Wealth Architects, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Wealth Architects, LLC reported 248 stock positions worth $1.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.8% of the portfolio, followed by Lam Research (LRCX, 6.1%) and NT Iboxx 5Y Dur Tips ETF (TDTF, 6.1%). Compared with Q1 2026, it opened 18 new positions, sold out of 14, added to 94 and reduced 112. The biggest buy was Dimensional International Hi (DIHP, shares +190%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001611518-26-000008 ↗ filed Jul 23, 2026
Holdings Value
Holdings 248 stocks · $1.3B
| IVV iShares Core S&P 500 ETF | 6.83% | 115,487 | $86.5M | Reduce -0.2% |
| LRCX Lam Research Corp. | 6.10% | 178,222 | $77.2M | Reduce -32.3% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.10% | 3,248,687 | $77.2M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 5.92% | 505,346 | $74.9M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 4.80% | 256,927 | $60.8M | Add +2.3% |
| GII State Street SPDR S&P Global | 3.92% | 656,485 | $49.7M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 3.78% | 672,455 | $47.9M | Reduce -19.5% |
| AAPL Apple Inc. | 3.50% | 153,166 | $44.3M | Reduce -0.6% |
| DFIV Dimensional International Va | 3.02% | 707,134 | $38.2M | Reduce -2.6% |
| DFUV Dimensional US Marketwide Va | 2.95% | 679,197 | $37.4M | Reduce -3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.48% | 144,223 | $31.4M | Reduce -1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.48% | 129,165 | $31.4M | Reduce -1.9% |
| AVUV Avantis US Small Cap Value | 2.17% | 220,640 | $27.5M | Reduce -1.3% |
| DFLV Dim US Large Cap Value ETF | 2.14% | 686,834 | $27.2M | Reduce -1.4% |
| VT Vanguard Tot World STK ETF | 2.11% | 169,856 | $26.7M | Add +0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.71% | 62,994 | $21.7M | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.70% | 222,992 | $21.5M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.63% | 27,583 | $20.6M | Add +1.1% |
| AVDV Avantis Intl S/C Value ETF | 1.58% | 194,456 | $20.0M | Reduce -2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.41% | 58,944 | $17.9M | Reduce -2.7% |
| DIHP Dimensional International Hi | 1.32% | 490,409 | $16.7M | Add +189.5% |
| ESML iShares ESG Aware MSCI USA S | 1.23% | 277,437 | $15.5M | Reduce -2.0% |
| IJS iShares S&P Small-Cap 600 Va | 1.17% | 108,795 | $14.9M | Reduce -1.2% |
| SCZ iShares MSCI Eafe Small-Cap | 1.11% | 171,066 | $14.1M | Reduce -2.3% |
| ESGD iShares Trust iShares ESG Aw | 1.07% | 132,123 | $13.6M | Add +0.8% |
| DFSU Dimensional US Sus CORE1 ETF | 0.99% | 267,678 | $12.5M | Add +0.2% |
| ESGU iShares ESG Aware MSCI USA | 0.90% | 69,767 | $11.4M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 21,534 | $10.8M | Add +1.3% |
| SCHF Schwab Intl Equity ETF | 0.73% | 332,125 | $9.2M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.71% | 16,064 | $9.0M | Add +4.9% |
| DFGR Dim Global Real Estate ETF | 0.65% | 284,328 | $8.2M | Add +5.5% |
| MSFT Microsoft Corp. | 0.62% | 21,111 | $7.9M | Add +2.4% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.60% | 154,990 | $7.6M | Reduce -0.7% |
| DFAC Dimensional US Core Equity 2 | 0.60% | 170,302 | $7.6M | Add +3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 20,240 | $7.5M | Add +8.3% |
| GOOG Alphabet Inc. Class C | 0.55% | 19,655 | $6.9M | Add +3.9% |
| DFSI Dimensional Int Sus COR1 ETF | 0.55% | 153,263 | $6.9M | Add +0.9% |
| AVGO Broadcom Inc. | 0.51% | 17,172 | $6.5M | Reduce -13.1% |
| NVDA Nvidia Corp. | 0.47% | 30,055 | $6.0M | Add +9.8% |
