MONOGRAPH WEALTH ADVISORS, LLC
Sector Allocation
- Other86.8%$1.1B
- Technology6.9%$84.3M
- Real Estate2.3%$27.5M
- Financials1.1%$12.9M
- Consumer Discretionary0.7%$8.2M
- Materials0.6%$7.5M
- Industrials0.5%$6.2M
- Healthcare0.5%$5.9M
- Utilities0.2%$2.5M
- Communication Services0.2%$2.1M
AUM History
13fpro.ai/research/fund/monograph-wealth-advisors-llc-1776588
Conviction and streaks
Stable · top 10 = 73.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DFA$313.4M
- DFA$239.1M
- DFA$56.2M
- DFA$52.9M
- DFA$46.5M
- iShares$42.0M
- iShares$39.9M
- DFA$39.3M
- DFA$37.1M
AAPL
$29.4MCWK
$27.2M- DFA$23.6M
- Vanguard$15.9M
- Dimensional$15.4M
- Vanguard$15.3M
NVDA
$14.4M- DFA$13.0M
- DFA$12.6M
GOOGL
$10.4M- DFA$9.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/monograph-wealth-advisors-llc-1776588
MONOGRAPH WEALTH ADVISORS, LLC 13F holdings — Q2 2026
$1.2B portfolio (+15.5% QoQ) · 143 holdings · Q2 2026 13F · top 10 are 74% of the stock portfolio
- 1
DFA US Core Equity 2 ETF - ETF
$313.4M
25.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DFA World ex US Core Equity 2 ETF - ETF
$239.1M
19.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DFA US Marketwide Value ETF - ETF
$56.2M
4.6% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DFA US Targeted Value ETF - ETF
$52.9M
4.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DFA US Core Equity 1 ETF - ETF
$46.5M
3.8% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
iShares Core S&P 500 - ETF
$42.0M
3.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
iShares 1-5 Year Investment Grade Corporate Bond ETF - ETF
$39.9M
3.3% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DFA International Small Cap Value ETF - ETF
$39.3M
3.2% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DFA Emerging Markets Core Equity 2 ETF - ETF
$37.1M
3.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $29.4M
2.4% of stocks
-18%This quarter+13.5%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFA US Core Equity 2 ETF - ETF | $313.4M | 25.7% | +3% | — | — | — | — | |
| 2 | DFA World ex US Core Equity 2 ETF - ETF | $239.1M | 19.6% | +5% | — | — | — | — | |
| 3 | DFA US Marketwide Value ETF - ETF | $56.2M | 4.6% | +0.7% | — | — | — | — | |
| 4 | DFA US Targeted Value ETF - ETF | $52.9M | 4.3% | +3% | — | — | — | — | |
| 5 | DFA US Core Equity 1 ETF - ETF | $46.5M | 3.8% | +9% | — | — | — | — | |
| 6 | iShares Core S&P 500 - ETF | $42.0M | 3.5% | +2% | — | — | — | — | |
| 7 | iShares 1-5 Year Investment Grade Corporate Bond ETF - ETF | $39.9M | 3.3% | +20% | — | — | — | — | |
| 8 | DFA International Small Cap Value ETF - ETF | $39.3M | 3.2% | +8% | — | — | — | — | |
| 9 | DFA Emerging Markets Core Equity 2 ETF - ETF | $37.1M | 3.0% | +1% | — | — | — | — | |
| 10 | $29.4M | 2.4% | -18% | +13.5% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — MONOGRAPH WEALTH ADVISORS, LLC (Q2 2026)
143 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Cushman & Wakefield Ltd. | Real Estate | $27.2M | 2.2% | 2.03M | New | 1 qtr | — | 13F | |
| 12 | — | DFA US Small Cap ETF - ETFetf/fund | — | $23.6M | 1.9% | 286K | +6% | — | — | 13F |
| 13 | — | Vanguard Short Term Treasury ETF IV - ETFetf/fund | — | $15.9M | 1.3% | 273K | +64% | — | — | 13F |
| 14 | — | Dimensional International Core Equity Market ETF - ETFetf/fund | — | $15.4M | 1.3% | 374K | — | — | — | 13F |
