Holdings of MONOGRAPH WEALTH ADVISORS, LLC
131 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 71.5 % of the equity sleeve
Sector breakdown
- Technology 8.5 %
- Funds 5.9 %
- Communication 3.8 %
- Consumer discretionary 1.4 %
- Industrials 1.1 %
- Consumer staples 1.0 %
- Financials 0.8 %
- Health care 0.7 %
- Unattributed 76.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 130 | 769.2M $ | 99.93 % |
| 2 | TW | 1 | 563.6K $ | 0.07 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Vanguard Mega Cap Growth ETF | 1,017 | 373.7K $ | |
| 102 | NRG Energy Inc | 2,522 | 368.6K $ | |
| 103 | International Business Machines Corp. | 1,514 | 367K $ | |
| 104 | Strategy Inc | 2,936 | 366.5K $ | |
| 105 | Northrop Grumman Corp | 514 | 350.7K $ | |
| 106 | Exxon Mobil Corp | 1,986 | 336.9K $ | |
| 107 | Vanguard Large-Cap ETF | 1,093 | 326.6K $ | |
| 108 | Adobe Inc | 1,325 | 322.1K $ | |
| 109 | iShares Core S&P Total U.S. Stock Market ETF | 2,234 | 318.2K $ | |
| 110 | UnitedHealth Group Inc | 1,174 | 317.8K $ | |
| 111 | iShares Russell 2000 Growth ETF | 993 | 311.7K $ | |
| 112 | Vanguard Total International S | 3,955 | 305K $ | |
| 113 | Target Corp | 2,449 | 296.8K $ | |
| 114 | SPDR Series Trust | 3,746 | 286.7K $ | |
| 115 | Korn Ferry | 4,138 | 262.8K $ | |
| 116 | Salesforce Inc | 1,394 | 260.2K $ | |
| 117 | iShares MSCI USA Min Vol Factor ETF | 2,691 | 249.6K $ | |
| 118 | Phillips Edison & Co Inc | 6,638 | 249.1K $ | |
| 119 | Via Transportation Inc | 16,596 | 248.9K $ | |
| 120 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 18,000 | 248.2K $ | |
| 121 | SELECT SECTOR SPDR TRUST (THE) | 1,846 | 245.3K $ | |
| 122 | iShares Core MSCI Emerging Markets ETF | 3,480 | 242.7K $ | |
| 123 | iShares MSCI Eurozone ETF | 3,803 | 238.2K $ | |
| 124 | Booking Holdings Inc | 56 | 235.8K $ | |
| 125 | iShares Core S&P Mid-Cap ETF | 3,231 | 218.2K $ | |
| 126 | Palantir Technologies Inc | 1,450 | 212.1K $ | |
| 127 | Vanguard Small-Cap ETF | 786 | 205.8K $ | |
| 128 | iShares Core S&P Small-Cap ETF | 1,617 | 201K $ | |
| 129 | Archer Aviation Inc | 18,931 | 97.9K $ | |
| 130 | Offerpad Solutions Inc | 59,534 | 39K $ | |
| 131 | Eightco Holdings Inc | 18,900 | 17.6K $ | |