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The Analysis of MONOGRAPH WEALTH ADVISORS, LLC's Holdings & P&L

Currently, MONOGRAPH WEALTH ADVISORS, LLC holds 144 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in DFAC (+148.8K shares, valued at $5.8M), NVDA (+29.4K shares, valued at $5.1M), AAPL (+16.6K shares, valued at $4.2M); decreased their positions in JPM (-15.0K shares, valued at $4.4M), MSFT (-10.3K shares, valued at $3.8M), AMZN (-5.0K shares, valued at $1.0M); initiated new positions in N/A (+9.7K shares, valued at $3.0M), BRK.A (+2 shares, valued at $1.4M), SLB (+15.7K shares, valued at $806.9K).

1M P&L

+22.9M+2.15%

3M P&L

+9.4M+0.87%

HY P&L

+96.8M+9.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A868.1M

87.5%

2Consumer Electronics29.0M

2.9%

3Semiconductors16.5M

1.7%

Top Industries by Stock Count

1N/A78 stocks

61.4%

2Semiconductors3 stocks

2.4%

3Software - Application3 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DFA US Core Equity 2 ETF6.8M shares2.22%2026-03-312026-05-13

DFAX DFA World ex US Core Equity 2 ETF6.2M shares1.75%2026-03-312026-05-13

DFUV DFA US Marketwide Value ETF1.0M shares4.79%2026-03-312026-05-13

DFAT DFA US Targeted Value ETF731.7K shares4.61%2026-03-312026-05-13

DCOR DFA US Core Equity 1 ETF519.1K shares9.00%2026-03-312026-05-13

DISV DFA International Small Cap Value ETF910.1K shares1.72%2026-03-312026-05-13

IVV iShares Core S&P 50054.8K shares0.00%2026-03-312026-05-13

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF636.6K shares12.66%2026-03-312026-05-13

Sponsored

AAPL Apple123.4K shares15.59%2026-03-312026-05-13

DFEM DFA Emerging Markets Core Equity 2 ETF902.3K shares3.07%2026-03-312026-05-13

NVDA Nvidia111.1K shares35.99%2026-03-312026-05-13

DFAS DFA US Small Cap ETF269.8K shares2.44%2026-03-312026-05-13

DFAI Dimensional International Core Equity Market ETF374.1K shares23.77%2026-03-312026-05-13

Alphabet Inc Cap STK Alphabet Inc Cap STK48.5K shares43.39%2026-03-312026-05-13

VTI Vanguard Total Market Index ETF40.9K shares-1.20%2026-03-312026-05-13

DFIV DFA Intl Value ETF241.2K shares-1.12%2026-03-312026-05-13

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DFLV DFA US Large Cap Value ETF295.2K shares13.94%2026-03-312026-05-13

VGSH Vanguard Short Term Treasury ETF IV166.6K shares51.22%2026-03-312026-05-13

DFIP DFA Inflation Protected Securities ETF233.4K shares4.12%2026-03-312026-05-13

AMZN Amazon.Com34.4K shares-12.73%2026-03-312026-05-13

Alphabet Inc Cap STK CL C Alphabet Inc Cap STK CL C23.8K shares0.00%2026-03-312026-05-13

KMB Kimberly-Clark67.1K shares0.00%2026-03-312026-05-13

VBR Vanguard Small-Cap Value ETF29.2K shares4.39%2026-03-312026-05-13

META Meta Platforms, Inc11.0K shares-0.66%2026-03-312026-05-13

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DFIC DFA Intl Core Equity 2 ETF162.7K shares2.03%2026-03-312026-05-13

MSFT Microsoft15.3K shares-40.23%2026-03-312026-05-13

VNQ Vanguard REIT Index ETF54.0K shares2.65%2026-03-312026-05-13

TMO Thermo Fisher Scientific8.6K shares0.00%2026-03-312026-05-13

Vanguard S&P 500 ETF Vanguard S&P 500 ETF6.6K shares1.56%2026-03-312026-05-13

LIF Life 360, Inc95.9K shares44.83%2026-03-312026-05-13

SPY SPDR S&P 500 ETF5.8K shares0.00%2026-03-312026-05-13

IWF iShares Russell (1000 Growth Etf)8.3K shares-1.46%2026-03-312026-05-13

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Broadcom Inc Com Broadcom Inc Com9.7K sharesnew addition2026-03-312026-05-13

DIA SPDR Dow Jones Indl6.1K shares0.00%2026-03-312026-05-13

Berkshire Hathaway 'B' Berkshire Hathaway 'B'5.3K shares219.15%2026-03-312026-05-13