| 15 | — | Vanguard Total Market Index ETF - ETFetf/fund | — | $15.3M | 1.3% | 41K | +0.9% | — | — | 13F |
| 16 | NVIDIA CORP | Technology | $14.4M | 1.2% | 72K | -35% | 10+ qtrs | 86.0 | 13F | |
| 17 | — | DFA Intl Value ETF - ETFetf/fund | — | $13.0M | 1.1% | 241K | — | — | — | 13F |
| 18 | — | DFA US Large Cap Value ETF - ETFetf/fund | — | $12.6M | 1.0% | 318K | +8% | — | — | 13F |
| 19 | Alphabet Inc. | Technology | $10.4M | 0.8% | 29K | -40% | 10+ qtrs | 77.7 | 13F | |
| 20 | — | DFA Inflation Protected Securities ETF - ETFetf/fund | — | $9.8M | 0.8% | 237K | +2% | — | — | 13F |
| 21 | Alphabet Inc. | Technology | $8.5M | 0.7% | 24K | +1% | 10+ qtrs | 77.7 | 13F | |
| 22 | KIMBERLY CLARK CORP | Materials | $7.5M | 0.6% | 67K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | Vanguard Small-Cap Value ETF - ETFetf/fund | — | $7.0M | 0.6% | 29K | -1% | — | — | 13F |
| 24 | Meta Platforms, Inc. | Technology | $6.2M | 0.5% | 11K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | DFA Intl Core Equity 2 ETF - ETFetf/fund | — | $6.1M | 0.5% | 163K | — | — | — | 13F |
| 26 | — | Vanguard REIT Index ETF - ETF | — | $5.4M | 0.5% | 56K | +4% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $5.3M | 0.4% | 14K | -7% | |||
| 28 | $AMZN | AMAZON COM INC | Consumer Discretionary | $4.8M | 0.4% | 20K | -41% | |||
| 29 | $LIF | Life360, Inc. | Technology | $4.7M | 0.4% | 85K | -12% | |||
| 30 | — | Vanguard S&P 500 ETF - ETF | — | $4.6M | 0.4% | 6,645 | — | |||
| 31 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $4.4M | 0.4% | 8,689 | +0.6% | |||
| 32 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.3M | 0.3% | 5,753 | — | |||
| 33 | — | iShares Russell (1000 Growth Etf) - ETF | — | $4.1M | 0.3% | 33K | +298% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.5M | 0.3% | 6,963 | +31% | |||
| 35 | — | SPDR Dow Jones Indl - ETF | — | $3.2M | 0.3% | 6,098 | — | |||
| 36 | — | Vanguard Mid-Cap ETF - ETF | — | $3.2M | 0.3% | 39K | +363% | |||
| 37 | — | Dimensional World Equity ETF - ETF | — | $2.8M | 0.2% | 34K | +29% | |||
| 38 | — | Vanguard FTSE All-World ex-US ETF - ETF | — | $2.8M | 0.2% | 33K | +2% | |||
| 39 | — | Dimensional ETF (trust US Equity Etf) - ETF | — | $2.6M | 0.2% | 32K | — | |||
| 40 | — | iShares Russell 1000 Value ETF - ETF | — | $2.6M | 0.2% | 11K | — | |||
| 41 | $CAT | CATERPILLAR INC | Industrials | $2.3M | 0.2% | 2,190 | +1% | |||
| 42 | $WM | WASTE MANAGEMENT INC | Utilities | $2.1M | 0.2% | 9,459 | -5% | |||
| 43 | — | DFA US Small Cap Value ETF - ETF | — | $2.1M | 0.2% | 54K | -0.0% | |||
| 44 | $STT | STATE STREET CORP | Financials | $2.0M | 0.2% | 50K | — | |||
| 45 | — | iShares S&P 100 ETF - ETF | — | $2.0M | 0.2% | 5,376 | +0.1% | |||
| 46 | — | Schwab US Large Cap Value ETF - ETF | — | $1.9M | 0.2% | 55K | — | |||
| 47 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.9M | 0.1% | 4,471 | -2% | |||
| 48 | — | Vanguard Group DIV (app Etf) - ETF | — | $1.7M | 0.1% | 7,284 | -1% | |||
| 49 | — | Vanguard FTSE Developed Markets ETF - ETF | — | $1.6M | 0.1% | 23K | +0.0% | |||
| 50 | $FAST | FASTENAL CO | Industrials | $1.6M | 0.1% | 33K | — | |||
| 51 | $SLB | SLB LIMITED/NV | Energy | $1.5M | 0.1% | 33K | +111% | |||
