Wealth Architects, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Wealth Architects, LLC reported 244 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.7% of the portfolio, followed by NT Iboxx 5Y Dur Tips ETF (TDTF, 6.7%) and iShares Core S&P Small-Cap E (IJR, 5.6%). Compared with Q4 2025, it opened 18 new positions, sold out of 14, added to 78 and reduced 111. The biggest buy was a new position in Dimensional International Hi (DIHP) and the biggest sale Apple (AAPL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0001611518
- Portfolio Value
- $1.1B (Q1 2026)
- SEC Filing
- 0001611518-26-000006 ↗ filed May 15, 2026
Holdings Value
Holdings 244 stocks · $1.1B
| IVV iShares Core S&P 500 ETF | 6.74% | 115,697 | $75.6M | Add +0.4% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 6.70% | 3,115,394 | $75.1M | Add +4.2% |
| IJR iShares Core S&P Small-Cap E | 5.61% | 506,007 | $62.9M | Add +1.9% |
| LRCX Lam Research Corp. | 5.01% | 263,242 | $56.2M | Reduce -0.0% |
| VIG Vanguard Dividend Apprec ETF | 4.82% | 251,254 | $54.0M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 4.77% | 835,644 | $53.5M | Reduce -9.7% |
| GII State Street SPDR S&P Global | 4.42% | 652,712 | $49.6M | Add +1.3% |
| AAPL Apple Inc. | 3.49% | 154,114 | $39.1M | Reduce -6.1% |
| DFIV Dimensional International Va | 3.42% | 725,927 | $38.3M | Reduce -1.0% |
| DFUV Dimensional US Marketwide Va | 3.02% | 700,295 | $33.9M | Reduce -1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.56% | 146,324 | $28.7M | Reduce -2.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.55% | 131,722 | $28.6M | Reduce -0.9% |
| DFLV Dim US Large Cap Value ETF | 2.22% | 696,762 | $24.9M | Add +5.3% |
| AVUV Avantis US Small Cap Value | 2.20% | 223,607 | $24.7M | Add +0.2% |
| VT Vanguard Tot World STK ETF | 2.09% | 169,384 | $23.4M | Add +1.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.82% | 226,103 | $20.5M | Reduce -2.5% |
| AVDV Avantis Intl S/C Value ETF | 1.77% | 198,353 | $19.8M | Reduce -0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.72% | 64,410 | $19.2M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.58% | 27,287 | $17.7M | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.41% | 60,594 | $15.9M | Reduce -2.4% |
| SCZ iShares MSCI Eafe Small-Cap | 1.22% | 175,076 | $13.7M | Reduce -2.7% |
| ESML iShares ESG Aware MSCI USA S | 1.19% | 283,141 | $13.3M | Add +1.2% |
| IJS iShares S&P Small-Cap 600 Va | 1.16% | 110,103 | $13.0M | Reduce -0.2% |
| ESGD iShares Trust iShares ESG Aw | 1.12% | 131,058 | $12.5M | Add +1.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.98% | 267,085 | $11.0M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 21,250 | $10.2M | Reduce -13.3% |
| ESGU iShares ESG Aware MSCI USA | 0.88% | 69,836 | $9.9M | Add +6.1% |
| META Meta Platforms Inc. Class A | 0.78% | 15,315 | $8.8M | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 0.74% | 334,163 | $8.3M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.68% | 20,623 | $7.6M | Add +0.2% |
| DFGR Dim Global Real Estate ETF | 0.64% | 269,415 | $7.2M | Add +4.1% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.59% | 156,151 | $6.6M | Reduce -1.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.57% | 151,947 | $6.4M | Reduce -2.1% |
| DFAC Dimensional US Core Equity 2 | 0.57% | 164,243 | $6.4M | Add +6.8% |
