Wealth Architects, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Wealth Architects, LLC reported 210 stock positions worth $818.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.4% of the portfolio, followed by NT Iboxx 5Y Dur Tips ETF (TDTF, 6.5%) and iShares Core S&P Small-Cap E (IJR, 5.7%). Compared with Q1 2024, it opened 9 new positions, sold out of 9, added to 69 and reduced 93. The biggest buy was Lam Research (LRCX, shares +13231%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $818.6M (Q2 2024)
- SEC Filing
- 0001611518-24-000007 ↗ filed Aug 8, 2024
Holdings Value
Holdings 210 stocks · $818.6M
| IVV iShares Core S&P 500 ETF | 8.44% | 126,193 | $69.1M | Add +0.1% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.51% | 2,275,652 | $53.3M | Add +4.0% |
| IJR iShares Core S&P Small-Cap E | 5.72% | 439,365 | $46.9M | Add +3.2% |
| VEA Vanguard Ftse Developed ETF | 5.20% | 860,960 | $42.5M | Add +1.7% |
| VIG Vanguard Dividend Apprec ETF | 5.08% | 227,694 | $41.6M | Reduce -1.6% |
| AAPL Apple Inc. | 4.38% | 170,151 | $35.8M | Add +36.0% |
| LRCX Lam Research Corp. | 3.94% | 30,261 | $32.2M | Add +13230.8% |
| GII State Street SPDR S&P Global | 3.89% | 583,260 | $31.9M | Add +2.8% |
| DFUV Dimensional US Marketwide Va | 3.42% | 712,752 | $28.0M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.04% | 154,893 | $24.8M | Reduce -0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.95% | 132,160 | $24.1M | Reduce -0.8% |
| DFIV Dimensional International Va | 2.85% | 648,081 | $23.3M | Add +1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.21% | 72,360 | $18.1M | Reduce -3.9% |
| VT Vanguard Tot World STK ETF | 2.19% | 159,091 | $17.9M | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.12% | 239,114 | $17.4M | Reduce -1.2% |
| AVUV Avantis US Small Cap Value | 2.02% | 184,017 | $16.5M | Add +16.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.84% | 27,729 | $15.1M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.63% | 61,358 | $13.4M | Reduce -1.4% |
| DFLV Dim US Large Cap Value ETF | 1.49% | 420,951 | $12.2M | Add +10.9% |
| SCZ iShares MSCI Eafe Small-Cap | 1.45% | 192,525 | $11.9M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.32% | 26,516 | $10.8M | Reduce -0.0% |
| AVDV Avantis Intl S/C Value ETF | 1.26% | 159,349 | $10.3M | Add +13.4% |
| IJS iShares S&P Small-Cap 600 Va | 1.23% | 103,556 | $10.1M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.08% | 17,611 | $8.9M | Reduce -21.4% |
| ESML iShares ESG Aware MSCI USA S | 0.95% | 202,483 | $7.8M | Add +31.3% |
| MSFT Microsoft Corp. | 0.89% | 16,234 | $7.3M | Reduce -7.8% |
| ESGD iShares Trust iShares ESG Aw | 0.88% | 91,894 | $7.2M | Add +29.0% |
| SCHF Schwab Intl Equity ETF | 0.82% | 174,059 | $6.7M | Reduce -0.2% |
| ESGU iShares ESG Aware MSCI USA | 0.64% | 44,071 | $5.3M | Add +49.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 19,110 | $5.1M | Reduce -4.1% |
| EFV iShares MSCI Eafe Value ETF | 0.55% | 85,308 | $4.5M | Reduce -4.0% |
| AVGO Broadcom Inc. | 0.51% | 2,585 | $4.2M | Reduce -2.9% |
| DFGR Dim Global Real Estate ETF | 0.51% | 165,758 | $4.1M | Add +16.2% |
| AMZN Amazon.com Inc. | 0.48% | 20,170 | $3.9M | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.48% | 31,498 | $3.9M | Reduce -3.1% |
| DFSU Dimensional US Sus CORE1 ETF | 0.47% | 110,897 | $3.9M | Add +163.7% |
| DFAC Dimensional US Core Equity 2 | 0.47% | 118,946 | $3.8M | Reduce -3.4% |
| BSV Vanguard Short-Term Bond ETF | 0.44% | 46,973 | $3.6M | Add +3.7% |
