Wealth Architects, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.12B
Q ending 2026-03-31
Prior quarter
$1.11B
Q ending 2025-12-31
Change
+1.1% QoQ · +23.8% YoY
Positions
244
reported holdings
Largest positions
Top 100 of 244 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core S&P 500 Etf | IVV | Shares | $75.6M | 116K |
| Flexshares Iboxx 5Yr Target Dur Ti | TDTF | Shares | $75.1M | 3.1M |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $62.9M | 506K |
| Lam Research Corp | LRCX | Shares | $56.2M | 263K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $54.0M | 251K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $53.5M | 836K |
| Spdr S&P Global Infrastructure Etf | GII | Shares | $49.6M | 653K |
| Apple Inc | AAPL | Shares | $39.1M | 154K |
| Dfa International Value Etf | DFIV | Shares | $38.3M | 726K |
| Dfa Tax-Managed Us Marketwide Valu | DFUV | Shares | $33.9M | 700K |
| Vanguard Value Etf | VTV | Shares | $28.7M | 146K |
| Vanguard Small Cap Value Etf | VBR | Shares | $28.6M | 132K |
| Dimensional Us Large Cap Value Etf | DFLV | Shares | $24.9M | 697K |
| Avantis Us Small Cap Value Etf | AVUV | Shares | $24.7M | 224K |
| Vanguard Total World Stock Index | VT | Shares | $23.4M | 169K |
| Ishares Core Msci Eafe | IEFA | Shares | $20.5M | 226K |
| Avantis Internatnl Sml Cp Vl Etf | AVDV | Shares | $19.8M | 198K |
| Vanguard Large-Cap Etf | VV | Shares | $19.2M | 64K |
| Spdr S&P 500 Etf Trust | SPY | Shares | $17.7M | 27K |
| Vanguard Small-Cap Etf | VB | Shares | $15.9M | 61K |
| Ishares Msci Eafe Small Cap Index | SCZ | Shares | $13.7M | 175K |
| Ishares Esg Aware Msci Usa Small-C | ESML | Shares | $13.3M | 283K |
| Ishares S&P Smallcap600 Value Inde | IJS | Shares | $13.0M | 110K |
| Ishares Esg Aware Msci Eafe Etf | ESGD | Shares | $12.5M | 131K |
| Dfa Us Sustainability Core 1 Etf | DFSU | Shares | $11.0M | 267K |
| Berkshire Hathaway Incdel Cl B | BRK/B | Shares | $10.2M | 21K |
| Ishares Esg Msci Usa Etf | ESGU | Shares | $9.9M | 70K |
| Meta Platforms Inc Class A | META | Shares | $8.8M | 15K |
| Schwab International Equity Etf | SCHF | Shares | $8.3M | 334K |
| Microsoft Corp | MSFT | Shares | $7.6M | 21K |
| Dimensionl Global Real Estate Etf | DFGR | Shares | $7.2M | 269K |
| Dimensnl Emg Mrkt Sus Core 1 Etf | DFSE | Shares | $6.6M | 156K |
| Dfa Intl Sustainability Core 1 Etf | DFSI | Shares | $6.4M | 152K |
| Dfa Us Core Equity 2 Etf | DFAC | Shares | $6.4M | 164K |
| Broadcom Inc | AVGO | Shares | $6.1M | 20K |
| Vanguard Total Stk Mkt Etf | VTI | Shares | $6.0M | 19K |
| Ishares Esg Us Aggregate Bond Etf | EAGG | Shares | $5.5M | 116K |
| Dimensional International High Pbl | DIHP | Shares | $5.5M | 169K |
| Alphabet Inc Class C | GOOG | Shares | $5.4M | 19K |
| Ishares Ultra Short-Term Bond Etf | ICSH | Shares | $5.4M | 107K |
| Ishares Msci Eafe Value Index | EFV | Shares | $5.3M | 72K |
| Nvidia Corp | NVDA | Shares | $4.8M | 27K |
| Dfa World Ex Us Core Etf | DFAX | Shares | $4.6M | 134K |
| Vanguard Short-Term Bond Etf | BSV | Shares | $4.2M | 53K |
| Schwab Us Small Cap Etf | SCHA | Shares | $4.1M | 143K |
| Caterpillarinc | CAT | Shares | $4.1M | 6K |