| AVGO Broadcom Inc. | 0.55% | 19,763 | $6.1M | Add +1.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 18,687 | $6.0M | Add +0.1% |
| EAGG iShares ESG Aware US Aggrega | 0.49% | 116,374 | $5.5M | Add +12.5% |
| DIHP Dimensional International Hi | 0.49% | 169,375 | $5.5M | New |
| GOOG Alphabet Inc. Class C | 0.48% | 18,910 | $5.4M | Add +4.8% |
| ICSH iShares Ultra Short Duration | 0.48% | 106,856 | $5.4M | Add +9.7% |
| EFV iShares MSCI Eafe Value ETF | 0.47% | 71,547 | $5.3M | Reduce -9.9% |
| NVDA Nvidia Corp. | 0.43% | 27,369 | $4.8M | Reduce -9.7% |
| DFAX Dimensional World Ex US Core | 0.41% | 134,097 | $4.6M | Reduce -2.1% |
| BSV Vanguard Short-Term Bond ETF | 0.37% | 53,182 | $4.2M | Reduce -0.5% |
| SCHA Schwab US Small-Cap ETF | 0.37% | 142,650 | $4.1M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.37% | 5,788 | $4.1M | Reduce -1.6% |
| BND Vanguard Total Bond Market | 0.36% | 54,839 | $4.0M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 0.34% | 12,927 | $3.8M | Reduce -1.4% |
| RKLB Rocket Lab Corp. | 0.34% | 58,713 | $3.8M | Reduce -2.5% |
| SUB iShares Short-Term National | 0.33% | 34,499 | $3.7M | Add +2.2% |
| AMZN Amazon.com Inc. | 0.33% | 17,624 | $3.7M | Add +1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 24,392 | $3.6M | Add +0.3% |
| TOLZ Proshares GLB Infrastructure | 0.30% | 56,353 | $3.4M | Reduce -4.5% |
| VOO Vanguard S&P 500 ETF | 0.30% | 5,573 | $3.3M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 0.26% | 10,309 | $3.0M | Reduce -0.4% |
| NFRA NT GLBL BRD Infra ETF | 0.26% | 44,868 | $2.9M | Reduce -12.8% |
| XOM Exxon Mobil Corp. | 0.25% | 16,650 | $2.8M | Reduce -0.3% |
| IWN iShares Russell 2000 Value E | 0.25% | 14,890 | $2.8M | No change |
| LLY Eli Lilly & Co. | 0.24% | 2,882 | $2.7M | Add +2.9% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.23% | 32,285 | $2.6M | Reduce -6.8% |
| IGF iShares Global Infrastructur | 0.23% | 38,251 | $2.6M | Reduce -0.9% |
| WMT Walmart Inc. | 0.21% | 19,259 | $2.4M | Add +2.6% |
| TSLA Tesla Inc. | 0.19% | 5,785 | $2.2M | Reduce -0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.18% | 20,495 | $2.1M | Reduce -6.7% |
| HD Home Depot Inc. | 0.18% | 6,132 | $2.0M | Reduce -1.9% |
| IWV iShares Russell 3000 ETF | 0.18% | 5,430 | $2.0M | No change |
| JNJ Johnson & Johnson | 0.17% | 7,981 | $2.0M | Add +1.8% |
| PG The Procter & Gamble Co. | 0.17% | 13,495 | $1.9M | Add +1.3% |
| IWM iShares Russell 2000 ETF | 0.17% | 7,588 | $1.9M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.16% | 22,777 | $1.8M | Reduce -0.0% |
| MRK Merck & Co. Inc. | 0.14% | 13,373 | $1.6M | Reduce -0.1% |
| RTX RTX Corp. | 0.14% | 8,336 | $1.6M | Reduce -1.5% |
| XLK SS Technology Select Sector | 0.14% | 11,804 | $1.6M | Reduce -7.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 33,899 | $1.5M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 0.14% | 5,602 | $1.5M | Add +6.8% |
| SCHB Schwab US Broad Market ETF | 0.13% | 58,610 | $1.5M | Add +2.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,517 | $1.5M | Add +2.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 29,601 | $1.4M | Add +0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 2 | $1.4M | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.12% | 29,571 | $1.4M | Reduce -1.1% |
| WELL Welltower Inc. | 0.12% | 6,945 | $1.4M | Add +0.1% |
| KLAC KLA Corp. | 0.12% | 910 | $1.3M | Reduce -2.4% |
