MONOGRAPH WEALTH ADVISORS, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$1.0B

Holdings

135

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (135 positions)

StockValue
DFACDFA US Core Equity 2 ETF
$264.8M
DFAXDFA World ex US Core Equity 2 ETF
$198.4M
DFUVDFA US Marketwide Value ETF
$45.1M
DFATDFA US Targeted Value ETF
$41.6M
IVViShares Core S&P 500
$37.6M
DCORDFA US Core Equity 1 ETF
$35.1M
DISVDFA International Small Cap Value ETF
$34.0M
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
$29.9M
AAPLApple
$29.0M
DFEMDFA Emerging Markets Core Equity 2 ETF
$29.0M
DFASDFA US Small Cap ETF
$18.4M
NVDANvidia
$15.2M
VTIVanguard Total Market Index ETF
$13.9M
MSFTMicrosoft
$12.4M
DFIVDFA Intl Value ETF
$12.2M
DFAIDimensional International Core Equity Market ETF
$11.5M
GOOGLAlphabet Inc Cap STK
$10.6M
DFIPDFA Inflation Protected Securities ETF
$9.3M
AMZNAmazon.Com
$9.1M
DFLVDFA US Large Cap Value ETF
$8.9M
GOOGAlphabet Inc Cap STK CL C
$7.5M
METAMeta Platforms, Inc
$7.3M
KMBKimberly-Clark
$6.9M
VGSHVanguard Short Term Treasury ETF IV
$6.5M
VBRVanguard Small-Cap Value ETF
$5.9M
DFICDFA Intl Core Equity 2 ETF
$5.5M
JPMJP Morgan Chase & Co.
$5.3M
TMOThermo Fisher Scientific
$5.0M
VNQVanguard REIT Index ETF
$4.7M
LIFLife 360, Inc
$4.2M
VOOVanguard S&P 500 ETF
$4.1M
IWFiShares Russell (1000 Growth Etf)
$4.0M
SPYSPDR S&P 500 ETF
$3.9M
INTUIntuit Inc
$3.6M
DONSPDR Dow Jones Indl
$2.9M
VOVanguard Mid-Cap ETF
$2.4M
VEUVanguard FTSE All-World ex-US ETF
$2.4M
OEFiShares S&P 100 ETF
$2.4M
DFUSDimensional ETF (trust US Equity Etf)
$2.3M
TSLATesla Motors
$2.2M
IWDiShares Russell 1000 Value ETF
$2.2M
WMWaste Man.
$2.2M
DFSVDFA US Small Cap Value ETF
$1.8M
CWISPDR Index SHS FDS MSCI Acwi Ex-US ETF
$1.8M
DFAWDimensional World Equity ETF
$1.8M
CATCaterpillar
$1.7M
IAU*iShares Gold ETF
$1.7M
SCHVSchwab US Large Cap Value ETF
$1.6M
VIGVanguard Group DIV (app Etf)
$1.6M
VEAVanguard FTSE Developed Markets ETF
$1.4M
DISWalt Disney
$1.4M
KMIKinder Morgan
$1.4M
FASTFastenal
$1.3M
DFEVDimensional Emerging Markts Valu ETF
$1.2M
IVEiShares S&P 500 ETF
$1.1M
COSTCostco Wholesale
$1.1M
DEDeere & Co
$1.1M
SLViShares Silver Trust
$1.0M
BACBank Of America
$997K
ETOREtoro Group LTD. Com
$991K
IWMiShares Russell 2000
$988K
CSCOCisco Systems
$925K
SCHBSchwab U.S. Broad Market ETF
$904K
SCHFSchwab International Equity ETF
$897K
NFLXNetflix
$878K
VOOGVanguard S&P 500 Growth ETF
$869K
BRK/BBerkshire Hathaway 'B'
$834K
VWOVanguard FTSE Emerging Markets ETF
$798K
PGProcter & Gamble
$795K
XLFSector SPDR TR SHS
$785K
JNJJohnson & Johnson
$772K
IVWiShares S&P 500 Growth ETF
$771K
MCHPMicrochip Technology
$764K
VHTVanguard Health Care ETF
$719K
IBBiShares Nasdaq Biotechnology ETF
$708K
VGTVanguard Sector (index FDS Vanguard Information Technology Vipers)
$675K
IWNiShares Russell 2000 Value
$595K
DFARDFA US Real Estate ETF
$583K
SCHWCharles Schwab
$581K
VONEVanguard Russell (1000)
$573K
KOCoca Cola
$555K
BCALCalifornia
$525K
QUALiShares Edge MSCI
$510K
TSMTaiwan SMCNDCTR MFG Co LTD ADR
$506K
MDYSPDR S&P Midcap 400
$505K
QLTAiShares Trust Aaa - (a Rated Corp BD Etf)
$504K
MGKVanguard Mega Cap Growth ETF
$501K
XLIIndustrial Select Sector SPDR Fund ETF
$497K
ISHGiShares TR 3YRTB ETF
$492K
NDQInvesco QQQ TR Unit (ser 1)
$479K
VXFVanguard Extended Market ETF
$474K
RSPInvesco S&P 500 Equal Weight ETF
$472K
MGVVanguard Mega Cap Value ETF
$459K
IBMInternational Bus.MCHS.
$448K
LMTLockheed Martin Corp
$447K
MIGAMicrostrategy Inc CL
$446K
IJSiShares S&P Small Cap 600 ETF
$436K
IWBiShares Russell
$436K
BKNGBooking HLDGS Inc Com
$407K
OKEOneok Inc
$405K
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