MONOGRAPH WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Manhattan Beach, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$1,217,807
Net value change ($000)
+163,082 (15.5%)
New positions
10
Sold out positions
11
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
DFAC 47,691 17.9%
DFAX 29,642 14.1%
CWK 27,220 NEW
DCOR 9,097 24.3%
DFAT 7,213 15.8%
DFUV 7,065 14.4%
IGSB 6,475 19.4%
VGSH 6,161 63.2%
IVV 6,146 17.2%
DFEM 5,905 18.9%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -4,950 -25.5%
GOOGL -3,555 -25.5%
AVGO -2,662 -88.7%
AMZN -2,319 -32.4%
AAPL -1,962 -6.3%
BRK-B -1,436 -100.0%
INTU -928 -39.6%
MCD -581 -100.0%
HD -576 -100.0%
BTC -491 -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