MONOGRAPH WEALTH ADVISORS, LLC - Portfolio Stock Holdings
MONOGRAPH WEALTH ADVISORS, LLC disclosed 153 stock positions in a recent SEC 13F filing. $1,045,030,337 of stock holdings were filed, with the largest holdings including DFAC, DFAX, and DFUV. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.We estimate the fund has a total AUM of $3,247,943,717 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
153Est. Stock Holding Value:
$1,045,030,337Top Stock Holdings By Sector
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Portfolio Stock Holdings - MONOGRAPH WEALTH ADVISORS, LLC
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% of Portfolio
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