MONOGRAPH WEALTH ADVISORS, LLC
•CIK: 1776588•Filing: Q4 2025
**MONOGRAPH WEALTH ADVISORS, LLC** manages $1.0B across a diversified portfolio of 135 positions. The firm exhibits significant concentration in select names, notably holding DFAC at $264.8M and DFAX at $198.4M. Further top holdings include DFUV ($45.1M), DFAT ($41.6M), and IVV ($37.6M). This structure suggests a conviction-driven, concentrated approach within its investment mandate.
Total AUM
$1.0B
QoQ Performance
+3.0%
Positions
135
Top 10 Concentration
73.1%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFAX
DFAC26.0%
DFAX19.5%
DFUV4.4%
DFAT4.1%
IVV3.7%
DCOR3.4%
DISV3.3%
IGSB2.9%
📈 Biggest Buys
DFAC
DFA US Core Equity 2 ETF
+1.7%
26.0% of portfolio
VGSH
Vanguard Short Term Treasury ETF IV
+165.3%
0.6% of portfolio
DCOR
DFA US Core Equity 1 ETF
+9.5%
3.4% of portfolio
DFAX
DFA World ex US Core Equity 2 ETF
+1.5%
19.5% of portfolio
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+5.3%
2.9% of portfolio
📉 Biggest Sells
Sector Breakdown
Other83.7%
Technology8.5%
ETF4.5%
Consumer1.3%
Financial0.8%
Healthcare0.6%
Industrial0.3%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑32 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023