Wealth Architects, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Wealth Architects, LLC reported 215 stock positions worth $885.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.2% of the portfolio, followed by NT Iboxx 5Y Dur Tips ETF (TDTF, 6.6%) and iShares Core S&P Small-Cap E (IJR, 6.2%). Compared with Q3 2024, it opened 10 new positions, sold out of 9, added to 61 and reduced 109. The biggest buy was Dim US Large Cap Value ETF (DFLV, shares +18%) and the biggest sale Lam Research (LRCX, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $885.9M (Q4 2024)
- SEC Filing
- 0001581794-25-000006 ↗ filed Feb 10, 2025
Holdings Value
Holdings 215 stocks · $885.9M
| IVV iShares Core S&P 500 ETF | 8.18% | 123,053 | $72.4M | Reduce -1.1% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.60% | 2,515,655 | $58.5M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 6.19% | 475,922 | $54.8M | Add +2.6% |
| VIG Vanguard Dividend Apprec ETF | 5.44% | 245,954 | $48.2M | Add +3.9% |
| VEA Vanguard Ftse Developed ETF | 5.20% | 963,346 | $46.1M | Add +8.5% |
| AAPL Apple Inc. | 4.96% | 175,403 | $43.9M | Reduce -3.7% |
| GII State Street SPDR S&P Global | 4.18% | 625,549 | $37.0M | Add +2.8% |
| DFUV Dimensional US Marketwide Va | 3.18% | 689,328 | $28.2M | Reduce -1.8% |
| DFIV Dimensional International Va | 2.97% | 741,236 | $26.3M | Add +8.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.90% | 129,566 | $25.7M | Reduce -1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.89% | 150,978 | $25.6M | Reduce -3.4% |
| AVUV Avantis US Small Cap Value | 2.35% | 215,887 | $20.8M | Add +6.1% |
| LRCX Lam Research Corp. | 2.16% | 264,781 | $19.1M | Reduce -0.2% |
| VT Vanguard Tot World STK ETF | 2.13% | 160,527 | $18.9M | Add +0.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.07% | 67,973 | $18.3M | Reduce -3.1% |
| DFLV Dim US Large Cap Value ETF | 1.97% | 582,025 | $17.5M | Add +18.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.85% | 232,815 | $16.4M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.79% | 27,030 | $15.8M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.60% | 58,896 | $14.2M | Reduce -1.3% |
| AVDV Avantis Intl S/C Value ETF | 1.42% | 193,166 | $12.6M | Add +10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 26,616 | $12.1M | Add +0.6% |
| SCZ iShares MSCI Eafe Small-Cap | 1.28% | 186,106 | $11.3M | Reduce -0.6% |
| IJS iShares S&P Small-Cap 600 Va | 1.24% | 100,819 | $10.9M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 1.06% | 16,082 | $9.4M | Reduce -7.8% |
| ESML iShares ESG Aware MSCI USA S | 1.05% | 220,259 | $9.3M | Reduce -0.8% |
| ESGD iShares Trust iShares ESG Aw | 0.90% | 104,463 | $8.0M | Add +5.9% |
| MSFT Microsoft Corp. | 0.80% | 16,860 | $7.1M | Add +5.3% |
| SCHF Schwab Intl Equity ETF | 0.70% | 333,368 | $6.2M | Reduce -0.3% |
| ESGU iShares ESG Aware MSCI USA | 0.67% | 45,994 | $5.9M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 18,890 | $5.5M | Add +1.0% |
| AVGO Broadcom Inc. | 0.62% | 23,517 | $5.5M | Reduce -7.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.58% | 135,104 | $5.1M | Add +3.5% |
| DFGR Dim Global Real Estate ETF | 0.55% | 189,291 | $4.8M | Add +5.7% |
| EFV iShares MSCI Eafe Value ETF | 0.50% | 84,596 | $4.4M | Reduce -0.8% |
| DFAC Dimensional US Core Equity 2 | 0.48% | 124,051 | $4.3M | Add +1.9% |
| AMZN Amazon.com Inc. | 0.46% | 18,612 | $4.1M | Reduce -5.9% |
| NVDA Nvidia Corp. | 0.46% | 30,075 | $4.0M | Reduce -5.3% |