| INTC Intel Corp. | 0.11% | 29,012 | $1.3M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.11% | 1,283 | $1.3M | Add +0.2% |
| PM Philip Morris International | 0.11% | 7,654 | $1.3M | Add +0.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.11% | 12,070 | $1.2M | No change |
| CVX Chevron Corp. | 0.11% | 5,744 | $1.2M | Add +1.3% |
| AMAT Applied Materials Inc. | 0.10% | 3,440 | $1.2M | Reduce -0.9% |
| SNOW Snowflake Inc. | 0.10% | 7,626 | $1.2M | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 3,999 | $1.1M | Add +0.6% |
| WEC WEC Energy Group Inc. | 0.10% | 9,701 | $1.1M | No change |
| ABBV Abbvie Inc. | 0.10% | 5,132 | $1.1M | Add +12.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 4,603 | $1.1M | Add +8.3% |
| IWB iShares Russell 1000 ETF | 0.10% | 3,121 | $1.1M | No change |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 21,725 | $1.1M | Add +5.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 14,186 | $1.1M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 2,393 | $1.0M | Add +4.0% |
| KMI Kinder Morgan Inc. | 0.09% | 30,263 | $1.0M | No change |
| AMD Advanced Micro Devices | 0.09% | 4,917 | $1.0M | Reduce -43.8% |
| AVLV Avantis US Large Cap Value | 0.09% | 12,272 | $989K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -6.1% | 3.49% | −0.53 |
| VEA Vanguard Ftse Developed ETF | Reduce -9.7% | 4.77% | −0.44 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.3% | 0.91% | −0.20 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.5% | 1.72% | −0.18 |
| NVDA Nvidia Corp. | Reduce -9.7% | 0.43% | −0.08 |
| AMD Advanced Micro Devices | Reduce -43.8% | 0.09% | −0.08 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -0.9% | 0.98% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.5% | 1.82% | −0.04 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.19% | −0.04 |
| RKLB Rocket Lab Corp. | Reduce -2.5% | 0.34% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.34% | −0.04 |
| EFV iShares MSCI Eafe Value ETF | Reduce -9.9% | 0.47% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -2.7% | 1.22% | −0.03 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.03 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.4% | 1.41% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 0.26% | −0.03 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -24.7% | 0.03% | −0.03 |
| XLK SS Technology Select Sector | Reduce -7.9% | 0.14% | −0.03 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -2.1% | 0.57% | −0.03 |
| NFRA NT GLBL BRD Infra ETF | Reduce -12.8% | 0.26% | −0.02 |
| INTU Intuit Inc. | Reduce -13.0% | 0.03% | −0.02 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.02 |
| TQQQ Proshares Ultrapro QQQ | Reduce -3.3% | 0.06% | −0.02 |
| U Unity Software Inc. | Sold out | 0.00% | −0.02 |
| RBRK Rubrik Inc. Class A | Reduce -23.2% | 0.02% | −0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Reduce -5.2% | 0.06% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −0.02 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -35.6% | 0.05% | −0.02 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.02 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -6.8% | 0.23% | −0.02 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.02 |
| ELV Elevance Health Inc. | Reduce -1.3% | 0.08% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.2% | 2.56% | −0.02 |
| ORCL Oracle Corp. | Reduce -3.3% | 0.04% | −0.02 |
