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Wealth Architects, LLC

CIK 1611518 · latest 13F filed 23 July 2026 · Read the filing on EDGAR

Wealth Architects, LLC reported 248 US-listed holdings worth $1.27 billion in its 13F for the quarter ended 30 June 2026, filed 23 July 2026. Its largest: iShares Core S&P 500 ETF (6.8%), Lam Research Corp. (6.1%) and Flexshares Trust (6.1%). Against the quarter before, it opened 18 positions, added to 94, trimmed 104 and sold out of 14.

Reported holdings$1.27B+12.9% on Q1 2026
Positions248+4 on Q1 2026
The largest ten46.9%of its reported holdings
Latest 13FQ2 2026filed 23 July 2026
Where the money is
Added toTrimmed
IVV6.8%LRCX6.1%TDTF6.1%IJR5.9%VIG4.8%GII3.9%VEA3.8%AAPL3.5%DFIV3.0%DFUV3.0%VTV2.5%VBR2.5%AVUV2.2%DFLV2.1%234 more43.8%

The 14 largest of its 248 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $883.6 million in 214 positions$884MQ3 24Q4 2024: $885.9 million in 215 positions$886MQ4 24Q1 2025: $906.4 million in 229 positions$906MQ1 25Q2 2025: $984.4 million in 226 positions$984MQ2 25Q3 2025: $1.06 billion in 235 positions$1.06BQ3 25Q4 2025: $1.11 billion in 240 positions$1.11BQ4 25Q1 2026: $1.12 billion in 244 positions$1.12BQ1 26Q2 2026: $1.27 billion in 248 positions$1.27BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 18Added 94Held 32Trimmed 104Sold out 14
Opened: 18Added: 94Held: 32Trimmed: 104Sold out: 14

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 18

  1. Sandisk Corp. SNDK$445,651
  2. Palo Alto Networks Inc. PANW$418,773
  3. Dell Technologies Inc. DELL$348,726
  4. Silicon Motion Technology Corporation SIMO$329,330
  5. Bloom Energy Corp. BE$318,883
  6. Arm Holdings plc ARM$310,958
  7. Hewlett Packard Enterprise Co. HPE$283,832
  8. Qualcomm Inc. QCOM$274,239

and 10 more in the table below

Added to 94

  1. Dimensional ETF Trust DIHP+321,034 shares · +190%
  2. 3M Co. MMM+25,673 shares · +1611%
  3. Flexshares Trust TDTF+133,293 shares · +4%
  4. KLA Corp. KLAC+8,067 shares · +886%
  5. Vanguard S&P 500 VOO+2,371 shares · +43%
  6. Vanguard Specialized Funds VIG+5,673 shares · +2%
  7. Vanguard Growth ETF VUG+12,007 shares · +502%
  8. Vanguard Mid Cap Index ETF VO+11,909 shares · +298%

and 86 more in the table below

Trimmed 104

  1. Lam Research Corp. LRCX-85,020 shares · -32%
  2. Vanguard Ftse Developed Markets VEA-163,189 shares · -20%
  3. Dimensional ETF Trust DFUV-21,098 shares · -3%
  4. Dimensional ETF Trust DFIV-18,793 shares · -3%
  5. Broadcom Inc. AVGO-2,591 shares · -13%
  6. Snowflake Inc. SNOW-3,756 shares · -49%
  7. Advanced Micro Devices Inc. AMD-1,381 shares · -28%
  8. Caterpillar Inc. CAT-586 shares · -10%

