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Wealth Architects, LLC 13F holdings

Filed 2026-07-23 · Wealth Architects, LLC · 249 positions · $1.3B

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TickerCompanySharesValue% of portfolio
IVVISHARES CORE S&P 500 ETF115.5K$86.5M6.8%
LRCXLAM RESEARCH CORP178.2K$77.2M6.1%
TDTFFLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF3.2M$77.2M6.1%
IJRISHARES CORE S&P SMALL CAP ETF505.3K$74.9M5.9%
VIGVANGUARD DIVIDEND APPRECIATION ETF256.9K$60.8M4.8%
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF656.5K$49.7M3.9%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF672.5K$47.9M3.8%
AAPLAPPLE INC153.2K$44.3M3.5%
DFIVDFA INTERNATIONAL VALUE ETF707.1K$38.2M3.0%
DFUVDFA TAX-MANAGED US MARKETWIDE VALUE II679.2K$37.4M3.0%
VTVVANGUARD VALUE ETF144.2K$31.4M2.5%
VBRVANGUARD SMALL CAP VALUE ETF129.2K$31.4M2.5%
AVUVAVANTIS US SMALL CAP VALUE ETF220.6K$27.5M2.2%
DFLVDIMENSIONAL US LARGE CAP VALUE ETF686.8K$27.2M2.1%
VTVANGUARD TOTAL WORLD STOCK INDEX169.9K$26.7M2.1%
VVVANGUARD LARGE-CAP ETF63.0K$21.7M1.7%
IEFAISHARES CORE MSCI EAFE223.0K$21.5M1.7%
SPYSPDR S&P 500 ETF TRUST27.6K$20.6M1.6%
AVDVAVANTIS INTERNATNL SML CP VL ETF194.5K$20.0M1.6%
VBVANGUARD SMALL-CAP ETF58.9K$17.9M1.4%
DIHPDIMENSIONAL INTERNATIONAL HIGH PBLY ETF490.4K$16.7M1.3%
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF277.4K$15.5M1.2%
IJSISHARES S&P SMALLCAP600 VALUE INDEX108.8K$14.9M1.2%
SCZISHARES MSCI EAFE SMALL CAP INDEX171.1K$14.1M1.1%
ESGDISHARES ESG AWARE MSCI EAFE ETF132.1K$13.6M1.1%
DFSUDFA US SUSTAINABILITY CORE 1 ETF267.7K$12.5M1.0%
ESGUISHARES ESG MSCI USA ETF69.8K$11.4M0.9%
BRK-BBERKSHIRE HATHAWAY INCDEL CL B21.5K$10.8M0.9%
SCHFSCHWAB INTERNATIONAL EQUITY ETF332.1K$9.2M0.7%
METAMETA PLATFORMS INC CLASS A16.1K$9.0M0.7%
DFGRDIMENSIONL GLOBAL REAL ESTATE ETF284.3K$8.2M0.7%
MSFTMICROSOFT CORP21.1K$7.9M0.6%
DFSEDIMENSNL EMG MRKT SUS CORE 1 ETF155.0K$7.6M0.6%
DFACDFA US CORE EQUITY 2 ETF170.3K$7.6M0.6%
VTIVANGUARD TOTAL STK MKT ETF20.2K$7.5M0.6%
GOOGALPHABET INC CLASS C19.7K$6.9M0.5%
DFSIDFA INTL SUSTAINABILITY CORE 1 ETF153.3K$6.9M0.5%
AVGOBROADCOM INC17.2K$6.5M0.5%
NVDANVIDIA CORP30.1K$6.0M0.5%
RKLBROCKET LAB USA INC58.7K$6.0M0.5%
ICSHISHARES ULTRA SHORT-TERM BOND ETF113.8K$5.8M0.5%
CATCATERPILLARINC5.2K$5.5M0.4%
VOOVANGUARD S&P 500 ETF7.9K$5.5M0.4%
EFVISHARES MSCI EAFE VALUE INDEX69.1K$5.3M0.4%
SCHASCHWAB US SMALL CAP ETF142.1K$5.1M0.4%
DFAXDFA WORLD EX US CORE ETF137.5K$5.1M0.4%
EAGGISHARES ESG US AGGREGATE BOND ETF105.8K$5.0M0.4%
AMZNAMAZON.COM INC18.7K$4.5M0.4%
MMM3M COMPANY27.3K$4.4M0.3%
BSVVANGUARD SHORT-TERM BOND ETF55.9K$4.4M0.3%
JPMJPMORGAN CHASE & CO12.8K$4.2M0.3%
INTCINTEL CORP29.3K$4.1M0.3%
SUBISHARES SHORT-TERM NATIONAL MUNI BOND35.6K$3.8M0.3%
GOOGLALPHABET INC CLASS A10.3K$3.7M0.3%
BNDVANGUARD TOTAL BOND MARKET ETF49.8K$3.7M0.3%
LLYELI LILLY AND CO3.0K$3.6M0.3%
TOLZPROSHARES DJ BROOKFIELD GLOBAL INFRA56.3K$3.3M0.3%
IWNISHARES TR RUSSELL2000 VALUE INDEXFD14.9K$3.3M0.3%
MUMICRONTECHNOLOGY2.7K$3.2M0.2%
NFRAFLEXSHARES STOXX GLOBAL BROAD INFRAS ETF42.9K$2.8M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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