Wealth Architects, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Wealth Architects, LLC reported 214 stock positions worth $883.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.1% of the portfolio, followed by NT Iboxx 5Y Dur Tips ETF (TDTF, 6.6%) and iShares Core S&P Small-Cap E (IJR, 6.1%). Compared with Q2 2024, it opened 7 new positions, sold out of 3, added to 66 and reduced 100. The biggest buy was Apple (AAPL, shares +7%) and the biggest sale Lam Research (LRCX, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $883.6M (Q3 2024)
- SEC Filing
- 0001611518-24-000011 ↗ filed Oct 31, 2024
Holdings Value
Holdings 214 stocks · $883.6M
| IVV iShares Core S&P 500 ETF | 8.13% | 124,481 | $71.8M | Reduce -1.4% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.58% | 2,412,798 | $58.1M | Add +6.0% |
| IJR iShares Core S&P Small-Cap E | 6.14% | 463,817 | $54.2M | Add +5.6% |
| VEA Vanguard Ftse Developed ETF | 5.30% | 887,549 | $46.9M | Add +3.1% |
| VIG Vanguard Dividend Apprec ETF | 5.30% | 236,637 | $46.9M | Add +3.9% |
| AAPL Apple Inc. | 4.80% | 182,203 | $42.5M | Add +7.1% |
| GII State Street SPDR S&P Global | 4.25% | 608,344 | $37.5M | Add +4.3% |
| DFUV Dimensional US Marketwide Va | 3.31% | 701,948 | $29.3M | Reduce -1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.09% | 156,254 | $27.3M | Add +0.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.00% | 131,812 | $26.5M | Reduce -0.3% |
| DFIV Dimensional International Va | 2.94% | 681,820 | $26.0M | Add +5.2% |
| LRCX Lam Research Corp. | 2.45% | 26,540 | $21.7M | Reduce -12.3% |
| AVUV Avantis US Small Cap Value | 2.21% | 203,438 | $19.5M | Add +10.6% |
| VT Vanguard Tot World STK ETF | 2.16% | 159,103 | $19.0M | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.09% | 70,141 | $18.5M | Reduce -3.1% |
| IEFA iShares Core MSCI Eafe ETF | 2.07% | 234,304 | $18.3M | Reduce -2.0% |
| DFLV Dim US Large Cap Value ETF | 1.72% | 492,397 | $15.2M | Add +17.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.71% | 26,337 | $15.1M | Reduce -5.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.60% | 59,646 | $14.1M | Reduce -2.8% |
| SCZ iShares MSCI Eafe Small-Cap | 1.43% | 187,237 | $12.7M | Reduce -2.8% |
| AVDV Avantis Intl S/C Value ETF | 1.39% | 174,275 | $12.3M | Add +9.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 26,446 | $12.2M | Reduce -0.3% |
| IJS iShares S&P Small-Cap 600 Va | 1.24% | 101,952 | $11.0M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 1.13% | 17,443 | $10.0M | Reduce -0.9% |
| ESML iShares ESG Aware MSCI USA S | 1.05% | 222,147 | $9.3M | Add +9.7% |
| ESGD iShares Trust iShares ESG Aw | 0.94% | 98,655 | $8.3M | Add +7.4% |
| MSFT Microsoft Corp. | 0.78% | 16,016 | $6.9M | Reduce -1.3% |
| SCHF Schwab Intl Equity ETF | 0.78% | 167,225 | $6.9M | Reduce -3.9% |
| ESGU iShares ESG Aware MSCI USA | 0.66% | 45,888 | $5.8M | Add +4.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 18,709 | $5.3M | Reduce -2.1% |
| DFGR Dim Global Real Estate ETF | 0.58% | 179,028 | $5.2M | Add +8.0% |
| EFV iShares MSCI Eafe Value ETF | 0.56% | 85,250 | $4.9M | Reduce -0.1% |
| DFSU Dimensional US Sus CORE1 ETF | 0.55% | 130,519 | $4.9M | Add +17.7% |
| AVGO Broadcom Inc. | 0.50% | 25,405 | $4.4M | Reduce -1.7% |
| DFAC Dimensional US Core Equity 2 | 0.47% | 121,739 | $4.2M | Add +2.4% |
| NVDA Nvidia Corp. | 0.44% | 31,750 | $3.9M | Add +0.8% |
| AMZN Amazon.com Inc. | 0.42% | 19,787 | $3.7M | Reduce -1.9% |
| BSV Vanguard Short-Term Bond ETF | 0.41% | 45,639 | $3.6M | Reduce -2.8% |
