MONOGRAPH WEALTH ADVISORS, LLC - Portfolio overview

MONOGRAPH WEALTH ADVISORS, LLC has 161 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAC - DFA US Core Equity 2 ETF, 24.96%
2. DFAX - DFA World ex US Core Equity 2 ETF, 19.67%
3. DFUV - DFA US Marketwide Value ETF, 4.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.