Monograph Wealth Advisors
$1.1B Assets Reported
153 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DFA US Core Equity 2 ETF | 6,838,156 | $266M | 25.2% |
| DFAX | DFA World ex US Core Equity 2 ETF | 6,166,855 | $209M | 19.9% |
| DFUV | DFA US Marketwide Value ETF | 1,014,868 | $49M | 4.7% |
| DFAT | DFA US Targeted Value ETF | 731,710 | $46M | 4.3% |
| DCOR | DFA US Core Equity 1 ETF | 519,115 | $37M | 3.5% |
| DISV | DFA International Small Cap Value ETF | 910,138 | $36M | 3.4% |
| IVV | iShares Core S&P 500 | 54,837 | $36M | 3.4% |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 636,594 | $33M | 3.2% |
| AAPL | Apple | 123,385 | $31M | 3.0% |
| DFEM | DFA Emerging Markets Core Equity 2 ETF | 902,335 | $31M | 3.0% |
Track Monograph Wealth Advisors's 13F portfolio: $1.1B in reported holdings, 153 positions. Top holdings, AUM, and quarterly changes on SentiSense.