Wealth Architects, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Wealth Architects, LLC reported 226 stock positions worth $984.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.5% of the portfolio, followed by NT Iboxx 5Y Dur Tips ETF (TDTF, 6.6%) and Vanguard Ftse Developed ETF (VEA, 5.5%). Compared with Q1 2025, it opened 10 new positions, sold out of 13, added to 77 and reduced 118. The biggest buy was Dimensional US Sus CORE1 ETF (DFSU, shares +42%) and the biggest sale Apple (AAPL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $984.4M (Q2 2025)
- SEC Filing
- 0001611518-25-000008 ↗ filed Jul 25, 2025
Holdings Value
Holdings 226 stocks · $984.4M
| IVV iShares Core S&P 500 ETF | 7.51% | 119,012 | $73.9M | Add +0.8% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.62% | 2,704,813 | $65.1M | Add +5.7% |
| VEA Vanguard Ftse Developed ETF | 5.54% | 956,360 | $54.5M | Reduce -2.2% |
| IJR iShares Core S&P Small-Cap E | 5.41% | 487,616 | $53.3M | Add +3.7% |
| VIG Vanguard Dividend Apprec ETF | 5.19% | 249,760 | $51.1M | Add +5.0% |
| GII State Street SPDR S&P Global | 4.30% | 628,942 | $42.3M | Add +0.0% |
| AAPL Apple Inc. | 3.91% | 187,688 | $38.5M | Reduce -6.5% |
| DFIV Dimensional International Va | 3.21% | 737,195 | $31.6M | Reduce -2.2% |
| DFUV Dimensional US Marketwide Va | 3.14% | 731,241 | $30.9M | Add +2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.75% | 153,092 | $27.1M | Add +5.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.66% | 134,344 | $26.2M | Add +5.3% |
| LRCX Lam Research Corp. | 2.60% | 263,334 | $25.6M | Reduce -0.4% |
| VT Vanguard Tot World STK ETF | 2.12% | 162,081 | $20.8M | Add +0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.04% | 70,244 | $20.0M | Add +4.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.03% | 239,042 | $20.0M | Add +4.5% |
| AVUV Avantis US Small Cap Value | 1.83% | 197,434 | $18.0M | Reduce -4.4% |
| DFLV Dim US Large Cap Value ETF | 1.81% | 575,555 | $17.9M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.72% | 27,330 | $16.9M | Reduce -0.4% |
| AVDV Avantis Intl S/C Value ETF | 1.58% | 196,628 | $15.6M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.52% | 63,169 | $15.0M | Add +8.0% |
| SCZ iShares MSCI Eafe Small-Cap | 1.39% | 188,476 | $13.7M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 26,222 | $12.7M | Reduce -9.9% |
| META Meta Platforms Inc. Class A | 1.18% | 15,779 | $11.6M | Reduce -4.3% |
| IJS iShares S&P Small-Cap 600 Va | 1.14% | 112,540 | $11.2M | Add +11.3% |
| MSFT Microsoft Corp. | 1.08% | 21,408 | $10.6M | Reduce -0.4% |
| ESGD iShares Trust iShares ESG Aw | 1.06% | 116,914 | $10.4M | Add +10.1% |
| ESML iShares ESG Aware MSCI USA S | 1.04% | 247,293 | $10.2M | Add +11.3% |
| ESGU iShares ESG Aware MSCI USA | 0.82% | 59,457 | $8.0M | Add +27.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.80% | 200,646 | $7.9M | Add +41.9% |
| SCHF Schwab Intl Equity ETF | 0.76% | 339,362 | $7.5M | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.62% | 22,068 | $6.1M | Reduce -7.7% |
| DFGR Dim Global Real Estate ETF | 0.60% | 221,720 | $5.9M | Add +9.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.58% | 18,741 | $5.7M | Reduce -0.0% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.55% | 141,811 | $5.4M | Add +17.3% |
| EFV iShares MSCI Eafe Value ETF | 0.54% | 83,124 | $5.3M | Add +0.3% |
| DFAC Dimensional US Core Equity 2 | 0.51% | 140,800 | $5.0M | Add +4.6% |
| NVDA Nvidia Corp. | 0.51% | 31,466 | $5.0M | Add +1.7% |
| ICSH iShares Ultra Short Duration | 0.46% | 89,495 | $4.5M | Add +75.7% |
| DFSI Dimensional Int Sus COR1 ETF | 0.45% | 111,411 | $4.4M | Add +18.4% |
| BSV Vanguard Short-Term Bond ETF | 0.44% | 54,578 | $4.3M | Add +7.4% |
| JPM JPMorgan Chase & Co. | 0.40% | 13,471 | $3.9M | Reduce -1.5% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 28,486 | $3.9M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.39% | 17,567 | $3.9M | Reduce -12.0% |
| BND Vanguard Total Bond Market | 0.38% | 51,222 | $3.8M | Reduce -4.4% |
| DFAX Dimensional World Ex US Core | 0.38% | 127,010 | $3.7M | Add +3.4% |
| SCHA Schwab US Small-Cap ETF | 0.37% | 143,570 | $3.6M | Reduce -22.9% |
| NFRA NT GLBL BRD Infra ETF | 0.35% | 56,308 | $3.5M | Add +2.2% |
| TOLZ Proshares GLB Infrastructure | 0.33% | 60,257 | $3.2M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.32% | 5,492 | $3.1M | Add +13.3% |
| SUB iShares Short-Term National | 0.32% | 29,234 | $3.1M | Add +2.9% |
| EAGG iShares ESG Aware US Aggrega | 0.30% | 61,412 | $2.9M | Add +21.2% |
| GOOG Alphabet Inc. Class C | 0.29% | 16,258 | $2.9M | Add +0.2% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.27% | 34,933 | $2.6M | Reduce -1.0% |
