MONOGRAPH WEALTH ADVISORS, LLC

CIK 0001776588 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: MONOGRAPH WEALTH ADVISORS, LLC, Chief Compliance Officer
Address: 1230 ROSECRANS AVE, SUITE 425, MANHATTAN BEACH, CA, 90266
Phone: 4245427790
AUM: $1.02B

AUM over time

$1.22B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.02B135 positionsView on SEC.gov

			% of Portfolio
Alphabet Inc Cap STK	COM	$10.6M	1.0%Prev: 0.9%	33,841 SH	Increased-4,623 SH
Alphabet Inc Cap STK CL C	COM	$7.5M	0.7%Prev: 0.7%	23,788 SH	Increased-5,184 SH
Amazon.Com	COM	$9.1M	0.9%Prev: 1.0%	39,424 SH	Decreased-3,411 SH
Apple	COM	$29.0M	2.9%Prev: 3.2%	106,745 SH	Decreased-16,850 SH
Archer Aviation Inc	COM	$142K	0.0%Prev: 0.0%	18,931 SH	Decreased+180 SH
Avanos Med Inc Com	COM	$329K	0.0%Prev: 0.0%	29,289 SH	Decreased
Bank Of America	COM	$997K	0.1%Prev: 0.1%	18,130 SH	Increased
Berkshire Hathaway 'B'	COM	$835K	0.1%Prev: 0.1%	1,661 SH	Decreased-432 SH
Bitwise Bitcoin ETF (TR SHS Ben Int)	ETF	$352K	0.0%Prev: 0.0%	7,409 SH	Decreased
Booking HLDGS Inc Com	COM	$407K	0.0%Prev: 0.0%	76 SH	Decreased
California	COM	$526K	0.1%	28,000 SH	New
Caterpillar	COM	$1.7M	0.2%Prev: 0.1%	2,959 SH	Increased
Charles Schwab	COM	$581K	0.1%Prev: 0.1%	5,818 SH	Increased
Cisco Systems	COM	$926K	0.1%Prev: 0.1%	12,018 SH	Increased
Coca Cola	COM	$556K	0.1%Prev: 0.1%	7,949 SH	Decreased-805 SH
Connect Biopharma HLDG F	SHS	$31K	0.0%Prev: 0.0%	11,130 SH	Increased
Costco Wholesale	COM	$1.1M	0.1%Prev: 0.1%	1,267 SH	Decreased
Deere & Co	COM	$1.1M	0.1%Prev: 0.1%	2,300 SH	Increased
DFA Emerging Markets Core Equity 2 ETF	ETF	$29.0M	2.8%Prev: 2.8%	875,440 SH	Increased-1,222 SH
DFA Inflation Protected Securities ETF	ETF	$9.3M	0.9%Prev: 0.9%	224,135 SH	Increased+3,866 SH
DFA International Small Cap Value ETF	ETF	$34.0M	3.3%Prev: 3.2%	894,766 SH	Increased+3,979 SH
DFA Intl Core Equity 2 ETF	ETF	$5.5M	0.5%Prev: 0.5%	159,508 SH	Increased+4,790 SH
DFA Intl Value ETF	ETF	$12.2M	1.2%Prev: 1.1%	243,970 SH	Increased-940 SH
DFA US Core Equity 1 ETF	ETF	$35.1M	3.4%Prev: 3.2%	476,246 SH	Increased+41,362 SH
DFA US Core Equity 2 ETF	ETF	$264.8M	26.0%Prev: 25.7%	6,689,376 SH	Increased+110,729 SH
DFA US Large Cap Value ETF	ETF	$8.9M	0.9%Prev: 0.8%	259,098 SH	Increased+6,025 SH
DFA US Marketwide Value ETF	ETF	$45.1M	4.4%Prev: 4.3%	968,443 SH	Increased+16,703 SH
DFA US Real Estate ETF	ETF	$583K	0.1%Prev: 0.1%	25,460 SH	Decreased+285 SH
DFA US Small Cap ETF	ETF	$18.4M	1.8%Prev: 1.7%	263,405 SH	Increased+12,704 SH
DFA US Small Cap Value ETF	ETF	$1.8M	0.2%Prev: 0.2%	54,284 SH	Increased+6,150 SH
DFA US Targeted Value ETF	ETF	$41.6M	4.1%Prev: 4.1%	699,495 SH	Increased+5,683 SH
