MONOGRAPH WEALTH ADVISORS, LLC

CIK 0001776588 · Q1 2026

13F Equity AUM

$1.1B

+3.6% QoQ

Positions

144

+9 QoQ

AUM Rank

#2,689

Top 22%

Skill Alpha (FF)

-2.3%/yr^ns

No Clear Edge

Rank #5,569 · Top 68%

vs S&P -4.1%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 57.6%Top 10: 73.5%Top 20: 85.8%

DFAC25.2%

DFAX19.9%

DFUV4.7%

DFAT4.3%

DCOR3.5%

DISV3.4%

IVV3.4%

IGSB3.2%

AAPL3.0%

DFEM3.0%

Others (134)26.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.8%

Technology6.6%

Communication Services2.8%

Other3.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 144Median: 0.07%Avg: 0.69%

0–0.5%

118(10.6%)

0.5–1%

10(7.1%)

1–3%

8(14.7%)

3–5%

6(22.5%)

5%+

2(45.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 138Unique: 6vs 20 funds

1.9%Low

144

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

2.8%

MORGAN STANLEY

2.6%

BANK OF AMERICA CORP /DE/

2.8%

FMR LLC

4.3%

BlackRock, Inc.

2.7%

STATE STREET CORP

GEODE CAPITAL MANAGEMENT, LLC

1.6%

VANGUARD CAPITAL MANAGEMENT LLC

1.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New18Increased41Decreased19Exited9

New Positions

AVGO0.3%

+10K

BRK/A0.1%

SLB0.1%

+16K

MCD0.1%

+2K

IEI0.1%

+6K

GQ90.1%

+1K

HD0.1%

+2K

BTC0.1%

+16K

NOW0.0%

+4K

VRT0.0%

+2K

Increased

DFAC25.2%

+149K(+2%)

DFAX19.9%

+106K(+2%)

DFAI1.4%

+72K(+24%)

IGSB3.2%

+72K(+13%)

VGSH0.9%

+56K(+51%)

DFUV4.7%

+46K(+5%)

DCOR3.5%

+43K(+9%)

DFLV1.0%

+36K(+14%)

DFAT4.3%

+32K(+5%)

LIF0.4%

+30K(+45%)

Decreased

JPM0.0%

-15,000(-92%)

MSFT0.5%

-10,276(-40%)

AMZN0.7%

-5,018(-13%)

IAU*0.1%

-3,897(-19%)

SLV0.1%

-3,300(-21%)

DFIV1.2%

-2,743(-1%)

OEF0.2%

-1,538(-22%)

CAT0.1%

-800(-27%)

COST0.1%

-691(-55%)

VTI1.2%

-498(-1%)

Exited

KMI

-50,767

BAC

-18,130

CSCO

-12,018

-5,550

-5,514

-29,289

-7,409

-1,745

-11,300

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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