13F Insight
DOSSIER · 13F-HR · Q1 2026

Wealth Architects, LLC

Wealth Architects's pension fund based in San Francisco, CA — $1.1B in tracked AUM across 244 positions as of Q1 2026.

WA
Wealth Architects·San Francisco, CA·Pension Fund
CIK 0001611518 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 6.8%
vs prior
Holdings
244
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
49% weight
concentration
AI Analysis · Q1 2026 · 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
$34M700K3.0%

Filing history

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