Investor
MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588 · filed 2026-05-13 · SEC filing
13F book
$1.05B
Positions
144
18 new · 9 sold
Largest name
25.2%
Dimensional Etf Trust
Est. mark
−$4.71M
Price effect on 126 names still held. Flow $41.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 6.84M | $265.7M | 25.2% | −$4.88M | Added$898.4K |
| Dimensional Etf Trust | — | 6.17M | $209.5M | 19.9% | $7.52M | Added$11.1M |
| Dimensional Etf Trust | — | 1.01M | $49.2M | 4.7% | $1.81M | Added$4.06M |
| Dimensional Etf Trust | — | 731.7K | $45.7M | 4.3% | $2.04M | Added$4.05M |
| Dimensional Etf Trust | — | 519.1K | $37.4M | 3.5% | −$738.2K | Added$2.35M |
| Dimensional Etf Trust | — | 910.1K | $35.9M | 3.4% | $1.29M | Added$1.89M |
| Ishares Tr | — | 54.8K | $35.8M | 3.4% | −$1.74M | Held |
| Ishares Tr | — | 636.6K | $33.5M | 3.2% | −$180.8K | Added$3.58M |
| Apple Inc. | AAPL | 123.4K | $31.3M | 3.0% | −$1.93M | Added$2.29M |
| Dimensional Etf Trust | — | 902.3K | $31.2M | 3.0% | $1.29M | Added$2.22M |
| Nvidia Corp | NVDA | 111.1K | $19.4M | 1.8% | −$988K | Added$4.14M |
| Dimensional Etf Trust | — | 269.8K | $19.2M | 1.8% | $384.5K | Added$840.9K |
| Dimensional Etf Trust | — | 374.1K | $14.6M | 1.4% | $256.9K | Added$3.06M |
| Alphabet Inc | — | 48.5K | $14M | 1.3% | −$860.9K | Added$3.36M |
| Vanguard Index Fds | — | 40.9K | $13.1M | 1.2% | −$591K | Cut−$758K |
| Dimensional Etf Trust | — | 241.2K | $12.7M | 1.2% | $694.7K | Cut$557.9K |
| Dimensional Etf Trust | — | 295.2K | $10.5M | 1.0% | $388.6K | Added$1.68M |
| Vanguard Scottsdale Fds | — | 166.6K | $9.75M | 0.9% | −$20.9K | Added$3.28M |
| Dimensional Etf Trust | — | 233.4K | $9.74M | 0.9% | $37K | Added$422.5K |
| Amazon Com Inc | AMZN | 34.4K | $7.17M | 0.7% | −$775.9K | Cut−$1.93M |
| Alphabet Inc | — | 23.8K | $6.82M | 0.6% | −$640.9K | Held |
| Kimberly Clark Corp | KMB | 67.1K | $6.56M | 0.6% | −$296K | Held |
| Vanguard Index Fds | — | 29.2K | $6.35M | 0.6% | $153K | Added$420K |
| Meta Platforms, Inc. | META | 11K | $6.27M | 0.6% | −$963.5K | Cut−$1.01M |
| Dimensional Etf Trust | — | 162.7K | $5.78M | 0.5% | $170.7K | Added$285.6K |
| Microsoft Corp | MSFT | 15.3K | $5.65M | 0.5% | −$1.73M | Cut−$6.7M |
| Vanguard Index Fds | — | 54K | $4.79M | 0.5% | $11K | Added$134.6K |
| Thermo Fisher Scientific Inc. | TMO | 8.63K | $4.25M | 0.4% | −$758.7K | Held |
| Vanguard Index Fds | — | 6.64K | $3.97M | 0.4% | −$193.6K | Added−$132.6K |
| Life360 Inc | — | 95.9K | $3.92M | 0.4% | −$1.54M | Added−$332.4K |
| Spdr S&P 500 Etf Tr | — | 5.75K | $3.75M | 0.4% | −$182.8K | Held |
