Wealth Architects, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Wealth Architects, LLC reported 240 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.1% of the portfolio, followed by NT Iboxx 5Y Dur Tips ETF (TDTF, 6.5%) and iShares Core S&P Small-Cap E (IJR, 5.4%). Compared with Q3 2025, it opened 15 new positions, sold out of 10, added to 68 and reduced 115. The biggest buy was Dimensional US Sus CORE1 ETF (DFSU, shares +40%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0001611518-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 240 stocks · $1.1B
| IVV iShares Core S&P 500 ETF | 7.11% | 115,234 | $78.9M | Reduce -2.0% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.46% | 2,991,112 | $71.7M | Add +7.4% |
| IJR iShares Core S&P Small-Cap E | 5.38% | 496,572 | $59.7M | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 5.21% | 925,625 | $57.8M | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 4.86% | 245,249 | $53.9M | Add +0.5% |
| LRCX Lam Research Corp. | 4.06% | 263,272 | $45.1M | Reduce -0.1% |
| GII State Street SPDR S&P Global | 4.05% | 644,516 | $45.0M | Add +3.6% |
| AAPL Apple Inc. | 4.02% | 164,127 | $44.6M | Reduce -7.0% |
| DFIV Dimensional International Va | 3.30% | 733,561 | $36.6M | Reduce -0.2% |
| DFUV Dimensional US Marketwide Va | 2.98% | 710,843 | $33.1M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.58% | 149,683 | $28.6M | Reduce -1.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.54% | 132,936 | $28.2M | Reduce -0.8% |
| VT Vanguard Tot World STK ETF | 2.11% | 166,316 | $23.5M | Add +2.2% |
| AVUV Avantis US Small Cap Value | 2.05% | 223,102 | $22.8M | Add +11.7% |
| DFLV Dim US Large Cap Value ETF | 2.04% | 661,399 | $22.6M | Add +9.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.89% | 66,765 | $21.0M | Reduce -4.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.87% | 231,844 | $20.7M | Reduce -0.8% |
| AVDV Avantis Intl S/C Value ETF | 1.69% | 199,570 | $18.8M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.65% | 26,863 | $18.3M | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.44% | 62,056 | $16.0M | Reduce -0.9% |
| SCZ iShares MSCI Eafe Small-Cap | 1.26% | 179,965 | $14.0M | Reduce -0.6% |
| ESML iShares ESG Aware MSCI USA S | 1.16% | 279,907 | $12.9M | Add +8.8% |
| IJS iShares S&P Small-Cap 600 Va | 1.13% | 110,336 | $12.5M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 24,500 | $12.3M | Reduce -3.2% |
| ESGD iShares Trust iShares ESG Aw | 1.11% | 129,286 | $12.3M | Add +10.1% |
| DFSU Dimensional US Sus CORE1 ETF | 1.05% | 269,411 | $11.7M | Add +40.3% |
| META Meta Platforms Inc. Class A | 0.91% | 15,280 | $10.1M | Reduce -0.8% |
| MSFT Microsoft Corp. | 0.90% | 20,578 | $10.0M | Reduce -2.9% |
| ESGU iShares ESG Aware MSCI USA | 0.88% | 65,846 | $9.8M | Add +11.8% |
| SCHF Schwab Intl Equity ETF | 0.73% | 335,089 | $8.1M | Reduce -1.0% |
| DFGR Dim Global Real Estate ETF | 0.62% | 258,803 | $6.8M | Add +10.5% |
| AVGO Broadcom Inc. | 0.61% | 19,429 | $6.7M | Reduce -10.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.60% | 155,234 | $6.7M | Add +24.8% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.59% | 157,775 | $6.5M | Add +7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 18,671 | $6.3M | Reduce -0.8% |
| DFAC Dimensional US Core Equity 2 | 0.55% | 153,848 | $6.1M | Add +2.4% |
| EFV iShares MSCI Eafe Value ETF | 0.51% | 79,407 | $5.7M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.51% | 18,048 | $5.7M | Add +3.9% |
| NVDA Nvidia Corp. | 0.51% | 30,323 | $5.7M | Reduce -1.0% |
| EAGG iShares ESG Aware US Aggrega | 0.45% | 103,438 | $4.9M | Add +37.2% |
| ICSH iShares Ultra Short Duration | 0.44% | 97,377 | $4.9M | Add +4.8% |
| DFAX Dimensional World Ex US Core | 0.40% | 137,004 | $4.5M | Add +3.9% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 24,319 | $4.3M | Reduce -9.6% |
| JPM JPMorgan Chase & Co. | 0.38% | 13,108 | $4.2M | Reduce -1.7% |
| BSV Vanguard Short-Term Bond ETF | 0.38% | 53,467 | $4.2M | Add +0.1% |
| RKLB Rocket Lab Corp. | 0.38% | 60,238 | $4.2M | Add +18.7% |
| BND Vanguard Total Bond Market | 0.37% | 56,095 | $4.2M | Add +5.9% |
| SCHA Schwab US Small-Cap ETF | 0.37% | 143,320 | $4.1M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.36% | 17,449 | $4.0M | Reduce -0.6% |
| SUB iShares Short-Term National | 0.32% | 33,751 | $3.6M | Add +10.7% |
| CAT Caterpillar Inc. | 0.30% | 5,881 | $3.4M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 0.30% | 5,359 | $3.4M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.29% | 10,347 | $3.2M | Reduce -10.2% |