and 96 more in the table below

Sold out of 14

  1. Astera Labs Inc. ALAB$558,522 last quarter
  2. Intuit Inc. INTU$340,283 last quarter
  3. AT&T Inc. T$261,026 last quarter
  4. PVH Corp. PVH$229,720 last quarter
  5. Salesforce, Inc. CRM$229,055 last quarter
  6. Adobe Inc. ADBE$228,738 last quarter
  7. iShares Core Dividend Growth DGRO$224,985 last quarter
  8. Roblox Corp. RBLX$221,489 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Core S&P 500 ETF IVV115,487$86.5 million6.83%-210
Lam Research Corp. LRCX178,222$77.2 million6.10%-85,020
Flexshares Trust TDTF3,248,687$77.2 million6.10%+133,293
iShares Core S&P Small-Cap ETF IJR505,346$74.9 million5.92%-661
Vanguard Specialized Funds VIG256,927$60.8 million4.80%+5,673
SPDR Index SHS FDS GII656,485$49.7 million3.93%+3,773
Vanguard Ftse Developed Markets VEA672,455$47.9 million3.78%-163,189
Apple Inc. AAPL153,166$44.3 million3.50%-948
Dimensional ETF Trust DFIV707,134$38.2 million3.02%-18,793
Dimensional ETF Trust DFUV679,197$37.4 million2.95%-21,098
Vanguard Value ETF VTV144,223$31.4 million2.48%-2,101
Vanguard Small Cap Value ETF VBR129,165$31.4 million2.48%-2,557
American Centy ETF Trust AVUV220,640$27.5 million2.17%-2,967
Dimensional ETF Trust DFLV686,834$27.2 million2.14%-9,928
Vanguard Intl Equity Index F VT169,856$26.7 million2.11%+472
Vanguard Large Cap ETF VV62,994$21.7 million1.71%-1,416
iShares Core MSCI Eafe ETF IEFA222,992$21.5 million1.70%-3,111
SPDR S&P 500 SPY27,583$20.6 million1.63%+296
American Century ETF Trust AVDV194,456$20.0 million1.58%-3,897
Vanguard Small Cap ETF VB58,944$17.9 million1.41%-1,650
Dimensional ETF Trust DIHP490,409$16.7 million1.32%+321,034
iShares ESG Aware MSCI USA Smal ESML277,437$15.5 million1.23%-5,704
iShares Trust IJS108,795$14.9 million1.17%-1,308
iShares Trust SCZ171,066$14.1 million1.11%-4,010
iShares Trust ESGD132,123$13.6 million1.07%+1,065
Dimensional ETF Trust DFSU267,678$12.5 million0.99%+593
iShares Trust ESGU69,767$11.4 million0.90%-69
Berkshire Hathaway Inc. Class B BRKB21,534$10.8 million0.85%+284
Schwab Strategic Trust SCHF332,125$9.2 million0.73%-2,038
Meta Platforms, Inc. META16,064$9.0 million0.71%+749
Dimensional ETF Trust DFGR284,328$8.2 million0.65%+14,913
Microsoft Corp. MSFT21,111$7.9 million0.62%+488
Dimensional ETF Trust DFSE154,990$7.6 million0.60%-1,161
Dimensional ETF Trust DFAC170,302$7.6 million0.60%+6,059
VG Totl STK Vprs VTI20,240$7.5 million0.59%+1,553
Alphabet Inc. GOOG19,655$6.9 million0.55%+745
Dimensional ETF Trust DFSI153,263$6.9 million0.55%+1,316
Broadcom Inc. AVGO17,172$6.5 million0.51%-2,591
NVIDIA Corp. NVDA30,055$6.0 million0.47%+2,686
Rocket Lab Corp. RKLB58,728$6.0 million0.47%+15
iShares Trust ICSH113,799$5.8 million0.45%+6,943
Caterpillar Inc. CAT5,202$5.5 million0.44%-586
Vanguard S&P 500 VOO7,944$5.5 million0.43%+2,371
iShares Trust EFV69,055$5.3 million0.42%-2,492
Schwab Strategic Trust SCHA142,080$5.1 million0.41%-570
Dimensional ETF Trust DFAX137,541$5.1 million0.40%+3,444
iShares Trust EAGG105,802$5.0 million0.40%-10,572
Amazon.com Inc. AMZN18,678$4.5 million0.35%+1,054
3M Co. MMM27,267$4.4 million0.35%+25,673
Vanguard BD Index FDS BSV55,922$4.4 million0.34%+2,740
JPMorgan Chase & Co. JPM12,817$4.2 million0.33%-110