| SGOV iShares 0-3 Month Treasury B | Reduce -6.7% | 0.18% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -2.2% | 0.36% | −0.01 |
| HD Home Depot Inc. | Reduce -1.9% | 0.18% | −0.01 |
| V Visa Inc. Class A | Reduce -0.1% | 0.08% | −0.01 |
| AXP American Express Co. | Reduce -0.3% | 0.06% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.05% | −0.01 |
| ADBE Adobe Inc. | Reduce -10.5% | 0.02% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.1% | 0.06% | −0.01 |
| CRM Salesforce Inc. | Reduce -7.7% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| DIHP Dimensional International Hi | New | 0.49% | +0.49 |
| GII State Street SPDR S&P Global | Add +1.3% | 4.42% | +0.37 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Add +4.2% | 6.70% | +0.24 |
| IJR iShares Core S&P Small-Cap E | Add +1.9% | 5.61% | +0.23 |
| DFLV Dim US Large Cap Value ETF | Add +5.3% | 2.22% | +0.18 |
| AVUV Avantis US Small Cap Value | Add +0.2% | 2.20% | +0.15 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.06% | +0.06 |
| EAGG iShares ESG Aware US Aggrega | Add +12.5% | 0.49% | +0.05 |
| ICSH iShares Ultra Short Duration | Add +9.7% | 0.48% | +0.04 |
| FITB Fifth Third Bancorp | New | 0.04% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +56.8% | 0.08% | +0.03 |
| CVX Chevron Corp. | Add +1.3% | 0.11% | +0.03 |
| JNJ Johnson & Johnson | Add +1.8% | 0.17% | +0.03 |
| ESML iShares ESG Aware MSCI USA S | Add +1.2% | 1.19% | +0.03 |
| WMT Walmart Inc. | Add +2.6% | 0.21% | +0.02 |
| TGT Target Corp. | New | 0.02% | +0.02 |
| DFGR Dim Global Real Estate ETF | Add +4.1% | 0.64% | +0.02 |
| PVH PVH Corp. | New | 0.02% | +0.02 |
| EMR Emerson Electric Co. | New | 0.02% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +6.8% | 0.57% | +0.02 |
| RBLX Roblox Corp. Class A | New | 0.02% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| GSK GSK PLC-Spon ADR | New | 0.02% | +0.02 |
| MDLZ Mondelez International Inc. Class A | New | 0.02% | +0.02 |
| CME Cme Group Inc. | New | 0.02% | +0.02 |
| DE Deere & Co. | New | 0.02% | +0.02 |
| MCK McKesson Corp. | New | 0.02% | +0.02 |
| AVDE Avantis International Equity | New | 0.02% | +0.02 |
| INTC Intel Corp. | Add +0.5% | 0.11% | +0.02 |
| NET Cloudflare Inc. Class A | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.11% | +0.01 |
| HTGC Hercules Capital Inc. | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | Add +4.7% | 0.08% | +0.01 |
| IAU iShares Gold Trust | Add +36.9% | 0.04% | +0.01 |
| DXC DXC Technology Co. | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +1.9% | 0.06% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +1.4% | 1.12% | +0.01 |
| TXN Texas Instruments Inc. | Add +1.3% | 0.08% | +0.01 |
| OTF Blue Owl Technology Finance | Add +86.4% | 0.02% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +1.9% | 0.04% | +0.01 |
| WELL Welltower Inc. | Add +0.1% | 0.12% | +0.01 |
| SBDS Solo Brands Inc. Class A | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +12.6% | 0.10% | +0.01 |
| FDX FedEx Corp. | Add +0.5% | 0.03% | +0.01 |
| ETN Eaton Corp. PLC | Add +2.1% | 0.04% | +0.01 |
| T AT&T Inc. | Add +7.7% | 0.02% | +0.00 |
| AFL Aflac Inc. | Add +22.2% | 0.03% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.3% | 0.04% | +0.00 |
| JMSI JPM Sus Municipal Income | Add +5.8% | 0.10% | +0.00 |
| KO The Coca-Cola Co. | Add +0.3% | 0.04% | +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 |