§ 13F · FUND PROFILE
Wealth Architects, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $984.4T (13F)Positions · 226Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 115K | $78.9T | 7.1% | −2% |
| 2 | TDTF | FLEXSHARES TR | 2.99M | $71.7T | 6.5% | +7% |
| 3 | IJR | ISHARES TR | 497K | $59.7T | 5.4% | +2% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 926K | $57.8T | 5.2% | −1% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 245K | $53.9T | 4.9% | ±0% |
| 6 | LRCX | LAM RESEARCH CORP | 263K | $45.1T | 4.1% | ±0% |
| 7 | GII | SPDR INDEX SHS FDS | 645K | $45.0T | 4.1% | +4% |
| 8 | AAPL | APPLE INC | 164K | $44.6T | 4.0% | −7% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 734K | $36.6T | 3.3% | ±0% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 711K | $33.1T | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Architects, LLC is a Other fund managing $984368.7 trillion in assets. The fund runs a broad portfolio of 226 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed