Wealth Architects, LLC 13F Holdings
CIK 0001611518
As of Sep 30, 2025, Wealth Architects, LLC reported 235 positions worth
CIK 0001611518
As of Sep 30, 2025, Wealth Architects, LLC reported 235 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 117,610 | $78.7M | 7.48% |
| FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND | TDTF | — | 2,786,158 | $67.6M | 6.43% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 486,027 | $57.8M | 5.49% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 938,790 | $56.3M | 5.35% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 244,062 | $52.7M | 5.01% |
| APPLE INC | AAPL | Technology | 176,497 | $44.9M | 4.27% |
| SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF | GII | — | 622,211 | $43.3M | 4.12% |
| LAM RESEARCH CORP | LRCX | Technology | 263,440 | $35.3M | 3.35% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 734,705 | $33.9M | 3.22% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 714,006 | $31.9M | 3.03% |
| VANGUARD VALUE INDEX FUND | VTV | — | 152,294 | $28.4M | 2.70% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 133,972 | $28.0M | 2.66% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 162,702 | $22.4M | 2.13% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 69,516 | $21.4M | 2.03% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 233,683 | $20.4M | 1.94% |
| DIMENSIONAL ETF TRUST | DFLV | — | 606,251 | 9.9M | 1.90% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 199,692 | 9.9M | 1.89% |
| SPDR S&P 500 ETF TRUST | SPY | — | 27,219 | 8.1M | 1.72% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 195,394 | 7.4M | 1.65% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 62,642 | 5.9M | 1.51% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 180,963 | 3.9M | 1.32% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 25,309 | 2.7M | 1.21% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 110,762 | 2.2M | 1.16% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | — | 257,218 | 1.6M | 1.10% |
| META PLATFORMS INC | META | Communication Services | 15,401 | 1.3M | 1.08% |