# EDGAR Filing Document

**Accession Number:** 0001776588
**File Stem:** 0001776588-23-000001
**Filing Date:** 2023-2
**Character Count:** 12732
**Document Hash:** b391511159a851bda90e68056cfb5e23
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001776588-23-000001.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001776588-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230215

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230215

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MONOGRAPH WEALTH ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0001776588
- **IRS NUMBER:** 472324990
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21724
- **FILM NUMBER:** 23632650

**BUSINESS ADDRESS:**
- **STREET 1:** 830 SOUTH SEPULVEDA BLVD, SUITE 202
- **CITY:** EL SEGUNDO
- **STATE:** CA
- **ZIP:** 90245
- **BUSINESS PHONE:** 3104967377

**MAIL ADDRESS:**
- **STREET 1:** 830 SOUTH SEPULVEDA BLVD, SUITE 202
- **CITY:** EL SEGUNDO
- **STATE:** CA
- **ZIP:** 90245

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MONOGRAPH WEALTH ADVISORS LLC<br>**Address:** 830 SOUTH SEPULVEDA BLVD SUITE 202<br>EL SEGUNDO, CA 90245

**Form 13F File Number:** 028-21724

**CRD Number (if applicable):** 000173949

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Claire Gregory<br>**Title:** Chief Compliance Officer<br>**Phone:** 4245427790

**Signature, Place, and Date of Signing:**

Claire Gregory  El Segundo, CA  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 93

