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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	FLEXSHARES TR	FLEX	+204,954	+$4.9M	-$849,761
REDUCE	APPLE INC	AAPL	-12,370	-$3.4M	+$3.0M
ADD	DIMENSIONAL ETF TRUST	25434V716	+77,324	+$3.4M	+$183,911
ADD	AMERICAN CENTY ETF TR	025072877	+23,410	+$2.4M	+$489,171
NEW	ISHARES TR	46436E718	+21,970	+$2.2M	$0
ADD	DIMENSIONAL ETF TRUST	25434V666	+55,148	+$1.9M	+$794,166
REDUCE	ISHARES TR	464287200	-2,376	-$1.6M	+$1.8M
ADD	SPDR INDEX SHS FDS	78463X855	+22,305	+$1.6M	+$112,039
ADD	ISHARES TR	46435U549	+28,066	+$1.3M	-$13,572
ADD	DIMENSIONAL ETF TRUST	25434V690	+30,854	+$1.3M	+$235,676

Sector Allocation

18.8%$208.3M

1.4%$15.1M

1.1%$12.4M

1.1%$12.2M

Communication Services

1.0%$11.4M

Consumer Discretionary

0.9%$10.6M

0.3%$3.4M

0.3%$3.2M

0.2%$1.8M

0.1%$1.3M

0.0%$204,018

Filing History

Feb 17, 202613F HOLDINGS REPORTQ/E Dec 2025240 pos · $1.11B
Nov 13, 202513F HOLDINGS REPORTQ/E Sep 2025235 pos · $1.06B
Jul 25, 202513F HOLDINGS REPORTQ/E Jun 2025226 pos · $984.4M
May 14, 202513F HOLDINGS REPORT (Amended)Q/E Mar 2025229 pos · $906.4M
May 12, 202513F HOLDINGS REPORTQ/E Mar 2025229 pos · $906.0M
Feb 10, 202513F HOLDINGS REPORTQ/E Dec 2024215 pos · $885.9M
Oct 31, 202413F HOLDINGS REPORTQ/E Sep 2024214 pos · $883.6M
Aug 8, 202413F HOLDINGS REPORTQ/E Jun 2024210 pos · $818.6M
May 13, 202413F HOLDINGS REPORTQ/E Mar 2024210 pos · $758.8M
Nov 9, 202313F HOLDINGS REPORTQ/E Dec 2023188 pos · $587.9M

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%