Wealth Architects, LLC

Est. AUM

$1.12B

13F long equity, this entity only

Positions

244

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	Equities	$75.6M	115697	6.74%	SOLE
2	FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF	Equities	$75.1M	3115394	6.70%	SOLE
3	ISHARES CORE S&P SMALL CAP ETF	Equities	$62.9M	506007	5.61%	SOLE
4	LAM RESEARCH CORP	Equities	$56.2M	263242	5.01%	SOLE
5	VANGUARD DIVIDEND APPRECIATION ETF	Equities	$54.0M	251254	4.82%	SOLE
6	VANGUARD FTSE DEVELOPED MARKETS ETF	Equities	$53.5M	835644	4.77%	SOLE
7	SPDR S&P GLOBAL INFRASTRUCTURE ETF	Equities	$49.6M	652712	4.42%	SOLE
8	APPLE INC	Equities	$39.1M	154114	3.49%	SOLE
9	DFA INTERNATIONAL VALUE ETF	Equities	$38.3M	725927	3.42%	SOLE
10	DFA TAX-MANAGED US MARKETWIDE VALUE II	Equities	$33.9M	700295	3.02%	SOLE
11	VANGUARD VALUE ETF	Equities	$28.7M	146324	2.56%	SOLE
12	VANGUARD SMALL CAP VALUE ETF	Equities	$28.6M	131722	2.55%	SOLE
13	DIMENSIONAL US LARGE CAP VALUE ETF	Equities	$24.9M	696762	2.22%	SOLE
14	AVANTIS US SMALL CAP VALUE ETF	Equities	$24.7M	223607	2.20%	SOLE
15	VANGUARD TOTAL WORLD STOCK INDEX	Equities	$23.4M	169384	2.09%	SOLE
16	ISHARES CORE MSCI EAFE	Equities	$20.5M	226103	1.82%	SOLE
17	AVANTIS INTERNATNL SML CP VL ETF	Equities	$19.8M	198353	1.77%	SOLE
18	VANGUARD LARGE-CAP ETF	Equities	$19.2M	64410	1.72%	SOLE
19	SPDR S&P 500 ETF TRUST	Equities	$17.7M	27287	1.58%	SOLE
20	VANGUARD SMALL-CAP ETF	Equities	$15.9M	60594	1.41%	SOLE
21	ISHARES MSCI EAFE SMALL CAP INDEX	Equities	$13.7M	175076	1.22%	SOLE
22	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	Equities	$13.3M	283141	1.19%	SOLE
23	ISHARES S&P SMALLCAP600 VALUE INDEX	Equities	$13.0M	110103	1.16%	SOLE
24	ISHARES ESG AWARE MSCI EAFE ETF	Equities	$12.5M	131058	1.12%	SOLE
25	DFA US SUSTAINABILITY CORE 1 ETF	Equities	$11.0M	267085	0.98%	SOLE
26	BERKSHIRE HATHAWAY INCDEL CL B	Equities	$10.2M	21250	0.91%	SOLE
27	ISHARES ESG MSCI USA ETF	Equities	$9.9M	69836	0.88%	SOLE
28	META PLATFORMS INC CLASS A	Equities	$8.8M	15315	0.78%	SOLE
29	SCHWAB INTERNATIONAL EQUITY ETF	Equities	$8.3M	334163	0.74%	SOLE
30	MICROSOFT CORP	Equities	$7.6M	20623	0.68%	SOLE
31	DIMENSIONL GLOBAL REAL ESTATE ETF	Equities	$7.2M	269415	0.64%	SOLE
32	DIMENSNL EMG MRKT SUS CORE 1 ETF	Equities	$6.6M	156151	0.59%	SOLE
33	DFA INTL SUSTAINABILITY CORE 1 ETF	Equities	$6.4M	151947	0.57%	SOLE
34	DFA US CORE EQUITY 2 ETF	Equities	$6.4M	164243	0.57%	SOLE
35	BROADCOM INC	Equities	$6.1M	19763	0.55%	SOLE
36	VANGUARD TOTAL STK MKT ETF	Equities	$6.0M	18687	0.53%	SOLE
37	ISHARES ESG US AGGREGATE BOND ETF	Equities	$5.5M	116374	0.49%	SOLE
38	DIMENSIONAL INTERNATIONAL HIGH PBLY ETF	Equities	$5.5M	169375	0.49%	SOLE
39	ALPHABET INC CLASS C	Equities	$5.4M	18910	0.48%	SOLE
40	ISHARES ULTRA SHORT-TERM BOND ETF	Equities	$5.4M	106856	0.48%	SOLE
41	ISHARES MSCI EAFE VALUE INDEX	Equities	$5.3M	71547	0.47%	SOLE
42	NVIDIA CORP	Equities	$4.8M	27369	0.43%	SOLE
43	DFA WORLD EX US CORE ETF	Equities	$4.6M	134097	0.41%	SOLE
44	VANGUARD SHORT-TERM BOND ETF	Equities	$4.2M	53182	0.37%	SOLE
45	SCHWAB US SMALL CAP ETF	Equities	$4.1M	142650	0.37%	SOLE
46	CATERPILLARINC	Equities	$4.1M	5788	0.37%	SOLE
47	VANGUARD TOTAL BOND MARKET ETF	Equities	$4.0M	54839	0.36%	SOLE
48	JPMORGAN CHASE & CO	Equities	$3.8M	12927	0.34%	SOLE
49	ROCKET LAB USA INC	Equities	$3.8M	58713	0.34%	SOLE
50	ISHARES SHORT-TERM NATIONAL MUNI BOND	Equities	$3.7M	34499	0.33%	SOLE

1–50 of 244

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.