Wealth Architects, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Wealth Architects, LLC reported 235 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.4% of the portfolio, followed by NT Iboxx 5Y Dur Tips ETF (TDTF, 6.4%) and iShares Core S&P Small-Cap E (IJR, 5.5%). Compared with Q2 2025, it opened 15 new positions, sold out of 6, added to 68 and reduced 112. The biggest buy was Lam Research (LRCX, shares +0%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001611518-25-000013 ↗ filed Nov 13, 2025
Holdings Value
Holdings 235 stocks · $1.1B
| IVV iShares Core S&P 500 ETF | 7.43% | 117,610 | $78.7M | Reduce -1.2% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.39% | 2,786,158 | $67.6M | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 5.45% | 486,027 | $57.8M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 5.31% | 938,790 | $56.3M | Reduce -1.8% |
| VIG Vanguard Dividend Apprec ETF | 4.97% | 244,062 | $52.7M | Reduce -2.3% |
| AAPL Apple Inc. | 4.24% | 176,497 | $44.9M | Reduce -6.0% |
| GII State Street SPDR S&P Global | 4.09% | 622,211 | $43.3M | Reduce -1.1% |
| LRCX Lam Research Corp. | 3.33% | 263,440 | $35.3M | Add +0.0% |
| DFIV Dimensional International Va | 3.20% | 734,705 | $33.9M | Reduce -0.3% |
| DFUV Dimensional US Marketwide Va | 3.01% | 714,006 | $31.9M | Reduce -2.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.68% | 152,294 | $28.4M | Reduce -0.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.64% | 133,972 | $28.0M | Reduce -0.3% |
| VT Vanguard Tot World STK ETF | 2.12% | 162,702 | $22.4M | Add +0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.02% | 69,516 | $21.4M | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.93% | 233,683 | $20.4M | Reduce -2.2% |
| DFLV Dim US Large Cap Value ETF | 1.88% | 606,251 | $19.9M | Add +5.3% |
| AVUV Avantis US Small Cap Value | 1.88% | 199,692 | $19.9M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.71% | 27,219 | $18.1M | Reduce -0.4% |
| AVDV Avantis Intl S/C Value ETF | 1.64% | 195,394 | $17.4M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.50% | 62,642 | $15.9M | Reduce -0.8% |
| SCZ iShares MSCI Eafe Small-Cap | 1.31% | 180,963 | $13.9M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 25,309 | $12.7M | Reduce -3.5% |
| IJS iShares S&P Small-Cap 600 Va | 1.16% | 110,762 | $12.2M | Reduce -1.6% |
| ESML iShares ESG Aware MSCI USA S | 1.09% | 257,218 | $11.6M | Add +4.0% |
| META Meta Platforms Inc. Class A | 1.07% | 15,401 | $11.3M | Reduce -2.4% |
| MSFT Microsoft Corp. | 1.04% | 21,187 | $11.0M | Reduce -1.0% |
| ESGD iShares Trust iShares ESG Aw | 1.03% | 117,454 | $10.9M | Add +0.5% |
| ESGU iShares ESG Aware MSCI USA | 0.81% | 58,910 | $8.6M | Reduce -0.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.77% | 192,087 | $8.2M | Reduce -4.3% |
| SCHF Schwab Intl Equity ETF | 0.74% | 338,326 | $7.9M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.67% | 21,625 | $7.1M | Reduce -2.0% |
| DFGR Dim Global Real Estate ETF | 0.60% | 234,234 | $6.4M | Add +5.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.58% | 18,824 | $6.2M | Add +0.4% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.57% | 146,481 | $6.0M | Add +3.3% |
| DFAC Dimensional US Core Equity 2 | 0.55% | 150,273 | $5.8M | Add +6.7% |
| NVDA Nvidia Corp. | 0.54% | 30,626 | $5.7M | Reduce -2.7% |
| EFV iShares MSCI Eafe Value ETF | 0.51% | 80,387 | $5.5M | Reduce -3.3% |
| DFSI Dimensional Int Sus COR1 ETF | 0.48% | 124,380 | $5.1M | Add +11.6% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 26,905 | $4.9M | Reduce -5.5% |
| ICSH iShares Ultra Short Duration | 0.45% | 92,927 | $4.7M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 0.40% | 17,373 | $4.2M | Add +6.9% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 53,416 | $4.2M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.40% | 13,334 | $4.2M | Reduce -1.0% |
| DFAX Dimensional World Ex US Core | 0.39% | 131,829 | $4.1M | Add +3.8% |
| SCHA Schwab US Small-Cap ETF | 0.38% | 143,570 | $4.0M | No change |
| BND Vanguard Total Bond Market | 0.37% | 52,984 | $3.9M | Add +3.4% |
| AMZN Amazon.com Inc. | 0.36% | 17,554 | $3.9M | Reduce -0.1% |
| EAGG iShares ESG Aware US Aggrega | 0.34% | 75,372 | $3.6M | Add +22.7% |
| NFRA NT GLBL BRD Infra ETF | 0.32% | 54,452 | $3.4M | Reduce -3.3% |
| TOLZ Proshares GLB Infrastructure | 0.31% | 60,188 | $3.3M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.31% | 5,318 | $3.3M | Reduce -3.2% |
| SUB iShares Short-Term National | 0.31% | 30,484 | $3.3M | Add +4.3% |
