Wealth Architects, LLC

DOSSIER · 13F-HR · Q1 2026

Wealth Architects, LLC

$1.1B in tracked AUM across 244 positions as of Q1 2026.

WA

CIK 0001611518 · last filed Mar 31, 2026

Total AUM

$1.1B

as of Q1 2026

Holdings

244

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Wealth Architects, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$76M116K6.7%02

TDTF

FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF

$75M3.1M6.7%03

IJR

ISHARES CORE S&P SMALL CAP ETF

$63M506K5.6%04

LRCX

LAM RESEARCH CORP

$56M263K5.0%05

VIG

VANGUARD DIVIDEND APPRECIATION ETF

$54M251K4.8%06

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$54M836K4.8%07

GII

SPDR S&P GLOBAL INFRASTRUCTURE ETF

$50M653K4.4%08

AAPL

APPLE INC

$39M154K3.5%09

DFIV

DFA INTERNATIONAL VALUE ETF

$38M726K3.4%10

DFUV

DFA TAX-MANAGED US MARKETWIDE VALUE II