| 52 | — | Dimensional Emerging Markts Valu ETF - ETF | — | $1.5M | 0.1% | 35K | — | |||
| 53 | $DE | DEERE & CO | Industrials | $1.5M | 0.1% | 2,300 | — | |||
| 54 | $INTU | INTUIT INC. | Technology | $1.4M | 0.1% | 5,414 | — | |||
| 55 | $DIS | Walt Disney Co | Communication Services | $1.3M | 0.1% | 13K | -13% | |||
| 56 | $IAU | ISHARES GOLD TRUST | Financials | $1.2M | 0.1% | 17K | -0.1% | |||
| 57 | — | iShares S&P 500 ETF - ETF | — | $1.2M | 0.1% | 5,315 | — | |||
| 58 | — | iShares Russell 2000 - ETF | — | $1.2M | 0.1% | 4,015 | — | |||
| 59 | $ETOR | eToro Group Ltd. | Financials | $1.1M | 0.1% | 28K | — | |||
| 60 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $1.1M | 0.1% | 12K | — | |||
| 61 | $GAP | GAP INC | Consumer Discretionary | $1.1M | 0.1% | 57K | New | |||
| 62 | — | Schwab International Equity ETF - ETF | — | $1.0M | 0.1% | 38K | — | |||
| 63 | — | Schwab U.S. Broad Market ETF - ETF | — | $999K | 0.1% | 34K | — | |||
| 64 | — | Vanguard S&P 500 Growth ETF - ETF | — | $969K | 0.1% | 12K | +500% | |||
| 65 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $891K | 0.1% | 1,863 | +12% | |||
| 66 | — | Vanguard FTSE Emerging Markets ETF - ETF | — | $887K | 0.1% | 15K | — | |||
| 67 | — | iShares S&P 500 Growth ETF - ETF | — | $860K | 0.1% | 6,256 | — | |||
| 68 | — | Vanguard Health Care ETF - ETF | — | $859K | 0.1% | 2,872 | — | |||
| 69 | $JNJ | JOHNSON & JOHNSON | Healthcare | $847K | 0.1% | 3,334 | -26% | |||
| 70 | — | Vanguard Sector (index FDS Vanguard Information Technology Vipers) - ETF | — | $819K | 0.1% | 6,856 | +700% | |||
| 71 | — | iShares Nasdaq Biotechnology ETF - ETF | — | $799K | 0.1% | 4,200 | — | |||
| 72 | — | Sector SPDR TR SHS - ETF | — | $769K | 0.1% | 14K | — | |||
| 73 | — | iShares TR 3 7 YR - ETF | — | $736K | 0.1% | 6,264 | +11% | |||
| 74 | — | iShares Edge MSCI - ETF | — | $727K | 0.1% | 3,314 | — | |||
| 75 | — | iShares Russell 2000 Value - ETF | — | $726K | 0.1% | 3,284 | — | |||
| 76 | — | DFA US Real Estate ETF - ETF | — | $666K | 0.1% | 25K | — | |||
| 77 | $NFLX | NETFLIX INC | Communication Services | $660K | 0.1% | 9,238 | — | |||
| 78 | $KO | COCA COLA CO | Consumer Staples | $650K | 0.1% | 7,949 | -11% | |||
| 79 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $649K | 0.1% | 881 | -12% | |||
| 80 | — | Vanguard Russell (1000) - ETF | — | $628K | 0.1% | 1,855 | — | |||
| 81 | $GLD | SPDR GOLD TRUST | Financials | $600K | 0.1% | 1,629 | +24% | |||
| 82 | — | Industrial Select Sector SPDR Fund ETF - ETF | — | $595K | 0.1% | 3,210 | — | |||
| 83 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $589K | 0.1% | 835 | — | |||
| 84 | $BCAL | California BanCorp \ CA | Financials | $586K | 0.1% | 28K | — | |||
| 85 | — | Vanguard Extended Market ETF - ETF | — | $559K | 0.1% | 2,271 | — | |||
| 86 | $VRT | Vertiv Holdings Co | Technology | $555K | 0.1% | 1,658 | +7% | |||
| 87 | $SCHW | SCHWAB CHARLES CORP | Financials | $537K | 0.0% | 5,818 | — | |||
| 88 | — | Vanguard Mega Cap Value ETF - ETF | — | $533K | 0.0% | 3,258 | — | |||
| 89 | — | iShares S&P Small Cap 600 ETF - ETF | — | $525K | 0.0% | 3,842 | — | |||
| 90 | $IVZ | Invesco Ltd. | Financials | $524K | 0.0% | 2,465 | — | |||
| 91 | — | Technology Select Sector SPDR ETF - ETF | — | $523K | 0.0% | 2,746 | +49% | |||