| BND Vanguard Total Bond Market | 0.40% | 45,933 | $3.3M | Add +9.8% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 66,612 | $3.2M | No change |
| TOLZ Proshares GLB Infrastructure | 0.37% | 66,768 | $3.0M | Reduce -0.1% |
| NFRA NT GLBL BRD Infra ETF | 0.37% | 56,329 | $3.0M | Reduce -2.9% |
| SUB iShares Short-Term National | 0.36% | 28,241 | $3.0M | Add +9.1% |
| UNH Unitedhealth Group Inc. | 0.35% | 5,688 | $2.9M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.34% | 15,225 | $2.8M | Reduce -8.1% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.33% | 79,787 | $2.7M | Add +32.0% |
| DFAX Dimensional World Ex US Core | 0.32% | 103,378 | $2.6M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 0.29% | 13,101 | $2.4M | Add +2.4% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.29% | 36,813 | $2.3M | Reduce -0.9% |
| IWN iShares Russell 2000 Value E | 0.28% | 15,239 | $2.3M | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 10,423 | $2.1M | Reduce -1.7% |
| DFSI Dimensional Int Sus COR1 ETF | 0.25% | 62,031 | $2.0M | Add +151.8% |
| IGF iShares Global Infrastructur | 0.25% | 41,949 | $2.0M | Reduce -0.6% |
| ICSH iShares Ultra Short Duration | 0.24% | 38,977 | $2.0M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.22% | 14,530 | $1.8M | Reduce -1.6% |
| SNOW Snowflake Inc. | 0.22% | 13,255 | $1.8M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.22% | 3,553 | $1.8M | Add +130.0% |
| IWV iShares Russell 3000 ETF | 0.22% | 5,705 | $1.8M | Reduce -3.1% |
| HD Home Depot Inc. | 0.21% | 5,052 | $1.7M | Reduce -1.0% |
| ELV Elevance Health Inc. | 0.21% | 3,117 | $1.7M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.20% | 13,949 | $1.6M | Add +1.9% |
| TSLA Tesla Inc. | 0.18% | 7,372 | $1.5M | Reduce -2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 56,077 | $1.4M | Add +0.1% |
| EAGG iShares ESG Aware US Aggrega | 0.17% | 30,212 | $1.4M | Add +1.2% |
| PG The Procter & Gamble Co. | 0.16% | 7,948 | $1.3M | Reduce -2.3% |
| JNJ Johnson & Johnson | 0.16% | 8,776 | $1.3M | Add +3.3% |
| SCHB Schwab US Broad Market ETF | 0.15% | 20,025 | $1.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 2,560 | $1.2M | Reduce -7.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 36,022 | $1.2M | Add +6.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 29,651 | $1.2M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.14% | 3,519 | $1.2M | Reduce -0.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.14% | 32,793 | $1.2M | No change |
| MGRC McGrath Rentcorp | 0.14% | 10,401 | $1.1M | No change |
| VXUS Vanguard Total Intl Stock | 0.14% | 18,346 | $1.1M | No change |
| LLY Eli Lilly & Co. | 0.13% | 1,153 | $1.0M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 4,281 | $1.0M | Add +5.3% |
| COST Costco Wholesale Corp. | 0.13% | 1,215 | $1.0M | Reduce -8.6% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.12% | 12,070 | $1.0M | No change |
| TLTE NT Emg MKTS Ftilt ETF | 0.12% | 18,545 | $987K | Reduce -5.4% |
| INTC Intel Corp. | 0.12% | 31,359 | $971K | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.12% | 2,606 | $950K | No change |
| IWB iShares Russell 1000 ETF | 0.11% | 3,121 | $929K | No change |
| ISRG Intuitive Surgical Inc. | 0.11% | 2,080 | $925K | Add +0.8% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 8,793 | $887K | No change |
| ACWI iShares MSCI Acwi ETF | 0.11% | 7,740 | $870K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.11% | 11,772 | $869K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,253 | $843K | Add +0.1% |
