MONOGRAPH WEALTH ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Manhattan Beach, CA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$1,018,094
Net value change ($000)
+29,832 (3.0%)
New positions
4
Sold out positions
8
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
DFAC 11,094 4.4%
DFAX 11,056 5.9%
VGSH 4,026 164.8%
DCOR 3,780 12.1%
DFUV 2,587 6.1%
DISV 2,209 6.9%
IGSB 1,426 5.0%
VTI 1,295 10.3%
DFAT 1,261 3.1%
GOOGL 1,241 13.3%
Top Reduces (Value $000, Stocks/ETFs)
LIF -3,935 -48.1%
AAPL -2,451 -7.8%
NVDA -2,161 -12.4%
KMB -1,770 -20.5%
MSFT -1,184 -8.7%
META -1,178 -13.9%
AMD -871 -100.0%
TSLA -858 -27.7%
TSM -825 -62.0%
INTC -779 -100.0%
Instrument mix + QoQ Δ (ex-options)
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