| 92 | — | iShares Trust Aaa - (a Rated Corp BD Etf) - ETF | — | $498K | 0.0% | 10K | — | |||
| 93 | $LMT | LOCKHEED MARTIN CORP | Industrials | $497K | 0.0% | 975 | +5% | |||
| 94 | $JPM | JPMORGAN CHASE & CO | Financials | $488K | 0.0% | 1,492 | +12% | |||
| 95 | — | iShares TR 3YRTB ETF - ETF | — | $486K | 0.0% | 6,550 | — | |||
| 96 | — | State Street SPDR NYSE Technology ETF - ETF | — | $484K | 0.0% | 1,239 | New | |||
| 97 | — | iShares Russell - ETF | — | $479K | 0.0% | 1,170 | — | |||
| 98 | $SLV | iShares Silver Trust | Financials | $471K | 0.0% | 8,810 | -30% | |||
| 99 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $457K | 0.0% | 1,100 | -6% | |||
| 100 | — | Vanguard Mega Cap Growth ETF - ETF | — | $447K | 0.0% | 5,085 | +400% | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $443K | 0.0% | 6,870 | — | |||
| 102 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $426K | 0.0% | 1,514 | — | |||
| 103 | $IBIT | iShares Bitcoin Trust ETF | Financials | $425K | 0.0% | 13K | New | |||
| 104 | — | Pacer FDS TR US Cash (cows 100) - ETF | — | $404K | 0.0% | 6,502 | — | |||
| 105 | — | iShares Russell 2000 Growth ETF - ETF | — | $391K | 0.0% | 993 | — | |||
| 106 | — | Vanguard Large-Cap ETF - ETF | — | $376K | 0.0% | 1,093 | — | |||
| 107 | — | FlexShares Mstar Glbl Upstrm Nat Res ETF - ETF | — | $373K | 0.0% | 7,560 | -9% | |||
| 108 | $NRG | NRG ENERGY, INC. | Utilities | $369K | 0.0% | 2,528 | +0.2% | |||
| 109 | — | iShares Core S&P Total U.S. Stock Market ETF - ETF | — | $367K | 0.0% | 2,234 | — | |||
| 110 | — | Siren ETF TR Divcon Leaders Divid ETF - ETF | — | $367K | 0.0% | 4,000 | — | |||
| 111 | — | iShares Core MSCI Emerging Market ETF - ETF | — | $347K | 0.0% | 4,192 | +20% | |||
| 112 | — | Vanguard Total Intl Stock Index ETF - ETF | — | $338K | 0.0% | 3,955 | — | |||
| 113 | $AVGO | Broadcom Inc. | Technology | $338K | 0.0% | 895 | -91% | |||
| 114 | $CSCO | CISCO SYSTEMS, INC. | Technology | $331K | 0.0% | 2,818 | New | |||
| 115 | — | SPDR Portfolio S&P 500 ETF - ETF | — | $329K | 0.0% | 3,746 | — | |||
| 116 | $TGT | TARGET CORP | Consumer Staples | $320K | 0.0% | 2,449 | — | |||
| 117 | $VIA | Via Transportation, Inc. | Technology | $301K | 0.0% | 17K | — | |||
| 118 | — | First Trust Dow Jones - ETF | — | $291K | 0.0% | 1,100 | — | |||
| 119 | — | Dimensional US Vector Equity ETF - ETF | — | $285K | 0.0% | 4,293 | — | |||
| 120 | $PECO | Phillips Edison & Company, Inc. | Real Estate | $277K | 0.0% | 6,638 | — | |||
| 121 | $KFY | KORN FERRY | Industrials | $276K | 0.0% | 4,138 | — | |||
| 122 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $272K | 0.0% | 1,986 | — | |||
| 123 | — | iShares MSCI Emu ETF - ETF | — | $264K | 0.0% | 3,803 | — | |||
| 124 | — | Eaton Vance Tax MG Cef - ETF | — | $262K | 0.0% | 18K | — | |||
| 125 | — | iShares Edge MSCI Min Vol USA ETF - ETF | — | $260K | 0.0% | 2,691 | — | |||
| 126 | $MSTR | Strategy Inc | Financials | $255K | 0.0% | 2,936 | — | |||
| 127 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $250K | 0.0% | 267 | -54% | |||
| 128 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $250K | 0.0% | 1,400 | +2400% | |||
| 129 | — | iShares Core S&P Mid-Cap - ETF | — | $249K | 0.0% | 3,231 | — | |||
| 130 | $V | VISA INC. | Financials | $242K | 0.0% | 704 | -66% | |||