| BND Vanguard Total Bond Market | 0.42% | 51,322 | $3.7M | Add +9.4% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.40% | 107,723 | $3.6M | Add +15.4% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 46,131 | $3.6M | Add +1.1% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 133,224 | $3.4M | No change |
| TOLZ Proshares GLB Infrastructure | 0.35% | 63,509 | $3.1M | Reduce -1.2% |
| NFRA NT GLBL BRD Infra ETF | 0.34% | 55,455 | $3.0M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.33% | 15,572 | $3.0M | Reduce -1.0% |
| DFAX Dimensional World Ex US Core | 0.33% | 117,607 | $2.9M | Add +8.3% |
| SUB iShares Short-Term National | 0.33% | 27,470 | $2.9M | Add +1.8% |
| UNH Unitedhealth Group Inc. | 0.32% | 5,609 | $2.8M | Reduce -1.5% |
| DFSI Dimensional Int Sus COR1 ETF | 0.32% | 86,045 | $2.8M | Add +11.1% |
| TSLA Tesla Inc. | 0.31% | 6,835 | $2.8M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.28% | 10,467 | $2.5M | Add +0.6% |
| IWN iShares Russell 2000 Value E | 0.28% | 15,055 | $2.5M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.27% | 12,833 | $2.4M | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 31,292 | $2.4M | Reduce -1.4% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.26% | 36,625 | $2.3M | No change |
| VOO Vanguard S&P 500 ETF | 0.25% | 4,161 | $2.2M | Add +17.4% |
| ICSH iShares Ultra Short Duration | 0.25% | 43,296 | $2.2M | Add +6.2% |
| IGF iShares Global Infrastructur | 0.24% | 41,114 | $2.1M | No change |
| XOM Exxon Mobil Corp. | 0.22% | 18,160 | $2.0M | Add +32.1% |
| EAGG iShares ESG Aware US Aggrega | 0.21% | 40,272 | $1.9M | Add +22.7% |
| AMD Advanced Micro Devices | 0.21% | 15,333 | $1.9M | Reduce -0.0% |
| IWV iShares Russell 3000 ETF | 0.21% | 5,503 | $1.8M | Reduce -3.5% |
| HD Home Depot Inc. | 0.21% | 4,705 | $1.8M | Reduce -7.0% |
| PG The Procter & Gamble Co. | 0.20% | 10,770 | $1.8M | Add +36.5% |
| SNOW Snowflake Inc. | 0.20% | 11,651 | $1.8M | Reduce -3.4% |
| CAT Caterpillar Inc. | 0.17% | 4,139 | $1.5M | Add +17.9% |
| XLK SS Technology Select Sector | 0.16% | 6,037 | $1.4M | New |
| MRK Merck & Co. Inc. | 0.16% | 14,008 | $1.4M | Reduce -2.0% |
| SCHB Schwab US Broad Market ETF | 0.15% | 59,340 | $1.3M | Reduce -1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 3,245 | $1.3M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 28,976 | $1.3M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.14% | 1,643 | $1.3M | Add +47.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,416 | $1.2M | Add +1.6% |
| JNJ Johnson & Johnson | 0.14% | 8,279 | $1.2M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 0.13% | 1,291 | $1.2M | Reduce -3.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.13% | 34,593 | $1.2M | Reduce -4.0% |
| ELV Elevance Health Inc. | 0.13% | 3,093 | $1.1M | Reduce -1.0% |
| 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 |
| VXUS Vanguard Total Intl Stock | 0.12% | 18,346 | $1.1M | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.12% | 30,542 | $1.0M | Reduce -0.1% |
| IWB iShares Russell 1000 ETF | 0.11% | 3,121 | $1.0M | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 2,468 | $991K | Reduce -5.3% |
| MGRC McGrath Rentcorp | 0.11% | 8,408 | $940K | Add +0.1% |
| ADP Automatic Data Processing | 0.11% | 3,183 | $932K | Reduce -0.0% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 18,548 | $929K | Add +36.9% |
| CSCO Cisco Systems Inc. | 0.10% | 15,606 | $924K | Add +7.2% |
