Holders — by stockHoldings — by fund
Wealth Architects, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1611518
$1.27B
disclosed book value
248
positions
6.8%
largest position share
Positions, as of 2026-06-30
top 100 of 248 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES CORE S&P 500 ETF | 115,487 | $86.5M | 6.8% |
| 2 | LRCXLAM RESEARCH CORP | 178,222 | $77.2M | 6.1% |
| 3 | TDTFFLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 3.2M | $77.2M | 6.1% |
| 4 | IJRISHARES CORE S&P SMALL CAP ETF | 505,346 | $74.9M | 5.9% |
| 5 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 256,927 | $60.8M | 4.8% |
| 6 | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 656,485 | $49.7M | 3.9% |
| 7 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 672,455 | $47.9M | 3.8% |
| 8 | AAPLAPPLE INC | 153,166 | $44.3M | 3.5% |
| 9 | DFIVDFA INTERNATIONAL VALUE ETF | 707,134 | $38.2M | 3% |
| 10 | DFUVDFA TAX-MANAGED US MARKETWIDE VALUE II | 679,197 | $37.4M | 3% |
| 11 | VTVVANGUARD VALUE ETF | 144,223 | $31.4M | 2.5% |
| 12 | VBRVANGUARD SMALL CAP VALUE ETF | 129,165 | $31.4M | 2.5% |
| 13 | AVUVAVANTIS US SMALL CAP VALUE ETF | 220,640 | $27.5M | 2.2% |
| 14 | DFLVDIMENSIONAL US LARGE CAP VALUE ETF | 686,834 | $27.2M | 2.1% |
| 15 | VTVANGUARD TOTAL WORLD STOCK INDEX | 169,856 | $26.7M | 2.1% |
| 16 | VVVANGUARD LARGE-CAP ETF | 62,994 | $21.7M | 1.7% |
| 17 | IEFAISHARES CORE MSCI EAFE | 222,992 | $21.5M | 1.7% |
| 18 | SPYSPDR S&P 500 ETF TRUST | 27,583 | $20.6M | 1.6% |
| 19 | AVDVAVANTIS INTERNATNL SML CP VL ETF | 194,456 | $20.0M | 1.6% |
| 20 | VBVANGUARD SMALL-CAP ETF | 58,944 | $17.9M | 1.4% |
| 21 | DIHPDIMENSIONAL INTERNATIONAL HIGH PBLY ETF | 490,409 | $16.7M | 1.3% |
| 22 | ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 277,437 | $15.5M | 1.2% |
| 23 | IJSISHARES S&P SMALLCAP600 VALUE INDEX | 108,795 | $14.9M | 1.2% |
| 24 | SCZISHARES MSCI EAFE SMALL CAP INDEX | 171,066 | $14.1M | 1.1% |
| 25 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 132,123 | $13.6M | 1.1% |
| 26 | DFSUDFA US SUSTAINABILITY CORE 1 ETF | 267,678 | $12.5M | 1% |
| 27 | ESGUISHARES ESG MSCI USA ETF | 69,767 | $11.4M | 0.9% |
| 28 | BRK/BBERKSHIRE HATHAWAY INCDEL CL B | 21,534 | $10.8M | 0.9% |
| 29 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 332,125 | $9.2M | 0.7% |
| 30 | METAMETA PLATFORMS INC CLASS A | 16,064 | $9.0M | 0.7% |
| 31 | DFGRDIMENSIONL GLOBAL REAL ESTATE ETF | 284,328 | $8.2M | 0.7% |
| 32 | MSFTMICROSOFT CORP | 21,111 | $7.9M | 0.6% |
| 33 | DIMENSNL EMG MRKT SUS CORE 1 ETF | 154,990 | $7.6M | 0.6% |
| 34 | DFACDFA US CORE EQUITY 2 ETF | 170,302 | $7.6M | 0.6% |
| 35 | VTIVANGUARD TOTAL STK MKT ETF | 20,240 | $7.5M | 0.6% |
| 36 | GOOGALPHABET INC CLASS C | 19,655 | $6.9M | 0.5% |
| 37 | DFSIDFA INTL SUSTAINABILITY CORE 1 ETF | 153,263 | $6.9M | 0.5% |
| 38 | AVGOBROADCOM INC | 17,172 | $6.5M | 0.5% |
| 39 | NVDANVIDIA CORP | 30,055 | $6.0M | 0.5% |
| 40 | RKLBROCKET LAB USA INC | 58,728 | $6.0M | 0.5% |
| 41 | ICSHISHARES ULTRA SHORT-TERM BOND ETF | 113,799 | $5.8M | 0.5% |
| 42 | CATCATERPILLARINC | 5,202 | $5.5M | 0.4% |
| 43 | VOOVANGUARD S&P 500 ETF | 7,944 | $5.5M | 0.4% |
| 44 | EFVISHARES MSCI EAFE VALUE INDEX | 69,055 | $5.3M | 0.4% |
| 45 | SCHASCHWAB US SMALL CAP ETF | 142,080 | $5.1M | 0.4% |
| 46 | DFAXDFA WORLD EX US CORE ETF | 137,541 | $5.1M | 0.4% |