DFA World ex US Core Equity 2 ETF	ETF	$198.4M	19.5%Prev: 19.0%	6,060,776 SH	Increased+91,583 SH
Dimensional Emerging Markts Valu ETF	ETF	$1.2M	0.1%Prev: 0.1%	34,685 SH	Increased
Dimensional ETF (trust US Equity Etf)	ETF	$2.3M	0.2%Prev: 0.2%	30,955 SH	Increased+2,520 SH
Dimensional International Core Equity Market ETF	ETF	$11.5M	1.1%Prev: 1.1%	302,235 SH	Increased
Dimensional World Equity ETF	ETF	$1.8M	0.2%Prev: 0.1%	23,972 SH	Increased+8,830 SH
Eaton Vance Tax MG Cef	ETF	$281K	0.0%Prev: 0.0%	18,295 SH	Decreased+3 SH
Eightco Holdings Inc	COM	$33K	0.0%	18,900 SH	New
Etoro Group LTD. Com	SHS CL A	$992K	0.1%	28,225 SH	New
Exxon Mobil	COM	$239K	0.0%Prev: 0.0%	1,986 SH	Decreased-144 SH
Fastenal	COM	$1.3M	0.1%Prev: 0.2%	32,892 SH	Decreased
First Trust Dow Jones	ETF	$296K	0.0%Prev: 0.0%	1,100 SH	Decreased
FlexShares Mstar Glbl Upstrm Nat Res ETF	ETF	$381K	0.0%Prev: 0.0%	8,310 SH	Increased-245 SH
Honeywell Intl.	COM	$330K	0.0%Prev: 0.0%	1,694 SH	Decreased
Industrial Select Sector SPDR Fund ETF	ETF	$498K	0.0%Prev: 0.0%	3,210 SH	Increased+323 SH
International Bus.MCHS.	COM	$448K	0.0%Prev: 0.0%	1,514 SH	Increased
Intuit Inc	COM	$3.6M	0.4%Prev: 0.4%	5,414 SH	Decreased
Invesco QQQ TR Unit (ser 1)	ETF	$479K	0.0%Prev: 0.0%	780 SH	Increased
Invesco S&P 500 Equal Weight ETF	ETF	$472K	0.0%Prev: 0.0%	2,465 SH	Increased
Invesco S&P 500 Equal Weight Technology ETF	ETF	$313K	0.0%Prev: 0.0%	6,870 SH	Increased
iShares 1-5 Year Investment Grade Corporate Bond ETF	ETF	$29.9M	2.9%Prev: 2.9%	565,044 SH	Increased+28,480 SH
iShares Core MSCI Emerging Market ETF	ETF	$234K	0.0%Prev: 0.0%	3,480 SH	Increased-21 SH
iShares Core S&P 500	ETF	$37.6M	3.7%Prev: 3.8%	54,837 SH	Increased-680 SH
iShares Core S&P Mid-Cap	ETF	$213K	0.0%Prev: 0.0%	3,231 SH	Increased
iShares Core S&P Small-Cap	ETF	$246K	0.0%	2,047 SH	New
iShares Core S&P Total U.S. Stock Market ETF	ETF	$332K	0.0%Prev: 0.0%	2,234 SH	Increased
iShares Edge MSCI	ETF	$510K	0.1%Prev: 0.1%	2,570 SH	Increased
iShares Gold ETF	ETF	$1.7M	0.2%Prev: 0.2%	20,458 SH	Increased-169 SH
iShares MSCI Emu ETF	ETF	$244K	0.0%Prev: 0.0%	3,803 SH	Increased
iShares Nasdaq Biotechnology ETF	ETF	$709K	0.1%Prev: 0.1%	4,200 SH	Increased
iShares Russell	ETF	$437K	0.0%Prev: 0.0%	1,170 SH	Increased
iShares Russell (1000 Growth Etf)	ETF	$4.0M	0.4%Prev: 0.4%	8,471 SH	Decreased-107 SH
iShares Russell 1000 Value ETF	ETF	$2.2M	0.2%Prev: 0.2%	10,618 SH	Increased
iShares Russell 2000	ETF	$988K	0.1%Prev: 0.1%	4,015 SH	Decreased-86 SH
iShares Russell 2000 Growth ETF	ETF	$321K	0.0%Prev: 0.0%	993 SH	Increased
iShares Russell 2000 Value	ETF	$595K	0.1%Prev: 0.1%	3,284 SH	Increased
iShares Russell Mid Cap Value ETF	ETF	$246K	0.0%	1,745 SH	New
