Wealth Architects, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Wealth Architects, LLC reported 210 stock positions worth $758.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.7% of the portfolio, followed by NT Iboxx 5Y Dur Tips ETF (TDTF, 6.8%) and iShares Core S&P Small-Cap E (IJR, 6.2%). Compared with Q4 2023, it opened 14 new positions, sold out of 3, added to 68 and reduced 98. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +103%) and the biggest sale Microsoft (MSFT, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $758.8M (Q1 2024)
- SEC Filing
- 0001611518-24-000005 ↗ filed May 13, 2024
Holdings Value
Holdings 210 stocks · $758.8M
| IVV iShares Core S&P 500 ETF | 8.74% | 126,098 | $66.3M | Reduce -0.9% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.82% | 2,188,628 | $51.8M | Add +8.5% |
| IJR iShares Core S&P Small-Cap E | 6.20% | 425,855 | $47.1M | Add +1.9% |
| VEA Vanguard Ftse Developed ETF | 5.60% | 846,698 | $42.5M | Add +1.3% |
| VIG Vanguard Dividend Apprec ETF | 5.57% | 231,295 | $42.2M | Reduce -1.9% |
| GII State Street SPDR S&P Global | 4.05% | 567,553 | $30.7M | Add +5.0% |
| DFUV Dimensional US Marketwide Va | 3.92% | 727,532 | $29.8M | Reduce -1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.37% | 133,229 | $25.6M | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.35% | 155,877 | $25.4M | Reduce -2.6% |
| DFIV Dimensional International Va | 3.08% | 636,039 | $23.4M | Add +6.7% |
| AAPL Apple Inc. | 2.83% | 125,134 | $21.5M | Reduce -2.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.38% | 75,304 | $18.1M | Reduce -2.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.37% | 242,128 | $18.0M | Reduce -0.4% |
| VT Vanguard Tot World STK ETF | 2.33% | 159,962 | $17.7M | Add +3.3% |
| AVUV Avantis US Small Cap Value | 1.96% | 158,424 | $14.8M | Add +9.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.92% | 27,843 | $14.6M | Add +7.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.88% | 62,251 | $14.2M | Reduce -1.5% |
| SCZ iShares MSCI Eafe Small-Cap | 1.61% | 193,367 | $12.2M | Reduce -0.5% |
| DFLV Dim US Large Cap Value ETF | 1.50% | 379,597 | $11.4M | Add +19.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.47% | 26,525 | $11.2M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.43% | 22,403 | $10.9M | Add +1.1% |
| IJS iShares S&P Small-Cap 600 Va | 1.41% | 103,800 | $10.7M | Reduce -0.1% |
| AVDV Avantis Intl S/C Value ETF | 1.22% | 140,468 | $9.3M | Add +10.0% |
| MSFT Microsoft Corp. | 0.98% | 17,614 | $7.4M | Reduce -61.9% |
| SCHF Schwab Intl Equity ETF | 0.90% | 174,359 | $6.8M | Reduce -0.1% |
| ESML iShares ESG Aware MSCI USA S | 0.82% | 154,194 | $6.2M | Add +0.5% |
| ESGD iShares Trust iShares ESG Aw | 0.75% | 71,213 | $5.7M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 19,921 | $5.2M | Add +103.3% |
| EFV iShares MSCI Eafe Value ETF | 0.64% | 88,843 | $4.8M | Reduce -2.0% |
| DFAC Dimensional US Core Equity 2 | 0.52% | 123,124 | $3.9M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.49% | 20,747 | $3.7M | Add +1.4% |
| DFGR Dim Global Real Estate ETF | 0.48% | 142,625 | $3.6M | Add +22.2% |
| AVGO Broadcom Inc. | 0.47% | 2,662 | $3.5M | Add +4.5% |
| BSV Vanguard Short-Term Bond ETF | 0.46% | 45,293 | $3.5M | Add +2.2% |
| ESGU iShares ESG Aware MSCI USA | 0.45% | 29,400 | $3.4M | Add +1.4% |
| SCHA Schwab US Small-Cap ETF | 0.43% | 66,612 | $3.3M | Reduce 0.0% |
| NFRA NT GLBL BRD Infra ETF | 0.42% | 58,031 | $3.2M | Reduce -4.0% |
