Wealth Architects, Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Wealth Architects, Llc disclosed 261 stock positions valued at approximately $1.27B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, FLEXSHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 261
- Portfolio Value
- $1.27B
Holdings by Sector
Wealth Architects, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 6.91% | 114,539 | -948 | -0.82% | $87,720,219 |
| FLEXSHARES TR | TDTF | Other | 6.34% | 3,551,149 | +302,462 | +9.31% | $80,540,066 |
| ISHARES TR | IJR | Other | 5.48% | 511,513 | +6,167 | +1.22% | $69,586,331 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.91% | 267,233 | +10,306 | +4.01% | $62,348,183 |
| LAM RESEARCH CORP | LRCX | Technology | 4.62% | 178,478 | +256 | +0.14% | $58,631,964 |
| SPDR INDEX SHS FDS | GII | Other | 3.79% | 688,885 | +32,400 | +4.94% | $48,173,796 |
| APPLE INC | AAPL | Technology | 3.71% | 141,455 | -11,711 | -7.65% | $47,107,419 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.46% | 622,644 | -49,811 | -7.41% | $43,964,913 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.21% | 730,133 | +22,999 | +3.25% | $40,785,256 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.94% | 678,878 | -319 | -0.05% | $37,338,321 |
| VANGUARD INDEX FDS | VTV | Other | 2.43% | 143,053 | -1,170 | -0.81% | $30,910,897 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 2.39% | 755,845 | +69,011 | +10.05% | $30,362,296 |
| VANGUARD INDEX FDS | VBR | Other | 2.33% | 127,832 | -1,333 | -1.03% | $29,533,086 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.16% | 232,432 | +11,792 | +5.34% | $27,373,583 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 2.12% | 170,223 | +367 | +0.22% | $26,869,766 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.74% | 201,779 | +7,323 | +3.77% | $22,070,619 |
| VANGUARD INDEX FDS | VV | Other | 1.71% | 61,760 | -1,234 | -1.96% | $21,730,259 |
| ISHARES TR | IEFA | Other | 1.70% | 223,221 | +229 | +0.10% | $21,625,732 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 1.69% | 635,344 | +144,935 | +29.55% | $21,404,749 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.66% | 27,713 | +130 | +0.47% | $21,135,272 |
| VANGUARD INDEX FDS | VB | Other | 1.30% | 58,253 | -691 | -1.17% | $16,572,478 |
| ISHARES TR | ESML | Other | 1.14% | 277,216 | -221 | -0.08% | $14,415,269 |
| ISHARES TR | SCZ | Other | 1.12% | 168,463 | -2,603 | -1.52% | $14,221,657 |
| ISHARES TR | IJS | Other | 1.09% | 107,808 | -987 | -0.91% | $13,810,205 |
| ISHARES TR | ESGD | Other | 1.08% | 132,508 | +385 | +0.29% | $13,654,971 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 1.03% | 278,166 | +10,488 | +3.92% | $13,121,100 |
| ISHARES TR | ESGU | Other | 0.93% | 71,103 | +1,336 | +1.91% | $11,860,088 |
| META PLATFORMS INC | META | Communication Services | 0.88% | 15,456 | -608 | -3.78% | $11,208,710 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.82% | 20,995 | -539 | -2.50% | $10,454,830 |
| MICROSOFT CORP | MSFT | Technology | 0.82% | 20,260 | -851 | -4.03% | $10,391,544 |
Showing 30 of 261 holdings in the latest reporting period.