| HD Home Depot Inc. | 0.24% | 6,567 | $2.4M | Reduce -0.9% |
| IWN iShares Russell 2000 Value E | 0.24% | 15,055 | $2.4M | No change |
| IGF iShares Global Infrastructur | 0.24% | 39,896 | $2.4M | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.24% | 6,009 | $2.3M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 0.23% | 12,616 | $2.2M | Reduce -3.1% |
| PG The Procter & Gamble Co. | 0.22% | 13,518 | $2.2M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.22% | 2,746 | $2.1M | Reduce -4.3% |
| SNOW Snowflake Inc. | 0.20% | 8,818 | $2.0M | Reduce -24.6% |
| IWV iShares Russell 3000 ETF | 0.20% | 5,495 | $1.9M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.19% | 6,017 | $1.9M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.19% | 5,987 | $1.9M | Add +3.5% |
| XOM Exxon Mobil Corp. | 0.19% | 17,126 | $1.8M | Reduce -0.4% |
| WMT Walmart Inc. | 0.19% | 18,757 | $1.8M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.17% | 11,870 | $1.7M | Reduce -21.6% |
| XLK SS Technology Select Sector | 0.16% | 6,407 | $1.6M | No change |
| IWM iShares Russell 2000 ETF | 0.16% | 7,459 | $1.6M | Add +173.8% |
| CSCO Cisco Systems Inc. | 0.16% | 22,077 | $1.5M | Reduce -6.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 2 | $1.5M | No change |
| SCHB Schwab US Broad Market ETF | 0.14% | 59,392 | $1.4M | Add +0.0% |
| RKLB Rocket Lab Corp. | 0.14% | 39,457 | $1.4M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 29,502 | $1.4M | Add +1.1% |
| PM Philip Morris International | 0.14% | 7,634 | $1.4M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.14% | 1,388 | $1.4M | Reduce -6.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 34,776 | $1.4M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,447 | $1.3M | Add +0.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.13% | 30,404 | $1.3M | Reduce -0.5% |
| RTX RTX Corp. | 0.13% | 8,614 | $1.3M | Reduce -27.5% |
| ELV Elevance Health Inc. | 0.12% | 3,143 | $1.2M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.12% | 7,721 | $1.2M | Reduce -20.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 3,978 | $1.1M | Reduce -10.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 3,749 | $1.1M | Reduce -0.3% |
| WELL Welltower Inc. | 0.11% | 6,907 | $1.1M | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.11% | 3,121 | $1.1M | Reduce -64.3% |
| BLK BlackRock Inc. | 0.11% | 1,003 | $1.1M | Reduce -2.4% |
| V Visa Inc. Class A | 0.11% | 2,955 | $1.0M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.11% | 13,170 | $1.0M | Reduce -7.0% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.10% | 12,070 | $1.0M | No change |
| ADP Automatic Data Processing | 0.10% | 3,281 | $1.0M | Add +2.2% |
| WEC WEC Energy Group Inc. | 0.10% | 9,692 | $1.0M | Reduce -0.5% |
| TXN Texas Instruments Inc. | 0.10% | 4,822 | $1.0M | Reduce -8.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,278 | $999K | Reduce -29.8% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 20,018 | $989K | Add +7.9% |
| MGRC McGrath Rentcorp | 0.10% | 8,401 | $974K | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.10% | 2,291 | $973K | Reduce -1.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 14,303 | $961K | Reduce -5.3% |
| INTU Intuit Inc. | 0.10% | 1,200 | $945K | Reduce -0.7% |
| ACWI iShares MSCI Acwi ETF | 0.09% | 7,142 | $919K | Reduce -7.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -6.5% | 3.91% | −1.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.9% | 1.29% | −0.42 |
| IWB iShares Russell 1000 ETF | Reduce -64.3% | 0.11% | −0.19 |
| DFLV Dim US Large Cap Value ETF | Reduce -2.0% | 1.81% | −0.17 |
| AVUV Avantis US Small Cap Value | Reduce -4.4% | 1.83% | −0.16 |
| SCHA Schwab US Small-Cap ETF | Reduce -22.9% | 0.37% | −0.11 |
| T AT&T Inc. | Reduce -63.1% | 0.04% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.07 |
| DFIV Dimensional International Va | Reduce -2.2% | 3.21% | −0.06 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.06 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.06 |
| JNJ Johnson & Johnson | Reduce -20.1% | 0.12% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -57.1% | 0.03% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -4.4% | 0.38% | −0.05 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.05 |
| RTX RTX Corp. | Reduce -27.5% | 0.13% | −0.05 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -4.3% | 0.22% | −0.04 |
| DOW Dow Inc. | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.19% | −0.04 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -7.0% | 0.11% | −0.03 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -29.8% | 0.10% | −0.03 |