| BND Vanguard Total Bond Market | 0.40% | 46,918 | $3.5M | Add +2.1% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 66,670 | $3.4M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.38% | 5,694 | $3.3M | Add +0.1% |
| NFRA NT GLBL BRD Infra ETF | 0.37% | 55,741 | $3.3M | Reduce -1.0% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.37% | 93,355 | $3.3M | Add +17.0% |
| TOLZ Proshares GLB Infrastructure | 0.37% | 64,308 | $3.3M | Reduce -3.7% |
| DFAX Dimensional World Ex US Core | 0.33% | 108,564 | $2.9M | Add +5.0% |
| SUB iShares Short-Term National | 0.32% | 26,993 | $2.9M | Reduce -4.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.31% | 77,454 | $2.8M | Add +24.9% |
| GOOG Alphabet Inc. Class C | 0.30% | 15,734 | $2.6M | Add +3.3% |
| IWN iShares Russell 2000 Value E | 0.29% | 15,239 | $2.5M | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.29% | 36,625 | $2.5M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.28% | 15,334 | $2.5M | Add +246.3% |
| IGF iShares Global Infrastructur | 0.25% | 41,114 | $2.2M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.25% | 10,408 | $2.2M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.24% | 13,017 | $2.2M | Reduce -0.6% |
| ICSH iShares Ultra Short Duration | 0.23% | 40,780 | $2.1M | Add +4.6% |
| HD Home Depot Inc. | 0.23% | 5,057 | $2.0M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.21% | 3,545 | $1.9M | Reduce -0.2% |
| IWV iShares Russell 3000 ETF | 0.21% | 5,705 | $1.9M | No change |
| TSLA Tesla Inc. | 0.21% | 6,982 | $1.8M | Reduce -5.3% |
| ELV Elevance Health Inc. | 0.18% | 3,124 | $1.6M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.18% | 14,295 | $1.6M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.18% | 13,751 | $1.6M | Reduce -1.4% |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 32,823 | $1.6M | Add +8.6% |
| JNJ Johnson & Johnson | 0.16% | 8,599 | $1.4M | Reduce -2.0% |
| SNOW Snowflake Inc. | 0.16% | 12,057 | $1.4M | Reduce -9.0% |
| CAT Caterpillar Inc. | 0.16% | 3,511 | $1.4M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.15% | 7,890 | $1.4M | Reduce -0.7% |
| SCHB Schwab US Broad Market ETF | 0.15% | 20,044 | $1.3M | Add +0.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 36,022 | $1.3M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 3,245 | $1.2M | Add +44.0% |
| COST Costco Wholesale Corp. | 0.13% | 1,341 | $1.2M | Add +10.4% |
| VXUS Vanguard Total Intl Stock | 0.13% | 18,346 | $1.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 29,845 | $1.2M | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 31,744 | $1.2M | Reduce -43.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.13% | 30,588 | $1.2M | Reduce -6.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,378 | $1.2M | Reduce -7.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 4,281 | $1.1M | No change |
| VIOV Vanguard S&P Small-Cap 600 V | 0.13% | 12,070 | $1.1M | No change |
| TLTE NT Emg MKTS Ftilt ETF | 0.11% | 17,677 | $1.0M | Reduce -4.7% |
| LLY Eli Lilly & Co. | 0.11% | 1,116 | $989K | Reduce -3.2% |
| IWB iShares Russell 1000 ETF | 0.11% | 3,121 | $981K | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 2,606 | $978K | No change |
| ACWI iShares MSCI Acwi ETF | 0.10% | 7,694 | $920K | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.10% | 4,624 | $913K | Reduce -0.3% |
| MGRC McGrath Rentcorp | 0.10% | 8,401 | $884K | Reduce -19.2% |
| ADP Automatic Data Processing | 0.10% | 3,184 | $881K | Add +0.3% |
