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CIK: 0001611518
Total reported value
$1.3B
$1.3B
229 檔
21.6%
In Q1 2025, Wealth Architects, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 229 disclosed stock positions.
In Q1 2025, Wealth Architects, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.32% | +0.09% | -4.05% | |
| 2 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 6.84% | -0.60% | +1.68% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.49% | -0.99% | +1.55% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.42% | +0.31% | -1.20% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.09% | -0.02% | -3.33% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.92% | +0.01% | +14.45% | |
| 7 | GII | State Street Spdr S&p Global | ETF-Other | 4.30% | -0.50% | +0.51% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.27% | -0.40% | +1.65% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.24% | -0.07% | +3.42% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.76% | -0.08% | -4.03% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.62% | -0.07% | -1.55% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 2.12% | +1.09% | -0.17% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.06% | +0.02% | +0.42% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.99% | -0.03% | -4.33% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.98% | -0.08% | +0.90% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.91% | -0.12% | -1.79% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.90% | -0.01% | -1.22% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.06% | +9.40% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.05% | +1.49% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.54% | -0.19% | +3.55% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.43% | — | -0.66% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.29% | -0.11% | -0.81% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.09% | +0.01% | +0.29% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.07% | +2.47% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.96% | -0.05% | +1.69% | |
| 26 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.94% | +0.04% | +0.87% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.06% | +27.44% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.75% | -0.01% | +3.43% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.62% | +0.02% | +1.03% | |
| 30 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.58% | +0.01% | +6.67% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.06% | -0.75% | |
| 32 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.56% | +0.01% | +4.67% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.54% | -0.05% | -2.03% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.49% | +0.03% | +8.52% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.48% | +0.04% | +39.68% | |
| 36 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.45% | +0.01% | +12.24% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.04% | +1.70% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.03% | +10.12% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | -0.07% | +4.38% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.02% | +7.26% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | +30.65% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.04% | +2.86% | |
| 43 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.36% | -0.02% | +9.36% | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.35% | -0.01% | +4.43% | |
| 45 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.35% | -0.04% | -4.19% | |
| 46 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.35% | -0.04% | -0.63% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.04% | +3.08% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.33% | -0.03% | +3.47% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | — | +179.75% | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.28% | -0.03% | +17.63% |
According to official SEC Form 13F filings, Wealth Architects, LLC reported a total U.S. public equity portfolio value of $1.3B across 229 disclosed positions in Q1 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TDTF, VEA) accounted for 21.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $66.3M
During Q1 2025, Wealth Architects, LLC's top holdings by market value included IVV (7.3%)、TDTF (6.8%)、VEA (5.5%). The largest single position, IVV, represented 7.3% of total portfolio value.
In Q1 2025, Wealth Architects, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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