| ACWI iShares MSCI Acwi ETF | 0.10% | 7,694 | $904K | No change |
| AVLV Avantis US Large Cap Value | 0.10% | 13,275 | $886K | No change |
| V Visa Inc. Class A | 0.10% | 2,790 | $882K | Reduce -3.4% |
| TLTE NT Emg MKTS Ftilt ETF | 0.10% | 17,219 | $877K | Reduce -2.6% |
| TQQQ Proshares Ultrapro QQQ | 0.10% | 10,982 | $869K | Reduce -6.7% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 31,120 | $867K | Reduce -2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 3,741 | $822K | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.09% | 4,593 | $816K | Reduce -0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 4,388 | $769K | Add +1.1% |
| ALAB Astera Labs Inc. | 0.09% | 5,757 | $763K | New |
| RKLB Rocket Lab USA Inc. | 0.09% | 29,731 | $757K | Add +25.5% |
| INTU Intuit Inc. | 0.08% | 1,179 | $741K | Reduce -7.2% |
| MA Mastercard Inc. Class A | 0.08% | 1,390 | $732K | Reduce -8.4% |
| PM Philip Morris International | 0.08% | 6,053 | $729K | Reduce -0.8% |
Portfolio Sells Q3 2024 → Q4 2024
| LRCX Lam Research Corp. | Reduce -0.2% | 2.16% | −0.29 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 1.85% | −0.22 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.4% | 2.89% | −0.20 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.6% | 1.28% | −0.16 |
| DFUV Dimensional US Marketwide Va | Reduce -1.8% | 3.18% | −0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.7% | 2.90% | −0.10 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 0.70% | −0.08 |
| AMD Advanced Micro Devices | Reduce -0.0% | 0.21% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -7.8% | 1.06% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -1.5% | 0.32% | −0.06 |
| ELV Elevance Health Inc. | Reduce -1.0% | 0.13% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -0.8% | 0.50% | −0.05 |
| NFRA NT GLBL BRD Infra ETF | Reduce -0.5% | 0.34% | −0.04 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.03 |
| BZH Beazer Homes USA Inc. | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 0.16% | −0.03 |
| SO The Southern Co. | Sold out | 0.00% | −0.03 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -7.0% | 0.21% | −0.03 |
| PKX Posco Holdings Inc. -Spon ADR | Sold out | 0.00% | −0.03 |
| PEP Pepsico Inc. | Reduce -25.1% | 0.05% | −0.02 |
| NULC Nuveen ESG Large-Cap ETF | Sold out | 0.00% | −0.02 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.02 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Reduce -3.7% | 0.14% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.9% | 0.07% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.1% | 2.07% | −0.02 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -4.0% | 0.13% | −0.02 |
| FSLR First Solar Inc. | Reduce -4.3% | 0.03% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -1.3% | 0.06% | −0.02 |
| TOLZ Proshares GLB Infrastructure | Reduce -1.2% | 0.35% | −0.02 |
| KLAC KLA Corp. | Reduce -0.4% | 0.07% | −0.02 |
| INTC Intel Corp. | Reduce -6.0% | 0.06% | −0.02 |
| TLTE NT Emg MKTS Ftilt ETF | Reduce -2.6% | 0.10% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.1% | 0.12% | −0.01 |
| AMGN Amgen Inc. | Reduce -5.1% | 0.05% | −0.01 |
| ORCL Oracle Corp. | Reduce -14.5% | 0.07% | −0.01 |
| ADBE Adobe Inc. | Reduce -8.3% | 0.05% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.09% | −0.01 |
| KO The Coca-Cola Co. | Reduce -4.9% | 0.04% | −0.01 |
| DHR Danaher Corp. | Reduce -9.4% | 0.03% | −0.01 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -4.3% | 0.05% | −0.01 |