| Ishares Tr | — | 8.35K | $3.56M | 0.3% | −$391.5K | Cut−$450.1K |
| Broadcom Inc. | AVGO | 9.69K | $3M | 0.3% | — | New |
| Spdr Dow Jones Indl Average | — | 6.1K | $2.83M | 0.3% | −$106.3K | Held |
| Berkshire Hathaway Inc Del | — | 5.3K | $2.54M | 0.2% | −$39K | Added$1.71M |
| Vanguard Intl Equity Index F | — | 32.6K | $2.45M | 0.2% | $50.2K | Held |
| Vanguard Index Fds | — | 8.51K | $2.45M | 0.2% | −$25.5K | Added$12.4K |
| Intuit Inc. | INTU | 5.41K | $2.34M | 0.2% | −$1.25M | Held |
| Waste Mgmt Inc Del | — | 9.92K | $2.28M | 0.2% | $100K | Held |
| Ishares Tr | — | 10.6K | $2.27M | 0.2% | $35.4K | Held |
| Dimensional Etf Trust | — | 32K | $2.27M | 0.2% | −$100.9K | Added−$30K |
| Dimensional World Equity | — | 26.5K | $1.96M | 0.2% | −$4.84K | Added$184.3K |
| Dimensional Etf Trust | — | 54.3K | $1.9M | 0.2% | $116.7K | Added$116.8K |
| Spdr Index Shs Fds | — | 49.7K | $1.82M | 0.2% | $33.3K | Held |
| Ishares Tr | — | 5.37K | $1.71M | 0.2% | −$133.7K | Cut−$661.2K |
| Tesla, Inc. | TSLA | 4.57K | $1.7M | 0.2% | −$356.4K | Cut−$535.4K |
| Schwab Strategic Tr | — | 54.6K | $1.67M | 0.2% | $48.6K | Held |
| Vanguard Specialized Funds | — | 7.38K | $1.59M | 0.1% | −$34.5K | Added−$14K |
| Caterpillar Inc | CAT | 2.16K | $1.53M | 0.1% | $292.7K | Cut−$165.6K |
| Fastenal Co | FAST | 32.9K | $1.53M | 0.1% | $206.2K | Held |
| Ishares Gold Tr | — | 16.6K | $1.46M | 0.1% | $115.8K | Cut−$200.6K |
| Vanguard Tax-Managed Fds | — | 22.7K | $1.46M | 0.1% | $36.6K | Added$36.6K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.1% | — | New |
| Disney Walt Co | — | 14.9K | $1.44M | 0.1% | −$222.4K | Added$31.8K |
| Deere & Co | DE | 2.3K | $1.3M | 0.1% | $224.8K | Held |
| Dimensional Etf Trust | — | 34.7K | $1.24M | 0.1% | $70.8K | Held |
| Ishares Tr | — | 5.32K | $1.12M | 0.1% | −$4.89K | Held |
| Johnson & Johnson | JNJ | 4.53K | $1.11M | 0.1% | $140K | Added$334.6K |
| Ishares Tr | — | 4.01K | $995.7K | 0.1% | $7.39K | Held |
| Schwab Strategic Tr | — | 37.7K | $934.2K | 0.1% | $26.5K | Added$36.6K |
| Netflix Inc | NFLX | 9.24K | $888.2K | 0.1% | $22.1K | Cut$9.7K |
| Schwab Strategic Tr | — | 34.5K | $865.6K | 0.1% | −$39K | Held |
| Ishares Silver Tr | — | 12.5K | $851.8K | 0.1% | $46.5K | Cut−$166.1K |
| eToro Group Ltd. | ETOR | 28.2K | $847.6K | 0.1% | −$143.9K | Held |
| Slb Limited/Nv | SLB | 15.7K | $806.9K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 14.9K | $803K | 0.1% | $4.31K | Held |
| Vanguard Admiral Fds Inc | — | 1.96K | $797K | 0.1% | −$72.1K | Held |
| Vanguard World Fd | — | 2.87K | $782.1K | 0.1% | −$38.8K | Added$62.5K |
