MONOGRAPH WEALTH ADVISORS, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$811.0B
Holdings
125
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VBVanguard Small-Cap ETF | 1,347 | $320.2M | 0.04% | |
| 102 | VVVanguard Large-Cap ETF | 1,093 | $312.8M | 0.04% | |
| 103 | UNHUnitedhealth GP. | 988 | $308.3M | 0.04% | |
| 104 | KFYKorn Ferry Intl. | 4,138 | $303.4M | 0.04% | |
| 105 | ITOTiShares Core S&P Total U.S. Stock Market ETF | 2,234 | $301.7M | 0.04% | |
| 106 | FDNFirst Trust Dow Jones | 1,100 | $296.3M | 0.04% | |
| 107 | LEADSiren ETF TR Divcon Leaders Divid ETF | 4,000 | $287.4M | 0.04% | |
| 108 | IWOiShares Russell 2000 Growth ETF | 993 | $283.9M | 0.04% | |
| 109 | XETYXEaton Vance Tax MG Cef | 18,288 | $282.9M | 0.03% | |
| 110 | RSPTInvesco S&P 500 Equal Weight Technology ETF | 6,870 | $280.2M | 0.03% | |
| 111 | DYHTarget | 2,824 | $278.5M | 0.03% | |
| 112 | SPYMSPDR Portfolio S&P 500 ETF | 3,746 | $272.3M | 0.03% | |
| 113 | COSTCostco Wholesale | 269 | $266.4M | 0.03% | |
| 114 | IWSiShares Russell Mid Cap Value ETF | 1,933 | $255.4M | 0.03% | |
| 115 | VXUSVanguard Total Intl Stock Index ETF | 3,465 | $239.4M | 0.03% | |
| 116 | PECOPhillips Edison & Co Inc | 6,638 | $233.2M | 0.03% | |
| 117 | XOMExxon Mobil | 2,163 | $233.2M | 0.03% | |
| 118 | MAMastercard | 414 | $232.7M | 0.03% | |
| 119 | EZUiShares MSCI Emu ETF | 3,803 | $226.1M | 0.03% | |
| 120 | IEMGiShares Core MSCI Emerging Market ETF | 3,501 | $210.2M | 0.03% | |
| 121 | ISCGiShares Morningstar Small Cap Growth ETF | 4,122 | $205.1M | 0.03% | |
| 122 | ACHRArcher Aviation Inc | 18,751 | $203.4M | 0.03% | |
| 123 | IJHiShares Core S&P Mid-Cap | 3,231 | $200.4M | 0.02% | |
| 124 | LIONLionsgate Studios | 20,481 | $119.0M | 0.01% | |
| 125 | CDECoeur Mining Inc Com | 12,161 | $107.7M | 0.01% |
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