StockDriftsStockDriftsTop 50 Monograph Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DFA US Core Equity 2 ETF | 25.74% | 7.07M | $313.4M | +3.32%(+227.27K) | $28.52(+62.05%) | 2026-06-30 | |
| DFAX | DFA World ex US Core Equity 2 ETF | 19.64% | 6.49M | $239.1M | +5.26%(+324.18K) | $26.13(+45.89%) | 2026-06-30 | |
| DFUV | DFA US Marketwide Value ETF | 4.62% | 1.02M | $56.2M | +0.75%(+7.60K) | $36.68(+56.92%) | 2026-06-30 | |
| DFAT | DFA US Targeted Value ETF | 4.34% | 756.9K | $52.9M | +3.44%(+25.20K) | $49.61(+45.91%) | 2026-06-30 | |
| DCOR | DFA US Core Equity 1 ETF | 3.82% | 567.4K | $46.5M | +9.30%(+48.28K) | $59.73(+43.49%) | 2026-06-30 | |
| IVV | iShares Core S&P 500 | 3.45% | 56.0K | $42.0M | +2.19%(+1.20K) | $635.57(+22.95%) | 2026-06-30 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 3.28% | 761.9K | $39.9M | +19.69%(+125.36K) | $52.05(+0.29%) | 2026-06-30 | |
| DISV | DFA International Small Cap Value ETF | 3.23% | 979.7K | $39.3M | +7.64%(+69.56K) | $25.73(+71.23%) | 2026-06-30 | |
| DFEM | DFA Emerging Markets Core Equity 2 ETF | 3.04% | 912.4K | $37.1M | +1.12%(+10.10K) | $26.16(+52.51%) | 2026-06-30 | |
| AAPL | Apple | 2.41% | 101.4K | $29.4M | -17.79%(-21.95K) | $189.91(+60.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.51% | +62.27% | — | — | +45.49% |
| Top 20 Holdings Unweighted | +19.28% | +69.71% | — | — | +44.49% |
Monograph Wealth Advisors LLC reports $1.22B in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (25.7%), DFAX (19.6%) and DFUV (4.6%). The top 20 holdings account for 86.52% of reported assets. Its disclosed equity book has returned +62.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Monograph Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1776588). View Monograph Wealth Advisors LLC’s 13F filings on SEC