VEU Vanguard FTSE All-World ex-US ETF32.6K shares0.00%2026-03-312026-05-13

VO Vanguard Mid-Cap ETF8.5K shares1.57%2026-03-312026-05-13

INTU Intuit Inc5.4K shares0.00%2026-03-312026-05-13

WM Waste Man.9.9K shares0.00%2026-03-312026-05-13

IWD iShares Russell 1000 Value ETF10.6K shares0.00%2026-03-312026-05-13

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DFUS Dimensional ETF (trust US Equity Etf)32.0K shares3.23%2026-03-312026-05-13

DFAW Dimensional World Equity ETF26.5K shares10.70%2026-03-312026-05-13

DFSV DFA US Small Cap Value ETF54.3K shares0.01%2026-03-312026-05-13

CWI SPDR Index SHS FDS MSCI Acwi Ex-US ETF49.7K shares0.00%2026-03-312026-05-13

OEF iShares S&P 100 ETF5.4K shares-22.25%2026-03-312026-05-13

TSLA Tesla Motors4.6K shares-8.01%2026-03-312026-05-13

SCHV Schwab US Large Cap Value ETF54.6K shares0.00%2026-03-312026-05-13

VIG Vanguard Group DIV (app Etf)7.4K shares1.30%2026-03-312026-05-13

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CAT Caterpillar2.2K shares-27.04%2026-03-312026-05-13

FAST Fastenal32.9K shares0.00%2026-03-312026-05-13

iShares Gold ETF iShares Gold ETF16.6K shares-19.05%2026-03-312026-05-13

VEA Vanguard FTSE Developed Markets ETF22.7K shares0.00%2026-03-312026-05-13

BRK.A Berkshire Hathaway2 sharesnew addition2026-03-312026-05-13

DIS Walt Disney14.9K shares21.51%2026-03-312026-05-13

DE Deere & Co2.3K shares0.00%2026-03-312026-05-13

DFEV Dimensional Emerging Markts Valu ETF34.7K shares0.00%2026-03-312026-05-13

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IVE iShares S&P 500 ETF5.3K shares0.00%2026-03-312026-05-13

JNJ Johnson & Johnson4.5K shares21.32%2026-03-312026-05-13

IWM iShares Russell 20004.0K shares0.00%2026-03-312026-05-13

SCHF Schwab International Equity ETF37.7K shares1.09%2026-03-312026-05-13

NFLX Netflix9.2K shares-1.41%2026-03-312026-05-13

SCHB Schwab U.S. Broad Market ETF34.5K shares0.00%2026-03-312026-05-13

SLV iShares Silver Trust12.5K shares-20.89%2026-03-312026-05-13

ETOR Etoro Group LTD. Com28.2K shares0.00%2026-03-312026-05-13

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SLB Schlumberger15.7K sharesnew addition2026-03-312026-05-13

VWO Vanguard FTSE Emerging Markets ETF14.9K shares0.00%2026-03-312026-05-13

VOOG Vanguard S&P 500 Growth ETF2.0K shares0.00%2026-03-312026-05-13

VHT Vanguard Health Care ETF2.9K shares14.88%2026-03-312026-05-13

MCHP Microchip Technology12.0K shares0.00%2026-03-312026-05-13

IBB iShares Nasdaq Biotechnology ETF4.2K shares0.00%2026-03-312026-05-13

XLF Sector SPDR TR SHS14.3K shares0.00%2026-03-312026-05-13

IVW iShares S&P 500 Growth ETF6.3K shares0.00%2026-03-312026-05-13

Sponsored

MA Mastercard1.4K shares245.16%2026-03-312026-05-13

KO Coca Cola8.9K shares12.10%2026-03-312026-05-13

IEI iShares TR 3 7 YR5.6K sharesnew addition2026-03-312026-05-13

QUAL iShares Edge MSCI3.3K shares28.95%2026-03-312026-05-13

V Visa 'a'2.1K shares228.57%2026-03-312026-05-13

IWN iShares Russell 2000 Value3.3K shares0.00%2026-03-312026-05-13

DFAR DFA US Real Estate ETF25.5K shares0.00%2026-03-312026-05-13

VGT Vanguard Sector (index FDS Vanguard Information Technology Vipers)857 shares-4.35%2026-03-312026-05-13

Sponsored

MCD McDonalds1.9K sharesnew addition2026-03-312026-05-13

Invesco QQQ TR Unit (ser 1) Invesco QQQ TR Unit (ser 1)1.0K shares28.97%2026-03-312026-05-13

