Monograph Wealth Advisors, LLC holds a focused book of 143 stocks worth $1.2B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Cushman & Wakefield Ltd and trimmed Apple Inc. Their largest long position is Dimensional US Core Equity 2 at 26% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Monograph Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $508.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $475.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.7B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.5B |
| ROYAL BANK OF CANADA | 79 / 80 | $138.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $86.1B |
| LPL Financial LLC | 79 / 80 | $85.7B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $143.7B |
Ranked by how many of Monograph Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | DFA US Core Equity 2 ETF ETF | $313.4M | 7.07M | 25.7% | ▲+3.3% Added · +227K sh | |
| 2 | DFA World ex US Core Equity 2 ETF ETF | $239.1M | 6.49M | 19.6% | ▲+5.3% Added · +324K sh | |
| 3 | DFA US Marketwide Value ETF ETF | $56.2M | 1.02M | 4.6% | ▲+0.7% Added · +8K sh | |
| 4 | DFA US Targeted Value ETF ETF | $52.9M | 756.9K | 4.3% | ▲+3.4% Added · +25K sh | |
| 5 | DFA US Core Equity 1 ETF ETF | $46.5M | 567.4K | 3.8% | ▲+9.3% Added · +48K sh | |
| 6 | iShares Core S&P 500 ETF | $42.0M | 56.0K | 3.4% | ▲+2.2% Added · +1K sh | |
| 7 | iShares 1-5 Year Investment Grade Corporate Bond ETF ETF | $39.9M | 761.9K | 3.3% | ▲+20% Added · +125K sh | |
| 8 | DFA International Small Cap Value ETF ETF | $39.3M | 979.7K | 3.2% | ▲+7.6% Added · +70K sh | |
| 9 | DFA Emerging Markets Core Equity 2 ETF ETF | $37.1M | 912.4K | 3.0% | ▲+1.1% Added · +10K sh | |
| 10 | Apple COM | $29.4M | 101.4K | 2.4% | ▼−18% Reduced · −22K sh | |
| 11 | Cushman & Wakefield F COM | $27.2M | 2.03M | 2.2% | ▲New New position | |
| 12 | DFA US Small Cap ETF ETF | $23.6M | 286.2K | 1.9% | ▲+6.1% Added · +16K sh | |
| 13 | Vanguard Short Term Treasury ETF IV ETF | $15.9M | 273.4K | 1.3% | ▲+64% Added · +107K sh | |
| 14 | Dimensional International Core Equity Market ETF ETF | $15.4M | 374.1K | 1.3% | —Held | |
| 15 | Vanguard Total Market Index ETF ETF | $15.3M | 41.2K | 1.3% | ▲+0.9% Added · +355 sh | |
| 16 | Nvidia COM | $14.4M | 72.1K | 1.2% | ▼−35% Reduced · −39K sh | |
| 17 | DFA Intl Value ETF ETF | $13.0M | 241.2K | 1.1% | —Held | |
| 18 | DFA US Large Cap Value ETF ETF | $12.6M | 318.4K | 1.0% | ▲+7.8% Added · +23K sh | |
| 19 | Alphabet Inc Cap STK COM | $10.4M | 29.1K | 0.9% | ▼−40% Reduced · −19K sh | |
| 20 | DFA Inflation Protected Securities ETF ETF | $9.8M | 237.2K | 0.8% | ▲+1.6% Added · +4K sh | |
| 21 | Alphabet Inc Cap STK CL C COM | $8.5M | 24.1K | 0.7% | ▲+1.3% Added · +300 sh | |
| 22 | Kimberly-Clark COM | $7.5M | 67.1K | 0.6% | —Held | |
| 23 | Vanguard Small-Cap Value ETF ETF | $7.0M | 28.9K | 0.6% | ▼−1.0% Reduced · −300 sh | |
| 24 | Meta Platforms, Inc COM | $6.2M | 11.1K | 0.5% | ▲+1.1% Added · +123 sh | |
| 25 | DFA Intl Core Equity 2 ETF ETF | $6.1M | 162.7K | 0.5% | —Held | |
| 26 | Vanguard REIT Index ETF ETF | $5.4M | 56.2K | 0.4% | ▲+4.1% Added · +2K sh | |
| 27 | Microsoft COM | $5.3M | 14.2K | 0.4% | ▼−6.8% Reduced · −1K sh | |
| 28 | Amazon.Com COM | $4.8M | 20.3K | 0.4% | ▼−41% Reduced · −14K sh | |
| 29 | Life 360, Inc COM | $4.7M | 84.8K | 0.4% | ▼−12% Reduced · −11K sh | |
| 30 | Vanguard S&P 500 ETF ETF | $4.6M | 6.6K | 0.4% | —Held | |
| 31 | Thermo Fisher Scientific COM | $4.4M | 8.7K | 0.4% | ▲+0.6% Added · +56 sh | |
| 32 | SPDR S&P 500 ETF ETF | $4.3M | 5.8K | 0.4% | —Held | |
| 33 | iShares Russell (1000 Growth Etf) ETF | $4.1M | 33.2K | 0.3% | ▲+298% Added · +25K sh | |
| 34 | Berkshire Hathaway 'B' COM | $3.5M | 7.0K | 0.3% | ▲+31% Added · +2K sh | |
| 35 | SPDR Dow Jones Indl ETF | $3.2M | 6.1K | 0.3% | —Held | |
| 36 | Vanguard Mid-Cap ETF ETF | $3.2M | 39.4K | 0.3% | ▲+363% Added · +31K sh | |
| 37 | Dimensional World Equity ETF ETF | $2.8M | 34.1K | 0.2% | ▲+29% Added · +8K sh | |
| 38 | Vanguard FTSE All-World ex-US ETF ETF | $2.8M | 33.4K | 0.2% | ▲+2.5% Added · +803 sh | |
| 39 | Dimensional ETF (trust US Equity Etf) ETF | $2.6M | 32.0K | 0.2% | —Held | |
| 40 | iShares Russell 1000 Value ETF ETF | $2.6M | 10.6K | 0.2% | —Held | |
| 41 | Caterpillar COM | $2.3M | 2.2K | 0.2% | ▲+1.4% Added · +31 sh | |
| 42 | Waste Man. COM | $2.1M | 9.5K | 0.2% | ▼−4.6% Reduced · −458 sh | |
| 43 | DFA US Small Cap Value ETF ETF | $2.1M | 54.3K | 0.2% | ▼~0% Reduced · −3 sh | |
| 44 | SPDR Index SHS FDS Msci Acwi Ex-US ETF ETF | $2.0M | 49.7K | 0.2% | —Held | |
| 45 | iShares S&P 100 ETF ETF | $2.0M | 5.4K | 0.2% | ▲+0.1% Added · +3 sh | |
| 46 | Schwab US Large Cap Value ETF ETF | $1.9M | 54.6K | 0.2% | —Held | |
| 47 | Tesla Motors COM | $1.9M | 4.5K | 0.2% | ▼−2.2% Reduced · −100 sh | |
| 48 | Vanguard Group DIV (app Etf) ETF | $1.7M | 7.3K | 0.1% | ▼−1.3% Reduced · −96 sh | |
| 49 | Vanguard FTSE Developed Markets ETF ETF | $1.6M | 22.7K | 0.1% | ▲~0% Added · +2 sh | |
| 50 | Fastenal COM | $1.6M | 32.9K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1776588/holdings"
Use Arkolith to show MONOGRAPH WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.