| TOLZ Proshares GLB Infrastructure | 0.40% | 66,829 | $3.1M | Reduce -0.0% |
| BND Vanguard Total Bond Market | 0.40% | 41,813 | $3.0M | Add +3.2% |
| NVDA Nvidia Corp. | 0.39% | 3,251 | $2.9M | Reduce -5.8% |
| UNH Unitedhealth Group Inc. | 0.37% | 5,643 | $2.8M | Reduce -9.4% |
| DFAX Dimensional World Ex US Core | 0.36% | 107,509 | $2.7M | Reduce -0.6% |
| SUB iShares Short-Term National | 0.36% | 25,875 | $2.7M | Add +3.6% |
| GOOG Alphabet Inc. Class C | 0.33% | 16,564 | $2.5M | Add +0.5% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.32% | 37,147 | $2.4M | Reduce -0.2% |
| IWN iShares Russell 2000 Value E | 0.32% | 15,239 | $2.4M | Add +0.4% |
| SNOW Snowflake Inc. | 0.28% | 13,277 | $2.1M | Reduce -13.7% |
| JPM JPMorgan Chase & Co. | 0.28% | 10,601 | $2.1M | Reduce -4.8% |
| IGF iShares Global Infrastructur | 0.26% | 42,209 | $2.0M | Reduce -1.9% |
| ICSH iShares Ultra Short Duration | 0.26% | 39,079 | $2.0M | Add +116.2% |
| HD Home Depot Inc. | 0.26% | 5,102 | $2.0M | Add +0.4% |
| MRK Merck & Co. Inc. | 0.26% | 14,772 | $1.9M | Reduce -0.7% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.26% | 60,445 | $1.9M | Add +17.7% |
| GOOGL Alphabet Inc. Class A | 0.25% | 12,798 | $1.9M | Reduce -2.4% |
| IWV iShares Russell 3000 ETF | 0.23% | 5,888 | $1.8M | No change |
| ELV Elevance Health Inc. | 0.21% | 3,110 | $1.6M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.21% | 13,684 | $1.6M | Reduce -1.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.19% | 42,049 | $1.4M | Add +5.7% |
| EAGG iShares ESG Aware US Aggrega | 0.19% | 29,845 | $1.4M | Add +112.3% |
| INTC Intel Corp. | 0.18% | 31,782 | $1.4M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.18% | 8,493 | $1.3M | Add +2.6% |
| TSLA Tesla Inc. | 0.18% | 7,561 | $1.3M | Reduce -31.2% |
| PG The Procter & Gamble Co. | 0.17% | 8,136 | $1.3M | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.17% | 3,521 | $1.3M | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 56,034 | $1.3M | Add +0.1% |
| MGRC McGrath Rentcorp | 0.17% | 10,401 | $1.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 2,769 | $1.2M | Add +2.8% |
| SCHB Schwab US Broad Market ETF | 0.16% | 20,025 | $1.2M | Reduce -12.0% |
| SCHC Schwab Intl Small-Cap Equity | 0.15% | 32,793 | $1.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 29,797 | $1.1M | Reduce -0.4% |
| VXUS Vanguard Total Intl Stock | 0.15% | 18,346 | $1.1M | Add +219.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 33,684 | $1.1M | Add +1.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.14% | 12,070 | $1.1M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 4,064 | $1.0M | Reduce -2.9% |
| TLTE NT Emg MKTS Ftilt ETF | 0.13% | 19,603 | $1.0M | Reduce -8.5% |
| COST Costco Wholesale Corp. | 0.13% | 1,329 | $974K | Reduce -5.2% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 1,670 | $971K | Reduce -3.8% |
| IWB iShares Russell 1000 ETF | 0.12% | 3,121 | $899K | No change |
| LLY Eli Lilly & Co. | 0.12% | 1,153 | $897K | Add +4.3% |
| MOH Molina Healthcare Inc. | 0.12% | 2,175 | $894K | Add +0.2% |
| V Visa Inc. Class A | 0.12% | 3,192 | $891K | Reduce -5.5% |
| ABBV Abbvie Inc. | 0.12% | 4,885 | $890K | Add +5.3% |
| IWF iShares Russell 1000 Growth | 0.12% | 2,606 | $878K | No change |
| AVLV Avantis US Large Cap Value | 0.11% | 13,275 | $853K | Reduce -42.6% |
| ACWI iShares MSCI Acwi ETF | 0.11% | 7,740 | $852K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.11% | 24,637 | $830K | Add +3.5% |
