13F HOLDINGS REPORT
Wealth Architects, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001611518-25-000013
Total Value
$1.06B
Positions
235
Other Managers
0
Confidential Omitted
No
Holdings (235)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 117,610 | $78.7M | 7.43% |
| 2 | FLEXSHARES TR | FLEX | 2,786,158 | $67.6M | 6.39% |
| 3 | ISHARES TR | 464287804 | 486,027 | $57.8M | 5.45% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 938,790 | $56.3M | 5.31% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 244,062 | $52.7M | 4.97% |
| 6 | APPLE INC | AAPL | 176,497 | $44.9M | 4.24% |
| 7 | SPDR INDEX SHS FDS | 78463X855 | 622,211 | $43.3M | 4.09% |
| 8 | LAM RESEARCH CORP | LRCX | 263,440 | $35.3M | 3.33% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 734,705 | $33.9M | 3.20% |
| 10 | DIMENSIONAL ETF TRUST | 25434V724 | 714,006 | $31.9M | 3.01% |
| 11 | VANGUARD INDEX FDS | 922908744 | 152,294 | $28.4M | 2.68% |
| 12 | VANGUARD INDEX FDS | 922908611 | 133,972 | $28.0M | 2.64% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042742 | 162,702 | $22.4M | 2.12% |
| 14 | VANGUARD INDEX FDS | 922908637 | 69,516 | $21.4M | 2.02% |
| 15 | ISHARES TR | 46432F842 | 233,683 | $20.4M | 1.93% |
| 16 | DIMENSIONAL ETF TRUST | 25434V666 | 606,251 | $19.9M | 1.88% |
| 17 | AMERICAN CENTY ETF TR | 025072877 | 199,692 | $19.9M | 1.88% |
| 18 | SPDR S&P 500 ETF TR | SPY | 27,219 | $18.1M | 1.71% |
| 19 | AMERICAN CENTY ETF TR | 025072802 | 195,394 | $17.4M | 1.64% |
| 20 | VANGUARD INDEX FDS | 922908751 | 62,642 | $15.9M | 1.50% |
| 21 | ISHARES TR | 464288273 | 180,963 | $13.9M | 1.31% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 25,309 | $12.7M | 1.20% |
| 23 | ISHARES TR | 464287879 | 110,762 | $12.2M | 1.16% |
| 24 | ISHARES TR | 46435U663 | 257,218 | $11.6M | 1.09% |
| 25 | META PLATFORMS INC | META | 15,401 | $11.3M | 1.07% |
| 26 | MICROSOFT CORP | MSFT | 21,187 | $11.0M | 1.04% |
| 27 | ISHARES TR | 46435G516 | 117,454 | $10.9M | 1.03% |
| 28 | ISHARES TR | 46435G425 | 58,910 | $8.6M | 0.81% |
| 29 | DIMENSIONAL ETF TRUST | 25434V716 | 192,087 | $8.2M | 0.77% |
| 30 | SCHWAB STRATEGIC TR | 808524805 | 338,326 | $7.9M | 0.74% |
| 31 | BROADCOM INC | AVGO | 21,625 | $7.1M | 0.67% |
| 32 | DIMENSIONAL ETF TRUST | 25434V658 | 234,234 | $6.4M | 0.60% |
| 33 | VANGUARD INDEX FDS | 922908769 | 18,824 | $6.2M | 0.58% |
| 34 | DIMENSIONAL ETF TRUST | 25434V682 | 146,481 | $6.0M | 0.57% |
| 35 | DIMENSIONAL ETF TRUST | 25434V708 | 150,273 | $5.8M | 0.55% |
