Q2 2026 13F · SEC CIK 1611518

Wealth Architects, LLC

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 248
Top holdings a year, 3 yrs: +18.0%
Assets under management: $2.4B

Wealth Architects, LLC is a wealth manager that reported 248 positions worth $1.3B in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Ishares Tr (IVV, 6.8%), Lam Research Corp (LRCX, 6.1%), Flexshares Tr (TDTF, 6.1%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 20.4% for the S&P 500.

Wealth Architects, LLC holdings largest 50 of 248 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth Architects, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	6.8%	6.7%	115,487	-0.2%	$86.5M
LRCXLam Research Corp	6.1%	5.0%	178,222	-32.3%	$77.2M
TDTFFlexshares Tr	6.1%	6.7%	3,248,687	+4.3%	$77.2M
IJRIshares Tr	5.9%	5.6%	505,346	-0.1%	$74.9M
VIGVanguard Specialized Funds	4.8%	4.8%	256,927	+2.3%	$60.8M
GIISpdr S&p Global Infrastructu	3.9%	4.4%	656,485	+0.6%	$49.7M
VEAVanguard Ftse Developed Markets Index Fu	3.8%	4.8%	672,455	-19.5%	$47.9M
AAPLApple Inc	3.5%	3.5%	153,166	-0.6%	$44.3M
DFIVDimensional ETF Trust	3.0%	3.4%	707,134	-2.6%	$38.2M
DFUVDimensional ETF Trust	3.0%	3.0%	679,197	-3.0%	$37.4M
VTVVanguard Index Fds	2.5%	2.6%	144,223	-1.4%	$31.4M
VBRVanguard Index Fds	2.5%	2.6%	129,165	-1.9%	$31.4M
AVUVAmerican Centy ETF Tr	2.2%	2.2%	220,640	-1.3%	$27.5M
DFLVDimensional ETF Trust	2.1%	2.2%	686,834	-1.4%	$27.2M
VTVanguard Intl Equity Index F	2.1%	2.1%	169,856	+0.3%	$26.7M
VVVanguard Index Fds	1.7%	1.7%	62,994	-2.2%	$21.7M
IEFAIshares Tr	1.7%	1.8%	222,992	-1.4%	$21.5M
SPYState Str Spdr S&p 500 ETF T	1.6%	1.6%	27,583	+1.1%	$20.6M
AVDVAmerican Centy ETF Tr	1.6%	1.8%	194,456	-2.0%	$20.0M
VBVanguard Index Fds	1.4%	1.4%	58,944	-2.7%	$17.9M
DIHPDimensional International High Profitabi	1.3%	0.5%	490,409	+189.5%	$16.7M
ESMLIshares Tr	1.2%	1.2%	277,437	-2.0%	$15.5M
IJSIshares Tr	1.2%	1.2%	108,795	-1.2%	$14.9M
SCZIshares Tr	1.1%	1.2%	171,066	-2.3%	$14.1M
ESGDiShares ESG Aware MSCI EAFE ETF	1.1%	1.1%	132,123	+0.8%	$13.6M
DFSUDimensional ETF Trust	1.0%	1.0%	267,678	+0.2%	$12.5M
ESGUIshares Tr	0.9%	0.9%	69,767	-0.1%	$11.4M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	21,534	+1.3%	$10.8M
SCHFSchwab Strategic Tr	0.7%	0.7%	332,125	-0.6%	$9.2M
METAMeta Platforms Inc	0.7%	0.8%	16,064	+4.9%	$9.0M
DFGRDimensional ETF Trust	0.7%	0.6%	284,328	+5.5%	$8.2M
MSFTMicrosoft Corp	0.6%	0.7%	21,111	+2.4%	$7.9M
DFSEDimensional ETF Trust	0.6%	0.6%	154,990	-0.7%	$7.6M
DFACDimensional ETF Trust	0.6%	0.6%	170,302	+3.7%	$7.6M
VTIVanguard Index Fds	0.6%	0.5%	20,240	+8.3%	$7.5M
GOOGAlphabet Inc	0.5%	0.5%	19,655	+3.9%	$6.9M
DFSIDimensional ETF Trust	0.5%	0.6%	153,263	+0.9%	$6.9M
AVGOBroadcom Inc	0.5%	0.5%	17,172	-13.1%	$6.5M
NVDANvidia Corporation	0.5%	0.4%	30,055	+9.8%	$6.0M
RKLBRocket Lab Corp	0.5%	0.3%	58,728	+0.0%	$6.0M
ICSHIshares Tr	0.5%	0.5%	113,799	+6.5%	$5.8M
CATCaterpillar Inc	0.4%	0.4%	5,202	-10.1%	$5.5M
VOOVanguard Index Fds	0.4%	—	7,944	—	$5.5M
EFVIshares Tr	0.4%	0.5%	69,055	-3.5%	$5.3M
SCHASchwab Strategic Tr	0.4%	0.4%	142,080	-0.4%	$5.1M
DFAXDimensional ETF Trust	0.4%	0.4%	137,541	+2.6%	$5.1M
EAGGIshares Tr	0.4%	0.5%	105,802	-9.1%	$5.0M
AMZNAmazon Com Inc	0.4%	—	18,678	—	$4.5M
MMM3m Co	0.3%	—	27,267	—	$4.4M
BSVVanguard Bd Index Fds	0.3%	0.4%	55,922	+5.2%	$4.4M