| ISRG Intuitive Surgical Inc. | 0.11% | 2,063 | $823K | Add +0.4% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 8,793 | $815K | Reduce -2.6% |
| ADP Automatic Data Processing | 0.10% | 3,166 | $791K | Reduce -0.3% |
| INTU Intuit Inc. | 0.10% | 1,207 | $785K | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,251 | $775K | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.10% | 3,671 | $772K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.10% | 15,343 | $766K | Add +0.3% |
| PEP Pepsico Inc. | 0.10% | 4,284 | $750K | Reduce -8.8% |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,545 | $743K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 4,378 | $742K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.10% | 11,772 | $725K | Reduce -4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 3,782 | $722K | Reduce -33.6% |
| MA Mastercard Inc. Class A | 0.09% | 1,472 | $709K | Reduce -5.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 4,560 | $620K | Reduce -0.6% |
Portfolio Sells Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Reduce -61.9% | 0.98% | −1.46 |
| AAPL Apple Inc. | Reduce -2.1% | 2.83% | −0.63 |
| TSLA Tesla Inc. | Reduce -31.2% | 0.18% | −0.21 |
| SNOW Snowflake Inc. | Reduce -13.7% | 0.28% | −0.15 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.1% | 1.41% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -9.4% | 0.37% | −0.09 |
| AVLV Avantis US Large Cap Value | Reduce -42.6% | 0.11% | −0.08 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.5% | 1.61% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.9% | 5.57% | −0.07 |
| INTC Intel Corp. | Reduce -1.5% | 0.18% | −0.04 |
| NFRA NT GLBL BRD Infra ETF | Reduce -4.0% | 0.42% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.2% | 3.37% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -33.6% | 0.10% | −0.04 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.4% | 2.37% | −0.03 |
| MMM 3M Co. | Sold out | 0.00% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.0% | 0.64% | −0.03 |
| ADBE Adobe Inc. | Reduce -8.7% | 0.07% | −0.03 |
| TOLZ Proshares GLB Infrastructure | Reduce -0.0% | 0.40% | −0.02 |
| TLTE NT Emg MKTS Ftilt ETF | Reduce -8.5% | 0.13% | −0.02 |
| IGF iShares Global Infrastructur | Reduce -1.9% | 0.26% | −0.02 |
| TLTD NT Dev Exus Ftilt ETF | Reduce -17.9% | 0.07% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -12.0% | 0.16% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.5% | 1.88% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -16.6% | 0.05% | −0.02 |
| NKE Nike Inc. Class B | Reduce -5.5% | 0.05% | −0.01 |
| MQ Marqeta Inc. | Reduce -24.3% | 0.02% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.2% | 0.75% | −0.01 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -0.2% | 0.32% | −0.01 |
| PKX Posco Holdings Inc. -Spon ADR | Reduce -8.8% | 0.03% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -2.8% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Reduce -8.8% | 0.10% | −0.01 |
| AMGN Amgen Inc. | Reduce -6.3% | 0.08% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.6% | 3.35% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -0.6% | 0.36% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce 0.0% | 0.43% | −0.01 |
| TEAM Atlassian Corp. Class A | Reduce -1.8% | 0.03% | −0.01 |
| CWT California Water Service Grp | Reduce -2.2% | 0.04% | −0.01 |
| PM Philip Morris International | Reduce -1.6% | 0.07% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -0.1% | 0.90% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.06% | −0.01 |