| TOLZ Proshares GLB Infrastructure | 0.29% | 58,986 | $3.2M | Reduce -2.0% |
| NFRA NT GLBL BRD Infra ETF | 0.28% | 51,452 | $3.1M | Reduce -5.5% |
| LLY Eli Lilly & Co. | 0.27% | 2,801 | $3.0M | Add +0.7% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.25% | 34,633 | $2.8M | Reduce -0.3% |
| IWN iShares Russell 2000 Value E | 0.24% | 14,890 | $2.7M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.23% | 5,793 | $2.6M | Reduce -2.4% |
| IGF iShares Global Infrastructur | 0.21% | 38,604 | $2.4M | Reduce 0.0% |
| SGOV iShares 0-3 Month Treasury B | 0.20% | 21,970 | $2.2M | New |
| HD Home Depot Inc. | 0.19% | 6,253 | $2.2M | Reduce -4.5% |
| IWV iShares Russell 3000 ETF | 0.19% | 5,430 | $2.1M | Reduce -1.2% |
| WMT Walmart Inc. | 0.19% | 18,772 | $2.1M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.18% | 16,707 | $2.0M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.17% | 13,320 | $1.9M | Reduce -1.0% |
| AMD Advanced Micro Devices | 0.17% | 8,747 | $1.9M | Reduce -27.0% |
| IWM iShares Russell 2000 ETF | 0.17% | 7,511 | $1.8M | No change |
| XLK SS Technology Select Sector | 0.17% | 12,814 | $1.8M | No change |
| CSCO Cisco Systems Inc. | 0.16% | 22,780 | $1.8M | Reduce -8.0% |
| UNH Unitedhealth Group Inc. | 0.16% | 5,248 | $1.7M | Reduce -9.3% |
| SNOW Snowflake Inc. | 0.15% | 7,492 | $1.6M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.15% | 7,844 | $1.6M | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 29,378 | $1.6M | Reduce -1.0% |
| RTX RTX Corp. | 0.14% | 8,461 | $1.6M | Reduce -0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 2 | $1.5M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,448 | $1.5M | Add +0.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 34,002 | $1.5M | Reduce -0.5% |
| SCHB Schwab US Broad Market ETF | 0.13% | 56,957 | $1.5M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.13% | 13,384 | $1.4M | Add +3.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.12% | 29,910 | $1.4M | No change |
| WELL Welltower Inc. | 0.12% | 6,939 | $1.3M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 4,249 | $1.3M | Reduce -0.7% |
| PM Philip Morris International | 0.11% | 7,639 | $1.2M | Add +0.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.11% | 12,070 | $1.2M | No change |
| IWB iShares Russell 1000 ETF | 0.10% | 3,121 | $1.2M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 3,977 | $1.2M | No change |
| KLAC KLA Corp. | 0.10% | 932 | $1.1M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,300 | $1.1M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.10% | 1,280 | $1.1M | Reduce -7.0% |
| ELV Elevance Health Inc. | 0.10% | 3,099 | $1.1M | Add +0.3% |
| INTC Intel Corp. | 0.10% | 28,871 | $1.1M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.10% | 2,246 | $1.1M | No change |
| V Visa Inc. Class A | 0.10% | 3,012 | $1.1M | Add +2.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 14,186 | $1.0M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.09% | 4,556 | $1.0M | Reduce -2.8% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 20,526 | $1.0M | No change |
| WEC WEC Energy Group Inc. | 0.09% | 9,701 | $1.0M | Add +0.1% |
| MFC Manulife Financial Corp. | 0.09% | 28,090 | $1.0M | No change |
| BLK BlackRock Inc. | 0.09% | 943 | $1.0M | Reduce -6.2% |
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -2.0% | 7.11% | −0.32 |
| AAPL Apple Inc. | Reduce -7.0% | 4.02% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.91% | −0.16 |
| MSFT Microsoft Corp. | Reduce -2.9% | 0.90% | −0.14 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.0% | 1.89% | −0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.7% | 2.58% | −0.11 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.8% | 2.54% | −0.10 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.4% | 5.21% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.2% | 1.11% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.6% | 0.39% | −0.07 |
| AVGO Broadcom Inc. | Reduce -10.2% | 0.61% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.9% | 1.44% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 1.65% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.8% | 1.87% | −0.06 |
| HD Home Depot Inc. | Reduce -4.5% | 0.19% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.6% | 1.26% | −0.05 |
| NFRA NT GLBL BRD Infra ETF | Reduce -5.5% | 0.28% | −0.04 |
| ORCL Oracle Corp. | Reduce -10.1% | 0.06% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -9.3% | 0.16% | −0.03 |