| Microchip Technology Inc. | — | 12K | $775.3K | 0.1% | $10.7K | Held |
| Ishares Tr | — | 4.2K | $709.2K | 0.1% | $336 | Held |
| Select Sector Spdr Tr | — | 14.3K | $708.2K | 0.1% | −$77.5K | Held |
| Ishares Tr | — | 6.26K | $707.6K | 0.1% | −$63.5K | Held |
| Mastercard Inc | MA | 1.39K | $695K | 0.1% | −$28.7K | Added$465K |
| Coca Cola Co | KO | 8.91K | $682.4K | 0.1% | $53K | Added$126.7K |
| Ishares Tr | — | 5.62K | $666.8K | 0.1% | — | New |
| Ishares Tr | — | 3.31K | $635.7K | 0.1% | −$17.5K | Added$125.2K |
| Visa Inc. | V | 2.07K | $625.7K | 0.1% | −$30.6K | Added$404.7K |
| Ishares Tr | — | 3.28K | $622.6K | 0.1% | $27.5K | Held |
| Dimensional Etf Trust | — | 25.5K | $602.1K | 0.1% | $19.1K | Held |
| Vanguard World Fd | — | 857 | $598K | 0.1% | −$48K | Cut−$77.4K |
| Mcdonalds Corp | MCD | 1.87K | $581.2K | 0.1% | — | New |
| Invesco Qqq Tr | — | 1.01K | $580.4K | 0.1% | −$29.4K | Added$101K |
| Home Depot, Inc. | HD | 1.75K | $576.1K | 0.1% | — | New |
| Costco Whsl Corp New | — | 576 | $574K | 0.1% | $77.3K | Cut−$518.6K |
| Spdr Gold Tr | — | 1.32K | $567.6K | 0.1% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 1.66K | $563.6K | 0.1% | $56.8K | Added$57.5K |
| Lockheed Martin Corp | LMT | 925 | $558.8K | 0.1% | $111.6K | Held |
| Vanguard Scottsdale Fds | — | 1.85K | $547.4K | 0.1% | −$25.8K | Held |
| Schwab Charles Corp | — | 5.82K | $546.8K | 0.1% | −$34.5K | Held |
| Select Sector Spdr Tr | — | 3.21K | $519.2K | 0.0% | $21.2K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 835 | $516.3K | 0.0% | $10.7K | Held |
| Ishares Aaa A Rated Cor | — | 10.5K | $499.2K | 0.0% | −$5.25K | Held |
| California Bancorp | — | 28K | $499K | 0.0% | −$26.6K | Held |
| Grayscale Bitcoin Mini Tr Et | — | 16.4K | $491.4K | 0.0% | — | New |
| Ishares Tr | — | 6.55K | $485.9K | 0.0% | −$6.92K | Held |
| Invesco Exchange Traded Fd T | — | 2.46K | $473K | 0.0% | $887 | Held |
| Vanguard World Fd | — | 3.26K | $472.2K | 0.0% | $12.3K | Held |
| Vanguard Index Fds | — | 2.27K | $467.4K | 0.0% | −$7.54K | Held |
| Flexshares Tr | — | 8.31K | $458.4K | 0.0% | $77.4K | Held |
| Ishares Tr | — | 3.84K | $455.1K | 0.0% | $18.2K | Held |
| ServiceNow, Inc. | NOW | 4.25K | $444.3K | 0.0% | — | New |
| Keysight Technologies, Inc. | KEYS | 1.5K | $423.6K | 0.0% | — | New |
| Ishares Tr | — | 1.17K | $417.2K | 0.0% | −$19.8K | Held |
| Pacer Fds Tr | — | 6.5K | $406.8K | 0.0% | $11.5K | Held |
| Jpmorgan Chase & Co. | — | 1.34K | $393.4K | 0.0% | −$37.5K | Cut−$4.87M |
| Vertiv Holdings Co | VRT | 1.54K | $387.1K | 0.0% | — | New |
