MONOGRAPH WEALTH ADVISORS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$988.3B
Holdings
139
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (139 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWBiShares Russell | 1,170 | $427.7M | 0.04% | |
| 102 | IBMInternational Bus.MCHS. | 1,514 | $427.2M | 0.04% | |
| 103 | IJSiShares S&P Small Cap 600 ETF | 3,842 | $424.9M | 0.04% | |
| 104 | BKNGBooking HLDGS Inc Com | 76 | $410.3M | 0.04% | |
| 105 | MGKVanguard Mega Cap Growth ETF | 1,017 | $409.6M | 0.04% | |
| 106 | NRANRG Energy Inc | 2,513 | $406.9M | 0.04% | |
| 107 | OKEOneok Inc | 5,514 | $402.4M | 0.04% | |
| 108 | UNHUnitedhealth GP. | 1,099 | $379.6M | 0.04% | |
| 109 | GUNRFlexShares Mstar Glbl Upstrm Nat Res ETF | 8,555 | $374.5M | 0.04% | |
| 110 | COWZPacer FDS TR US Cash (cows 100) | 6,502 | $373.7M | 0.04% | |
| 111 | HONHoneywell Intl. | 1,694 | $356.6M | 0.04% | |
| 112 | PBHCPathfinder Bancorp, Inc. | 22,293 | $344.2M | 0.03% | |
| 113 | AVNSAvanos Med Inc Com | 29,289 | $338.6M | 0.03% | |
| 114 | VVVanguard Large-Cap ETF | 1,093 | $337.4M | 0.03% | |
| 115 | ITOTiShares Core S&P Total U.S. Stock Market ETF | 2,234 | $325.4M | 0.03% | |
| 116 | IWOiShares Russell 2000 Growth ETF | 993 | $317.9M | 0.03% | |
| 117 | FDNFirst Trust Dow Jones | 1,100 | $307.8M | 0.03% | |
| 118 | SPYGSPDR Portfolio S&P (500 Growth Etf) | 2,942 | $307.5M | 0.03% | |
| 119 | RSPTInvesco S&P 500 Equal Weight Technology ETF | 6,870 | $306.3M | 0.03% | |
| 120 | LEADSiren ETF TR Divcon Leaders Divid ETF | 4,000 | $304.5M | 0.03% | |
| 121 | KFYKorn Ferry Intl. | 4,138 | $291.6M | 0.03% | |
| 122 | XETYXEaton Vance Tax MG Cef | 18,292 | $290.8M | 0.03% | |
| 123 | ORCLOracle | 933 | $262.4M | 0.03% | |
| 124 | VXUSVanguard Total Intl Stock Index ETF | 3,465 | $254.5M | 0.03% | |
| 125 | DYHTarget | 2,824 | $253.3M | 0.03% | |
| 126 | OPADOfferpad Solutions Inc Class A | 59,534 | $248.3M | 0.03% | |
| 127 | PLTRPalantir | 1,350 | $246.3M | 0.02% | |
| 128 | XOMExxon Mobil | 2,130 | $240.2M | 0.02% | |
| 129 | EZUiShares MSCI Emu ETF | 3,803 | $235.6M | 0.02% | |
| 130 | IEMGiShares Core MSCI Emerging Market ETF | 3,501 | $230.8M | 0.02% | |
| 131 | MAMastercard | 403 | $229.2M | 0.02% | |
| 132 | PECOPhillips Edison & Co Inc | 6,638 | $228.6M | 0.02% | |
| 133 | CDECoeur Mining Inc Com | 12,161 | $228.1M | 0.02% | |
| 134 | VVisa 'a' | 631 | $215.4M | 0.02% | |
| 135 | IJHiShares Core S&P Mid-Cap | 3,231 | $210.9M | 0.02% | |
| 136 | VBVanguard Small-Cap ETF | 786 | $200.4M | 0.02% | |
| 137 | ACHRArcher Aviation Inc | 18,751 | $179.6M | 0.02% | |
| 138 | LIONLionsgate Studios | 20,481 | $141.3M | 0.01% | |
| 139 | CNTBConnect Biopharma HLDG F | 11,130 | $16.8M | 0.00% |
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