Wealth Architects, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Wealth Architects, Llc disclosed 245 stock positions valued at approximately $1.27B as of quarter-end June 30, 2026. The largest holdings include ISHARES CORE S&P 500 ETF, LAM RESEARCH CORP, and FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 245
- Portfolio Value
- $1.27B
Holdings by Sector
Wealth Architects, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | Other | 6.83% | 115,487 | -210 | -0.18% | $86,487,342 |
| LAM RESEARCH CORP | LRCX | Other | 6.10% | 178,222 | -85,020 | -32.30% | $77,229,126 |
| FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | TDTF | Other | 6.10% | 3,248,687 | +133,293 | +4.28% | $77,221,304 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 5.92% | 505,346 | -661 | -0.13% | $74,947,892 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 4.80% | 256,927 | +5,673 | +2.26% | $60,794,171 |
| SPDR S&P GLOBAL INFRASTRUCTURE ETF | GII | Other | 3.93% | 656,485 | +3,773 | +0.58% | $49,702,527 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 3.78% | 672,455 | -163,189 | -19.53% | $47,912,436 |
| APPLE INC | AAPL | Technology | 3.50% | 153,166 | -948 | -0.62% | $44,320,260 |
| DFA INTERNATIONAL VALUE ETF | DFIV | Other | 3.02% | 707,134 | -18,793 | -2.59% | $38,199,384 |
| DFA TAX-MANAGED US MARKETWIDE VALUE II | DFUV | Other | 2.95% | 679,197 | -21,098 | -3.01% | $37,362,658 |
| VANGUARD VALUE ETF | VTV | Other | 2.48% | 144,223 | -2,101 | -1.44% | $31,430,671 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 2.48% | 129,165 | -2,557 | -1.94% | $31,385,908 |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | Other | 2.17% | 220,640 | -2,967 | -1.33% | $27,527,115 |
| DIMENSIONAL US LARGE CAP VALUE ETF | DFLV | Other | 2.14% | 686,834 | -9,928 | -1.42% | $27,157,451 |
| VANGUARD TOTAL WORLD STOCK INDEX | VT | Other | 2.11% | 169,856 | +472 | +0.28% | $26,658,912 |
| VANGUARD LARGE-CAP ETF | VV | Other | 1.71% | 62,994 | -1,416 | -2.20% | $21,664,270 |
| ISHARES CORE MSCI EAFE | IEFA | Other | 1.70% | 222,992 | -3,111 | -1.38% | $21,536,649 |
| SPDR S&P 500 ETF TRUST | SPY | Other | 1.63% | 27,583 | +296 | +1.08% | $20,598,713 |
| AVANTIS INTERNATNL SML CP VL ETF | AVDV | Other | 1.58% | 194,456 | -3,897 | -1.96% | $20,038,697 |
| VANGUARD SMALL-CAP ETF | VB | Other | 1.41% | 58,944 | -1,650 | -2.72% | $17,867,371 |
| DIMENSIONAL INTERNATIONAL HIGH PBLY ETF | DIHP | Other | 1.32% | 490,409 | +321,034 | +189.54% | $16,735,222 |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | Other | 1.23% | 277,437 | -5,704 | -2.01% | $15,517,075 |
| ISHARES S&P SMALLCAP600 VALUE INDEX | IJS | Other | 1.17% | 108,795 | -1,308 | -1.19% | $14,870,101 |
| ISHARES MSCI EAFE SMALL CAP INDEX | SCZ | Other | 1.11% | 171,066 | -4,010 | -2.29% | $14,073,610 |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | Other | 1.07% | 132,123 | +1,065 | +0.81% | $13,583,587 |
| DFA US SUSTAINABILITY CORE 1 ETF | DFSU | Other | 0.99% | 267,678 | +593 | +0.22% | $12,481,867 |
| ISHARES ESG MSCI USA ETF | ESGU | Other | 0.90% | 69,767 | -69 | -0.10% | $11,418,854 |
| BERKSHIRE HATHAWAY INCDEL CL B | BRK-B | Financial Services | 0.85% | 21,534 | +284 | +1.34% | $10,775,398 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | Other | 0.73% | 332,125 | -2,038 | -0.61% | $9,199,878 |
| META PLATFORMS INC CLASS A | META | Communication Services | 0.71% | 16,064 | +749 | +4.89% | $9,048,795 |
Showing 30 of 245 holdings in the latest reporting period.