| 131 | — | iShares Core S&P Small-Cap - ETF | — | $240K | 0.0% | 1,617 | — | |||
| 132 | — | Vanguard Small-Cap ETF - ETF | — | $238K | 0.0% | 786 | — | |||
| 133 | $IVZ | Invesco Ltd. | Financials | $226K | 0.0% | 9,240 | New | |||
| 134 | — | iShares Russell Mid Cap Value ETF - ETF | — | $213K | 0.0% | 1,296 | New | |||
| 135 | — | iShares MSCI Acwi Ex US ETF - ETF | — | $211K | 0.0% | 2,767 | New | |||
| 136 | $MA | Mastercard Inc | Financials | $205K | 0.0% | 400 | -71% | |||
| 137 | $AMGN | AMGEN INC | Healthcare | $205K | 0.0% | 566 | New | |||
| 138 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $202K | 0.0% | 1,380 | New | |||
| 139 | $LION | Lionsgate Studios Corp. | Communication Services | $199K | 0.0% | 13K | -37% | |||
| 140 | $ACHR | Archer Aviation Inc. | Industrials | $90K | 0.0% | 19K | — | |||
| 141 | $OPAD | Offerpad Solutions Inc. | Real Estate | $32K | 0.0% | 60K | — | |||
| 142 | $CNTB | Connect Biopharma Holdings Ltd | Healthcare | $26K | 0.0% | 11K | — | |||
| 143 | $ORBS | Eightco Holdings Inc. | Financials | $13K | 0.0% | 19K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 9 new, 40 added to, 24 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
first bought this quarter
$GAPGAP INC$1.1M
first bought this quarter
- State Street SPDR NYSE Technology ETF - ETF$484K
first bought this quarter
$IBITiShares Bitcoin Trust ETF$425K
first bought this quarter
$CSCOCISCO SYSTEMS, INC.$331K
first bought this quarter
- iShares Russell Mid Cap Value ETF - ETF$213K
first bought this quarter
+3 more in the Excel export
Added to (40)
- DFA World ex US Core Equity 2 ETF - ETF+5%
now $239.1M
- DFA US Core Equity 2 ETF - ETF+3%
now $313.4M
- iShares 1-5 Year Investment Grade Corporate Bond ETF - ETF+20%
now $39.9M
- Vanguard Short Term Treasury ETF IV - ETF+64%
now $15.9M
- DFA US Core Equity 1 ETF - ETF+9%
now $46.5M
- iShares Russell (1000 Growth Etf) - ETF+298%
now $4.1M
+34 more in the Excel export
Trimmed (24)
now $14.4M · held 10+ qtrs
now $10.4M · held 10+ qtrs
now $29.4M · held 10+ qtrs
$AMZNAMAZON COM INC-41%
now $4.8M · held 10+ qtrs, 3 trims in a row
$AVGOBroadcom Inc.-91%
now $338K · held 2 qtrs
$LIFLife360, Inc.-12%
now $4.7M · held 8 qtrs
+18 more in the Excel export
Holdings by quarter
Every 13F MONOGRAPH WEALTH ADVISORS, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow MONOGRAPH WEALTH ADVISORS?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of MONOGRAPH WEALTH ADVISORS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 9% over the last 4
Top 10 weight
74%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
80%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MONOGRAPH WEALTH ADVISORS, LLC disclosed 143 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 10 — including a new stake in $CWK and a full exit from $MCD. The portfolio is most concentrated in Other (86.8% of disclosed assets). All figures are sourced directly from MONOGRAPH WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1776588.
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AI-Powered Hedge Fund Analysis: MONOGRAPH WEALTH ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For MONOGRAPH WEALTH ADVISORS, LLC (SEC CIK: 1776588), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MONOGRAPH WEALTH ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.