| RKLB Rocket Lab Corp. | 0.47% | 58,728 | $6.0M | Add +0.0% |
| ICSH iShares Ultra Short Duration | 0.45% | 113,799 | $5.8M | Add +6.5% |
| CAT Caterpillar Inc. | 0.44% | 5,202 | $5.5M | Reduce -10.1% |
| VOO Vanguard S&P 500 ETF | 0.43% | 7,944 | $5.5M | Add +42.5% |
| EFV iShares MSCI Eafe Value ETF | 0.42% | 69,055 | $5.3M | Reduce -3.5% |
| SCHA Schwab US Small-Cap ETF | 0.41% | 142,080 | $5.1M | Reduce -0.4% |
| DFAX Dimensional World Ex US Core | 0.40% | 137,541 | $5.1M | Add +2.6% |
| EAGG iShares ESG Aware US Aggrega | 0.40% | 105,802 | $5.0M | Reduce -9.1% |
| AMZN Amazon.com Inc. | 0.35% | 18,678 | $4.5M | Add +6.0% |
| MMM 3M Co. | 0.35% | 27,267 | $4.4M | Add +1610.6% |
| BSV Vanguard Short-Term Bond ETF | 0.34% | 55,922 | $4.4M | Add +5.2% |
| JPM JPMorgan Chase & Co. | 0.33% | 12,817 | $4.2M | Reduce -0.8% |
| INTC Intel Corp. | 0.32% | 29,296 | $4.1M | Add +1.0% |
| SUB iShares Short-Term National | 0.30% | 35,616 | $3.8M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 0.29% | 10,336 | $3.7M | Add +0.3% |
| BND Vanguard Total Bond Market | 0.29% | 49,791 | $3.7M | Reduce -9.2% |
| LLY Eli Lilly & Co. | 0.28% | 3,001 | $3.6M | Add +4.1% |
| TOLZ Proshares GLB Infrastructure | 0.26% | 56,282 | $3.3M | Reduce -0.1% |
| IWN iShares Russell 2000 Value E | 0.26% | 14,890 | $3.3M | No change |
| MU Micron Technology Inc. | 0.25% | 2,734 | $3.2M | Add +8.0% |
| NFRA NT GLBL BRD Infra ETF | 0.22% | 42,915 | $2.8M | Reduce -4.3% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 23,525 | $2.7M | Reduce -3.5% |
| KLAC KLA Corp. | 0.21% | 8,977 | $2.7M | Reduce -1.4% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.21% | 32,033 | $2.7M | Reduce -0.8% |
| IGF iShares Global Infrastructur | 0.20% | 37,432 | $2.5M | Reduce -2.1% |
| AMAT Applied Materials Inc. | 0.19% | 3,288 | $2.4M | Reduce -4.4% |
| UNH Unitedhealth Group Inc. | 0.18% | 5,576 | $2.3M | Reduce -0.5% |
| IWV iShares Russell 3000 ETF | 0.18% | 5,430 | $2.3M | No change |
| XOM Exxon Mobil Corp. | 0.18% | 16,807 | $2.3M | Add +0.9% |
| TSLA Tesla Inc. | 0.18% | 5,409 | $2.3M | Reduce -6.5% |
| CSCO Cisco Systems Inc. | 0.18% | 19,294 | $2.3M | Reduce -15.3% |
| XLK SS Technology Select Sector | 0.18% | 11,804 | $2.2M | No change |
| WMT Walmart Inc. | 0.17% | 19,119 | $2.2M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 2,902 | $2.1M | Add +15.3% |
| HD Home Depot Inc. | 0.17% | 5,951 | $2.1M | Reduce -3.0% |
| JNJ Johnson & Johnson | 0.16% | 8,211 | $2.1M | Add +2.9% |
| AMD Advanced Micro Devices | 0.16% | 3,536 | $2.1M | Reduce -28.1% |
| PG The Procter & Gamble Co. | 0.16% | 13,878 | $2.0M | Add +2.8% |
| IWM iShares Russell 2000 ETF | 0.16% | 6,598 | $2.0M | Reduce -13.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 33,604 | $1.8M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.14% | 13,630 | $1.8M | Add +1.9% |
| SCHB Schwab US Broad Market ETF | 0.13% | 58,763 | $1.7M | Add +0.3% |
| BAC Bank of America Corp. | 0.13% | 29,454 | $1.7M | Reduce -0.5% |
| RTX RTX Corp. | 0.13% | 8,432 | $1.6M | Add +1.1% |
| WELL Welltower Inc. | 0.12% | 6,968 | $1.6M | Add +0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 2 | $1.5M | No change |
| SGOV iShares 0-3 Month Treasury B | 0.12% | 14,575 | $1.5M | Reduce -28.9% |
| TXN Texas Instruments Inc. | 0.11% | 4,810 | $1.4M | Add +0.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.11% | 29,571 | $1.4M | No change |
| VIOV Vanguard S&P Small-Cap 600 V | 0.11% | 12,070 | $1.4M | No change |