| 47 | EAGGISHARES ESG US AGGREGATE BOND ETF | 105,802 | $5.0M | 0.4% |
| 48 | AMZNAMAZON.COM INC | 18,678 | $4.5M | 0.4% |
| 49 | MMM3M COMPANY | 27,267 | $4.4M | 0.3% |
| 50 | BSVVANGUARD SHORT-TERM BOND ETF | 55,922 | $4.4M | 0.3% |
| 51 | JPMJPMORGAN CHASE & CO | 12,817 | $4.2M | 0.3% |
| 52 | INTCINTEL CORP | 29,296 | $4.1M | 0.3% |
| 53 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND | 35,616 | $3.8M | 0.3% |
| 54 | GOOGLALPHABET INC CLASS A | 10,336 | $3.7M | 0.3% |
| 55 | BNDVANGUARD TOTAL BOND MARKET ETF | 49,791 | $3.7M | 0.3% |
| 56 | LLYELI LILLY AND CO | 3,001 | $3.6M | 0.3% |
| 57 | PROSHARES DJ BROOKFIELD GLOBAL INFRA | 56,282 | $3.3M | 0.3% |
| 58 | IWNISHARES TR RUSSELL2000 VALUE INDEXFD | 14,890 | $3.3M | 0.3% |
| 59 | MUMICRONTECHNOLOGY | 2,734 | $3.2M | 0.2% |
| 60 | NFRAFLEXSHARES STOXX GLOBAL BROAD INFRAS ETF | 42,915 | $2.8M | 0.2% |
| 61 | PLTRPALANTIR TECHNOLOGIES INC ORDINARY SHARES - CLASS | 23,525 | $2.7M | 0.2% |
| 62 | KLACKLA-TENCOR CORP FRMLY KLA INSTRUMENT CORP | 8,977 | $2.7M | 0.2% |
| 63 | WISDOMTREE INTERNATIONAL SMALL CAP DIV ETF | 32,033 | $2.7M | 0.2% |
| 64 | IGFISHARES S&P GLOBAL INFRASTRUCTURE INDEX | 37,432 | $2.5M | 0.2% |
| 65 | AMATAPPLIED MATERIALS INC | 3,288 | $2.4M | 0.2% |
| 66 | UNHUNITEDHEALTH GROUP | 5,576 | $2.3M | 0.2% |
| 67 | IWVISHARES RUSSELL 3000 INDEX FD | 5,430 | $2.3M | 0.2% |
| 68 | EXMOCEXXON MOBIL CORP | 16,807 | $2.3M | 0.2% |
| 69 | TSLATESLA MOTORS INC | 5,409 | $2.3M | 0.2% |
| 70 | CSCOCISCO SYS INC | 19,294 | $2.3M | 0.2% |
| 71 | XLKTECHNOLOGY SELECT SECTOR SPDR ETF | 11,804 | $2.2M | 0.2% |
| 72 | WMTWAL-MART STORES INC | 19,119 | $2.2M | 0.2% |
| 73 | QQQPOWERSHARES QQQ TRUST SERIES 1 | 2,902 | $2.1M | 0.2% |
| 74 | HDHOME DEPOT INC | 5,951 | $2.1M | 0.2% |
| 75 | JNJJOHNSON & JOHNSON | 8,211 | $2.1M | 0.2% |
| 76 | AMDADVANCED MICRO DEVICES INC | 3,536 | $2.1M | 0.2% |
| 77 | PGPROCTER & GAMBLE CO | 13,878 | $2.0M | 0.2% |
| 78 | IWMISHARES TR RUSSELL 2000INDEX FD | 6,598 | $2.0M | 0.2% |
| 79 | ESGEISHARES ESG MSCI EM ETF | 33,604 | $1.8M | 0.1% |
| 80 | MRKMERCK AND CO INC NEW | 13,630 | $1.8M | 0.1% |
| 81 | SCHBSCHWAB US BROAD MARKET ETF | 58,763 | $1.7M | 0.1% |
| 82 | BACBANK OF AMERICA CORP | 29,454 | $1.7M | 0.1% |
| 83 | RTXRAYTHEON TECHNOLOGIES ORD | 8,432 | $1.6M | 0.1% |
| 84 | WELLWELLTOWER INC | 6,968 | $1.6M | 0.1% |
| 85 | BRK/ABerkshire Hathaway Inc A | 2 | $1.5M | 0.1% |
| 86 | SGOVISHARES 0 TO 3 MNTH TREASURY BND ETF | 14,575 | $1.5M | 0.1% |
| 87 | TXNTEXAS INSTRUMENTS INC | 4,810 | $1.4M | 0.1% |
| 88 | SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 29,571 | $1.4M | 0.1% |
| 89 | VIOVVANGUARD S&P SMALL-CAP 600 VALUE INDEX ETF | 12,070 | $1.4M | 0.1% |
| 90 | PMPHILLIP MORRIS INTL INC | 7,579 | $1.4M | 0.1% |
| 91 | IBMINTL BUSINESS MACH | 4,686 | $1.3M | 0.1% |
| 92 | TQQQPROSHARES ULTRAPRO QQQ | 16,257 | $1.3M | 0.1% |
| 93 | BNDXVANGUARD TOTAL INTL BOND INDEX ETF | 26,905 | $1.3M | 0.1% |
| 94 | VOVANGUARD MID CAP ETF | 15,908 | $1.3M | 0.1% |
| 95 | IWBISHARES TR RUSSELL 1000 INDEX FD | 3,121 | $1.3M | 0.1% |
| 96 | VUGVANGUARD GROWTH ETF | 14,400 | $1.2M | 0.1% |
| 97 | SCHGSCHWAB US LARGE-CAP GROWTH | 36,357 | $1.2M | 0.1% |
| 98 | ABBVABBVIE INC | 4,832 | $1.2M | 0.1% |
| 99 | COSTCOSTCO WHOLESALE CORP | 1,279 | $1.2M | 0.1% |
| 100 | ELVANTHEM INC | 3,076 | $1.2M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.