MONOGRAPH WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Manhattan Beach, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
144
Total value ($000)
$1,054,725
Net value change ($000)
+36,631 (3.6%)
New positions
18
Sold out positions
9
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFAX 11,119 5.6%
NVDA 4,142 27.2%
DFUV 4,061 9.0%
DFAT 4,047 9.7%
IGSB 3,579 12.0%
GOOGL 3,362 31.7%
VGSH 3,281 50.7%
DFAI 3,057 26.5%
AVGO 3,000 NEW
DCOR 2,352 6.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -6,702 -54.3%
JPM -4,871 -92.5%
AMZN -1,934 -21.3%
IVV -1,740 -4.6%
KMI -1,396 -100.0%
INTU -1,245 -34.7%
META -1,012 -13.9%
BAC -997 -100.0%
CSCO -926 -100.0%
PG -795 -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