| Honeywell Intl Inc | — | 1.69K | $382.9K | 0.0% | $52.4K | Held |
| Vanguard World Fd | — | 1.02K | $373.7K | 0.0% | −$46.1K | Cut−$127.8K |
| Nrg Energy, Inc. | NRG | 2.52K | $368.6K | 0.0% | −$33K | Added−$32.3K |
| International Business Machs | — | 1.51K | $367K | 0.0% | −$81.5K | Held |
| Strategy Inc | — | 2.94K | $366.5K | 0.0% | −$79.7K | Held |
| Northrop Grumman Corp | — | 514 | $350.7K | 0.0% | — | New |
| Exxon Mobil Corp | — | 1.99K | $336.9K | 0.0% | $98K | Held |
| Vanguard Index Fds | — | 1.09K | $326.6K | 0.0% | −$17.4K | Held |
| Adobe Inc. | ADBE | 1.32K | $322.1K | 0.0% | — | New |
| Ishares Tr | — | 2.23K | $318.2K | 0.0% | −$14K | Held |
| Unitedhealth Group Inc | UNH | 1.17K | $317.8K | 0.0% | −$65.4K | Added−$45.1K |
| Ishares Tr | — | 993 | $311.7K | 0.0% | −$9.14K | Held |
| Invesco Exchange Traded Fd T | — | 6.87K | $310.9K | 0.0% | −$1.72K | Held |
| Siren Etf Tr | — | 4K | $306.8K | 0.0% | $1.88K | Held |
| Vanguard Star Fds | — | 3.96K | $305K | 0.0% | $5.79K | Added$43.6K |
| Target Corp | TGT | 2.45K | $296.8K | 0.0% | $57.5K | Held |
| Spdr Series Trust | — | 3.75K | $286.7K | 0.0% | −$13.8K | Held |
| Korn Ferry | KFY | 4.14K | $262.8K | 0.0% | −$12.4K | Held |
| Salesforce, Inc. | CRM | 1.39K | $260.2K | 0.0% | — | New |
| First Tr Exchange-Traded Fd | — | 1.1K | $257.4K | 0.0% | −$38.7K | Held |
| Dimensional Etf Trust | — | 4.29K | $254.8K | 0.0% | — | New |
| Ishares Tr | — | 2.69K | $249.6K | 0.0% | — | New |
| Phillips Edison & Co Inc | — | 6.64K | $249.1K | 0.0% | $12.3K | Held |
| Via Transn Inc | — | 16.6K | $248.9K | 0.0% | — | New |
| Eaton Vance Tax-Managed Dive | — | 18K | $248.2K | 0.0% | −$27.9K | Cut−$32.4K |
| Select Sector Spdr Tr | — | 1.85K | $245.3K | 0.0% | — | New |
| Ishares Inc | — | 3.48K | $242.7K | 0.0% | $8.81K | Held |
| Ishares Inc | — | 3.8K | $238.2K | 0.0% | −$5.55K | Held |
| Booking Holdings Inc. | BKNG | 56 | $235.8K | 0.0% | −$64.1K | Cut−$171.2K |
| Ishares Tr | — | 3.23K | $218.2K | 0.0% | $4.94K | Held |
| Palantir Technologies Inc. | PLTR | 1.45K | $212.1K | 0.0% | −$45.6K | Held |
| Vanguard Index Fds | — | 786 | $205.8K | 0.0% | $3.12K | Held |
| Ishares Tr | — | 1.62K | $201K | 0.0% | $6.68K | Cut−$45K |
| Lionsgate Studios Corp. | LION | 20.5K | $196.4K | 0.0% | $9.42K | Held |
| Archer Aviation Inc | — | 18.9K | $97.9K | 0.0% | −$44.5K | Held |
| Offerpad Solutions Inc | — | 59.5K | $39K | 0.0% | −$33K | Held |
| Connect Biopharma Hldgs Ltd | — | 11.1K | $29.2K | 0.0% | −$2.23K | Held |
| Eightco Holdings Inc. | ORBS | 18.9K | $17.6K | 0.0% | −$15.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.