| 36 | NVIDIA CORPORATION | NVDA | 30,626 | $5.7M | 0.54% |
| 37 | ISHARES TR | 464288877 | 80,387 | $5.5M | 0.51% |
| 38 | DIMENSIONAL ETF TRUST | 25434V690 | 124,380 | $5.1M | 0.48% |
| 39 | PALANTIR TECHNOLOGIES INC | PLTR | 26,905 | $4.9M | 0.46% |
| 40 | ISHARES TR | 46434V878 | 92,927 | $4.7M | 0.45% |
| 41 | ALPHABET INC | GOOG | 17,373 | $4.2M | 0.40% |
| 42 | VANGUARD BD INDEX FDS | 921937827 | 53,416 | $4.2M | 0.40% |
| 43 | JPMORGAN CHASE & CO. | VYLD | 13,334 | $4.2M | 0.40% |
| 44 | DIMENSIONAL ETF TRUST | 25434V880 | 131,829 | $4.1M | 0.39% |
| 45 | SCHWAB STRATEGIC TR | 808524607 | 143,570 | $4.0M | 0.38% |
| 46 | VANGUARD BD INDEX FDS | 921937835 | 52,984 | $3.9M | 0.37% |
| 47 | AMAZON COM INC | AMZN | 17,554 | $3.9M | 0.36% |
| 48 | ISHARES TR | 46435U549 | 75,372 | $3.6M | 0.34% |
| 49 | FLEXSHARES TR | FLEX | 54,452 | $3.4M | 0.32% |
| 50 | PROSHARES TR | 74347B508 | 60,188 | $3.3M | 0.31% |
| 51 | VANGUARD INDEX FDS | 922908363 | 5,318 | $3.3M | 0.31% |
| 52 | ISHARES TR | 464288158 | 30,484 | $3.3M | 0.31% |
| 53 | CATERPILLAR INC | CAT | 5,986 | $2.9M | 0.27% |
| 54 | ALPHABET INC | GOOG | 11,521 | $2.8M | 0.26% |
| 55 | WISDOMTREE TR | WT | 34,733 | $2.8M | 0.26% |
| 56 | ISHARES TR | 464287630 | 15,055 | $2.7M | 0.25% |
| 57 | HOME DEPOT INC | HD | 6,549 | $2.7M | 0.25% |
| 58 | TESLA INC | TSLA | 5,936 | $2.6M | 0.25% |
| 59 | ROCKET LAB CORP | RKLB | 50,754 | $2.4M | 0.23% |
| 60 | ISHARES TR | 464288372 | 38,605 | $2.4M | 0.22% |
| 61 | ELI LILLY & CO | LLY | 2,781 | $2.1M | 0.20% |
| 62 | ISHARES TR | 464287689 | 5,495 | $2.1M | 0.20% |
| 63 | PROCTER AND GAMBLE CO | 742718109 | 13,450 | $2.1M | 0.20% |
| 64 | UNITEDHEALTH GROUP INC | UNH | 5,787 | $2.0M | 0.19% |
| 65 | ADVANCED MICRO DEVICES INC | AMD | 11,985 | $1.9M | 0.18% |
| 66 | WALMART INC | WMT | 18,774 | $1.9M | 0.18% |
| 67 | EXXON MOBIL CORP | XOM | 17,082 | $1.9M | 0.18% |
| 68 | ISHARES TR | 464287655 | 7,511 | $1.8M | 0.17% |
| 69 | SELECT SECTOR SPDR TR | 81369Y803 | 6,407 | $1.8M | 0.17% |
| 70 | SNOWFLAKE INC | SNOW | 7,622 | $1.7M | 0.16% |
| 71 | CISCO SYS INC | CSCO | 24,760 | $1.7M | 0.16% |
| 72 | BANK AMERICA CORP | 060505104 | 29,676 | $1.5M | 0.14% |
| 73 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.14% |
| 74 | SCHWAB STRATEGIC TR | 808524102 | 57,845 | $1.5M | 0.14% |
| 75 | ISHARES INC | 46434G863 | 34,176 | $1.5M | 0.14% |
| 76 | INVESCO QQQ TR | IVZ | 2,447 | $1.5M | 0.14% |
| 77 | RTX CORPORATION | RTX | 8,485 | $1.4M | 0.13% |
