Monograph Wealth Advisors
$1.2B 13F equity value
154 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Monograph Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DFA US Core Equity 2 ETF | 7,065,425 | $313M | 25.7% |
| DFAX | DFA World ex US Core Equity 2 ETF | 6,491,032 | $239M | 19.6% |
| DFUV | DFA US Marketwide Value ETF | 1,022,464 | $56M | 4.6% |
| DFAT | DFA US Targeted Value ETF | 756,908 | $53M | 4.3% |
| DCOR | DFA US Core Equity 1 ETF | 567,396 | $47M | 3.8% |
| IVV | iShares Core S&P 500 | 56,037 | $42M | 3.4% |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 761,949 | $40M | 3.3% |
| DISV | DFA International Small Cap Value ETF | 979,700 | $39M | 3.2% |
| DFEM | DFA Emerging Markets Core Equity 2 ETF | 912,431 | $37M | 3.0% |
| AAPL | Apple | 101,437 | $29M | 2.4% |
Track Monograph Wealth Advisors's 13F portfolio: $1.2B in reported holdings, 154 positions. Top holdings and quarterly changes on SentiSense.
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