CIK 1776588
MONOGRAPH WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
135
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 135
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DIS | Walt Disney | 12K | $1M+ | SH |
| KMI | Kinder Morgan | 51K | $1M+ | SH |
| FAST | Fastenal | 33K | $1M+ | SH |
| DFEV | Dimensional Emerging Markts Valu ETF | 35K | $1M+ | SH |
| IVE | iShares S&P 500 ETF | 5K | $1M+ | SH |
| COST | Costco Wholesale | 1K | $1M+ | SH |
| DE | Deere & Co | 2K | $1M+ | SH |
| SLV | iShares Silver Trust | 16K | $1M+ | SH |
| BAC | Bank Of America | 18K | $500K+ | SH |
| ETOR | Etoro Group LTD. Com | 28K | $500K+ | SH |
| IWM | iShares Russell 2000 | 4K | $500K+ | SH |
| CSCO | Cisco Systems | 12K | $500K+ | SH |
| SCHB | Schwab U.S. Broad Market ETF | 34K | $500K+ | SH |
| SCHF | Schwab International Equity ETF | 37K | $500K+ | SH |
| NFLX | Netflix | 9K | $500K+ | SH |
| VOOG | Vanguard S&P 500 Growth ETF | 2K | $500K+ | SH |
| BRK.B | Berkshire Hathaway 'B' | 2K | $500K+ | SH |
| VWO | Vanguard FTSE Emerging Markets ETF | 15K | $500K+ | SH |
| PG | Procter & Gamble | 6K | $500K+ | SH |
| XLF | Sector SPDR TR SHS | 14K | $500K+ | SH |
| JNJ | Johnson & Johnson | 4K | $500K+ | SH |
| IVW | iShares S&P 500 Growth ETF | 6K | $500K+ | SH |
| MCHP | Microchip Technology | 12K | $500K+ | SH |
| VHT | Vanguard Health Care ETF | 3K | $500K+ | SH |
| IBB | iShares Nasdaq Biotechnology ETF | 4K | $500K+ | SH |
| VGT | Vanguard Sector (index FDS Vanguard Information Technology Vipers) | 896 | $500K+ | SH |
| IWN | iShares Russell 2000 Value | 3K | $500K+ | SH |
| DFAR | DFA US Real Estate ETF | 25K | $500K+ | SH |
| SCHW | Charles Schwab | 6K | $500K+ | SH |
| VONE | Vanguard Russell (1000) | 2K | $500K+ | SH |
| KO | Coca Cola | 8K | $500K+ | SH |
| BCAL | California | 28K | $500K+ | SH |
| QUAL | iShares Edge MSCI | 3K | $500K+ | SH |
| TSM | Taiwan SMCNDCTR MFG Co LTD ADR | 2K | $500K+ | SH |
| MDY | SPDR S&P Midcap 400 | 835 | $500K+ | SH |
| QLTA | iShares Trust Aaa - (a Rated Corp BD Etf) | 10K | $500K+ | SH |
| MGK | Vanguard Mega Cap Growth ETF | 1K | $500K+ | SH |
| XLI | Industrial Select Sector SPDR Fund ETF | 3K | $100K–$500K | SH |
| ISHG | iShares TR 3YRTB ETF | 7K | $100K–$500K | SH |
| QQQ | Invesco QQQ TR Unit (ser 1) | 780 | $100K–$500K | SH |
| VXF | Vanguard Extended Market ETF | 2K | $100K–$500K | SH |
| RSP | Invesco S&P 500 Equal Weight ETF | 2K | $100K–$500K | SH |
| MGV | Vanguard Mega Cap Value ETF | 3K | $100K–$500K | SH |
| IBM | International Bus.MCHS. | 2K | $100K–$500K | SH |
| LMT | Lockheed Martin Corp | 925 | $100K–$500K | SH |
| MSTR | Microstrategy Inc CL | 3K | $100K–$500K | SH |
| IWB | iShares Russell | 1K | $100K–$500K | SH |
| IJS | iShares S&P Small Cap 600 ETF | 4K | $100K–$500K | SH |
| BKNG | Booking HLDGS Inc Com | 76 | $100K–$500K | SH |
| OKE | Oneok Inc | 6K | $100K–$500K | SH |