| 78 | JOHNSON & JOHNSON | JNJ | 7,571 | $1.4M | 0.13% |
| 79 | SCHWAB STRATEGIC TR | 808524888 | 29,910 | $1.4M | 0.13% |
| 80 | COSTCO WHSL CORP NEW | 22160K105 | 1,376 | $1.3M | 0.12% |
| 81 | PHILIP MORRIS INTL INC | 718172109 | 7,625 | $1.2M | 0.12% |
| 82 | WELLTOWER INC | WELL | 6,906 | $1.2M | 0.12% |
| 83 | INTERNATIONAL BUSINESS MACHS | INTR | 4,279 | $1.2M | 0.11% |
| 84 | BLACKROCK INC | BLK | 1,005 | $1.2M | 0.11% |
| 85 | VANGUARD INDEX FDS | 922908629 | 3,977 | $1.2M | 0.11% |
| 86 | VANGUARD ADMIRAL FDS INC | 921932778 | 12,070 | $1.1M | 0.11% |
| 87 | ISHARES TR | 464287622 | 3,121 | $1.1M | 0.11% |
| 88 | WEC ENERGY GROUP INC | WEC | 9,687 | $1.1M | 0.10% |
| 89 | VANGUARD INDEX FDS | 922908736 | 2,296 | $1.1M | 0.10% |
| 90 | MERCK & CO INC | MRK | 12,932 | $1.1M | 0.10% |
| 91 | ABBVIE INC | ABBV | 4,686 | $1.1M | 0.10% |
| 92 | PROSHARES TR | 74347X831 | 10,475 | $1.1M | 0.10% |
| 93 | ISHARES TR | 464287614 | 2,246 | $1.1M | 0.10% |
| 94 | ORACLE CORP | ORCL-PD | 3,726 | $1.0M | 0.10% |
| 95 | J P MORGAN EXCHANGE TRADED F | 46654Q815 | 20,526 | $1.0M | 0.10% |
| 96 | VANGUARD INTL EQUITY INDEX F | 922042775 | 14,303 | $1.0M | 0.10% |
| 97 | KLA CORP | KLAC | 938 | $1.0M | 0.10% |
| 98 | VISA INC | V | 2,935 | $1.0M | 0.09% |
| 99 | ASTERA LABS INC | ALAB | 5,100 | $998,580 | 0.09% |
| 100 | ELEVANCE HEALTH INC FORMERLY | ELV | 3,090 | $998,441 | 0.09% |
| 101 | MCGRATH RENTCORP | MGRC | 8,402 | $985,555 | 0.09% |
| 102 | AUTOMATIC DATA PROCESSING IN | ADP | 3,340 | $980,245 | 0.09% |
| 103 | INTEL CORP | INTC | 28,775 | $965,397 | 0.09% |
| 104 | SCHWAB STRATEGIC TR | 808524300 | 29,927 | $954,971 | 0.09% |
| 105 | ISHARES TR | 464288257 | 6,816 | $942,286 | 0.09% |
| 106 | VANGUARD STAR FDS | 921909768 | 12,621 | $927,139 | 0.09% |
| 107 | MCDONALDS CORP | MCD | 2,990 | $908,661 | 0.09% |
| 108 | FLEXSHARES TR | FLEX | 14,187 | $895,325 | 0.08% |
| 109 | AMERICAN CENTY ETF TR | 025072349 | 12,272 | $886,775 | 0.08% |
| 110 | TEXAS INSTRS INC | 882508104 | 4,800 | $881,904 | 0.08% |
| 111 | MANULIFE FINL CORP | 56501R106 | 28,090 | $875,004 | 0.08% |
| 112 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,123 | $872,223 | 0.08% |
| 113 | CHEVRON CORP NEW | CVX | 5,586 | $867,435 | 0.08% |
| 114 | KINDER MORGAN INC DEL | EP-PC | 30,539 | $864,559 | 0.08% |
| 115 | ABBOTT LABS | ABLZF | 6,020 | $806,269 | 0.08% |
| 116 | MASTERCARD INCORPORATED | MA | 1,378 | $783,973 | 0.07% |
| 117 | VANGUARD INDEX FDS | 922908652 | 3,621 | $757,949 | 0.07% |
