MONOGRAPH WEALTH ADVISORS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$988.3B
Holdings
139
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (139 positions)
| Stock | Value |
|---|---|
IWBiShares Russell | $427.7M |
IBMInternational Bus.MCHS. | $427.2M |
IJSiShares S&P Small Cap 600 ETF | $424.9M |
BKNGBooking HLDGS Inc Com | $410.3M |
MGKVanguard Mega Cap Growth ETF | $409.6M |
NRANRG Energy Inc | $406.9M |
OKEOneok Inc | $402.4M |
UNHUnitedhealth GP. | $379.6M |
GUNRFlexShares Mstar Glbl Upstrm Nat Res ETF | $374.5M |
COWZPacer FDS TR US Cash (cows 100) | $373.7M |
HONHoneywell Intl. | $356.6M |
PBHCPathfinder Bancorp, Inc. | $344.2M |
AVNSAvanos Med Inc Com | $338.6M |
VVVanguard Large-Cap ETF | $337.4M |
ITOTiShares Core S&P Total U.S. Stock Market ETF | $325.4M |
IWOiShares Russell 2000 Growth ETF | $317.9M |
FDNFirst Trust Dow Jones | $307.8M |
SPYGSPDR Portfolio S&P (500 Growth Etf) | $307.5M |
RSPTInvesco S&P 500 Equal Weight Technology ETF | $306.3M |
LEADSiren ETF TR Divcon Leaders Divid ETF | $304.5M |
KFYKorn Ferry Intl. | $291.6M |
XETYXEaton Vance Tax MG Cef | $290.8M |
ORCLOracle | $262.4M |
VXUSVanguard Total Intl Stock Index ETF | $254.5M |
DYHTarget | $253.3M |
OPADOfferpad Solutions Inc Class A | $248.3M |
PLTRPalantir | $246.3M |
XOMExxon Mobil | $240.2M |
EZUiShares MSCI Emu ETF | $235.6M |
IEMGiShares Core MSCI Emerging Market ETF | $230.8M |
MAMastercard | $229.2M |
PECOPhillips Edison & Co Inc | $228.6M |
CDECoeur Mining Inc Com | $228.1M |
VVisa 'a' | $215.4M |
IJHiShares Core S&P Mid-Cap | $210.9M |
VBVanguard Small-Cap ETF | $200.4M |
ACHRArcher Aviation Inc | $179.6M |
LIONLionsgate Studios | $141.3M |
CNTBConnect Biopharma HLDG F | $16.8M |
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