13F Filings History of MONOGRAPH WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$1,018,094,411
Signature - Title
Claire Gregory - Chief Compliance Officer
Location
Manhattan Beach, CA
Summary
This page shows a list of all the recent 13F filings made by MONOGRAPH WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MONOGRAPH WEALTH ADVISORS, LLC reported 135 stock holdings with total value $1,018,094,411 as of Q4 2025. Top holdings included DFAC, DFAX, DFUV, DFAT, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 135 $1,018,094,411 +$23,349,785 -$19,660,939 +$3,688,846 DFAC, DFAX, DFUV, DFAT, IVV 13F-HR 12 Feb 2026, 20:32
Q3 2025 139 $988,262,034 +$129,757,901 -$18,167,343 +$111,590,558 DFAC, DFAX, DFUV, DFAT, IVV 13F-HR 14 Nov 2025, 14:45
Q2 2025 125 $810,986,899 +$45,244,512 -$36,822,610 +$8,421,902 DFAC, DFAX, DFUV, DFAT, DISV 13F-HR 14 Aug 2025, 15:41
Q1 2025 113 $734,154,202 +$25,391,106 -$30,015,350 -$4,624,244 DFAC, DFAX, DFAT, DCOR, DFUV 13F-HR 14 May 2025, 19:08
Q4 2024 114 $756,309,661 +$22,117,740 -$20,723,636 +$1,394,104 DFAC, DFAX, DFAT, DCOR, DFUV 13F-HR 14 Feb 2025, 19:21
Q3 2024 107 $768,372,200 +$58,511,093 -$13,537,386 +$44,973,707 DFAC, DFAX, DFAT, DCOR, DFUV 13F-HR 14 Nov 2024, 15:03
Q2 2024 104 $684,272,935 +$54,428,867 -$51,422,602 +$3,006,265 DFAC, DFAX, DFAT, AAPL, DFUV 13F-HR 14 Aug 2024, 20:41
Q1 2024 154 $681,193,734 +$98,848,289 -$12,741,029 +$86,107,260 DFAC, DFAX, DFAT, DFUV, AAPL 13F-HR 14 May 2024, 20:03
Q4 2023 109 $557,235,240 +$46,119,635 -$45,070,520 +$1,049,115 DFAC, DFAX, DFAT, AAPL, DFUV 13F-HR 14 Feb 2024, 19:01
Q3 2023 125 $505,679,548 +$60,251,073 -$5,745,274 +$54,505,799 DFAC, DFAX, DFAT, DFUV, AAPL 13F-HR 15 Nov 2023, 19:50
Q2 2023 91 $465,911,412 +$25,057,398 -$8,549,702 +$16,507,696 DFAC, DFAX, DFAT, AAPL, DFUV 13F-HR 11 Aug 2023, 21:00
Q1 2023 87 $426,140,877 +$32,071,673 -$7,648,017 +$24,423,656 DFAC, DFAX, AAPL, DFAT, DFUV 13F-HR 09 May 2023, 20:31
Q4 2022 93 $377,638,000 +$45,422,645 -$769,720 +$44,652,925 DFAC, DFAX, DFUV, AAPL, DFAT 13F-HR 14 Feb 2023, 18:40
Q3 2022 68 $305,025,000 +$20,707,469 -$30,642,408 -$9,934,939 DFAC, DFAX, AAPL, DFUV, DFAT 13F-HR 15 Nov 2022, 10:43
Q2 2022 79 $344,588,000 +$28,097,312 -$15,228,244 +$12,869,068 DFAC, DFAX, AAPL, DFUV, DFAT 13F-HR 09 Aug 2022, 20:06
Q1 2022 88 $395,747,000 +$25,079,932 -$6,427,334 +$18,652,598 DFAC, DFAX, AAPL, DFAS, DFAT 13F-HR 12 May 2022, 18:27
Q4 2021 86 $397,332,000 $0 $0 $0 DFAC, DFAX, AAPL, DFAS, DFAT 13F-HR 10 Feb 2022, 13:03