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Wealth Architects, LLC — 13F Holdings & Portfolio

CIK 1611518 · latest 13F-HR filed 2026-05-15

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.12B

Long-equity book

Holdings

244

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+18 / −14 / ↑65 / ↓79

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LAM RESEARCH CORP$11.2M +24.8%
  • SPDR S&P GLOBAL INFRASTRUCTURE ETF$4.7M +10.3%
  • ISHARES CORE S&P SMALL CAP ETF$3.2M +5.4%
  • DIMENSIONAL US LARGE CAP VALUE ETF$2.3M +10.0%
  • AVANTIS US SMALL CAP VALUE ETF$2.0M +8.6%
Show all 65 →

Top Trims

  • APPLE INC-$5.5M -12.3%
  • VANGUARD FTSE DEVELOPED MARKETS ETF-$4.3M -7.4%
  • MICROSOFT CORP-$2.3M -23.3%
  • BERKSHIRE HATHAWAY INCDEL CL B-$2.1M -17.3%
  • VANGUARD LARGE-CAP ETF-$1.8M -8.4%
Show all 79 →

New Positions

  • DIMENSIONAL INTERNATIONAL HIGH PBLY ETF$5.5M
  • VANGUARD TOTAL INTL BOND INDEX ETF$691.7K
  • FIFTH THIRD BANCORP$395.9K
  • TARGET CORP$275.7K
  • PHILLIPS-VAN HEUSEN CORP$229.7K
Show all 18 →

Exited Positions

  • COMERICA INC$362.1K
  • QUALCOMM INC$349.7K
  • SOLVENTUM CORP$303.4K
  • ROKU INC$260.7K
  • NIKE INC$243.7K
Show all 14 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES CORE S&P 500 ETF IVV 464287200 $75.6M 6.74% 115,697 SH
2 FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF TDTF 33939L605 $75.1M 6.70% 3,115,394 SH
3 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $62.9M 5.61% 506,007 SH
4 LAM RESEARCH CORP LRCX 512807306 $56.2M 5.01% 263,242 SH
5 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $54.0M 4.82% 251,254 SH
6 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $53.5M 4.77% 835,644 SH
7 SPDR S&P GLOBAL INFRASTRUCTURE ETF GII 78463X855 $49.6M 4.42% 652,712 SH
8 APPLE INC AAPL 037833100 $39.1M 3.49% 154,114 SH
9 DFA INTERNATIONAL VALUE ETF DFIV 25434V807 $38.3M 3.42% 725,927 SH
10 DFA TAX-MANAGED US MARKETWIDE VALUE II DFUV 25434V724 $33.9M 3.02% 700,295 SH
11 VANGUARD VALUE ETF VTV 922908744 $28.7M 2.56% 146,324 SH
12 VANGUARD SMALL CAP VALUE ETF VBR 922908611 $28.6M 2.55% 131,722 SH
13 DIMENSIONAL US LARGE CAP VALUE ETF DFLV 25434V666 $24.9M 2.22% 696,762 SH
14 AVANTIS US SMALL CAP VALUE ETF AVUV 025072877 $24.7M 2.20% 223,607 SH
15 VANGUARD TOTAL WORLD STOCK INDEX VT 922042742 $23.4M 2.09% 169,384 SH
16 ISHARES CORE MSCI EAFE IEFA 46432F842 $20.5M 1.82% 226,103 SH
17 AVANTIS INTERNATNL SML CP VL ETF AVDV 025072802 $19.8M 1.77% 198,353 SH
18 VANGUARD LARGE-CAP ETF VV 922908637 $19.2M 1.72% 64,410 SH
19 SPDR S&P 500 ETF TRUST SPY 78462F103 $17.7M 1.58% 27,287 SH
20 VANGUARD SMALL-CAP ETF VB 922908751 $15.9M 1.41% 60,594 SH
21 ISHARES MSCI EAFE SMALL CAP INDEX SCZ 464288273 $13.7M 1.22% 175,076 SH
22 ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ESML 46435U663 $13.3M 1.19% 283,141 SH
23 ISHARES S&P SMALLCAP600 VALUE INDEX IJS 464287879 $13.0M 1.16% 110,103 SH
24 ISHARES ESG AWARE MSCI EAFE ETF ESGD 46435G516 $12.5M 1.12% 131,058 SH
25 DFA US SUSTAINABILITY CORE 1 ETF DFSU 25434V716 $11.0M 0.98% 267,085 SH
26 BERKSHIRE HATHAWAY INCDEL CL B BRK.B 084670702 $10.2M 0.91% 21,250 SH
27 ISHARES ESG MSCI USA ETF ESGU 46435G425 $9.9M 0.88% 69,836 SH
28 META PLATFORMS INC CLASS A META 30303M102 $8.8M 0.78% 15,315 SH
29 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $8.3M 0.74% 334,163 SH
30 MICROSOFT CORP MSFT 594918104 $7.6M 0.68% 20,623 SH
31 DIMENSIONL GLOBAL REAL ESTATE ETF DFGR 25434V658 $7.2M 0.64% 269,415 SH
32 DIMENSNL EMG MRKT SUS CORE 1 ETF DFSE 25434V682 $6.6M 0.59% 156,151 SH
33 DFA INTL SUSTAINABILITY CORE 1 ETF DFSI 25434V690 $6.4M 0.57% 151,947 SH
34 DFA US CORE EQUITY 2 ETF DFAC 25434V708 $6.4M 0.57% 164,243 SH
35 BROADCOM INC AVGO 11135F101 $6.1M 0.55% 19,763 SH
36 VANGUARD TOTAL STK MKT ETF VTI 922908769 $6.0M 0.53% 18,687 SH
37 ISHARES ESG US AGGREGATE BOND ETF EAGG 46435U549 $5.5M 0.49% 116,374 SH
38 DIMENSIONAL INTERNATIONAL HIGH PBLY ETF DIHP 25434V765 $5.5M 0.49% 169,375 SH
39 ALPHABET INC CLASS C GOOG 02079K107 $5.4M 0.48% 18,910 SH
40 ISHARES ULTRA SHORT-TERM BOND ETF ICSH 46434V878 $5.4M 0.48% 106,856 SH
41 ISHARES MSCI EAFE VALUE INDEX EFV 464288877 $5.3M 0.47% 71,547 SH
42 NVIDIA CORP NVDA 67066G104 $4.8M 0.43% 27,369 SH
43 DFA WORLD EX US CORE ETF DFAX 25434V880 $4.6M 0.41% 134,097 SH
44 VANGUARD SHORT-TERM BOND ETF BSV 921937827 $4.2M 0.37% 53,182 SH
45 SCHWAB US SMALL CAP ETF SCHA 808524607 $4.1M 0.37% 142,650 SH
46 CATERPILLARINC CAT 149123101 $4.1M 0.37% 5,788 SH
47 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $4.0M 0.36% 54,839 SH
48 JPMORGAN CHASE & CO JPM 46625H100 $3.8M 0.34% 12,927 SH
49 ROCKET LAB USA INC RKLB 773121108 $3.8M 0.34% 58,713 SH
50 ISHARES SHORT-TERM NATIONAL MUNI BOND SUB 464288158 $3.7M 0.33% 34,499 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.12B 244 0001611518-26-000006
2025-12-31 2026-02-17 $1.11B 240 0001611518-26-000003
2025-09-30 2025-11-13 $1.06B 235 0001611518-25-000013