§ 13F · FUND PROFILE
Wealth Architects, LLC.
AUM · $1.3B (13F)Positions · 249Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 115K | $86M | 6.8% | ±0% |
| 2 | LRCX | LAM RESEARCH CORP | 178K | $77M | 6.1% | −32% |
| 3 | TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 3.25M | $77M | 6.1% | +4% |
| 4 | IJR | ISHARES CORE S&P SMALL CAP ETF | 505K | $75M | 5.9% | ±0% |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 257K | $61M | 4.8% | +2% |
| 6 | GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 656K | $50M | 3.9% | +1% |
| 7 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 672K | $48M | 3.8% | −20% |
| 8 | AAPL | APPLE INC | 153K | $44M | 3.5% | −1% |
| 9 | DFIV | DFA INTERNATIONAL VALUE ETF | 707K | $38M | 3.0% | −3% |
| 10 | DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | 679K | $37M | 3.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Architects, LLC is a Other fund managing $1.3 billion in assets. The fund runs a broad portfolio of 249 positions.
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