MONOGRAPH WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Manhattan Beach, CA
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
159
Total value ($000)
$1,285,282
Net value change ($000)
+67,475 (5.5%)
New positions
22
Sold out positions
18
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFA INVT DIMENSIONS GROUP IN 52,603 NEW
DFAC 7,780 2.5%
VGSH 7,418 46.6%
DFIP 7,321 74.8%
AAPL 6,686 22.8%
DFAX 4,688 2.0%
DISV 4,528 11.5%
NVDA 3,986 27.6%
MSFT 3,176 59.9%
VTI 2,676 17.5%
Top Reduces (Value $000, Stocks/ETFs)
DCOR -46,515 -100.0%
DFAT -3,917 -7.4%
CWK -3,212 -11.8%
DFSV -2,106 -100.0%
LIF -1,729 -36.8%
KMB -968 -13.0%
DFAS -904 -3.8%
VBR -701 -10.0%
DFAR -666 -100.0%
VNQ -619 -11.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,124 (0.6% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type