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CIK: 0001611518
Total reported value
$1.3B
$1.3B
215 檔
22.1%
The Q4 2024 SEC filing reveals that Wealth Architects, LLC held a total portfolio value of $1.3B, covering 215 public equity positions.
In Q4 2024, Wealth Architects, LLC displayed an active expansion posture, initiating 7 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TDTF, IJR) accounted for 22.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.18% | +0.09% | -1.15% | |
| 2 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 6.60% | -0.60% | +4.26% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.19% | +0.31% | +2.61% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.44% | -0.02% | +3.94% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.20% | -0.99% | +8.54% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.96% | +0.01% | -3.73% | |
| 7 | GII | State Street Spdr S&p Global | ETF-Other | 4.18% | -0.50% | +2.83% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.18% | -0.07% | -1.80% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.97% | -0.40% | +8.71% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.90% | -0.07% | -1.70% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.89% | -0.08% | -3.38% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.35% | -0.03% | +6.12% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 2.16% | +1.09% | — | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.13% | +0.02% | +0.90% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 2.07% | -0.01% | -3.09% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.97% | -0.08% | +18.20% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.85% | -0.12% | -0.64% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | +0.05% | +2.63% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.60% | — | -1.26% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.42% | -0.19% | +10.84% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.06% | +0.64% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.28% | -0.11% | -0.60% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.24% | +0.01% | -1.11% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.07% | -7.80% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.05% | +0.04% | -0.85% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.90% | -0.05% | +5.89% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.06% | +5.27% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.70% | -0.01% | +99.35% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.67% | +0.02% | +0.23% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.06% | +0.97% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.04% | -7.43% | |
| 32 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.58% | +0.01% | +3.51% | |
| 33 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.55% | +0.01% | +5.73% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.05% | -0.77% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.48% | +0.03% | +1.90% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.02% | -5.94% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.04% | -5.28% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | -0.07% | +9.39% | |
| 39 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.40% | +0.01% | +15.39% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.03% | +1.08% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | +0.04% | +99.83% | |
| 42 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.35% | -0.04% | -1.24% | |
| 43 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.34% | -0.04% | -0.51% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.07% | -1.03% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.33% | -0.01% | +8.33% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.33% | -0.03% | +1.77% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | +0.04% | -1.49% | |
| 48 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.32% | -0.02% | +11.09% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.01% | -2.11% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.01% | +0.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +2.2% | NEW | New buy |
| 2 | DFLV | Dim US Large Cap Value ETF | +0.3% | +18.20% | Add |
| 3 | AAPL | Apple Inc | +0.2% | -3.73% | Trim |
| 4 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 5 | AVUV | Avantis US Small Cap Value | +0.1% | +6.12% | Add |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +3.94% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.42% | Trim |
| 8 | AVGO | Broadcom Inc | +0.1% | -7.43% | Trim |
| 9 | TSLA | Tesla Inc | +0.1% | -2.11% | Trim |
| 10 | ALAB | Astera Labs Inc | +0.1% | NEW | New buy |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.63% | Add |
| 12 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 13 | RKLB | Rocket Lab Corporation | +0.1% | +25.46% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.15% | Trim |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.61% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.1% | +36.50% | Add |
| 17 | SNOW | Snowflake Inc | 0% | -3.37% | Trim |
| 18 | AMZN | Amazon.com Inc | 0% | -5.94% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | +17.38% | Add |
| 20 | XOM | Exxon Mobil CORP | 0% | +32.06% | Add |
| 21 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 22 | DFIV | Dimensional International Va | 0% | +8.71% | Add |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -1.03% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +0.57% | Add |
| 25 | LLY | Eli Lilly & Co | 0% | +47.22% | Add |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | NEW | New buy |
| 27 | EAGG | Ishares Esg Aware US Aggrega | 0% | +22.69% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -1.41% | Trim |
| 29 | DFSU | Dimensional US Sus Core1 ETF | 0% | +3.51% | Add |
| 30 | DFSE | Dimensional Em Sus Core1 ETF | 0% | +15.39% | Add |
| 31 | TEAM | Atlassian Corp-cl A | 0% | NEW | New buy |
| 32 | TDTF | Flexshares Iboxx 5-year Targ | 0% | +4.26% | Add |
| 33 | DFGR | Dim Global Real Estate ETF | 0% | +5.73% | Add |
| 34 | NFRA | Flexshares Stoxx Global Broa | 0% | -0.51% | Trim |
| 35 | TECK | Teck Resources Ltd-cls B | 0% | EXIT | Sold out |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +5.89% | Add |
| 37 | ELV | Elevance Health Inc | -0.1% | -0.99% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -1.49% | Trim |
| 39 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -0.77% | Trim |
| 40 | AMD | Advanced Micro Devices | -0.1% | -0.01% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.1% | -7.80% | Trim |
| 42 | GII | State Street Spdr S&p Global | -0.1% | +2.83% | Add |
| 43 | SCHF | Schwab Intl Equity ETF | -0.1% | +99.35% | Add |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.1% | +8.54% | Add |
| 45 | VBR | Vanguard Small-cap Value ETF | -0.1% | -1.70% | Trim |
| 46 | DFUV | Dimensional US Marketwide Va | -0.1% | -1.80% | Trim |
| 47 | SCZ | Ishares Msci Eafe Small-cap | -0.2% | -0.60% | Trim |
| 48 | VTV | Vanguard Value ETF | -0.2% | -3.38% | Trim |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -0.64% | Trim |
| 50 | LRCXEUR | Lam Research CORP | -2.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Wealth Architects, LLC reported a total U.S. public equity portfolio value of $1.3B across 215 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
LRCX
市值: $19.1M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $21.7M
During Q4 2024, Wealth Architects, LLC's top holdings by market value included IVV (8.2%)、TDTF (6.6%)、IJR (6.2%). The largest single position, IVV, represented 8.2% of total portfolio value.
In Q4 2024, Wealth Architects, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 21 positions, trimming 20 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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