.87% | 68.69K | 0.00 | 0.00 |
Meta Platforms, IncSOLE | COM | 11.52K | SH | $8.46M 0.86% | 11.52K | 0.00 | 0.00 |
DFA US Large Cap Value ETFSOLE | ETF | 253.07K | SH | $8.33M 0.84% | 253.07K | 0.00 | 0.00 |
Life 360, IncSOLE | COM | 76.98K | SH | $8.18M 0.83% | 76.98K | 0.00 | 0.00 |
Alphabet Inc Cap STK CL CSOLE | COM | 28.97K | SH | $7.06M 0.71% | 25.99K | 0.00 | 2.98K |
Vanguard Small-Cap Value ETFSOLE | ETF | 28.51K | SH | $5.98M 0.60% | 26.65K | 0.00 | 1.86K |
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