§ 13F · FUND PROFILE
Wealth Architects, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 235Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 116K | $76M | 6.7% | ±0% |
| 2 | TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 3.12M | $75M | 6.7% | +4% |
| 3 | IJR | ISHARES CORE S&P SMALL CAP ETF | 506K | $63M | 5.6% | +2% |
| 4 | LRCX | LAM RESEARCH CORP | 263K | $56M | 5.0% | ±0% |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 251K | $54M | 4.8% | +2% |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 836K | $54M | 4.8% | −10% |
| 7 | GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 653K | $50M | 4.4% | +1% |
| 8 | AAPL | APPLE INC | 154K | $39M | 3.5% | −6% |
| 9 | DFIV | DFA INTERNATIONAL VALUE ETF | 726K | $38M | 3.4% | −1% |
| 10 | DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | 700K | $34M | 3.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Architects, LLC is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 235 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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