| DE Deere & Co. | Sold out | 0.00% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -12.0% | 0.39% | −0.03 |
| ELV Elevance Health Inc. | Reduce -0.4% | 0.12% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -13.5% | 0.05% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -27.2% | 0.06% | −0.03 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.03 |
| TOLZ Proshares GLB Infrastructure | Reduce -1.0% | 0.33% | −0.02 |
| HD Home Depot Inc. | Reduce -0.9% | 0.24% | −0.02 |
| AEP American Electric Power | Sold out | 0.00% | −0.02 |
| CVX Chevron Corp. | Reduce -1.1% | 0.08% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -26.7% | 0.03% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -34.6% | 0.03% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -6.7% | 0.14% | −0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -36.0% | 0.02% | −0.02 |
| WEC WEC Energy Group Inc. | Reduce -0.5% | 0.10% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.09% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -10.2% | 0.11% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -14.9% | 0.09% | −0.01 |
| STLA Stellantis NV | Sold out | 0.00% | −0.01 |
| AMGN Amgen Inc. | Reduce -5.6% | 0.04% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -0.4% | 0.06% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -6.3% | 0.09% | −0.01 |
| INTC Intel Corp. | Reduce -5.1% | 0.06% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.9% | 0.05% | −0.01 |
| V Visa Inc. Class A | Reduce -0.9% | 0.11% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| DFSU Dimensional US Sus CORE1 ETF | Add +41.9% | 0.80% | +0.24 |
| ESGU iShares ESG Aware MSCI USA | Add +27.9% | 0.82% | +0.19 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 7.51% | +0.19 |
| ICSH iShares Ultra Short Duration | Add +75.7% | 0.46% | +0.18 |
| NVDA Nvidia Corp. | Add +1.7% | 0.51% | +0.14 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.6% | 2.04% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.5% | 2.03% | +0.12 |
| VIG Vanguard Dividend Apprec ETF | Add +5.0% | 5.19% | +0.10 |
| IWM iShares Russell 2000 ETF | Add +173.8% | 0.16% | +0.10 |
| ESGD iShares Trust iShares ESG Aw | Add +10.1% | 1.06% | +0.10 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +17.3% | 0.55% | +0.10 |
| SCZ iShares MSCI Eafe Small-Cap | Add +2.1% | 1.39% | +0.10 |
| ESML iShares ESG Aware MSCI USA S | Add +11.3% | 1.04% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.0% | 1.52% | +0.09 |
| DFSI Dimensional Int Sus COR1 ETF | Add +18.4% | 0.45% | +0.08 |
| VT Vanguard Tot World STK ETF | Add +0.6% | 2.12% | +0.05 |
| IJS iShares S&P Small-Cap 600 Va | Add +11.3% | 1.14% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +13.3% | 0.32% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +5.3% | 2.66% | +0.04 |
| EAGG iShares ESG Aware US Aggrega | Add +21.2% | 0.30% | +0.03 |
| TSLA Tesla Inc. | Add +3.0% | 0.19% | +0.03 |
| ACN Accenture PLC Class A | Add +72.2% | 0.08% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| COOP Mr Cooper Group Inc. | New | 0.02% | +0.02 |
| DFAX Dimensional World Ex US Core | Add +3.4% | 0.38% | +0.02 |
| CAT Caterpillar Inc. | Add +2.1% | 0.24% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +4.6% | 0.51% | +0.02 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| HON Honeywell International Inc. | New | 0.02% | +0.02 |
| FDX FedEx Corp. | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | New | 0.02% | +0.02 |
| IWO iShares Russell 2000 Growth | New | 0.02% | +0.02 |
| VFH Vanguard Financials ETF | New | 0.02% | +0.02 |
| DGRO iShares Core Dividend Growth | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| DFGR Dim Global Real Estate ETF | Add +9.8% | 0.60% | +0.02 |
| KLAC KLA Corp. | Add +0.8% | 0.08% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.29% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 0.14% | +0.01 |
| DIS The Walt Disney Co. | Add +8.3% | 0.05% | +0.01 |
| BAC Bank of America Corp. | Add +1.1% | 0.14% | +0.01 |
| AXP American Express Co. | Add +1.1% | 0.07% | +0.01 |
| DFAI Dimensional International Co. | Add +12.9% | 0.05% | +0.01 |
| COR Cencora Inc. | Add +14.2% | 0.05% | +0.01 |
| MRVL Marvell Technology Inc. | Add +2.8% | 0.03% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +6.5% | 0.06% | +0.01 |
| SHOP Shopify Inc. Class A | Add +0.3% | 0.04% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +2.6% | 0.07% | +0.00 |
| NFRA NT GLBL BRD Infra ETF | Add +2.2% | 0.35% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +1.0% | 0.03% | +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 |