Wealth Architects, LLC

Wealth Architects, LLC is an Investment Adviser institutional filer with the SEC under CIK 1611518, reporting 248 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: CA
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-23

Top 10 portfolio positions

The largest reported holdings in Wealth Architects, LLC's most recent 13F filing, ranked by reported market value.

1. ISHARES CORE S&P 500 ETF (IVV)
2. LAM RESEARCH CORP (LRCX)
3. FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF (TDTF)
4. ISHARES CORE S&P SMALL CAP ETF (IJR)
5. VANGUARD DIVIDEND APPRECIATION ETF (VIG)
6. SPDR S&P GLOBAL INFRASTRUCTURE ETF (GII)
7. VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)
8. APPLE INC (AAPL)
9. DFA INTERNATIONAL VALUE ETF (DFIV)
10. DFA TAX-MANAGED US MARKETWIDE VALUE II (DFUV)