Wealth Architects, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Wealth Architects, LLC reported 229 stock positions worth $906.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.3% of the portfolio, followed by NT Iboxx 5Y Dur Tips ETF (TDTF, 6.8%) and Vanguard Ftse Developed ETF (VEA, 5.5%). Compared with Q4 2024, it opened 20 new positions, sold out of 6, added to 127 and reduced 57. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +9%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $906.4M (Q1 2025)
- SEC Filing
- 0001611518-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 229 stocks · $906.4M
| IVV iShares Core S&P 500 ETF | 7.32% | 118,064 | $66.3M | Reduce -4.0% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.84% | 2,557,934 | $62.0M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 5.49% | 978,300 | $49.7M | Add +1.6% |
| IJR iShares Core S&P Small-Cap E | 5.42% | 470,205 | $49.2M | Reduce -1.2% |
| VIG Vanguard Dividend Apprec ETF | 5.09% | 237,757 | $46.1M | Reduce -3.3% |
| AAPL Apple Inc. | 4.92% | 200,740 | $44.6M | Add +14.4% |
| GII State Street SPDR S&P Global | 4.30% | 628,761 | $39.0M | Add +0.5% |
| DFIV Dimensional International Va | 3.27% | 753,500 | $29.7M | Add +1.6% |
| DFUV Dimensional US Marketwide Va | 3.24% | 712,921 | $29.4M | Add +3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.76% | 144,887 | $25.0M | Reduce -4.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.62% | 127,552 | $23.8M | Reduce -1.6% |
| LRCX Lam Research Corp. | 2.12% | 264,323 | $19.2M | Reduce -0.2% |
| VT Vanguard Tot World STK ETF | 2.06% | 161,196 | $18.7M | Add +0.4% |
| AVUV Avantis US Small Cap Value | 1.99% | 206,533 | $18.0M | Reduce -4.3% |
| DFLV Dim US Large Cap Value ETF | 1.98% | 587,281 | $18.0M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.91% | 228,658 | $17.3M | Reduce -1.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.90% | 67,141 | $17.3M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.71% | 29,118 | $15.5M | Add +9.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.69% | 27,434 | $15.3M | Add +1.5% |
| AVDV Avantis Intl S/C Value ETF | 1.54% | 200,025 | $13.9M | Add +3.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.43% | 58,508 | $13.0M | Reduce -0.7% |
| SCZ iShares MSCI Eafe Small-Cap | 1.29% | 184,592 | $11.7M | Reduce -0.8% |
| IJS iShares S&P Small-Cap 600 Va | 1.09% | 101,113 | $9.9M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.05% | 16,479 | $9.5M | Add +2.5% |
| ESGD iShares Trust iShares ESG Aw | 0.96% | 106,225 | $8.7M | Add +1.7% |
| ESML iShares ESG Aware MSCI USA S | 0.94% | 222,167 | $8.5M | Add +0.9% |
| MSFT Microsoft Corp. | 0.89% | 21,486 | $8.1M | Add +27.4% |
| SCHF Schwab Intl Equity ETF | 0.75% | 344,805 | $6.8M | Add +3.4% |
| ESGU iShares ESG Aware MSCI USA | 0.63% | 46,469 | $5.7M | Add +1.0% |
| DFGR Dim Global Real Estate ETF | 0.58% | 201,915 | $5.3M | Add +6.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 18,748 | $5.2M | Reduce -0.8% |
| DFSU Dimensional US Sus CORE1 ETF | 0.56% | 141,417 | $5.1M | Add +4.7% |
| EFV iShares MSCI Eafe Value ETF | 0.54% | 82,878 | $4.9M | Reduce -2.0% |
| DFAC Dimensional US Core Equity 2 | 0.49% | 134,620 | $4.4M | Add +8.5% |
| SCHA Schwab US Small-Cap ETF | 0.48% | 186,091 | $4.4M | Add +39.7% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.45% | 120,911 | $4.1M | Add +12.2% |
| AVGO Broadcom Inc. | 0.44% | 23,917 | $4.0M | Add +1.7% |