| 118 | INTUIT | INTU | 1,071 | $731,601 | 0.07% |
| 119 | VANGUARD INTL EQUITY INDEX F | 922042858 | 13,358 | $723,750 | 0.07% |
| 120 | APPLIED MATLS INC | 038222105 | 3,431 | $702,463 | 0.07% |
| 121 | AMERICAN EXPRESS CO | AXP | 2,114 | $702,204 | 0.07% |
| 122 | ALTRIA GROUP INC | MO | 10,520 | $694,949 | 0.07% |
| 123 | NETFLIX INC | NFLX | 567 | $680,173 | 0.06% |
| 124 | GILEAD SCIENCES INC | GILD | 6,115 | $678,765 | 0.06% |
| 125 | WELLS FARGO CO NEW | 949746101 | 8,006 | $671,035 | 0.06% |
| 126 | DIMENSIONAL ETF TRUST | 25434V203 | 18,107 | $658,197 | 0.06% |
| 127 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,422 | $649,153 | 0.06% |
| 128 | ISHARES INC | 46434G103 | 9,823 | $647,518 | 0.06% |
| 129 | ACCENTURE PLC IRELAND | ACN | 2,465 | $607,949 | 0.06% |
| 130 | NUSHARES ETF TR | NU | 15,668 | $589,427 | 0.06% |
| 131 | THERMO FISHER SCIENTIFIC INC | TMO | 1,202 | $583,005 | 0.06% |
| 132 | CONSOLIDATED EDISON INC | ED | 5,625 | $565,398 | 0.05% |
| 133 | VERIZON COMMUNICATIONS INC | VZ | 12,556 | $551,847 | 0.05% |
| 134 | SELECT SECTOR SPDR TR | 81369Y605 | 10,166 | $547,642 | 0.05% |
| 135 | AMERICAN WTR WKS CO INC NEW | 030420103 | 3,883 | $540,475 | 0.05% |
| 136 | FLEXSHARES TR | FLEX | 6,052 | $537,054 | 0.05% |
| 137 | EATON CORP PLC | ETN | 1,406 | $526,196 | 0.05% |
| 138 | GE AEROSPACE | 369604301 | 1,741 | $523,728 | 0.05% |
| 139 | CENCORA INC | COR | 1,581 | $494,110 | 0.05% |
| 140 | BARCLAYS PLC | BCLYF | 23,566 | $487,109 | 0.05% |
| 141 | SELECT SECTOR SPDR TR | 81369Y407 | 2,014 | $482,635 | 0.05% |
| 142 | RUBRIK INC. | RBRK | 5,678 | $467,016 | 0.04% |
| 143 | SPDR S&P MIDCAP 400 ETF TR | MDY | 763 | $454,771 | 0.04% |
| 144 | ISHARES TR | 464287465 | 4,811 | $449,232 | 0.04% |
| 145 | IMPERIAL OIL LTD | IMO | 4,785 | $434,191 | 0.04% |
| 146 | AMGEN INC | AMGN | 1,518 | $428,419 | 0.04% |
| 147 | AIR PRODS & CHEMS INC | AIIR | 1,562 | $425,989 | 0.04% |
| 148 | MOLINA HEALTHCARE INC | MOH | 2,222 | $425,202 | 0.04% |
| 149 | DISNEY WALT CO | 254687106 | 3,663 | $419,445 | 0.04% |
| 150 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 12,149 | $419,019 | 0.04% |
| 151 | CADENCE DESIGN SYSTEM INC | CDNS | 1,152 | $404,652 | 0.04% |
| 152 | COCA COLA CO | KO | 6,091 | $403,961 | 0.04% |
| 153 | SHOPIFY INC | SHOP | 2,682 | $398,556 | 0.04% |
| 154 | FLEXSHARES TR | FLEX | 1,637 | $396,629 | 0.04% |
| 155 | MICRON TECHNOLOGY INC | MU | 2,358 | $394,541 | 0.04% |
| 156 | ADOBE INC | ADBE | 1,097 | $386,798 | 0.04% |