iShares S&P 100 ETF	ETF	$2.4M	0.2%Prev: 0.2%	6,911 SH	Increased+6 SH
iShares S&P 500 ETF	ETF	$1.1M	0.1%Prev: 0.1%	5,315 SH	Increased
iShares S&P 500 Growth ETF	ETF	$771K	0.1%Prev: 0.1%	6,256 SH	Increased
iShares S&P Small Cap 600 ETF	ETF	$437K	0.0%Prev: 0.0%	3,842 SH	Increased
iShares Silver Trust	ETF	$1.0M	0.1%Prev: 0.1%	15,800 SH	Increased
iShares TR 3YRTB ETF	ETF	$493K	0.0%Prev: 0.1%	6,550 SH	Decreased
iShares Trust Aaa - (a Rated Corp BD Etf)	ETF	$504K	0.0%Prev: 0.1%	10,490 SH	Decreased
Johnson & Johnson	COM	$773K	0.1%Prev: 0.1%	3,734 SH	Increased-365 SH
JP Morgan Chase & Co.	COM	$5.3M	0.5%Prev: 0.5%	16,337 SH	Increased+3 SH
Kimberly-Clark	COM	$6.9M	0.7%Prev: 0.9%	67,135 SH	Decreased-1,560 SH
Kinder Morgan	COM	$1.4M	0.1%Prev: 0.1%	50,767 SH	Decreased
Korn Ferry Intl.	COM	$275K	0.0%Prev: 0.0%	4,138 SH	Decreased
Life 360, Inc	COM	$4.2M	0.4%Prev: 0.8%	66,231 SH	Decreased-10,748 SH
Lionsgate Studios	COM	$187K	0.0%Prev: 0.0%	20,481 SH	Increased
Lockheed Martin Corp	COM	$447K	0.0%Prev: 0.0%	925 SH	Decreased
Mastercard	COM	$230K	0.0%Prev: 0.0%	403 SH	Increased
Meta Platforms, Inc	COM	$7.3M	0.7%Prev: 0.9%	11,027 SH	Decreased-489 SH
Microchip Technology	COM	$765K	0.1%Prev: 0.1%	12,000 SH	Decreased
Microsoft	COM	$12.4M	1.2%Prev: 1.4%	25,542 SH	Decreased-593 SH
Microstrategy Inc CL	CL A	$446K	0.0%Prev: 0.1%	2,936 SH	Decreased
Netflix	COM	$879K	0.1%Prev: 0.1%	9,370 SH	Decreased+8,433 SH
NRG Energy Inc	COM	$401K	0.0%Prev: 0.0%	2,517 SH	Decreased+4 SH
Nvidia	COM	$15.2M	1.5%Prev: 1.8%	81,717 SH	Decreased-11,539 SH
Offerpad Solutions Inc Class A	COM CL A	$72K	0.0%Prev: 0.0%	59,534 SH	Decreased
Oneok Inc	COM	$405K	0.0%Prev: 0.0%	5,514 SH	Increased
Pacer FDS TR US Cash (cows 100)	ETF	$395K	0.0%Prev: 0.0%	6,502 SH	Increased
Palantir	COM	$258K	0.0%Prev: 0.0%	1,450 SH	Increased+100 SH
Pathfinder Bancorp, Inc.	COM	$159K	0.0%Prev: 0.0%	11,300 SH	Decreased-10,993 SH
Phillips Edison & Co Inc	COM	$237K	0.0%Prev: 0.0%	6,638 SH	Increased
Procter & Gamble	COM	$795K	0.1%Prev: 0.1%	5,550 SH	Decreased
Schwab International Equity ETF	ETF	$898K	0.1%Prev: 0.1%	37,337 SH	Increased+1,300 SH
Schwab U.S. Broad Market ETF	ETF	$905K	0.1%Prev: 0.1%	34,485 SH	Increased
Schwab US Large Cap Value ETF	ETF	$1.6M	0.2%Prev: 0.2%	54,608 SH	Increased
Sector SPDR TR SHS	ETF	$786K	0.1%Prev: 0.1%	14,345 SH	Increased
Siren ETF TR Divcon Leaders Divid ETF	ETF	$305K	0.0%Prev: 0.0%	4,000 SH	Increased
SPDR Dow Jones Indl	ETF	$2.9M	0.3%Prev: 0.3%	6,098 SH	Increased+4 SH
SPDR Index SHS FDS MSCI Acwi Ex-US ETF	ETF	$1.8M	0.2%Prev: 0.2%	49,665 SH	Increased
SPDR Portfolio S&P 500 ETF	ETF	$301K	0.0%Prev: 0.1%	3,746 SH	Decreased-2,790 SH
