Wealth Architects, LLC 13F Holdings · Q2 2026
Wealth Architects, LLC reported 248 securities worth $1.27B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (6.83%), LRCX (6.10%), TDTF (6.10%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $86.5M | 6.83% | 115,487 | Trimmed |
| 2 | LRCX | LAM RESEARCH CORP | $77.2M | 6.10% | 178,222 | Trimmed |
| 3 | TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | $77.2M | 6.10% | 3.2M | Added |
| 4 | IJR | ISHARES CORE S&P SMALL CAP ETF | $74.9M | 5.92% | 505,346 | Trimmed |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $60.8M | 4.80% | 256,927 | Added |
| 6 | GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | $49.7M | 3.93% | 656,485 | Added |
| 7 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $47.9M | 3.78% | 672,455 | Trimmed |
| 8 | AAPL | APPLE INC | $44.3M | 3.50% | 153,166 | Trimmed |
| 9 | DFIV | DFA INTERNATIONAL VALUE ETF | $38.2M | 3.02% | 707,134 | Trimmed |
| 10 | DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | $37.4M | 2.95% | 679,197 | Trimmed |
| 11 | VBR | VANGUARD SMALL CAP VALUE ETF | $31.4M | 2.48% | 129,165 | Trimmed |
| 12 | VTV | VANGUARD VALUE ETF | $31.4M | 2.48% | 144,223 | Trimmed |
| 13 | AVUV | AVANTIS US SMALL CAP VALUE ETF | $27.5M | 2.17% | 220,640 | Trimmed |
| 14 | DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $27.2M | 2.14% | 686,834 | Trimmed |
| 15 | VT | VANGUARD TOTAL WORLD STOCK INDEX | $26.7M | 2.11% | 169,856 | Added |
| 16 | VV | VANGUARD LARGE-CAP ETF | $21.7M | 1.71% | 62,994 | Trimmed |
| 17 | IEFA | ISHARES CORE MSCI EAFE | $21.5M | 1.70% | 222,992 | Trimmed |
| 18 | SPY | SPDR S&P 500 ETF TRUST | $20.6M | 1.63% | 27,583 | Added |
| 19 | AVDV | AVANTIS INTERNATNL SML CP VL ETF | $20.0M | 1.58% | 194,456 | Trimmed |
| 20 | VB | VANGUARD SMALL-CAP ETF | $17.9M | 1.41% | 58,944 | Trimmed |
| 21 | DIHP | DIMENSIONAL INTERNATIONAL HIGH PBLY ETF | $16.7M | 1.32% | 490,409 | Added |
| 22 | ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $15.5M | 1.23% | 277,437 | Trimmed |
| 23 | IJS | ISHARES S&P SMALLCAP600 VALUE INDEX | $14.9M | 1.17% | 108,795 | Trimmed |
| 24 | SCZ | ISHARES MSCI EAFE SMALL CAP INDEX | $14.1M | 1.11% | 171,066 | Trimmed |
| 25 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $13.6M | 1.07% | 132,123 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR