MONOGRAPH WEALTH ADVISORS, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$1.0T

Holdings

135

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
101
NRANRG Energy Inc
2,517$400.0M0.04%
102
COWZPacer FDS TR US Cash (cows 100)
6,502$395.0M0.04%
103
GUNRFlexShares Mstar Glbl Upstrm Nat Res ETF
8,310$381.0M0.04%
104
UNHUnitedhealth GP.
1,099$362.0M0.04%
105
BITBBitwise Bitcoin ETF (TR SHS Ben Int)
7,409$352.0M0.03%
106
VVVanguard Large-Cap ETF
1,093$344.0M0.03%
107
ITOTiShares Core S&P Total U.S. Stock Market ETF
2,234$332.0M0.03%
108
HONHoneywell Intl.
1,694$330.0M0.03%
109
AVNSAvanos Med Inc Com
29,289$328.0M0.03%
110
IWOiShares Russell 2000 Growth ETF
993$320.0M0.03%
111
RSPTInvesco S&P 500 Equal Weight Technology ETF
6,870$312.0M0.03%
112
LEADSiren ETF TR Divcon Leaders Divid ETF
4,000$304.0M0.03%
113
SPYMSPDR Portfolio S&P 500 ETF
3,746$300.0M0.03%
114
FDNFirst Trust Dow Jones
1,100$296.0M0.03%
115
XETYXEaton Vance Tax MG Cef
18,295$280.0M0.03%
116
KFYKorn Ferry Intl.
4,138$275.0M0.03%
117
VXUSVanguard Total Intl Stock Index ETF
3,465$261.0M0.03%
118
PLTRPalantir
1,450$257.0M0.03%
119
IWSiShares Russell Mid Cap Value ETF
1,745$246.0M0.02%
120
IJRiShares Core S&P Small-Cap
2,047$245.0M0.02%
121
EZUiShares MSCI Emu ETF
3,803$243.0M0.02%
122
DYHTarget
2,449$239.0M0.02%
123
XOMExxon Mobil
1,986$238.0M0.02%
124
PECOPhillips Edison & Co Inc
6,638$236.0M0.02%
125
IEMGiShares Core MSCI Emerging Market ETF
3,480$233.0M0.02%
126
MAMastercard
403$230.0M0.02%
127
VVisa 'a'
630$221.0M0.02%
128
IJHiShares Core S&P Mid-Cap
3,231$213.0M0.02%
129
VBVanguard Small-Cap ETF
786$202.0M0.02%
130
LIONLionsgate Studios
20,481$186.0M0.02%
131
PBHCPathfinder Bancorp, Inc.
11,300$159.0M0.02%
132
ACHRArcher Aviation Inc
18,931$142.0M0.01%
133
OPADOfferpad Solutions Inc Class A
59,534$72.0M0.01%
134
ORBSEightco Holdings Inc
18,900$32.0M0.00%
135
CNTBConnect Biopharma HLDG F
11,130$31.0M0.00%
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