HD Home Depot1.8K sharesnew addition2026-03-312026-05-13

COST Costco Wholesale576 shares-54.54%2026-03-312026-05-13

GLD SPDR Gold Shares1.3K sharesnew addition2026-03-312026-05-13

TSM Taiwan SMCNDCTR MFG Co LTD ADR1.7K shares0.12%2026-03-312026-05-13

LMT Lockheed Martin Corp925 shares0.00%2026-03-312026-05-13

VONE Vanguard Russell (1000)1.9K shares0.00%2026-03-312026-05-13

Sponsored

SCHW Charles Schwab5.8K shares0.00%2026-03-312026-05-13

XLI Industrial Select Sector SPDR Fund ETF3.2K shares0.00%2026-03-312026-05-13

MDY SPDR S&P Midcap 400835 shares0.00%2026-03-312026-05-13

QLTA iShares Trust Aaa - (a Rated Corp BD Etf)10.5K shares0.00%2026-03-312026-05-13

BCAL California28.0K shares0.00%2026-03-312026-05-13

Grayscale Bitcoin Mini Trust ETF Grayscale Bitcoin Mini Trust ETF16.4K sharesnew addition2026-03-312026-05-13

ISHG iShares TR 3YRTB ETF6.5K shares0.00%2026-03-312026-05-13

Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF2.5K shares0.00%2026-03-312026-05-13

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MGV Vanguard Mega Cap Value ETF3.3K shares0.00%2026-03-312026-05-13

VXF Vanguard Extended Market ETF2.3K shares0.00%2026-03-312026-05-13

GUNR FlexShares Mstar Glbl Upstrm Nat Res ETF8.3K shares0.00%2026-03-312026-05-13

IJS iShares S&P Small Cap 600 ETF3.8K shares0.00%2026-03-312026-05-13

NOW Servicenow4.3K sharesnew addition2026-03-312026-05-13

KEYS Keysight Tech Inc1.5K sharesnew addition2026-03-312026-05-13

IWB iShares Russell1.2K shares0.00%2026-03-312026-05-13

COWZ Pacer FDS TR US Cash (cows 100)6.5K shares0.00%2026-03-312026-05-13

Sponsored

JPM JP Morgan Chase & Co.1.3K shares-91.82%2026-03-312026-05-13

VRT Vertiv Holdings Co1.5K sharesnew addition2026-03-312026-05-13

HON Honeywell Intl.1.7K shares0.00%2026-03-312026-05-13

MGK Vanguard Mega Cap Growth ETF1.0K shares-16.30%2026-03-312026-05-13

NRG NRG Energy Inc2.5K shares0.20%2026-03-312026-05-13

IBM International Bus.MCHS.1.5K shares0.00%2026-03-312026-05-13

MSTR Microstrategy Inc CL2.9K shares0.00%2026-03-312026-05-13

NOC Northrop Grumman514 sharesnew addition2026-03-312026-05-13

Sponsored

XOM Exxon Mobil2.0K shares0.00%2026-03-312026-05-13

VV Vanguard Large-Cap ETF1.1K shares0.00%2026-03-312026-05-13

ADBE Adobe Systems Inc1.3K sharesnew addition2026-03-312026-05-13

ITOT iShares Core S&P Total U.S. Stock Market ETF2.2K shares0.00%2026-03-312026-05-13

UNH Unitedhealth GP.1.2K shares6.82%2026-03-312026-05-13

IWO iShares Russell 2000 Growth ETF993 shares0.00%2026-03-312026-05-13

RSPT Invesco S&P 500 Equal Weight Technology ETF6.9K shares0.00%2026-03-312026-05-13

LEAD Siren ETF TR Divcon Leaders Divid ETF4.0K shares0.00%2026-03-312026-05-13

Sponsored

VXUS Vanguard Total Intl Stock Index ETF4.0K shares14.14%2026-03-312026-05-13

TGT Target2.4K shares0.00%2026-03-312026-05-13

SPYM SPDR Portfolio S&P 500 ETF3.7K shares0.00%2026-03-312026-05-13

KFY Korn Ferry Intl.4.1K shares0.00%2026-03-312026-05-13

CRM Salesforce.Com1.4K sharesnew addition2026-03-312026-05-13

FDN First Trust Dow Jones1.1K shares0.00%2026-03-312026-05-13

DXUV Dimensional US Vector Equity ETF4.3K sharesnew addition2026-03-312026-05-13

USMV iShares Edge MSCI Min Vol USA ETF2.7K sharesnew addition2026-03-312026-05-13

