Wealth Architects, LLC

Name: Wealth Architects, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001611518 · MOUNTAIN VIEW, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗

Wealth Architects, LLC reported 248 positions worth $1.27B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IVV (6.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.27B

2026 Q2

Positions

248

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

46.9%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 248 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES CORE S&P 500 ETF	SH	$86.5M	6.83%	115,487	—	—
▸ 2	LRCX	LAM RESEARCH CORP	SH	$77.2M	6.10%	178,222	—	—
▸ 3	TDTF	FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF	SH	$77.2M	6.10%	3,248,687	—	—
▸ 4	IJR	ISHARES CORE S&P SMALL CAP ETF	SH	$74.9M	5.92%	505,346	—	—
▸ 5	VIG	VANGUARD DIVIDEND APPRECIATION ETF	SH	$60.8M	4.80%	256,927	—	—
▸ 6	GII	SPDR S&P GLOBAL INFRASTRUCTURE ETF	SH	$49.7M	3.93%	656,485	—	—
▸ 7	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$47.9M	3.78%	672,455	—	—
▸ 8	AAPL	APPLE INC	SH	$44.3M	3.50%	153,166	—	—
▸ 9	DFIV	DFA INTERNATIONAL VALUE ETF	SH	$38.2M	3.02%	707,134	—	—
▸ 10	DFUV	DFA TAX-MANAGED US MARKETWIDE VALUE II	SH	$37.4M	2.95%	679,197	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Wealth Architects, LLC hold as of Q2 2026?

Wealth Architects, LLC reported 248 positions worth $1.27B in its Q2 2026 13F filing. Largest positions: IVV (6.8%), LRCX (6.1%), TDTF (6.1%), IJR (5.9%) and VIG (4.8%).

What did Wealth Architects, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Wealth Architects, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.