Intel Corp. INTC29,296$4.1 million0.32%+284
iShares Trust SUB35,616$3.8 million0.30%+1,117
Alphabet Inc. GOOGL10,336$3.7 million0.29%+27
Vanguard Total Bond Market ETF BND49,791$3.7 million0.29%-5,048
Eli Lilly & Co. LLY3,001$3.6 million0.28%+119
ProShares Trust TOLZ56,282$3.3 million0.26%-71
iShares Trust IWN14,890$3.3 million0.26%no change
Micron Technology Inc. MU2,734$3.2 million0.25%+202
Flexshares Trust NFRA42,915$2.8 million0.22%-1,953
Palantir Technologies Inc. PLTR23,525$2.7 million0.22%-867
KLA Corp. KLAC8,977$2.7 million0.21%+8,067
Wisdomtree Trust DLS32,033$2.7 million0.21%-252
iShares Trust IGF37,432$2.5 million0.20%-819
Applied Materials Inc. AMAT3,288$2.4 million0.19%-152
UnitedHealth Group Inc. UNH5,576$2.3 million0.18%-26
iShares Trust IWV5,430$2.3 million0.18%no change
ExxonMobil Holdings Corp. XOM16,807$2.3 million0.18%+157
Tesla, Inc. TSLA5,409$2.3 million0.18%-376
Cisco Systems, Inc. CSCO19,294$2.3 million0.18%-3,483
Technology Select Sector SPDR ETF XLK11,804$2.2 million0.18%no change
Walmart Inc. WMT19,119$2.2 million0.17%-140
Invesco QQQ Trust QQQ2,902$2.1 million0.17%+385
Home Depot, Inc. HD5,951$2.1 million0.17%-181
Johnson & Johnson JNJ8,211$2.1 million0.16%+230
Advanced Micro Devices Inc. AMD3,536$2.1 million0.16%-1,381
Procter & Gamble Co. PG13,878$2.0 million0.16%+383
iShares Russell 2000 ETF IWM6,598$2.0 million0.16%-990
iShares Inc. ESGE33,604$1.8 million0.15%-295
Merck & Co., Inc. MRK13,630$1.8 million0.14%+257
Schwab Strategic Trust SCHB58,763$1.7 million0.13%+153
Bank of America Corp. BAC29,454$1.7 million0.13%-147
RTX Corp. RTX8,432$1.6 million0.13%+96
Welltower Inc. WELL6,968$1.6 million0.12%+23
Berkshire Hathaway Inc. Del2$1.5 million0.12%no change
iShares Trust SGOV14,575$1.5 million0.12%-5,920
Texas Instruments Inc. TXN4,810$1.4 million0.11%+3
Schwab International Small-Cap Equity ETF SCHC29,571$1.4 million0.11%no change
Vanguard ETF VIOV12,070$1.4 million0.11%no change
Philip Morris International Inc. PM7,579$1.4 million0.11%-75
International Business Machines Corp. IBM4,686$1.3 million0.10%+83
ProShares Trust TQQQ16,257$1.3 million0.10%-1,206
Vanguard Charlotte FDS BNDX26,905$1.3 million0.10%+12,509
Vanguard Mid Cap Index ETF VO15,908$1.3 million0.10%+11,909
iShares Trust IWB3,121$1.3 million0.10%no change
Vanguard Growth ETF VUG14,400$1.2 million0.10%+12,007
Schwab Strategic Trust SCHG36,357$1.2 million0.10%+4,000
AbbVie Inc. ABBV4,832$1.2 million0.10%-300
Costco Wholesale Corp. COST1,279$1.2 million0.09%-4
Elevance Health, Inc. ELV3,076$1.2 million0.09%+17
Vanguard FTSE All-World ex-US ETF VEU14,124$1.2 million0.09%-62
Taiwan Semiconductor Manufacturing Company Limited TSM2,404$1.1 million0.09%-18
Manulife Financial Corporation MFC28,090$1.1 million0.09%no change
WEC Energy Group, Inc. WEC9,733$1.1 million0.09%+32
J P Morgan Exchange Traded F JMSI22,203$1.1 million0.09%+478
American Centy ETF Trust AVLV12,272$1.1 million0.09%no change
iShares Trust IWF8,980$1.1 million0.09%+6,735
Vanguard Star FDS VXUS12,816$1.1 million0.09%+190
iShares Trust ACWI6,567$1.0 million0.08%-235
McGrath Rentcorp MGRC8,406$1.0 million0.08%+4
Arrowhead Pharmaceuticals, Inc. ARWR12,249$998,4160.08%+2
Visa Inc. V2,895$993,2820.08%-114
Snowflake Inc. SNOW3,870$984,9150.08%-3,756