| CAT Caterpillar Inc. | 0.27% | 5,986 | $2.9M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.26% | 11,521 | $2.8M | Reduce -8.7% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.26% | 34,733 | $2.8M | Reduce -0.6% |
| IWN iShares Russell 2000 Value E | 0.25% | 15,055 | $2.7M | No change |
| HD Home Depot Inc. | 0.25% | 6,549 | $2.7M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.25% | 5,936 | $2.6M | Reduce -1.4% |
| RKLB Rocket Lab Corp. | 0.23% | 50,754 | $2.4M | Add +28.6% |
| IGF iShares Global Infrastructur | 0.22% | 38,605 | $2.4M | Reduce -3.2% |
| LLY Eli Lilly & Co. | 0.20% | 2,781 | $2.1M | Add +1.3% |
| IWV iShares Russell 3000 ETF | 0.20% | 5,495 | $2.1M | No change |
| PG The Procter & Gamble Co. | 0.20% | 13,450 | $2.1M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.19% | 5,787 | $2.0M | Reduce -3.3% |
| AMD Advanced Micro Devices | 0.18% | 11,985 | $1.9M | Add +1.0% |
| WMT Walmart Inc. | 0.18% | 18,774 | $1.9M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.18% | 17,082 | $1.9M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.17% | 7,511 | $1.8M | Add +0.7% |
| XLK SS Technology Select Sector | 0.17% | 6,407 | $1.8M | No change |
| SNOW Snowflake Inc. | 0.16% | 7,622 | $1.7M | Reduce -13.6% |
| CSCO Cisco Systems Inc. | 0.16% | 24,760 | $1.7M | Add +12.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 29,676 | $1.5M | Add +0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 2 | $1.5M | No change |
| SCHB Schwab US Broad Market ETF | 0.14% | 57,845 | $1.5M | Reduce -2.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 34,176 | $1.5M | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,447 | $1.5M | No change |
| RTX RTX Corp. | 0.13% | 8,485 | $1.4M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.13% | 7,571 | $1.4M | Reduce -1.9% |
| SCHC Schwab Intl Small-Cap Equity | 0.13% | 29,910 | $1.4M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.12% | 1,376 | $1.3M | Reduce -0.9% |
| PM Philip Morris International | 0.12% | 7,625 | $1.2M | Reduce -0.1% |
| WELL Welltower Inc. | 0.12% | 6,906 | $1.2M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 4,279 | $1.2M | Add +14.1% |
| BLK BlackRock Inc. | 0.11% | 1,005 | $1.2M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 3,977 | $1.2M | Reduce -0.0% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.11% | 12,070 | $1.1M | No change |
| IWB iShares Russell 1000 ETF | 0.11% | 3,121 | $1.1M | No change |
| WEC WEC Energy Group Inc. | 0.10% | 9,687 | $1.1M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,296 | $1.1M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.10% | 12,932 | $1.1M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.10% | 4,686 | $1.1M | Reduce -0.2% |
| TQQQ Proshares Ultrapro QQQ | 0.10% | 10,475 | $1.1M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.10% | 2,246 | $1.1M | Reduce -2.0% |
| ORCL Oracle Corp. | 0.10% | 3,726 | $1.0M | Add +9.0% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 20,526 | $1.0M | Add +2.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 14,303 | $1.0M | No change |
| KLAC KLA Corp. | 0.10% | 938 | $1.0M | Add +0.8% |
| V Visa Inc. Class A | 0.09% | 2,935 | $1.0M | Reduce -0.7% |
| ALAB Astera Labs Inc. | 0.09% | 5,100 | $999K | Reduce -11.4% |
| ELV Elevance Health Inc. | 0.09% | 3,090 | $998K | Reduce -1.7% |
Portfolio Sells Q2 2025 → Q3 2025
| VEA Vanguard Ftse Developed ETF | Reduce -1.8% | 5.31% | −0.23 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.3% | 4.97% | −0.22 |
| GII State Street SPDR S&P Global | Reduce -1.1% | 4.09% | −0.21 |
| DFUV Dimensional US Marketwide Va | Reduce -2.4% | 3.01% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 1.07% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.2% | 1.93% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 1.20% | −0.09 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.0% | 1.31% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 7.43% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.5% | 2.68% | −0.07 |
| MSFT Microsoft Corp. | Reduce -1.0% | 1.04% | −0.05 |
| DSI iShares ESG MSCI KLD 400 ETF | Sold out | 0.00% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.1% | 0.40% | −0.04 |
| SNOW Snowflake Inc. | Reduce -13.6% | 0.16% | −0.04 |
| NFRA NT GLBL BRD Infra ETF | Reduce -3.3% | 0.32% | −0.03 |
| ELV Elevance Health Inc. | Reduce -1.7% | 0.09% | −0.03 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -4.3% | 0.77% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 0.36% | −0.03 |
| INTU Intuit Inc. | Reduce -10.8% | 0.07% | −0.03 |