**Form 13F Information Table Value Total:** $12663615

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Dimensional ETF (trust Emerging Markets Core Equity 2 Etf) | ETF | 25434V732 |  | 4092 | 182181 | SH |  | SOLE |  | 181056 | 0 | 1125 |
| Dimensional ETF (trust US Small Cap Val) | ETF | 25434V815 |  | 494 | 19943 | SH |  | SOLE |  | 19940 | 0 | 3 |
| Dimensional U S Core Equity 2 ETF | ETF | 25434V708 |  | 130617 | 5379603 | SH |  | SOLE |  | 5230307 | 0 | 149296 |
| Dimensional World ex US Core Equity ETF | ETF | 25434V880 |  | 84811 | 3926438 | SH |  | SOLE |  | 3771162 | 0 | 155276 |
| Dimensional ETF TR US Marketwide Value ETF | ETF | 25434V724 |  | 23148 | 691406 | SH |  | SOLE |  | 680579 | 0 | 10827 |
| Dimensional U S Small Cap ETF | ETF | 25434V500 |  | 9819 | 191957 | SH |  | SOLE |  | 191957 | 0 | 0 |
| Dimensional U S Targeted Value ETF | ETF | 25434V609 |  | 18535 | 421721 | SH |  | SOLE |  | 358352 | 0 | 63369 |
| Vanguard FTSE Developed Markets ETF | ETF | 921943858 |  | 564 | 13441 | SH |  | SOLE |  | 13441 | 0 | 0 |
| Vanguard FTSE Emerging Markets ETF | ETF | 922042858 |  | 371 | 9524 | SH |  | SOLE |  | 9524 | 0 | 0 |
| Vanguard REIT Index ETF | ETF | 922908553 |  | 2569 | 31153 | SH |  | SOLE |  | 30123 | 0 | 1030 |
| Dimensional International Value ETF | ETF | 25434V807 |  | 6090 | 200337 | SH |  | SOLE |  | 196181 | 0 | 4156 |
| iShares RS 2000 Value | ETF | 464287630 |  | 424 | 3054 | SH |  | SOLE |  | 3054 | 0 | 0 |
| iShares Russell (1000 Growth Etf) | ETF | 464287614 |  | 1867 | 8713 | SH |  | SOLE |  | 8713 | 0 | 0 |
| iShares Russell 1000 Value ETF | ETF | 464287598 |  | 1807 | 11913 | SH |  | SOLE |  | 11913 | 0 | 0 |
| iShares Russell 2000 Growth ETF | ETF | 464287648 |  | 213 | 993 | SH |  | SOLE |  | 993 | 0 | 0 |
| Invesco QQQ TR Unit (ser 1) | ETF | 46090E103 |  | 314 | 1181 | SH |  | SOLE |  | 1181 | 0 | 0 |
| iShares Edge MSCI Min Vol USA ETF | ETF | 46429B697 |  | 333 | 4621 | SH |  | SOLE |  | 4621 | 0 | 0 |
| iShares S 500 Growth ETF | ETF | 464287309 |  | 707 | 12081 | SH |  | SOLE |  | 12081 | 0 | 0 |
| Star Gas Partners | UNIT LTD PARTNR | 85512C105 |  | 363 | 30114 | SH |  | SOLE |  | 0 | 0 | 30114 |
| DFA International Small Cap Value ETF | ETF | 25434V781 |  | 7135 | 321267 | SH |  | SOLE |  | 320017 | 0 | 1250 |
| Vanguard Small-Cap Value ETF | ETF | 922908611 |  | 4833 | 30432 | SH |  | SOLE |  | 28353 | 0 | 2079 |
| Alphabet Inc Cap STK | COM | 02079K305 |  | 4149 | 47024 | SH |  | SOLE |  | 46884 | 0 | 140 |
| Alphabet Inc Cap STK CL C | COM | 02079K107 |  | 2009 | 22641 | SH |  | SOLE |  | 22521 | 0 | 120 |
| Amazon.Com | COM | 023135106 |  | 1206 | 14359 | SH |  | SOLE |  | 13439 | 0 | 920 |
| Apple | COM | 037833100 |  | 22055 | 169744 | SH |  | SOLE |  | 169157 | 0 | 587 |
| Chevron | COM | 166764100 |  | 2111 | 11761 | SH |  | SOLE |  | 11761 | 0 | 0 |
| Vanguard FTSE All-World ex-US ETF | ETF | 922042775 |  | 1633 | 32565 | SH |  | SOLE |  | 32549 | 0 | 16 |
| Vanguard Group DIV (app Etf) | ETF | 921908844 |  | 1760 | 11594 | SH |  | SOLE |  | 11594 | 0 | 0 |