| BSV Vanguard Short-Term Bond ETF | 0.44% | 50,801 | $4.0M | Add +10.1% |
| BND Vanguard Total Bond Market | 0.43% | 53,570 | $3.9M | Add +4.4% |
| AMZN Amazon.com Inc. | 0.42% | 19,964 | $3.8M | Add +7.3% |
| JPM JPMorgan Chase & Co. | 0.37% | 13,675 | $3.4M | Add +30.6% |
| NVDA Nvidia Corp. | 0.37% | 30,936 | $3.4M | Add +2.9% |
| DFSI Dimensional Int Sus COR1 ETF | 0.36% | 94,097 | $3.3M | Add +9.4% |
| DFAX Dimensional World Ex US Core | 0.35% | 122,817 | $3.2M | Add +4.4% |
| TOLZ Proshares GLB Infrastructure | 0.35% | 60,847 | $3.2M | Reduce -4.2% |
| NFRA NT GLBL BRD Infra ETF | 0.35% | 55,104 | $3.2M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.33% | 5,782 | $3.0M | Add +3.1% |
| SUB iShares Short-Term National | 0.33% | 28,424 | $3.0M | Add +3.5% |
| IWB iShares Russell 1000 ETF | 0.30% | 8,731 | $2.7M | Add +179.8% |
| ICSH iShares Ultra Short Duration | 0.28% | 50,929 | $2.6M | Add +17.6% |
| GOOG Alphabet Inc. Class C | 0.28% | 16,229 | $2.5M | Add +4.2% |
| VOO Vanguard S&P 500 ETF | 0.27% | 4,846 | $2.5M | Add +16.5% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 29,025 | $2.4M | Reduce -7.2% |
| HD Home Depot Inc. | 0.27% | 6,629 | $2.4M | Add +40.9% |
| EAGG iShares ESG Aware US Aggrega | 0.27% | 50,662 | $2.4M | Add +25.8% |
| LLY Eli Lilly & Co. | 0.26% | 2,868 | $2.4M | Add +74.6% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.26% | 35,300 | $2.3M | Reduce -3.6% |
| PG The Procter & Gamble Co. | 0.25% | 13,483 | $2.3M | Add +25.2% |
| IWN iShares Russell 2000 Value E | 0.25% | 15,055 | $2.3M | No change |
| IGF iShares Global Infrastructur | 0.24% | 40,528 | $2.2M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.23% | 17,193 | $2.0M | Reduce -5.3% |
| GOOGL Alphabet Inc. Class A | 0.22% | 13,021 | $2.0M | Add +1.5% |
| CAT Caterpillar Inc. | 0.21% | 5,888 | $1.9M | Add +42.3% |
| IWV iShares Russell 3000 ETF | 0.19% | 5,503 | $1.7M | No change |
| SNOW Snowflake Inc. | 0.19% | 11,688 | $1.7M | Add +0.3% |
| WMT Walmart Inc. | 0.18% | 18,821 | $1.7M | Add +139.2% |
| JNJ Johnson & Johnson | 0.18% | 9,665 | $1.6M | Add +16.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 2 | $1.6M | New |
| RTX RTX Corp. | 0.17% | 11,886 | $1.6M | Add +105.6% |
| AMD Advanced Micro Devices | 0.17% | 15,139 | $1.6M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.17% | 5,844 | $1.5M | Reduce -14.5% |
| CSCO Cisco Systems Inc. | 0.16% | 23,680 | $1.5M | Add +51.7% |
| COST Costco Wholesale Corp. | 0.16% | 1,488 | $1.4M | Add +15.3% |
| ELV Elevance Health Inc. | 0.15% | 3,157 | $1.4M | Add +2.1% |
| XLK SS Technology Select Sector | 0.15% | 6,407 | $1.3M | Add +6.1% |
| SCHB Schwab US Broad Market ETF | 0.14% | 59,367 | $1.3M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.14% | 14,162 | $1.3M | Add +1.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.13% | 34,953 | $1.2M | Add +1.0% |
| PM Philip Morris International | 0.13% | 7,674 | $1.2M | Add +26.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 29,168 | $1.2M | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 3,245 | $1.2M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 4,430 | $1.1M | Add +3.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,435 | $1.1M | Add +0.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.12% | 30,542 | $1.1M | No change |
| WEC WEC Energy Group Inc. | 0.12% | 9,736 | $1.1M | Add +105.0% |
| WELL Welltower Inc. | 0.12% | 6,902 | $1.1M | New |