| AVLV Avantis US Large Cap Value | 0.10% | 13,275 | $874K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.10% | 11,772 | $853K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 3,777 | $835K | Reduce -0.1% |
| SCHG Schwab US Large-Cap Growth | 0.09% | 8,011 | $835K | Reduce -8.9% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 1,346 | $832K | Reduce -0.9% |
| V Visa Inc. Class A | 0.09% | 2,888 | $794K | Reduce -2.2% |
| INTU Intuit Inc. | 0.09% | 1,270 | $789K | Add +3.0% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 4,338 | $777K | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.09% | 14,564 | $775K | Reduce -6.0% |
| MOH Molina Healthcare Inc. | 0.09% | 2,179 | $751K | Add +0.5% |
| MA Mastercard Inc. Class A | 0.08% | 1,517 | $749K | Add +2.6% |
| PM Philip Morris International | 0.08% | 6,103 | $741K | No change |
| ORCL Oracle Corp. | 0.08% | 4,288 | $731K | Add +3.9% |
| KLAC KLA Corp. | 0.08% | 922 | $714K | Reduce -1.2% |
Portfolio Sells Q2 2024 → Q3 2024
| LRCX Lam Research Corp. | Reduce -12.3% | 2.45% | −1.49 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 8.13% | −0.31 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.0% | 1.71% | −0.13 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.1% | 2.09% | −0.12 |
| DFUV Dimensional US Marketwide Va | Reduce -1.5% | 3.31% | −0.11 |
| MSFT Microsoft Corp. | Reduce -1.3% | 0.78% | −0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -77.7% | 0.03% | −0.09 |
| SNOW Snowflake Inc. | Reduce -9.0% | 0.16% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 0.42% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.0% | 2.07% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.24% | −0.05 |
| INTC Intel Corp. | Reduce -7.5% | 0.08% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -43.4% | 0.13% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -3.9% | 0.78% | −0.04 |
| SUB iShares Short-Term National | Reduce -4.4% | 0.32% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -1.6% | 0.18% | −0.04 |
| MGRC McGrath Rentcorp | Reduce -19.2% | 0.10% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.8% | 0.41% | −0.03 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.8% | 1.60% | −0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -39.5% | 0.05% | −0.03 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.1% | 0.60% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -30.6% | 0.05% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -2.3% | 0.08% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -25.3% | 0.07% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -16.5% | 0.07% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.1% | 0.13% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -3.2% | 0.11% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -2.8% | 1.43% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.9% | 0.09% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 0.18% | −0.01 |
| KLAC KLA Corp. | Reduce -1.2% | 0.08% | −0.01 |
| MQ Marqeta Inc. | Sold out | 0.00% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -1.1% | 0.04% | −0.01 |
| MU Micron Technology Inc. | Reduce -1.6% | 0.03% | −0.01 |
| AVGO Broadcom Inc. | Reduce -1.7% | 0.50% | −0.01 |
| AMGN Amgen Inc. | Reduce -10.8% | 0.06% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -16.4% | 0.06% | −0.01 |
| CVX Chevron Corp. | Reduce -5.3% | 0.05% | −0.01 |
| ADBE Adobe Inc. | Reduce -1.0% | 0.06% | −0.01 |