SPDR S&P 500 ETF	ETF	$3.9M	0.4%Prev: 0.4%	5,753 SH	Increased
SPDR S&P Midcap 400	ETF	$506K	0.0%Prev: 0.1%	835 SH	Increased
Taiwan SMCNDCTR MFG Co LTD ADR	Sponsored ADR	$506K	0.0%Prev: 0.1%	1,661 SH	Decreased-3,090 SH
Target	COM	$239K	0.0%Prev: 0.0%	2,449 SH	Decreased-375 SH
Tesla Motors	COM	$2.2M	0.2%Prev: 0.3%	4,969 SH	Decreased-1,987 SH
Thermo Fisher Scientific	COM	$5.0M	0.5%Prev: 0.4%	8,633 SH	Increased
Unitedhealth GP.	COM	$363K	0.0%Prev: 0.0%	1,099 SH	Decreased
Vanguard Extended Market ETF	ETF	$475K	0.0%Prev: 0.0%	2,271 SH	Decreased
Vanguard FTSE All-World ex-US ETF	ETF	$2.4M	0.2%Prev: 0.2%	32,565 SH	Increased
Vanguard FTSE Developed Markets ETF	ETF	$1.4M	0.1%Prev: 0.1%	22,722 SH	Increased-35 SH
Vanguard FTSE Emerging Markets ETF	ETF	$799K	0.1%Prev: 0.1%	14,856 SH	Decreased+3 SH
Vanguard Group DIV (app Etf)	ETF	$1.6M	0.2%Prev: 0.2%	7,285 SH	Increased+316 SH
Vanguard Health Care ETF	ETF	$720K	0.1%Prev: 0.1%	2,500 SH	Increased
Vanguard Large-Cap ETF	ETF	$344K	0.0%Prev: 0.0%	1,093 SH	Increased
Vanguard Mega Cap Growth ETF	ETF	$502K	0.0%Prev: 0.0%	1,215 SH	Increased+198 SH
Vanguard Mega Cap Value ETF	ETF	$460K	0.0%Prev: 0.0%	3,258 SH	Increased
Vanguard Mid-Cap ETF	ETF	$2.4M	0.2%Prev: 0.3%	8,382 SH	Decreased
Vanguard REIT Index ETF	ETF	$4.7M	0.5%Prev: 0.5%	52,612 SH	Decreased-432 SH
Vanguard Russell (1000)	ETF	$573K	0.1%Prev: 0.1%	1,855 SH	Increased
Vanguard S&P 500 ETF	ETF	$4.1M	0.4%Prev: 0.4%	6,543 SH	Increased-7 SH
Vanguard S&P 500 Growth ETF	ETF	$869K	0.1%Prev: 0.1%	1,955 SH	Increased
Vanguard Sector (index FDS Vanguard Information Technology Vipers)	ETF	$675K	0.1%Prev: 0.1%	896 SH	Increased+39 SH
Vanguard Short Term Treasury ETF IV	ETF	$6.5M	0.6%Prev: 0.2%	110,142 SH	Increased+68,622 SH
Vanguard Small-Cap ETF	ETF	$203K	0.0%Prev: 0.0%	786 SH	Increased
Vanguard Small-Cap Value ETF	ETF	$5.9M	0.6%Prev: 0.6%	28,016 SH	Decreased-491 SH
Vanguard Total Intl Stock Index ETF	ETF	$261K	0.0%Prev: 0.0%	3,465 SH	Increased
Vanguard Total Market Index ETF	ETF	$13.9M	1.4%Prev: 1.3%	41,358 SH	Increased+3,156 SH
Visa 'a'	COM CL A	$221K	0.0%Prev: 0.0%	630 SH	Increased-1 SH
Walt Disney	COM	$1.4M	0.1%Prev: 0.1%	12,263 SH	Increased+10 SH
Waste Man.	COM	$2.2M	0.2%Prev: 0.2%	9,917 SH	Decreased-924 SH

Sold (vs prior filing)

ADVANCED MICRO — $871K
California Bancorp — $467K
Coeur Mining Inc Com — $228K
Dominion Res. — $532K
Entergy Corp New — $527K
Intel — $779K
Oracle — $262K
Southern Co — $481K
SPDR Portfolio S&P (500 Growth Etf) — $307K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001776588-26-000001	$1.02B	View
Nov 14, 2025	Q3 2025	13F-HR	0001776588-25-000009	$988.3M	View
Aug 14, 2026	Q2 2026