Wealth Architects, LLC

DOSSIER · 13F-HR · Q2 2026

Wealth Architects, LLC

$1.3B in tracked AUM across 249 positions as of Q2 2026.

WA

CIK 0001611518 · last filed Jun 30, 2026

Total AUM

$1.3B

as of Q2 2026

Holdings

249

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Wealth Architects, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$86M115K6.8%02

LRCX

LAM RESEARCH CORP

$77M178K6.1%03

TDTF

FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF

$77M3.2M6.1%04

IJR

ISHARES CORE S&P SMALL CAP ETF

$75M505K5.9%05

VIG

VANGUARD DIVIDEND APPRECIATION ETF

$61M257K4.8%06

GII

SPDR S&P GLOBAL INFRASTRUCTURE ETF

$50M656K3.9%07

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$48M672K3.8%08

AAPL

APPLE INC

$44M153K3.5%09

DFIV

DFA INTERNATIONAL VALUE ETF

$38M707K3.0%10

DFUV

DFA TAX-MANAGED US MARKETWIDE VALUE II