| AVLV Avantis US Large Cap Value | 0.10% | 13,275 | $834K | No change |
| AMAT Applied Materials Inc. | 0.10% | 3,474 | $820K | Add +163.8% |
| INTU Intuit Inc. | 0.10% | 1,233 | $810K | Add +2.1% |
| ABBV Abbvie Inc. | 0.10% | 4,640 | $796K | Reduce -5.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 4,557 | $792K | Reduce -0.1% |
| V Visa Inc. Class A | 0.09% | 2,952 | $775K | Reduce -7.5% |
| KLAC KLA Corp. | 0.09% | 933 | $770K | Add +162.8% |
| ADP Automatic Data Processing | 0.09% | 3,173 | $757K | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 1,358 | $751K | Reduce -18.7% |
| IWM iShares Russell 2000 ETF | 0.09% | 3,653 | $741K | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.09% | 15,487 | $736K | Add +0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 4,378 | $719K | No change |
| AMD Advanced Micro Devices | 0.09% | 4,428 | $718K | Add +30.0% |
Portfolio Sells Q1 2024 → Q2 2024
| DFUV Dimensional US Marketwide Va | Reduce -2.0% | 3.42% | −0.50 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.6% | 5.08% | −0.49 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.8% | 2.95% | −0.42 |
| META Meta Platforms Inc. Class A | Reduce -21.4% | 1.08% | −0.35 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.6% | 3.04% | −0.31 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.2% | 2.12% | −0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.4% | 1.63% | −0.24 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.2% | 1.23% | −0.18 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.9% | 2.21% | −0.17 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.4% | 1.45% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.0% | 1.32% | −0.15 |
| VT Vanguard Tot World STK ETF | Reduce -0.5% | 2.19% | −0.14 |
| MSFT Microsoft Corp. | Reduce -7.8% | 0.89% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -4.0% | 0.55% | −0.08 |
| SCHF Schwab Intl Equity ETF | Reduce -0.2% | 0.82% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 1.84% | −0.08 |
| INTC Intel Corp. | Reduce -1.3% | 0.12% | −0.07 |
| SNOW Snowflake Inc. | Reduce -0.2% | 0.22% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.1% | 0.62% | −0.06 |
| NFRA NT GLBL BRD Infra ETF | Reduce -2.9% | 0.37% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -3.4% | 0.47% | −0.05 |
| HD Home Depot Inc. | Reduce -1.0% | 0.21% | −0.05 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.04 |
| DFAX Dimensional World Ex US Core | Reduce -3.8% | 0.32% | −0.04 |
| MOH Molina Healthcare Inc. | Reduce -0.3% | 0.08% | −0.04 |
| TOLZ Proshares GLB Infrastructure | Reduce -0.1% | 0.37% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -1.6% | 0.22% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -18.7% | 0.09% | −0.04 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -0.9% | 0.29% | −0.03 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.03 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.03 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.03 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -28.0% | 0.04% | −0.03 |
| CAT Caterpillar Inc. | Reduce -0.1% | 0.14% | −0.03 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.03 |
| V Visa Inc. Class A | Reduce -7.5% | 0.09% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 0.26% | −0.02 |
| ABBV Abbvie Inc. | Reduce -5.0% | 0.10% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -0.3% | 0.24% | −0.02 |