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −0.03 |
| NVDA Nvidia Corp. | Reduce -1.0% | 0.51% | −0.03 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -0.4% | 2.98% | −0.03 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.4% | 1.13% | −0.03 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.17% | −0.02 |
| ELP Companhia Paranaense DE Ener | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -7.0% | 0.10% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.02 |
| TOLZ Proshares GLB Infrastructure | Reduce -2.0% | 0.29% | −0.02 |
| BLK BlackRock Inc. | Reduce -6.2% | 0.09% | −0.02 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Sold out | 0.00% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.56% | −0.02 |
| KBH KB Home | Sold out | 0.00% | −0.02 |
| ALAB Astera Labs Inc. | Reduce -0.1% | 0.08% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -1.0% | 0.73% | −0.02 |
| ADP Automatic Data Processing | Reduce -2.4% | 0.08% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 0.38% | −0.02 |
| TQQQ Proshares Ultrapro QQQ | Reduce -13.8% | 0.09% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -21.4% | 0.07% | −0.02 |
| INTU Intuit Inc. | Reduce -15.5% | 0.05% | −0.01 |
| TSLA Tesla Inc. | Reduce -2.4% | 0.23% | −0.01 |
| AMD Advanced Micro Devices | Reduce -27.0% | 0.17% | −0.01 |
| SNOW Snowflake Inc. | Reduce -1.7% | 0.15% | −0.01 |
| T AT&T Inc. | Reduce -31.9% | 0.02% | −0.01 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -15.2% | 0.04% | −0.01 |
| MO Altria Group Inc. | Reduce -0.6% | 0.05% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -21.9% | 0.02% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| DFSU Dimensional US Sus CORE1 ETF | Add +40.3% | 1.05% | +0.28 |
| SGOV iShares 0-3 Month Treasury B | New | 0.20% | +0.20 |
| AVUV Avantis US Small Cap Value | Add +11.7% | 2.05% | +0.17 |
| DFLV Dim US Large Cap Value ETF | Add +9.1% | 2.04% | +0.16 |
| RKLB Rocket Lab Corp. | Add +18.7% | 0.38% | +0.15 |
| DFSI Dimensional Int Sus COR1 ETF | Add +24.8% | 0.60% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +3.9% | 0.51% | +0.11 |
| EAGG iShares ESG Aware US Aggrega | Add +37.2% | 0.45% | +0.10 |
| ESGD iShares Trust iShares ESG Aw | Add +10.1% | 1.11% | +0.08 |
| ESGU iShares ESG Aware MSCI USA | Add +11.8% | 0.88% | +0.07 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Add +7.4% | 6.46% | +0.07 |
| LLY Eli Lilly & Co. | Add +0.7% | 0.27% | +0.07 |
| ESML iShares ESG Aware MSCI USA S | Add +8.8% | 1.16% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.05% | +0.05 |
| AVDV Avantis Intl S/C Value ETF | Add +2.1% | 1.69% | +0.05 |
| ARWR Arrowhead Pharmaceuticals Inc. | Add +1.0% | 0.07% | +0.03 |
| IAU iShares Gold Trust | New | 0.03% | +0.03 |
| SOLV Solventum Corp. | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | Add +2.5% | 0.06% | +0.02 |
| MRK Merck & Co. Inc. | Add +3.5% | 0.13% | +0.02 |
| MS Morgan Stanley | New | 0.02% | +0.02 |
| ELPC Cia Paranaense DE Ener-ADR | New | 0.02% | +0.02 |
| DHR Danaher Corp. | New | 0.02% | +0.02 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +7.7% | 0.59% | +0.02 |
| U Unity Software Inc. | New | 0.02% | +0.02 |
| COF Capital One Financial Corp. | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| STLD Steel Dynamics Inc. | New | 0.02% | +0.02 |
| TEL Te Connectivity PLC | New | 0.02% | +0.02 |
| SUB iShares Short-Term National | Add +10.7% | 0.32% | +0.02 |
| OTF Blue Owl Technology Finance | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | Add +1.1% | 0.08% | +0.01 |
| JNJ Johnson & Johnson | Add +3.6% | 0.15% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +3.9% | 0.40% | +0.01 |
| DFGR Dim Global Real Estate ETF | Add +10.5% | 0.62% | +0.01 |
| SPRY Ars Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +47.2% | 0.03% | +0.01 |
| WFC Wells Fargo & Co. | Add +3.1% | 0.07% | +0.01 |
| CRM Salesforce Inc. | Add +11.8% | 0.03% | +0.01 |
| INTC Intel Corp. | Add +0.3% | 0.10% | +0.00 |
| ELV Elevance Health Inc. | Add +0.3% | 0.10% | +0.00 |
| GILD Gilead Sciences Inc. | Add +0.1% | 0.07% | +0.00 |
| ACN Accenture PLC Class A | Add +1.6% | 0.06% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +20.1% | 0.02% | +0.00 |
| ABNB Airbnb Inc. Class A | Add +0.4% | 0.04% | +0.00 |
| DFAI Dimensional International Co. | Add +3.9% | 0.06% | +0.00 |
| BND Vanguard Total Bond Market | Add +5.9% | 0.37% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +2.4% | 0.55% | +0.00 |
| ADI Analog Devices Inc. | Add +0.2% | 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 |