What Wealth Architects, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

DIHP Dimensional International High Profitabi+189.5% shares
NVDA Nvidia Corporation+9.8% shares
VTI Vanguard Index Fds+8.3% shares
ICSH Ishares Tr+6.5% shares
DFGR Dimensional ETF Trust+5.5% shares
BSV Vanguard Bd Index Fds+5.2% shares

Reduced

LRCX Lam Research Corp-32.3% shares
VEA Vanguard Ftse Developed Markets Index Fu-19.5% shares
AVGO Broadcom Inc-13.1% shares
CAT Caterpillar Inc-10.1% shares
EAGG Ishares Tr-9.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +28.6% /yr; S&P 500 +20.1%
3 years: +18.0% /yr; S&P 500 +20.4%
5 years: +9.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	248
Q1 2026	$1.1B	244
Q4 2025	$1.1B	240
Q3 2025	$1.1B	235
Q2 2025	$984.4M	226
Q1 2025	$906.4M	229
Q4 2024	$885.9M	215
Q3 2024	$883.6M	214
Q2 2024	$818.6M	210
Q1 2024	$758.8M	210
Q4 2023	$712.8M	199
Q3 2023	$587.9M	188

Questions about Wealth Architects, LLC's portfolio

What stocks does Wealth Architects, LLC own?

Wealth Architects, LLC's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 248 positions worth $1.3B. The largest are Ishares Tr (IVV) at 6.8%, Lam Research Corp (LRCX) at 6.1%, Flexshares Tr (TDTF) at 6.1%, Ishares Tr (IJR) at 5.9% and Vanguard Specialized Funds (VIG) at 4.8%.

What did Wealth Architects, LLC buy last quarter?

In Q2 2026, Wealth Architects, LLC added Dimensional International High Profitabi (DIHP) (+189.5% shares), Nvidia Corporation (NVDA) (+9.8% shares) and Vanguard Index Fds (VTI) (+8.3% shares), compared with its Q1 2026 filing.

What did Wealth Architects, LLC sell last quarter?

In Q2 2026, Wealth Architects, LLC cut from its top 50 Vanguard Bd Index Fds (BND), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Ishares Tr (SUB), Lam Research Corp (LRCX) (-32.3% shares), Vanguard Ftse Developed Markets Index Fu (VEA) (-19.5% shares) and Broadcom Inc (AVGO) (-13.1% shares), compared with its Q1 2026 filing.

How has Wealth Architects, LLC's portfolio performed?

A portfolio copying Wealth Architects, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.6% against +20.1%. Over 5 years: +9.4% a year against +11.6%.

When is Wealth Architects, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth Architects, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealth Architects, LLC manage?

Wealth Architects, LLC reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.