| 157 | ISHARES TR | 464288802 | 2,734 | $370,867 | 0.04% |
| 158 | WASTE MGMT INC DEL | 94106L109 | 1,661 | $366,799 | 0.03% |
| 159 | FIRST SOLAR INC | FSLR | 1,646 | $362,992 | 0.03% |
| 160 | MARVELL TECHNOLOGY INC | MRVL | 4,305 | $361,921 | 0.03% |
| 161 | NEXTERA ENERGY INC | NEE-PW | 4,668 | $352,387 | 0.03% |
| 162 | AIRBNB INC | ABNB | 2,896 | $351,594 | 0.03% |
| 163 | TRAVELERS COMPANIES INC | TRV | 1,253 | $349,836 | 0.03% |
| 164 | VANGUARD SCOTTSDALE FDS | 92206C714 | 3,911 | $349,526 | 0.03% |
| 165 | AT&T INC | T-PC | 12,274 | $346,612 | 0.03% |
| 166 | LOEWS CORP | L | 3,433 | $344,639 | 0.03% |
| 167 | VANGUARD WHITEHALL FDS | 921946406 | 2,436 | $343,410 | 0.03% |
| 168 | S&P GLOBAL INC | SPGI | 685 | $333,396 | 0.03% |
| 169 | CALIFORNIA WTR SVC GROUP | 130788102 | 7,235 | $332,014 | 0.03% |
| 170 | QUALCOMM INC | QCOM | 1,992 | $331,455 | 0.03% |
| 171 | CORNING INC | GLW | 3,965 | $325,249 | 0.03% |
| 172 | MARATHON PETE CORP | MARA | 1,678 | $323,418 | 0.03% |
| 173 | MR COOPER GROUP INC | 62482R107 | 1,526 | $321,666 | 0.03% |
| 174 | ISHARES TR | 464287739 | 3,275 | $317,937 | 0.03% |
| 175 | PEPSICO INC | PEP | 2,242 | $314,920 | 0.03% |
| 176 | QUAD / GRAPHICS INC | QUAD | 50,227 | $314,421 | 0.03% |
| 177 | ROBLOX CORP | RBLX | 2,263 | $313,471 | 0.03% |
| 178 | COMERICA INC | 200340107 | 4,457 | $305,394 | 0.03% |
| 179 | ISHARES TR | 464287598 | 1,497 | $304,695 | 0.03% |
| 180 | ISHARES TR | 464287101 | 900 | $299,556 | 0.03% |
| 181 | PROGRESSIVE CORP | 743315103 | 1,192 | $294,364 | 0.03% |
| 182 | BLACKSTONE INC | BX | 1,703 | $290,958 | 0.03% |
| 183 | VANGUARD INDEX FDS | 922908553 | 3,178 | $290,546 | 0.03% |
| 184 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,980 | $286,450 | 0.03% |
| 185 | VANGUARD WORLD FD | 92204A702 | 382 | $285,512 | 0.03% |
| 186 | GE VERNOVA INC | GEV | 461 | $283,469 | 0.03% |
| 187 | HARMONY GOLD MINING CO LTD | HGMCF | 15,536 | $281,978 | 0.03% |
| 188 | SALESFORCE INC | CRM | 1,189 | $281,803 | 0.03% |
| 189 | TJX COS INC NEW | 872540109 | 1,934 | $279,540 | 0.03% |
| 190 | 3M CO | MMM | 1,741 | $270,168 | 0.03% |
| 191 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,873 | $264,872 | 0.03% |
| 192 | NIKE INC | NKE | 3,790 | $264,271 | 0.02% |
| 193 | SPDR INDEX SHS FDS | 78463X889 | 6,094 | $260,757 | 0.02% |
| 194 | SONY GROUP CORP | SNEJF | 8,869 | $255,339 | 0.02% |
| 195 | ENTERGY CORP NEW | ENO | 2,719 | $253,384 | 0.02% |
| 196 | SCHWAB STRATEGIC TR | 808524797 | 9,100 | $248,431 | 0.02% |