Sponsored

PECO Phillips Edison & Co Inc6.6K shares0.00%2026-03-312026-05-13

VIA Via Transn Inc Com16.6K sharesnew addition2026-03-312026-05-13

ETY Eaton Vance Tax MG Cef18.0K shares-1.61%2026-03-312026-05-13

XLK Technology Select Sector SPDR ETF1.8K sharesnew addition2026-03-312026-05-13

IEMG iShares Core MSCI Emerging Market ETF3.5K shares0.00%2026-03-312026-05-13

EZU iShares MSCI Emu ETF3.8K shares0.00%2026-03-312026-05-13

BKNG Booking HLDGS Inc Com56 shares-26.32%2026-03-312026-05-13

IJH iShares Core S&P Mid-Cap3.2K shares0.00%2026-03-312026-05-13

Sponsored

PLTR Palantir1.4K shares0.00%2026-03-312026-05-13

VB Vanguard Small-Cap ETF786 shares0.00%2026-03-312026-05-13

IJR iShares Core S&P Small-Cap1.6K shares-21.01%2026-03-312026-05-13

LION2 Lionsgate Studios20.5K shares0.00%2026-03-312026-05-13

ACHR Archer Aviation Inc18.9K shares0.00%2026-03-312026-05-13

Offerpad Solutions Inc Class A Offerpad Solutions Inc Class A59.5K shares0.00%2026-03-312026-05-13

CNTB Connect Biopharma HLDG F11.1K shares0.00%2026-03-312026-05-13

ORBS Eightco Holdings Inc18.9K shares0.00%2026-03-312026-05-13

Sponsored

DFAC

DFA US Core Equity 2 ETF

2.22%

Shares6.8M

Event2026-03-31

Filed2026-05-13

DFAX

DFA World ex US Core Equity 2 ETF

1.75%

Shares6.2M

Event2026-03-31

Filed2026-05-13

DFUV

DFA US Marketwide Value ETF

4.79%

Shares1.0M

Event2026-03-31

Filed2026-05-13

DFAT

DFA US Targeted Value ETF

4.61%

Shares731.7K

Event2026-03-31

Filed2026-05-13

DCOR

DFA US Core Equity 1 ETF

9.00%

Shares519.1K

Event2026-03-31

Filed2026-05-13

DISV

DFA International Small Cap Value ETF

1.72%

Shares910.1K

Event2026-03-31

Filed2026-05-13

IVV

iShares Core S&P 500

0.00%

Shares54.8K

Event2026-03-31

Filed2026-05-13

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

12.66%

Shares636.6K

Event2026-03-31

Filed2026-05-13

AAPL

Apple

15.59%

Shares123.4K

Event2026-03-31

Filed2026-05-13

DFEM

DFA Emerging Markets Core Equity 2 ETF

3.07%

Shares902.3K

Event2026-03-31

Filed2026-05-13

NVDA

Nvidia

35.99%

Shares111.1K

Event2026-03-31

Filed2026-05-13

DFAS

DFA US Small Cap ETF

2.44%

Shares269.8K

Event2026-03-31

Filed2026-05-13

DFAI

Dimensional International Core Equity Market ETF

23.77%

Shares374.1K

Event2026-03-31

Filed2026-05-13

Alphabet Inc Cap STK

43.39%

Shares48.5K

Event2026-03-31

Filed2026-05-13

VTI

Vanguard Total Market Index ETF

-1.20%

Shares40.9K

Event2026-03-31

Filed2026-05-13

DFIV

DFA Intl Value ETF

-1.12%

Shares241.2K

Event2026-03-31

Filed2026-05-13

DFLV

DFA US Large Cap Value ETF

13.94%

Shares295.2K

Event2026-03-31

Filed2026-05-13

VGSH

Vanguard Short Term Treasury ETF IV

51.22%

Shares166.6K

Event2026-03-31

Filed2026-05-13

DFIP

DFA Inflation Protected Securities ETF

4.12%

Shares233.4K

Event2026-03-31

Filed2026-05-13

AMZN

Amazon.Com

-12.73%

Shares34.4K

Event2026-03-31

Filed2026-05-13

Alphabet Inc Cap STK CL C

0.00%

Shares23.8K

Event2026-03-31

Filed2026-05-13

KMB

Kimberly-Clark

0.00%

Shares67.1K

Event2026-03-31

Filed2026-05-13

VBR

Vanguard Small-Cap Value ETF

4.39%

Shares29.2K

Event2026-03-31

Filed2026-05-13