| PM Philip Morris International | 0.11% | 7,579 | $1.4M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 4,686 | $1.3M | Add +1.8% |
| TQQQ Proshares Ultrapro QQQ | 0.10% | 16,257 | $1.3M | Reduce -6.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.10% | 26,905 | $1.3M | Add +86.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 15,908 | $1.3M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.10% | 3,121 | $1.3M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 14,400 | $1.2M | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 36,357 | $1.2M | Add +12.4% |
| ABBV Abbvie Inc. | 0.10% | 4,832 | $1.2M | Reduce -5.8% |
| COST Costco Wholesale Corp. | 0.09% | 1,279 | $1.2M | Reduce -0.3% |
| ELV Elevance Health Inc. | 0.09% | 3,076 | $1.2M | Add +0.6% |
Portfolio Sells Q1 2026 → Q2 2026
| VEA Vanguard Ftse Developed ETF | Reduce -19.5% | 3.78% | −0.99 |
| DFIV Dimensional International Va | Reduce -2.6% | 3.02% | −0.40 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.0% | 1.58% | −0.18 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.4% | 1.70% | −0.12 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -2.3% | 1.11% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.5% | 0.22% | −0.10 |
| EAGG iShares ESG Aware US Aggrega | Reduce -9.1% | 0.40% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.4% | 2.48% | −0.08 |
| DFUV Dimensional US Marketwide Va | Reduce -3.0% | 2.95% | −0.07 |
| DFLV Dim US Large Cap Value ETF | Reduce -1.4% | 2.14% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.9% | 2.48% | −0.07 |
| BND Vanguard Total Bond Market | Reduce -9.2% | 0.29% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -28.9% | 0.12% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.5% | 0.42% | −0.06 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.05 |
| WMT Walmart Inc. | Reduce -0.7% | 0.17% | −0.04 |
| NFRA NT GLBL BRD Infra ETF | Reduce -4.3% | 0.22% | −0.04 |
| TOLZ Proshares GLB Infrastructure | Reduce -0.1% | 0.26% | −0.04 |
| AVGO Broadcom Inc. | Reduce -13.1% | 0.51% | −0.03 |
| CVX Chevron Corp. | Reduce -1.2% | 0.07% | −0.03 |
| IGF iShares Global Infrastructur | Reduce -2.1% | 0.20% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| AVUV Avantis US Small Cap Value | Reduce -1.3% | 2.17% | −0.03 |
| SNOW Snowflake Inc. | Reduce -49.3% | 0.08% | −0.02 |
| T AT&T Inc. | Sold out | 0.00% | −0.02 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -0.8% | 0.21% | −0.02 |
| PVH PVH Corp. | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.02 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.02 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.02 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.09% | −0.02 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.02 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.02 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.02 |
| AVDE Avantis International Equity | Sold out | 0.00% | −0.02 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -36.6% | 0.02% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.6% | 0.04% | −0.02 |
| ABT Abbott Laboratories | Reduce -7.0% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -3.0% | 0.17% | −0.01 |
| IMO Imperial Oil Ltd. | Reduce -4.3% | 0.04% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -21.1% | 0.03% | −0.01 |
| TSLA Tesla Inc. | Reduce -6.5% | 0.18% | −0.01 |
| DXC DXC Technology Co. | Sold out | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -13.1% | 0.16% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -0.6% | 0.73% | −0.01 |