| 197 | AFLAC INC | AFL | 2,173 | $242,724 | 0.02% |
| 198 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 1,026 | $242,198 | 0.02% |
| 199 | GOLDMAN SACHS GROUP INC | GSCE | 304 | $242,090 | 0.02% |
| 200 | AMPHENOL CORP NEW | 032095101 | 1,953 | $241,684 | 0.02% |
| 201 | ROKU INC | ROKU | 2,403 | $240,612 | 0.02% |
| 202 | SELECT SECTOR SPDR TR | 81369Y209 | 1,690 | $235,197 | 0.02% |
| 203 | COMCAST CORP NEW | CCZ | 7,436 | $233,639 | 0.02% |
| 204 | COMPANHIA PARANAENSE DE ENER | 20441B605 | 23,746 | $232,711 | 0.02% |
| 205 | ISHARES TR | 464287648 | 726 | $232,480 | 0.02% |
| 206 | PALO ALTO NETWORKS INC | PANW | 1,137 | $231,516 | 0.02% |
| 207 | CITIGROUP INC | C-PR | 2,257 | $229,086 | 0.02% |
| 208 | FEDEX CORP | FDX | 967 | $228,028 | 0.02% |
| 209 | PFIZER INC | PFE | 8,935 | $227,664 | 0.02% |
| 210 | SOUTHERN CO | SOMN | 2,348 | $222,520 | 0.02% |
| 211 | ISHARES TR | 46432F859 | 4,546 | $222,027 | 0.02% |
| 212 | EDWARDS LIFESCIENCES CORP | EW | 2,835 | $220,478 | 0.02% |
| 213 | MONDELEZ INTL INC | 609207105 | 3,522 | $220,019 | 0.02% |
| 214 | ISHARES TR | 46434V621 | 3,206 | $218,252 | 0.02% |
| 215 | ISHARES TR | 464287507 | 3,340 | $217,999 | 0.02% |
| 216 | CVS HEALTH CORP | CVS | 2,880 | $217,143 | 0.02% |
| 217 | LOCKHEED MARTIN CORP | LMT | 433 | $216,158 | 0.02% |
| 218 | VANGUARD WORLD FD | 92204A405 | 1,625 | $213,265 | 0.02% |
| 219 | STRYKER CORPORATION | SYK | 576 | $212,930 | 0.02% |
| 220 | GRAINGER W W INC | 384802104 | 223 | $212,510 | 0.02% |
| 221 | GOLDMAN SACHS BDC INC | GSBD | 20,615 | $209,655 | 0.02% |
| 222 | TECK RESOURCES LTD | TCKRF | 4,737 | $207,907 | 0.02% |
| 223 | GALLAGHER ARTHUR J & CO | 363576109 | 671 | $207,836 | 0.02% |
| 224 | AMERICAN ELEC PWR CO INC | 025537101 | 1,847 | $207,788 | 0.02% |
| 225 | CUMMINS INC | CMI | 487 | $205,694 | 0.02% |
| 226 | UNION PAC CORP | UNP | 867 | $204,933 | 0.02% |
| 227 | ISHARES TR | 464287226 | 2,042 | $204,721 | 0.02% |
| 228 | TARGET CORP | TGT | 2,277 | $204,203 | 0.02% |
| 229 | KB HOME | KBH | 3,190 | $203,012 | 0.02% |
| 230 | ANALOG DEVICES INC | ADI | 820 | $201,557 | 0.02% |
| 231 | CTO RLTY GROWTH INC NEW | 22948Q101 | 11,391 | $185,673 | 0.02% |
| 232 | FINVOLUTION GROUP | FVGPY | 19,146 | $141,106 | 0.01% |
| 233 | UNITED MICROELECTRONICS CORP | UMC | 14,981 | $113,556 | 0.01% |
| 234 | STELLANTIS N.V | STLA | 10,167 | $94,960 | 0.01% |
| 235 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 48,725 | $62,368 | 0.01% |