| BZH Beazer Homes USA Inc. | Reduce -8.8% | 0.03% | −0.01 |
| V Visa Inc. Class A | Reduce -5.5% | 0.12% | −0.01 |
| FSLR First Solar Inc. | Reduce -4.4% | 0.04% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.6% | 0.07% | −0.01 |
| ABT Abbott Laboratories | Reduce -3.7% | 0.08% | −0.01 |
| WEC WEC Energy Group Inc. | Reduce -0.3% | 0.06% | −0.01 |
| HON Honeywell International Inc. | Reduce -4.9% | 0.03% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.9% | 0.04% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| VTI VG Morningstar TS MKT ETF-US | Add +103.3% | 0.68% | +0.36 |
| META Meta Platforms Inc. Class A | Add +1.1% | 1.43% | +0.33 |
| DFLV Dim US Large Cap Value ETF | Add +19.4% | 1.50% | +0.29 |
| DFIV Dimensional International Va | Add +6.7% | 3.08% | +0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.8% | 1.92% | +0.20 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Add +8.5% | 6.82% | +0.13 |
| ICSH iShares Ultra Short Duration | Add +116.2% | 0.26% | +0.13 |
| AVUV Avantis US Small Cap Value | Add +9.0% | 1.96% | +0.13 |
| AVDV Avantis Intl S/C Value ETF | Add +10.0% | 1.22% | +0.10 |
| VXUS Vanguard Total Intl Stock | Add +219.9% | 0.15% | +0.10 |
| VT Vanguard Tot World STK ETF | Add +3.3% | 2.33% | +0.09 |
| EAGG iShares ESG Aware US Aggrega | Add +112.3% | 0.19% | +0.09 |
| AVGO Broadcom Inc. | Add +4.5% | 0.47% | +0.07 |
| AMZN Amazon.com Inc. | Add +1.4% | 0.49% | +0.06 |
| DFGR Dim Global Real Estate ETF | Add +22.2% | 0.48% | +0.05 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | Add +56.5% | 0.08% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +0.1% | 0.17% | +0.04 |
| QUAD Quad Graphics Inc. | New | 0.04% | +0.04 |
| PGR Progressive Corp. | New | 0.03% | +0.03 |
| IWO iShares Russell 2000 Growth | New | 0.03% | +0.03 |
| GTLB Gitlab Inc. Class A | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +17.7% | 0.26% | +0.03 |
| GWW WW Grainger Inc. | New | 0.03% | +0.03 |
| FDX FedEx Corp. | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +4.3% | 0.12% | +0.03 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.03% | +0.03 |
| AJG Arthur J Gallagher & Co. | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | New | 0.03% | +0.03 |
| AFL Aflac Inc. | New | 0.03% | +0.03 |
| PACB Pacific Biosciences of Calif | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +0.2% | 0.17% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +1.4% | 0.52% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +1.4% | 0.45% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +5.7% | 0.19% | +0.02 |
| ABBV Abbvie Inc. | Add +5.3% | 0.12% | +0.02 |
| DIS The Walt Disney Co. | Add +0.5% | 0.07% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +0.4% | 0.11% | +0.01 |
| HD Home Depot Inc. | Add +0.4% | 0.26% | +0.01 |
| ETN Eaton Corp. PLC | Add +0.9% | 0.05% | +0.01 |
| NFLX Netflix Inc. | Add +5.7% | 0.05% | +0.01 |
| TGT Target Corp. | Add +1.9% | 0.06% | +0.01 |
| AXP American Express Co. | Add +0.4% | 0.07% | +0.01 |
| ABNB Airbnb Inc. Class A | Add +0.4% | 0.06% | +0.01 |
| RTX RTX Corp. | Add +3.4% | 0.07% | +0.01 |
| MOH Molina Healthcare Inc. | Add +0.2% | 0.12% | +0.01 |
| ELV Elevance Health Inc. | Add +0.3% | 0.21% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.8% | 0.16% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.9% | 0.06% | +0.01 |
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 |