Flexshares Trust TLTE12,724$984,7780.08%-910
Kinder Morgan, Inc. KMI30,328$969,5860.08%+65
Chevron Corp. CVX5,674$940,6660.07%-70
SPDR Ser Trust BIL10,003$916,7360.07%+87
BlackRock, Inc. BLK948$911,5590.07%+3
Corning Inc. GLW3,525$900,3910.07%-267
Marvell Technology, Inc. MRVL2,869$854,6460.07%-102
Dimensional ETF Trust DFAI20,282$836,6620.07%+1,438
McDonald's Corp. MCD3,015$814,9870.06%+17
Vanguard Index FDS VXF3,284$808,7160.06%-1
iShares Core MSCI Emerging Mark IEMG9,703$803,8610.06%-7
Netflix Inc. NFLX10,542$752,6990.06%+6,070
Altria Group, Inc. MO10,433$750,7240.06%-20
Vanguard Ftse Emerging Markets VWO12,519$747,2860.06%-315
Automatic Data Processing Inc. ADP3,198$716,3810.06%+107
American Express Co. AXP2,074$701,5490.06%-18
Invesco Exchange Traded FD T RSP3,231$687,4870.05%+33
Mastercard Inc. MA1,312$674,2590.05%+30
General Electric Co. GE1,754$655,5850.05%-5
Wells Fargo & Company WFC7,928$655,2200.05%-235
Consolidated Edison Inc. ED5,702$630,8930.05%+15
Eaton Corp. plc ETN1,325$564,6090.04%-72
GE Vernova Inc. GEV469$551,4490.04%+10
Thermo Fisher Scientific Inc. TMO1,090$546,7710.04%-26
Seagate Technology Holdings plc STX566$546,1900.04%-44
Molina Healthcare, Inc. MOH2,368$541,5620.04%+11
Barclays plc BCS19,906$534,6750.04%-788
Nuveen Esg International Developed Markets Equity ETF NUDM13,246$530,1080.04%-38
American Water Works Company, Inc. AWK4,014$528,1620.04%+216
Financial Select Sector SPDR ETF XLF9,726$521,4110.04%-185
Verizon Communications Inc. VZ12,169$515,2540.04%-326
Gilead Sciences, Inc. GILD4,000$505,3600.04%+57
Amgen Inc. AMGN1,389$503,0350.04%-55
Abbott Laboratories ABT5,540$502,7780.04%-418
Coca-Cola Co. KO6,165$501,0370.04%+74
FlexShares ETFs TLTD5,067$497,0050.04%-145
iShares Trust IWO1,226$483,1570.04%+500
iShares Trust EFA4,570$474,8000.04%-241
Fifth Third Bancorp FITB8,419$474,5790.04%-102
iShares Gold Trust IAU6,257$472,4660.04%+832
SPDR S&P MidCap 400 ETF MDY666$468,4240.04%no change
Oracle Corp. ORCL3,157$462,6680.04%-80
Air Products & Chemicals, Inc. APD1,573$461,1720.04%+5
Cencora, Inc. COR1,576$445,9760.04%+8
Sandisk Corp. SNDK196$445,6510.04%new
Imperial Oil Ltd IMO3,971$444,8310.04%-177
Cadence Design Systems Inc. CDNS1,164$436,8720.03%+16
Hercules Capital Inc. HTGC27,460$433,0500.03%+16,724
Schwab Strategic Trust SCHD13,582$430,7070.03%+146
Travelers Companies, Inc. TRV1,288$425,1950.03%+49
Quad / Graphics Inc. QUAD50,227$423,4140.03%no change
iShares Trust SUSA2,734$421,8560.03%no change
Palo Alto Networks Inc. PANW1,228$418,7730.03%new
Airbnb, Inc. ABNB2,872$411,1090.03%-35
United Microelectronics Corporation UMC14,946$406,6810.03%-35
Flexshares Trust TILT1,448$399,7470.03%no change
Loews Corp. L3,451$390,6880.03%-94
Waste Management Inc. WM1,692$377,1130.03%+29
Vanguard Whitehall FDS VYM2,338$369,5550.03%no change
iShares Russell 1000 Value Inde IWD1,496$362,8230.03%-1
Dell Technologies Inc. DELL808$348,7260.03%new
California Water Service Group CWT7,032$342,1070.03%+277
iShares Trust IYR3,275$334,8690.03%no change
First Solar, Inc. FSLR1,402$330,8160.03%-48
Silicon Motion Technology Corporation SIMO988$329,3300.03%new
iShares Trust OEF900$329,2830.03%no change
Select Sector SPDR Trust XLV2,061$326,9980.03%+400