| Invesco S 500 Equal Weight ETF | ETF | 46137V357 |  | 564 | 3991 | SH |  | SOLE |  | 3991 | 0 | 0 |
| iShares Core S Mid-Cap | ETF | 464287507 |  | 259 | 1070 | SH |  | SOLE |  | 1070 | 0 | 0 |
| Alnylam Pharmaceuticals | COM | 02043Q107 |  | 509 | 2142 | SH |  | SOLE |  | 2126 | 0 | 16 |
| Berkshire Hathaway 'B' | COM | 084670702 |  | 530 | 1716 | SH |  | SOLE |  | 1185 | 0 | 531 |
| Meta Platforms Inc | COM | 30303M102 |  | 1228 | 10201 | SH |  | SOLE |  | 10152 | 0 | 49 |
| Coca Cola | COM | 191216100 |  | 804 | 12640 | SH |  | SOLE |  | 12640 | 0 | 0 |
| Microsoft | COM | 594918104 |  | 786 | 3278 | SH |  | SOLE |  | 3013 | 0 | 265 |
| Walt Disney | COM | 254687106 |  | 532 | 6123 | SH |  | SOLE |  | 6050 | 0 | 73 |
| Abbvie Inc Com | COM | 00287Y109 |  | 557 | 3449 | SH |  | SOLE |  | 3409 | 0 | 40 |
| Devon Energy Corp New Com | COM | 25179M103 |  | 288 | 4679 | SH |  | SOLE |  | 4637 | 0 | 42 |
| Nucor | COM | 670346105 |  | 444 | 3354 | SH |  | SOLE |  | 3354 | 0 | 0 |
| Nvidia | COM | 67066G104 |  | 918 | 6283 | SH |  | SOLE |  | 6140 | 0 | 143 |
| Thermo Fisher Scientific | COM | 883556102 |  | 2603 | 4725 | SH |  | SOLE |  | 4713 | 0 | 12 |
| Sector SPDR TR SHS | ETF | 81369Y605 |  | 533 | 15577 | SH |  | SOLE |  | 15577 | 0 | 0 |
| Charles Schwab | COM | 808513105 |  | 656 | 7874 | SH |  | SOLE |  | 7831 | 0 | 43 |
| Industrial Select Sector SPDR Fund ETF | ETF | 81369Y704 |  | 293 | 2984 | SH |  | SOLE |  | 2984 | 0 | 0 |
| Johnson  Johnson | COM | 478160104 |  | 701 | 3967 | SH |  | SOLE |  | 3903 | 0 | 64 |
| Oracle | COM | 68389X105 |  | 233 | 2853 | SH |  | SOLE |  | 2853 | 0 | 0 |
| Starbucks | COM | 855244109 |  | 268 | 2704 | SH |  | SOLE |  | 2661 | 0 | 43 |
| Target | COM | 87612E106 |  | 451 | 3024 | SH |  | SOLE |  | 3008 | 0 | 16 |
| Vanguard Total Market Index ETF | ETF | 922908769 |  | 5904 | 30881 | SH |  | SOLE |  | 30811 | 0 | 70 |
| iShares Core S 500 | ETF | 464287200 |  | 290 | 754 | SH |  | SOLE |  | 754 | 0 | 0 |
| iShares S 500 ETF | ETF | 464287408 |  | 771 | 5313 | SH |  | SOLE |  | 5313 | 0 | 0 |
| Vanguard S 500 Growth ETF | ETF | 921932505 |  | 412 | 1955 | SH |  | SOLE |  | 1955 | 0 | 0 |
| iShares Nasdaq Biotechnology ETF | ETF | 464287556 |  | 553 | 4210 | SH |  | SOLE |  | 4210 | 0 | 0 |
| Vanguard S 500 ETF | ETF | 922908363 |  | 1158 | 3296 | SH |  | SOLE |  | 3296 | 0 | 0 |
| Intuit Inc | COM | 461202103 |  | 2069 | 5316 | SH |  | SOLE |  | 5307 | 0 | 9 |
| Microchip Technology | COM | 595017104 |  | 562 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| Pfizer | COM | 717081103 |  | 803 | 15665 | SH |  | SOLE |  | 13819 | 0 | 1846 |
| SPDR Dow Jones Indl | ETF | 78467X109 |  | 1076 | 3241 | SH |  | SOLE |  | 3241 | 0 | 0 |
| Korn Ferry Intl. | COM | 500643200 |  | 341 | 6717 | SH |  | SOLE |  | 6717 | 0 | 0 |
| International Bus.MCHS. | COM | 459200101 |  | 224 | 1593 | SH |  | SOLE |  | 1593 | 0 | 0 |
| iShares Gold ETF | ETF | 464285204 |  | 294 | 8500 | SH |  | SOLE |  | 8500 | 0 | 0 |
| iShares S Small Cap 600 ETF | ETF | 464287879 |  | 351 | 3842 | SH |  | SOLE |  | 3842 | 0 | 0 |
