Wealth Architects, LLC
CIK: 0001611518SEC EDGAR →
Portfolio Value
$1.1B
Holdings
240
As of
Q4 2025
New Positions
15
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 115,234 | $78.9M | 7.11% |
| 2 | FLEXSHARES TR | 2,991,112 | $71.7M | 6.46% |
| 3 | ISHARES TR | 496,572 | $59.7M | 5.38% |
| 4 | VANGUARD TAX-MANAGED FDS | 925,625 | $57.8M | 5.21% |
| 5 | VANGUARD SPECIALIZED FUNDS | 245,249 | $53.9M | 4.86% |
| 6 | LAM RESEARCH CORP | 263,272 | $45.1M | 4.06% |
| 7 | SPDR INDEX SHS FDS | 644,516 | $45.0M | 4.05% |
| 8 | APPLE INC | 164,127 | $44.6M | 4.02% |
| 9 | DIMENSIONAL ETF TRUST | 733,561 | $36.6M | 3.30% |
| 10 | DIMENSIONAL ETF TRUST | 710,843 | $33.1M | 2.98% |
Quarterly Changes
Top Buys
New Positions (15)
$2.2M · 22K shares
$578K · 6K shares
$321K · 4K shares
$303K · 4K shares
$298K · 753 shares
$267K · 2K shares
$257K · 27K shares
$236K · 1K shares
$223K · 5K shares
$218K · 901 shares
$216K · 383 shares
$204K · 1K shares
$203K · 895 shares
$167K · 12K shares
$116K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 113 | $853.3M | 76.9% |
| Technology | 36 | $138.5M | 12.5% |
| Unknown | 14 | $44.0M | 4.0% |
| Communication Services | 8 | $20.5M | 1.9% |
| Healthcare | 22 | $15.9M | 1.4% |
| Consumer Cyclical | 8 | $11.2M | 1.0% |
| Industrials | 14 | $9.7M | 0.9% |
| Consumer Defensive | 6 | $6.4M | 0.6% |
| Energy | 6 | $4.7M | 0.4% |
| Utilities | 9 | $3.5M | 0.3% |
| Real Estate | 2 | $1.5M | 0.1% |
| Basic Materials | 2 | $583K | 0.1% |