| V Visa Inc. Class A | 0.12% | 2,983 | $1.0M | Add +6.9% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.11% | 12,070 | $1.0M | No change |
| ADP Automatic Data Processing | 0.11% | 3,209 | $980K | Add +0.8% |
| BLK BlackRock Inc. | 0.11% | 1,028 | $973K | Add +227.4% |
| ABBV Abbvie Inc. | 0.11% | 4,611 | $966K | Add +0.4% |
| TXN Texas Instruments Inc. | 0.10% | 5,241 | $942K | Add +108.3% |
| MGRC McGrath Rentcorp | 0.10% | 8,415 | $937K | Add +0.1% |
| MCD McDonald's Corp. | 0.10% | 3,000 | $937K | Add +120.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 3,761 | $935K | Add +0.5% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 18,548 | $924K | No change |
| KMI Kinder Morgan Inc. | 0.10% | 32,364 | $923K | New |
| VXUS Vanguard Total Intl Stock | 0.10% | 14,827 | $921K | Reduce -19.2% |
| CVX Chevron Corp. | 0.10% | 5,499 | $920K | Add +55.8% |
| T AT&T Inc. | 0.10% | 32,407 | $916K | Add +137.0% |
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -4.0% | 7.32% | −0.86 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 5.42% | −0.77 |
| AVUV Avantis US Small Cap Value | Reduce -4.3% | 1.99% | −0.37 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.3% | 5.09% | −0.35 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.6% | 2.62% | −0.28 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 1.43% | −0.17 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.2% | 1.90% | −0.17 |
| TSLA Tesla Inc. | Reduce -14.5% | 0.17% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.0% | 2.76% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.57% | −0.05 |
| LRCX Lam Research Corp. | Reduce -0.2% | 2.12% | −0.04 |
| AMD Advanced Micro Devices | Reduce -1.3% | 0.17% | −0.04 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.03 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| MRVL Marvell Technology Inc. | Reduce -0.7% | 0.03% | −0.02 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.02 |
| KBH KB Home | Sold out | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -19.2% | 0.10% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -5.6% | 0.09% | −0.02 |
| GTLB Gitlab Inc. Class A | Reduce -19.2% | 0.03% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -19.8% | 0.04% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.8% | 0.08% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.1% | 0.06% | −0.01 |
| DIS The Walt Disney Co. | Reduce -10.8% | 0.04% | −0.01 |
| TGT Target Corp. | Reduce -4.6% | 0.03% | −0.01 |
| TLTE NT Emg MKTS Ftilt ETF | Reduce -11.0% | 0.09% | −0.01 |
| AXP American Express Co. | Reduce -1.8% | 0.06% | −0.01 |
| ACN Accenture PLC Class A | Reduce -1.5% | 0.05% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.2% | 0.06% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.4% | 0.02% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -11.5% | 0.03% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -0.1% | 0.04% | −0.00 |
| APD Air Products & Chemicals Inc. | Reduce -5.8% | 0.05% | −0.00 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -3.6% | 0.26% | −0.00 |
| GIS General Mills Inc. | Reduce -2.7% | 0.03% | −0.00 |
| STLA Stellantis NV | Reduce -3.1% | 0.01% | −0.00 |
| CMA Comerica Inc. | Reduce -1.9% | 0.03% | −0.00 |
| PANW Palo Alto Networks Inc. | Reduce -0.4% | 0.03% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 0.03% | −0.00 |
| EW Edwards Lifesciences Corp. | Reduce -1.4% | 0.02% | −0.00 |
