MONOGRAPH WEALTH ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
MONOGRAPH WEALTH ADVISORS, LLC 13F Holdings
CIK 0001776588 · EL SEGUNDO, CA
As of Sep 30, 2025, MONOGRAPH WEALTH ADVISORS, LLC reported
139 positions worth $988.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 6,578,647 | $253.7M | 25.68% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 5,969,193 |
|
87.3M18.95% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 951,740 | $42.5M | 4.30% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 693,812 | $40.4M | 4.09% |
| ISHARES CORE S&P 500 ETF | IVV | — | 55,517 | $37.2M | 3.76% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 890,787 | $31.8M | 3.22% |
| APPLE INC | AAPL | Technology | 123,595 | $31.5M | 3.18% |
| DIMENSIONAL US CORE EQUITY 1 ETF | DCOR | — | 434,884 | $31.3M | 3.17% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 536,564 | $28.5M | 2.88% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 876,662 | $28.1M | 2.84% |
| NVIDIA CORP | NVDA | Technology | 93,256 |
7.4M | 1.76% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 250,701 |
7.2M | 1.74% |
| MICROSOFT CORP | MSFT | Technology | 26,135 |
3.5M | 1.37% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 38,202 |
2.6M | 1.27% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 244,910 |
1.3M | 1.14% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 302,235 |
1.0M | 1.11% |
| AMAZON.COM INC | AMZN | Equity | 42,835 | $9.4M | 0.95% |
| ALPHABET INC | GOOGL | Equity | 38,464 | $9.4M | 0.95% |
| DIMENSIONAL ETF TRUST | DFIP | — | 220,269 | $9.3M | 0.94% |
| KIMBERLY CLARK CORP | KMB | Consumer Defensive | 68,695 | $8.6M | 0.87% |
| META PLATFORMS INC | META | Communication Services | 11,516 | $8.5M | 0.86% |
| DIMENSIONAL ETF TRUST | DFLV | — | 253,073 | $8.3M | 0.84% |
| LIFE360 INC | LIF | Technology | 76,979 | $8.2M | 0.83% |
| ALPHABET INC | GOOG | Equity | 28,972 | $7.1M | 0.71% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 28,507 | $6.0M | 0.60% |