| Schwab US Large Cap Value ETF | ETF | 808524409 |  | 1184 | 17928 | SH |  | SOLE |  | 17928 | 0 | 0 |
| SPDR S 500 ETF | ETF | 78462F103 |  | 720 | 1875 | SH |  | SOLE |  | 1875 | 0 | 0 |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | ETF | 33939L407 |  | 359 | 8265 | SH |  | SOLE |  | 8265 | 0 | 0 |
| Tesla Motors | COM | 88160R101 |  | 267 | 2166 | SH |  | SOLE |  | 306 | 0 | 1860 |
| Pathfinder Bancp Inc | COM | 70319R109 |  | 565 | 29543 | SH |  | SOLE |  | 29543 | 0 | 0 |
| Schwab U.S. Broad Market ETF | ETF | 808524102 |  | 270 | 6026 | SH |  | SOLE |  | 6026 | 0 | 0 |
| Exxon Mobil | COM | 30231G102 |  | 553 | 5016 | SH |  | SOLE |  | 5016 | 0 | 0 |
| SPDR Index SHS FDS MSCI Acwi Ex-US ETF | ETF | 78463X848 |  | 1195 | 49665 | SH |  | SOLE |  | 49665 | 0 | 0 |
| Lions Gate Entertainment Corp Registered SHS -B- Non-Voting | COM | 535919500 |  | 58 | 10698 | SH |  | SOLE |  | 10698 | 0 | 0 |
| Schwab International Equity ETF | ETF | 808524805 |  | 502 | 15570 | SH |  | SOLE |  | 15570 | 0 | 0 |
| Phillips Edison  Co Inc | COM | 71844V201 |  | 212 | 6638 | SH |  | SOLE |  | 6638 | 0 | 0 |
| iShares TR U.S. PFD | ETF | 464288687 |  | 994 | 32556 | SH |  | SOLE |  | 32556 | 0 | 0 |
| Invesco S 500 Equal Weight Technology ETF | ETF | 46137V282 |  | 215 | 884 | SH |  | SOLE |  | 884 | 0 | 0 |
| Abbott Laboratories | COM | 002824100 |  | 347 | 3161 | SH |  | SOLE |  | 3119 | 0 | 42 |
| Eli Lilly | COM | 532457108 |  | 885 | 2420 | SH |  | SOLE |  | 2395 | 0 | 25 |
| Illinois Tool Works | COM | 452308109 |  | 270 | 1217 | SH |  | SOLE |  | 1200 | 0 | 17 |
| McDonalds | COM | 580135101 |  | 203 | 769 | SH |  | SOLE |  | 749 | 0 | 20 |
| Nike 'B' | COM | 654106103 |  | 214 | 1827 | SH |  | SOLE |  | 1791 | 0 | 36 |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | ETF | 464288646 |  | 2006 | 40260 | SH |  | SOLE |  | 40260 | 0 | 0 |
| Cytodyn Inc Com | COM | 23283M101 |  | 5 | 24000 | SH |  | SOLE |  | 24000 | 0 | 0 |
| Lockheed Martin Corp | COM | 539830109 |  | 910 | 1870 | SH |  | SOLE |  | 1870 | 0 | 0 |
| iShares Russell 2000 | ETF | 464287655 |  | 237 | 1357 | SH |  | SOLE |  | 1357 | 0 | 0 |
| Sunoco LP/Sunoco Fin | COM UT REP LP | 86765K109 |  | 292 | 6780 | SH |  | SOLE |  | 6780 | 0 | 0 |
| SPDR S Midcap 400 | ETF | 78467Y107 |  | 371 | 835 | SH |  | SOLE |  | 835 | 0 | 0 |
| iShares MSCI Europe Financials ETF | ETF | 464289180 |  | 420 | 23948 | SH |  | SOLE |  | 23948 | 0 | 0 |
| Grom Social | COM | 39878L100 |  | 11 | 44387 | SH |  | SOLE |  | 44387 | 0 | 0 |
| Nikola Corp | COM | 654110105 |  | 22 | 10250 | SH |  | SOLE |  | 10250 | 0 | 0 |
| iShares S 100 ETF | ETF | 464287101 |  | 1155 | 6769 | SH |  | SOLE |  | 6769 | 0 | 0 |
| Archer Aviation Inc | COM | 03945R102 |  | 53 | 28501 | SH |  | SOLE |  | 28501 | 0 | 0 |
| Proterra Inc Com | COM | 74374T109 |  | 979 | 259651 | SH |  | SOLE |  | 259651 | 0 | 0 |
| ProShares Ultra Euro | ETF | 74347W874 |  | 170 | 15105 | SH |  | SOLE |  | 0 | 0 | 15105 |

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