| NKE Nike Inc. Class B | Reduce -10.5% | 0.03% | −0.01 |
| PFE Pfizer Inc. | Reduce -15.8% | 0.03% | −0.01 |
| AWK American Water Works Co. Inc. | Reduce -0.1% | 0.05% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -1.2% | 0.28% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.0% | 0.07% | −0.01 |
| KBH KB Home | Reduce -2.3% | 0.02% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.3% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| DFLV Dim US Large Cap Value ETF | Add +18.2% | 1.97% | +0.26 |
| XLK SS Technology Select Sector | New | 0.16% | +0.16 |
| AVUV Avantis US Small Cap Value | Add +6.1% | 2.35% | +0.14 |
| VIG Vanguard Dividend Apprec ETF | Add +3.9% | 5.44% | +0.13 |
| ALAB Astera Labs Inc. | New | 0.09% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.6% | 1.79% | +0.08 |
| SGOV iShares 0-3 Month Treasury B | New | 0.07% | +0.07 |
| RKLB Rocket Lab USA Inc. | Add +25.5% | 0.09% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +2.6% | 6.19% | +0.05 |
| PG The Procter & Gamble Co. | Add +36.5% | 0.20% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +17.4% | 0.25% | +0.04 |
| XOM Exxon Mobil Corp. | Add +32.1% | 0.22% | +0.04 |
| BLK BlackRock Inc. | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.28% | +0.03 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +47.2% | 0.14% | +0.03 |
| EAGG iShares ESG Aware US Aggrega | Add +22.7% | 0.21% | +0.03 |
| DFIV Dimensional International Va | Add +8.7% | 2.97% | +0.03 |
| TEAM Atlassian Corp. Class A | New | 0.03% | +0.03 |
| DFSU Dimensional US Sus CORE1 ETF | Add +3.5% | 0.58% | +0.03 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +15.4% | 0.40% | +0.03 |
| GIS General Mills Inc. | New | 0.03% | +0.03 |
| JMSI JPM Sus Municipal Income | Add +36.9% | 0.10% | +0.03 |
| JEF Jefferies Financial Group Inc. | New | 0.03% | +0.03 |
| AVDV Avantis Intl S/C Value ETF | Add +10.8% | 1.42% | +0.03 |
| XLF SS Financial Select Sector | Add +79.3% | 0.05% | +0.03 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Add +4.3% | 6.60% | +0.02 |
| EW Edwards Lifesciences Corp. | New | 0.02% | +0.02 |
| DD Dupont DE Nemours Inc. | New | 0.02% | +0.02 |
| MSFT Microsoft Corp. | Add +5.3% | 0.80% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +58.4% | 0.05% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 0.62% | +0.02 |
| BND Vanguard Total Bond Market | Add +9.4% | 0.42% | +0.02 |
| CSCO Cisco Systems Inc. | Add +7.2% | 0.10% | +0.02 |
| WMT Walmart Inc. | Add +12.9% | 0.08% | +0.02 |
| CAT Caterpillar Inc. | Add +17.9% | 0.17% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +0.2% | 0.67% | +0.01 |
| ICSH iShares Ultra Short Duration | Add +6.2% | 0.25% | +0.01 |
| DFAC Dimensional US Core Equity 2 | Add +1.9% | 0.48% | +0.01 |
| ABT Abbott Laboratories | Add +16.9% | 0.08% | +0.01 |
| CVX Chevron Corp. | Add +24.3% | 0.06% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 0.14% | +0.01 |
| MGRC McGrath Rentcorp | Add +0.1% | 0.11% | +0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Add +11.1% | 0.32% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +5.3% | 0.04% | +0.00 |
| MCD McDonald's Corp. | Add +18.1% | 0.04% | +0.00 |
| T AT&T Inc. | Add +11.2% | 0.04% | +0.00 |
| BX Blackstone Inc. | Add +1.3% | 0.03% | +0.00 |
| RTX RTX Corp. | Add +9.4% | 0.08% | +0.00 |
| SUB iShares Short-Term National | Add +1.8% | 0.33% | +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 |