| PM Philip Morris International | Reduce -0.1% | 0.12% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.20% | −0.02 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| TOLZ Proshares GLB Infrastructure | Reduce -0.1% | 0.31% | −0.02 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Reduce -4.9% | 0.06% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.3% | 0.51% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.3% | 2.64% | −0.02 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.12% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -0.5% | 0.08% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 0.74% | −0.02 |
| IGF iShares Global Infrastructur | Reduce -3.2% | 0.22% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 1.50% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.0% | 2.02% | −0.01 |
| NFLX Netflix Inc. | Reduce -0.7% | 0.06% | −0.01 |
| V Visa Inc. Class A | Reduce -0.7% | 0.09% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.2% | 0.31% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.7% | 0.08% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -22.2% | 0.02% | −0.01 |
| AVLV Avantis US Large Cap Value | Reduce -7.6% | 0.08% | −0.01 |
| DFIV Dimensional International Va | Reduce -0.3% | 3.20% | −0.01 |
| CRM Salesforce Inc. | Reduce -4.3% | 0.03% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.9% | 0.81% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.04% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -27.6% | 0.04% | −0.01 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -0.6% | 0.26% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.18% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.0% | 0.02% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| LRCX Lam Research Corp. | Add +0.0% | 3.33% | +0.73 |
| GOOG Alphabet Inc. Class C | Add +6.9% | 0.40% | +0.11 |
| RKLB Rocket Lab Corp. | Add +28.6% | 0.23% | +0.09 |
| DFLV Dim US Large Cap Value ETF | Add +5.3% | 1.88% | +0.07 |
| ESML iShares ESG Aware MSCI USA S | Add +4.0% | 1.09% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +1.1% | 1.88% | +0.05 |
| EAGG iShares ESG Aware US Aggrega | Add +22.7% | 0.34% | +0.05 |
| DFSI Dimensional Int Sus COR1 ETF | Add +11.6% | 0.48% | +0.03 |
| DFAC Dimensional US Core Equity 2 | Add +6.7% | 0.55% | +0.03 |
| INTC Intel Corp. | Add +10.3% | 0.09% | +0.03 |
| RBLX Roblox Corp. Class A | New | 0.03% | +0.03 |
| TJX TJX Companies Inc. | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | Add +9.0% | 0.10% | +0.02 |
| STX Seagate Technology Holdings | New | 0.02% | +0.02 |
| APH Amphenol Corp. Class A | New | 0.02% | +0.02 |
| ROKU Roku Inc. | New | 0.02% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| PFE Pfizer Inc. | New | 0.02% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +3.3% | 0.57% | +0.02 |
| AEP American Electric Power | New | 0.02% | +0.02 |
| TECK Teck Resources Ltd.-CLS B | New | 0.02% | +0.02 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| AGG iShares Core U.S. Aggregate | New | 0.02% | +0.02 |
| KBH KB Home | New | 0.02% | +0.02 |
| ADI Analog Devices Inc. | New | 0.02% | +0.02 |
| TQQQ Proshares Ultrapro QQQ | Add +0.3% | 0.10% | +0.01 |
| DFAI Dimensional International Co. | Add +30.9% | 0.06% | +0.01 |
| AMD Advanced Micro Devices | Add +1.0% | 0.18% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +3.8% | 0.39% | +0.01 |
| KLAC KLA Corp. | Add +0.8% | 0.10% | +0.01 |
| STLA Stellantis NV | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | Add +1.9% | 0.04% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.7% | 0.17% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 0.58% | +0.00 |
| CSCO Cisco Systems Inc. | Add +12.2% | 0.16% | +0.00 |
| BLK BlackRock Inc. | Add +0.2% | 0.11% | +0.00 |
| MO Altria Group Inc. | Add +0.2% | 0.07% | +0.00 |
| BAC Bank of America Corp. | Add +0.6% | 0.14% | +0.00 |
| CVX Chevron Corp. | Add +2.8% | 0.08% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 0.10% | +0.00 |
| CDNS Cadence Design SYS Inc. | Add +0.3% | 0.04% | +0.00 |
| BX Blackstone Inc. | Add +0.9% | 0.03% | +0.00 |
| IBM Intl Business Machines Corp. | Add +14.1% | 0.11% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +2.0% | 0.02% | +0.00 |
| L Loews Corp. | Add +1.4% | 0.03% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.4% | 2.12% | +0.00 |
| XLG Invesco S&P 500 Top 50 ETF | Add +0.4% | 0.03% | +0.00 |
| NEE Nextera Energy Inc. | Add +1.1% | 0.03% | +0.00 |
| SONY Sony Group Corp. - SP ADR | Add +0.0% | 0.02% | +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 |