| GE General Electric | Reduce -17.1% | 0.04% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -1.0% | 0.03% | −0.00 |
| MU Micron Technology Inc. | Reduce -1.6% | 0.02% | −0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -16.3% | 0.03% | −0.00 |
| SYK Stryker Corp. | Reduce -0.7% | 0.02% | +0.00 |
| AFL Aflac Inc. | Reduce -1.0% | 0.03% | +0.00 |
| TOLZ Proshares GLB Infrastructure | Reduce -4.2% | 0.35% | +0.00 |
| TLTD NT Dev Exus Ftilt ETF | Reduce -3.4% | 0.06% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.4% | 1.71% | +0.35 |
| DFIV Dimensional International Va | Add +1.6% | 3.27% | +0.30 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 5.49% | +0.29 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Add +1.7% | 6.84% | +0.24 |
| IWB iShares Russell 1000 ETF | Add +179.8% | 0.30% | +0.18 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.18% | +0.18 |
| GII State Street SPDR S&P Global | Add +0.5% | 4.30% | +0.12 |
| AVDV Avantis Intl S/C Value ETF | Add +3.5% | 1.54% | +0.12 |
| LLY Eli Lilly & Co. | Add +74.6% | 0.26% | +0.12 |
| WELL Welltower Inc. | New | 0.12% | +0.12 |
| WMT Walmart Inc. | Add +139.2% | 0.18% | +0.10 |
| KMI Kinder Morgan Inc. | New | 0.10% | +0.10 |
| RTX RTX Corp. | Add +105.6% | 0.17% | +0.10 |
| MFC Manulife Financial Corp. | New | 0.10% | +0.10 |
| SCHA Schwab US Small-Cap ETF | Add +39.7% | 0.48% | +0.09 |
| MSFT Microsoft Corp. | Add +27.4% | 0.89% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +30.6% | 0.37% | +0.09 |
| BLK BlackRock Inc. | Add +227.4% | 0.11% | +0.07 |
| WEC WEC Energy Group Inc. | Add +105.0% | 0.12% | +0.07 |
| T AT&T Inc. | Add +137.0% | 0.10% | +0.07 |
| HD Home Depot Inc. | Add +40.9% | 0.27% | +0.06 |
| ESGD iShares Trust iShares ESG Aw | Add +1.7% | 0.96% | +0.06 |
| MCD McDonald's Corp. | Add +120.6% | 0.10% | +0.06 |
| DFUV Dimensional US Marketwide Va | Add +3.4% | 3.24% | +0.06 |
| MDT Medtronic PLC | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | Add +51.7% | 0.16% | +0.06 |
| SCHF Schwab Intl Equity ETF | Add +3.4% | 0.75% | +0.06 |
| IEMG iShares Core MSCI Emerging | New | 0.05% | +0.05 |
| EAGG iShares ESG Aware US Aggrega | Add +25.8% | 0.27% | +0.05 |
| PM Philip Morris International | Add +26.8% | 0.13% | +0.05 |
| TXN Texas Instruments Inc. | Add +108.3% | 0.10% | +0.05 |
| PG The Procter & Gamble Co. | Add +25.2% | 0.25% | +0.05 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +12.2% | 0.45% | +0.05 |
| UPS United Parcel Service Class B | New | 0.05% | +0.05 |
| CCI Crown Castle Inc. | New | 0.05% | +0.05 |
| NEE Nextera Energy Inc. | Add +121.7% | 0.08% | +0.04 |
| CAT Caterpillar Inc. | Add +42.3% | 0.21% | +0.04 |
| CVX Chevron Corp. | Add +55.8% | 0.10% | +0.04 |
| DFSI Dimensional Int Sus COR1 ETF | Add +9.4% | 0.36% | +0.04 |
| JNJ Johnson & Johnson | Add +16.7% | 0.18% | +0.04 |
| DOW Dow Inc. | New | 0.04% | +0.04 |
| SUSA iShares ESG Optimized MSCI U | New | 0.04% | +0.04 |
| DFGR Dim Global Real Estate ETF | Add +6.7% | 0.58% | +0.04 |
| ICSH iShares Ultra Short Duration | Add +17.6% | 0.28% | +0.04 |
| RBRK Rubrik Inc. Class A | New | 0.04% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +10.1% | 0.44% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +48.1% | 0.10% | +0.04 |
| FBND Fidelity Total Bond ETF | New | 0.03% | +0.03 |
| PFE Pfizer Inc. | Add +122.8% | 0.06% | +0.03 |
| DE Deere & Co. | New | 0.03% | +0.03 |
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 |