Bristol-Myers Squibb Co. BMY5,655$325,8410.03%-106
Blue Owl Technology Fin Corp. OTF31,398$324,9690.03%+9,944
NextEra Energy Inc. NEE3,682$323,1690.03%-982
Vanguard World FD VGT2,686$321,0310.03%+2,309
Analog Devices Inc. ADI806$320,4140.03%-1
Cummins Inc. CMI448$319,5180.03%-17
Bloom Energy Corp. BE1,053$318,8830.03%new
Vanguard Scottsdale FDS VONV2,989$317,7610.03%-922
Aflac Inc. AFL2,710$317,7480.03%+77
Marathon Petroleum Corp. MPC1,241$317,2860.03%-52
Citigroup Inc. C2,228$311,8310.02%-5
Arm Holdings plc ARM877$310,9580.02%new
Shopify Inc. SHOP2,683$306,3490.02%+3
Invesco Exchange Traded FD T XLG4,980$304,9300.02%no change
TJX Companies Inc. TJX2,004$303,6060.02%+82
FedEx Corp. FDX969$303,4230.02%-3
Vanguard Real Estate ETF VNQ3,144$303,1900.02%+66
Target Corp. TGT2,308$301,4900.02%+33
Select Sector SPDR Trust XLY2,555$299,6500.02%-1,473
W.W. Grainger, Inc. GWW217$295,2070.02%-7
SPDR Portfolio Developed World SPDW5,836$294,1200.02%-258
Amphenol Corp. APH1,653$291,4570.02%-217
Progressive Corp. PGR1,329$290,4940.02%+81
Goldman Sachs Group Inc. GS287$290,2630.02%-13
Morgan Stanley MS1,387$289,9380.02%-101
Walt Disney Co. DIS3,008$289,5560.02%-182
Hewlett Packard Enterprise Co. HPE6,292$283,8320.02%new
CVS Health Corp. CVS2,743$283,7630.02%-189
PepsiCo Inc. PEP2,047$277,1980.02%+85
Qualcomm Inc. QCOM1,484$274,2390.02%new
Teck Resources Ltd TECK4,608$273,9920.02%+62
Steel Dynamics Inc. STLD1,186$272,1400.02%-18
Entergy Corp. ETR2,367$271,8740.02%+12
Arista Networks, Inc. ANET1,555$264,1630.02%new
SPDR Gold Trust GLD705$259,7080.02%no change
iShares Core S&P Mid-Cap ETF IJH3,340$257,5830.02%no change
S&P Global Inc. SPGI630$256,5740.02%-17
American Electric Power Co. Inc. AEP1,869$255,6980.02%+4
Edwards Lifesciences Corp. EW2,812$254,3740.02%+8
Cloudflare Inc. NET1,022$250,6760.02%+45
Schwab Fundamental US Large Com FNDX8,047$250,2920.02%new
Companhia Paranaense De Ener ELPC21,201$246,9920.02%-5,327
Delta Air Lines, Inc. DAL2,632$246,5130.02%new
Accenture plc ACN1,973$245,5200.02%+87
Emerson Electric Co. EMR1,715$245,5020.02%-29
Cto Rlty Growth Inc. New CTO11,391$245,0200.02%no change
Lockheed Martin Corp. LMT475$241,9940.02%+54
Union Pacific Corp. UNP878$238,8160.02%-8
Deere & Co. DE376$238,5080.02%+1
Valero Energy Corp. VLO902$235,1410.02%+8
Solventum Corp. SOLV3,004$231,7590.02%new
Space Exploration Techn Corp. Class A Com STK SPCX1,355$231,5150.02%new
Southern Co. SO2,373$227,1200.02%+25
Mondelez International, Inc. MDLZ3,760$217,4780.02%+32
Vanguard World FD VFH1,625$213,8500.02%new
Comcast Corp. CMCSA8,533$209,4850.02%-17
iShares S&P Midcap 400 Value in IJJ1,389$205,1970.02%new
iShares Trust AGG2,072$205,0930.02%+12
GSK plc GSK3,900$204,4380.02%-16
Capital One Financial Corp. COF999$200,4190.02%-154
PNC Financial Services Group, Inc. PNC813$200,1770.02%new
Fortinet, Inc. FTNT1,303$200,1670.02%new
Goldman Sachs BDC Inc GSBD20,615$195,4300.02%no change
Harmony Gold Mining Co. Ltd HMY12,704$193,2280.02%-567
Acco Brands Corp. ACCO29,588$123,0860.01%new
Finvolution Group FINV19,146$91,7090.01%no change
Pacific Biosciences Calif in PACB48,725$81,8580.01%no change
Solo Brands Inc. SBDS18,602$64,3630.01%-1
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 14 it sold out of are in the box above.