| IGF iShares Global Infrastructur | Reduce -0.6% | 0.25% | −0.02 |
| MCD McDonald's Corp. | Reduce -18.8% | 0.04% | −0.02 |
| PACB Pacific Biosciences of Calif | Reduce -7.1% | 0.01% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -3.1% | 0.22% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.8% | 0.48% | −0.02 |
| MRVL Marvell Technology Inc. | Reduce -12.8% | 0.06% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.2% | 0.03% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.0% | 0.08% | −0.02 |
| PEP Pepsico Inc. | Reduce -2.9% | 0.08% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| LRCX Lam Research Corp. | Add +13230.8% | 3.94% | +3.91 |
| AAPL Apple Inc. | Add +36.0% | 4.38% | +1.55 |
| DFSU Dimensional US Sus CORE1 ETF | Add +163.7% | 0.47% | +0.28 |
| ESGU iShares ESG Aware MSCI USA | Add +49.9% | 0.64% | +0.20 |
| DFSI Dimensional Int Sus COR1 ETF | Add +151.8% | 0.25% | +0.14 |
| ESGD iShares Trust iShares ESG Aw | Add +29.0% | 0.88% | +0.13 |
| ESML iShares ESG Aware MSCI USA S | Add +31.3% | 0.95% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +130.0% | 0.22% | +0.12 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +32.0% | 0.33% | +0.07 |
| AMAT Applied Materials Inc. | Add +163.8% | 0.10% | +0.06 |
| KLAC KLA Corp. | Add +162.8% | 0.09% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +16.1% | 2.02% | +0.06 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | New | 0.05% | +0.05 |
| AVDV Avantis Intl S/C Value ETF | Add +13.4% | 1.26% | +0.05 |
| COR Cencora Inc. | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.29% | +0.04 |
| DHR Danaher Corp. | New | 0.04% | +0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +89.6% | 0.08% | +0.03 |
| DFAI Dimensional International Co. | New | 0.03% | +0.03 |
| DFGR Dim Global Real Estate ETF | Add +16.2% | 0.51% | +0.03 |
| IEMG iShares Core MSCI Emerging | New | 0.03% | +0.03 |
| FCX Freeport-McMoran Inc. | New | 0.02% | +0.02 |
| RKLB Rocket Lab USA Inc. | New | 0.01% | +0.01 |
| JMSI JPM Sus Municipal Income | Add +21.8% | 0.08% | +0.01 |
| ORCL Oracle Corp. | Add +6.5% | 0.07% | +0.01 |
| AMD Advanced Micro Devices | Add +30.0% | 0.09% | +0.01 |
| QCOM Qualcomm Inc. | Add +2.5% | 0.05% | +0.01 |
| GTLB Gitlab Inc. Class A | Add +48.2% | 0.03% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +19.4% | 0.05% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +0.8% | 0.11% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +6.9% | 0.15% | +0.00 |
| BND Vanguard Total Bond Market | Add +9.8% | 0.40% | +0.00 |
| SUB iShares Short-Term National | Add +9.1% | 0.36% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +0.1% | 0.17% | +0.00 |
| NEE Nextera Energy Inc. | Add +5.5% | 0.04% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +1.3% | 0.03% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.10% | +0.00 |
| SPGI S&P Global Inc. | Add +2.5% | 0.04% | −0.00 |
| AWK American Water Works Co. Inc. | Add +0.7% | 0.06% | −0.00 |
| KO The Coca-Cola Co. | Add +1.7% | 0.05% | −0.00 |
| CWT California Water Service Grp | Add +0.6% | 0.04% | −0.00 |
| MO Altria Group Inc. | Add +0.4% | 0.06% | −0.00 |
| QUAD Quad Graphics Inc. | Add +0.1% | 0.03% | −0.00 |
| PGR Progressive Corp. | Add +0.9% | 0.03% | −0.00 |
| KBH KB Home | Add +0.4% | 0.03% | −0.00 |
| ETN Eaton Corp. PLC | Add +1.0% | 0.05% | −0.00 |
| L Loews Corp. | Add +2.4% | 0.03% | −0.00 |
| CVX Chevron Corp. | Add +2.3% | 0.06% | −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 |