Monograph Wealth Advisors, LLC
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$1.1B
Holdings
145
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DFA US Core Equity 2 ETF
Held since at least Q1 2024
25.2%
02
$DFAX
DFA World ex US Core Equity 2 ETF
Held since at least Q1 2024
19.9%
03
$PG
PROCTER & GAMBLE CO
Q1 2026: New position (2.8k shares)
5.7%
04
$DFUV
DFA US Marketwide Value ETF
Held since at least Q1 2024
4.7%
05
$DFAT
DFA US Targeted Value ETF
Held since at least Q1 2024
4.3%
06
$DCOR
DFA US Core Equity 1 ETF
Held since at least Q1 2024
3.5%
07
$DISV
DFA International Small Cap Value ETF
Held since at least Q1 2024
3.4%
08
$IVV
iShares Core S&P 500
Q1 2026: New position (3.3k shares)
3.4%
09
$IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
Held since at least Q1 2024
3.2%
10
$AAPL
Apple
Q1 2026: New position (92.5k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.