| ELPC Cia Paranaense DE Ener-ADR | Reduce -20.1% | 0.02% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.33% | −0.01 |
| VONV Vanguard Russell 1000 Value | Reduce -23.6% | 0.03% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| DIHP Dimensional International Hi | Add +189.5% | 1.32% | +0.84 |
| MMM 3M Co. | Add +1610.6% | 0.35% | +0.33 |
| INTC Intel Corp. | Add +1.0% | 0.32% | +0.21 |
| MU Micron Technology Inc. | Add +8.0% | 0.25% | +0.17 |
| RKLB Rocket Lab Corp. | Add +0.0% | 0.47% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +42.5% | 0.43% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +3.9% | 0.55% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.3% | 0.59% | +0.06 |
| NVDA Nvidia Corp. | Add +9.8% | 0.47% | +0.05 |
| LLY Eli Lilly & Co. | Add +4.1% | 0.28% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 1.63% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +86.9% | 0.10% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +15.3% | 0.17% | +0.04 |
| SNDK Sandisk Corp. | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | Add +0.1% | 0.11% | +0.03 |
| DFAC Dimensional US Core Equity 2 | Add +3.7% | 0.60% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.29% | +0.03 |
| DELL Dell Technologies -C | New | 0.03% | +0.03 |
| SIMO Silicon Motion Technol-ADR | New | 0.03% | +0.03 |
| BE Bloom Energy Corp. Class A | New | 0.03% | +0.03 |
| ARM Arm Holdings PLC-ADR | New | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +6.0% | 0.35% | +0.02 |
| HPE Hewlett Packard Enterprise | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | Add +135.7% | 0.06% | +0.02 |
| ANET Arista Networks Inc. | New | 0.02% | +0.02 |
| HTGC Hercules Capital Inc. | Add +155.8% | 0.03% | +0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.02% | +0.02 |
| DAL Delta Air Lines Inc. | New | 0.02% | +0.02 |
| SOLV Solventum Corp. | New | 0.02% | +0.02 |
| SPCX Space Exploration Techn Class A | New | 0.02% | +0.02 |
| IWO iShares Russell 2000 Growth | Add +68.9% | 0.04% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +0.3% | 2.11% | +0.02 |
| VFH Vanguard Financials ETF | New | 0.02% | +0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.02% | +0.02 |
| FTNT Fortinet Inc. | New | 0.02% | +0.02 |
| PNC PNC Financial Services Group | New | 0.02% | +0.02 |
| MOH Molina Healthcare Inc. | Add +0.5% | 0.04% | +0.01 |
| ELV Elevance Health Inc. | Add +0.6% | 0.09% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +12.4% | 0.10% | +0.01 |
| DFGR Dim Global Real Estate ETF | Add +5.5% | 0.65% | +0.01 |
| ARWR Arrowhead Pharmaceuticals Inc. | Add +0.0% | 0.08% | +0.01 |
| ACCO Acco Brands Corp. | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +2.2% | 0.04% | +0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.2% | 0.99% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +1.4% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.3% | 0.10% | +0.00 |
| IBM Intl Business Machines Corp. | Add +1.8% | 0.10% | +0.00 |
| XLV SS Health Care Select Sector | Add +24.1% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 248 | $1.3B | IVV, LRCX, TDTF, IJR, VIG |
| Q1 2026 | 244 | $1.1B | IVV, TDTF, IJR, LRCX, VIG |
| Q4 2025 | 240 | $1.1B | IVV, TDTF, IJR, VEA, VIG |
| Q3 2025 | 235 | $1.1B | IVV, TDTF, IJR, VEA, VIG |
| Q2 2025 | 226 | $984.4M | IVV, TDTF, VEA, IJR, VIG |
| Q1 2025Amended | 229 | $906.4M | IVV, TDTF, VEA, IJR, VIG |
| Q4 2024 | 215 | $885.9M | IVV, TDTF, IJR, VIG, VEA |
| Q3 2024 | 214 | $883.6M | IVV, TDTF, IJR, VEA, VIG |
| Q2 2024 | 210 | $818.6M | IVV, TDTF, IJR, VEA, VIG |
| Q1 2024 | 210 | $758.8M | IVV, TDTF, IJR, VEA, VIG |