| Vanguard Total Bond Market Etf | BND | Shares | $4.0M | 55K |
| Jpmorgan Chase & Co | JPM | Shares | $3.8M | 13K |
| Rocket Lab Usa Inc | RKLB | Shares | $3.8M | 59K |
| Ishares Short-Term National Muni B | SUB | Shares | $3.7M | 34K |
| Amazon.Com Inc | AMZN | Shares | $3.7M | 18K |
| Palantir Technologies Inc Ordinary | PLTR | Shares | $3.6M | 24K |
| Proshares Dj Brookfield Global Inf | TOLZ | Shares | $3.4M | 56K |
| Vanguard S&P 500 Etf | VOO | Shares | $3.3M | 6K |
| Alphabet Inc Class A | GOOGL | Shares | $3.0M | 10K |
| Flexshares Stoxx Global Broad Infr | NFRA | Shares | $2.9M | 45K |
| Exxon Mobil Corp | XOM | Shares | $2.8M | 17K |
| Ishares Tr Russell2000 Value Index | IWN | Shares | $2.8M | 15K |
| Eli Lilly And Co | LLY | Shares | $2.7M | 3K |
| Wisdomtree International Small Cap | DLS | Shares | $2.6M | 32K |
| Ishares S&P Global Infrastructure | IGF | Shares | $2.6M | 38K |
| Wal-Mart Stores Inc | WMT | Shares | $2.4M | 19K |
| Tesla Motors Inc | TSLA | Shares | $2.2M | 6K |
| Ishares 0 To 3 Mnth Treasury Bnd E | SGOV | Shares | $2.1M | 20K |
| Home Depot Inc | HD | Shares | $2.0M | 6K |
| Ishares Russell 3000 Index Fd | IWV | Shares | $2.0M | 5K |
| Johnson & Johnson | JNJ | Shares | $2.0M | 8K |
| Procter & Gamble Co | PG | Shares | $1.9M | 13K |
| Ishares Tr Russell 2000Index Fd | IWM | Shares | $1.9M | 8K |
| Cisco Sys Inc | CSCO | Shares | $1.8M | 23K |
| Merck And Co Inc New | MRK | Shares | $1.6M | 13K |
| Raytheon Technologies Ord | RTX | Shares | $1.6M | 8K |
| Technology Select Sector Spdr Etf | XLK | Shares | $1.6M | 12K |
| Ishares Esg Msci Em Etf | ESGE | Shares | $1.5M | 34K |
| Unitedhealth Group | UNH | Shares | $1.5M | 6K |
| Schwab Us Broad Market Etf | SCHB | Shares | $1.5M | 59K |
| Powershares Qqq Trust Series 1 | QQQ | Shares | $1.5M | 3K |
| Bank Of America Corp | BAC | Shares | $1.4M | 30K |
| Berkshire Hathaway Inc A | BRK/A | Shares | $1.4M | 2 |
| Schwab International Small-Cap Equ | SCHC | Shares | $1.4M | 30K |
| Welltower Inc | WELL | Shares | $1.4M | 7K |
| Kla-Tencor Corp Frmly Kla Instrume | KLAC | Shares | $1.3M | 910 |
| Intel Corp | INTC | Shares | $1.3M | 29K |
| Costco Wholesale Corp | COST | Shares | $1.3M | 1K |
| Phillip Morris Intl Inc | PM | Shares | $1.3M | 8K |
| Vanguard S&P Small-Cap 600 Value I | VIOV | Shares | $1.2M | 12K |
| Chevron Corp New | CVX | Shares | $1.2M | 6K |
| Applied Materials Inc | AMAT | Shares | $1.2M | 3K |
| Snowflake Cl A Ord | SNOW | Shares | $1.2M | 8K |
| Vanguard Mid Cap Etf | VO | Shares | $1.1M | 4K |
| Wec Energy Group | WEC | Shares | $1.1M | 10K |
| Abbvie Inc | ABBV | Shares | $1.1M | 5K |
| Intl Business Mach | IBM | Shares | $1.1M | 5K |
| Ishares Tr Russell 1000 Index Fd | IWB | Shares | $1.1M | 3K |
| Jpmorgan Sustainable Muni Income E | JMSI | Shares | $1.1M | 22K |
| Vanguard Intl Equity Indexfd Inc F | VEU | Shares | $1.1M | 14K |
| Vanguard Growth Etf | VUG | Shares | $1.0M | 2K |
| Kinder Morgan Inc | KMI | Shares | $1.0M | 30K |
| Advanced Micro Devices Inc | AMD | Shares | $1.0M | 5K |
| Avantis Us Large Cap Value Etf | AVLV | Shares | $989K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.