Institutional Manager · CIK 0001611518
Wealth Architects, LLC
MOUNTAIN VIEW, CA · File #028-16489
Latest AUM
$1.11B
Positions
240
Top-10 Concentration
54.6%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025240 pos · $1.11B
- 13F HOLDINGS REPORTQ/E Sep 2025235 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Jun 2025226 pos · $984.4M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2025229 pos · $906.4M
- 13F HOLDINGS REPORTQ/E Mar 2025229 pos · $906.0M
- 13F HOLDINGS REPORTQ/E Dec 2024215 pos · $885.9M
- 13F HOLDINGS REPORTQ/E Sep 2024214 pos · $883.6M
- 13F HOLDINGS REPORTQ/E Jun 2024210 pos · $818.6M
- 13F HOLDINGS REPORTQ/E Mar 2024210 pos · $758.8M
- 13F HOLDINGS REPORTQ/E Dec 2023188 pos · $587.9M
- 13F HOLDINGS REPORTQ/E Sep 2023193 pos · $605.9M
- 13F HOLDINGS REPORTQ/E Jun 2023189 pos · $564.8M
- 13F HOLDINGS REPORTQ/E Mar 2023179 pos · $528.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 115,234 | $78.9M | 8.19% |
| 2 | FLEXSHARES TR | FLEX | 2,991,112 | $71.7M | 7.44% |
| 3 | ISHARES TR | 464287804 | 496,572 | $59.7M | 6.19% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 925,625 | $57.8M | 6.00% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 245,249 | $53.9M | 5.59% |
| 6 | LAM RESEARCH CORP | LRCX | 263,272 | $45.1M | 4.68% |
| 7 | SPDR INDEX SHS FDS | 78463X855 | 644,516 | $45.0M | 4.67% |
| 8 | APPLE INC | AAPL | 164,127 | $44.6M | 4.63% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 733,561 | $36.6M | 3.80% |
| 10 | DIMENSIONAL ETF TRUST | 25434V724 | 710,843 | $33.1M | 3.44% |
| 11 | VANGUARD INDEX FDS | 922908744 | 149,683 | $28.6M | 2.97% |
| 12 | VANGUARD INDEX FDS | 922908611 | 132,936 | $28.2M | 2.92% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042742 | 166,316 | $23.5M | 2.43% |
| 14 | AMERICAN CENTY ETF TR | 025072877 | 223,102 | $22.8M | 2.36% |
| 15 | DIMENSIONAL ETF TRUST | 25434V666 | 661,399 | $22.6M | 2.35% |
| 16 | VANGUARD INDEX FDS | 922908637 | 66,765 | $21.0M | 2.18% |
| 17 | ISHARES TR | 46432F842 | 231,844 | $20.7M | 2.15% |
| 18 | AMERICAN CENTY ETF TR | 025072802 | 199,570 | $18.8M | 1.95% |
| 19 | SPDR S&P 500 ETF TR | SPY | 26,863 | $18.3M | 1.90% |
| 20 | VANGUARD INDEX FDS | 922908751 | 62,056 | $16.0M | 1.66% |