| DIS The Walt Disney Co. | Reduce -7.8% | 0.05% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.25% | −0.01 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -6.7% | 0.13% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.2% | 0.08% | −0.01 |
| STLA Stellantis NV | Reduce -0.6% | 0.02% | −0.01 |
| MRVL Marvell Technology Inc. | Reduce -9.5% | 0.05% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -12.0% | 0.03% | −0.01 |
| TLTE NT Emg MKTS Ftilt ETF | Reduce -4.7% | 0.11% | −0.01 |
| COR Cencora Inc. | Reduce -7.2% | 0.04% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +7.1% | 4.80% | +0.43 |
| IJR iShares Core S&P Small-Cap E | Add +5.6% | 6.14% | +0.41 |
| GII State Street SPDR S&P Global | Add +4.3% | 4.25% | +0.35 |
| DFLV Dim US Large Cap Value ETF | Add +17.0% | 1.72% | +0.23 |
| VIG Vanguard Dividend Apprec ETF | Add +3.9% | 5.30% | +0.23 |
| AMD Advanced Micro Devices | Add +246.3% | 0.28% | +0.20 |
| AVUV Avantis US Small Cap Value | Add +10.6% | 2.21% | +0.19 |
| AVDV Avantis Intl S/C Value ETF | Add +9.4% | 1.39% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 5.30% | +0.11 |
| ESML iShares ESG Aware MSCI USA S | Add +9.7% | 1.05% | +0.10 |
| DFIV Dimensional International Va | Add +5.2% | 2.94% | +0.09 |
| DFGR Dim Global Real Estate ETF | Add +8.0% | 0.58% | +0.08 |
| DFSU Dimensional US Sus CORE1 ETF | Add +17.7% | 0.55% | +0.08 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Add +6.0% | 6.58% | +0.08 |
| DFSI Dimensional Int Sus COR1 ETF | Add +24.9% | 0.31% | +0.06 |
| ESGD iShares Trust iShares ESG Aw | Add +7.4% | 0.94% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.9% | 3.09% | +0.05 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +17.0% | 0.37% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +44.0% | 0.14% | +0.04 |
| BX Blackstone Inc. | New | 0.03% | +0.03 |
| MMM 3M Co. | New | 0.03% | +0.03 |
| SO The Southern Co. | New | 0.03% | +0.03 |
| GWW WW Grainger Inc. | New | 0.02% | +0.02 |
| NULC Nuveen ESG Large-Cap ETF | New | 0.02% | +0.02 |
| AMT American Tower Corp. | New | 0.02% | +0.02 |
| LOW Lowe's Cos Inc. | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 0.38% | +0.02 |
| HD Home Depot Inc. | Add +0.1% | 0.23% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +4.1% | 0.66% | +0.01 |
| GTLB Gitlab Inc. Class A | Add +39.1% | 0.05% | +0.01 |
| ORCL Oracle Corp. | Add +3.9% | 0.08% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +5.0% | 0.33% | +0.01 |
| WMT Walmart Inc. | Add +5.7% | 0.06% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +8.6% | 0.18% | +0.01 |
| COST Costco Wholesale Corp. | Add +10.4% | 0.13% | +0.01 |
| RTX RTX Corp. | Add +0.6% | 0.07% | +0.01 |
| ADP Automatic Data Processing | Add +0.3% | 0.10% | +0.01 |
| ACN Accenture PLC Class A | Add +3.9% | 0.06% | +0.01 |
| MOH Molina Healthcare Inc. | Add +0.5% | 0.09% | +0.01 |
| ED Consolidated Edison Inc. | Add +0.8% | 0.07% | +0.01 |
| MA Mastercard Inc. Class A | Add +2.6% | 0.08% | +0.01 |
| SHOP Shopify Inc. Class A | Add +0.3% | 0.04% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +2.4% | 0.47% | +0.00 |
| BZH Beazer Homes USA Inc. | Add +0.2% | 0.03% | +0.00 |
| AWK American Water Works Co. Inc. | Add +0.7% | 0.06% | +0.00 |
| MO Altria Group Inc. | Add +0.7% | 0.06% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +0.1% | 0.39% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.8% | 0.03% | +0.00 |
| DFAI Dimensional International Co. | Add +7.9% | 0.03% | +0.00 |
| CWT California Water Service Grp | Add +1.3% | 0.04% | +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 |