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CIK: 0001611518
Total reported value
$1.3B
$1.3B
226 檔
23.5%
As reported in its official Q2 2025 Form 13F filing, Wealth Architects, LLC's tracked investment portfolio stood at $1.3B with 226 total positions.
Wealth Architects, LLC executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 4 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TDTF, VEA) accounted for 23.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.51% | +0.09% | +0.80% | |
| 2 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 6.62% | -0.60% | +5.74% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.54% | -0.99% | -2.24% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.41% | +0.31% | +3.70% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.19% | -0.02% | +5.05% | |
| 6 | GII | State Street Spdr S&p Global | ETF-Other | 4.30% | -0.50% | +0.03% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.91% | +0.01% | -6.50% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.21% | -0.40% | -2.16% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.14% | -0.07% | +2.57% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.75% | -0.08% | +5.66% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.66% | -0.07% | +5.32% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 2.60% | +1.09% | -0.37% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.12% | +0.02% | +0.55% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 2.04% | -0.01% | +4.62% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.03% | -0.12% | +4.54% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.83% | -0.03% | -4.41% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.81% | -0.08% | -2.00% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | +0.05% | -0.38% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.58% | -0.19% | -1.70% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.52% | — | +7.97% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.39% | -0.11% | +2.10% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.06% | -9.95% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | -0.07% | -4.25% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.14% | +0.01% | +11.30% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.06% | -0.36% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.06% | -0.05% | +10.06% | |
| 27 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.04% | +0.04% | +11.31% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.82% | +0.02% | +27.95% | |
| 29 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.80% | +0.01% | +41.88% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.76% | -0.01% | -1.58% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.04% | -7.73% | |
| 32 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.60% | +0.01% | +9.81% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.06% | -0.04% | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.55% | +0.01% | +17.29% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.54% | -0.05% | +0.30% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.51% | +0.03% | +4.59% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.04% | +1.71% | |
| 38 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.46% | -0.03% | +75.72% | |
| 39 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.45% | -0.02% | +18.40% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.03% | +7.43% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.01% | -1.49% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.10% | -1.86% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.02% | -12.01% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.07% | -4.38% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.38% | -0.01% | +3.41% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.37% | +0.04% | -22.85% | |
| 47 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.35% | -0.04% | +2.19% | |
| 48 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.33% | -0.04% | -0.97% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.13% | +13.33% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.32% | -0.03% | +2.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.5% | -0.37% | Trim |
| 2 | DFSU | Dimensional US Sus Core1 ETF | +0.2% | +41.88% | Add |
| 3 | ESGU | Ishares Esg Aware Msci USA | +0.2% | +27.95% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +0.80% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | -0.36% | Trim |
| 6 | AVGO | Broadcom Inc | +0.2% | -7.73% | Trim |
| 7 | ICSH | Ishares Ultra Short Duration | +0.2% | +75.72% | Add |
| 8 | VV | Vanguard Large-cap ETF | +0.1% | +4.62% | Add |
| 9 | RKLB | Rocket Lab CORP | +0.1% | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | +0.1% | -4.25% | Trim |
| 11 | NVDA | Nvidia CORP | +0.1% | +1.71% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.54% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.86% | Trim |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +5.05% | Add |
| 15 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +2.10% | Add |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +10.06% | Add |
| 17 | ESML | Ishares Esg Aware Msci USA S | +0.1% | +11.31% | Add |
| 18 | DFSE | Dimensional Em Sus Core1 ETF | +0.1% | +17.29% | Add |
| 19 | IWM | Ishares Russell 2000 ETF | +0.1% | +173.83% | Add |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | +7.97% | Add |
| 21 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +18.40% | Add |
| 22 | VT | Vanguard Tot World Stk ETF | +0.1% | +0.55% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | -2.24% | Trim |
| 24 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +11.30% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +13.33% | Add |
| 26 | VBR | Vanguard Small-cap Value ETF | 0% | +5.32% | Add |
| 27 | AVDV | Avantis Intl S/c Value ETF | 0% | -1.70% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.38% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -1.49% | Trim |
| 30 | EAGG | Ishares Esg Aware US Aggrega | 0% | +21.22% | Add |
| 31 | DFGR | Dim Global Real Estate ETF | 0% | +9.81% | Add |
| 32 | DFAC | Dimensional US Core Equity 2 | 0% | +4.59% | Add |
| 33 | SCHF | Schwab Intl Equity ETF | 0% | -1.58% | Trim |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.04% | Trim |
| 35 | GII | State Street Spdr S&p Global | — | +0.03% | Add |
| 36 | IJR | Ishares Core S&p Small-cap E | 0% | +3.70% | Add |
| 37 | VTV | Vanguard Value ETF | 0% | +5.66% | Add |
| 38 | DFIV | Dimensional International Va | -0.1% | -2.16% | Trim |
| 39 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 40 | T | At&t Inc | -0.1% | -63.09% | Trim |
| 41 | MDT | Medtronic plc | -0.1% | EXIT | Sold out |
| 42 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | EXIT | Sold out |
| 43 | RKLB | Rocket Lab Corporation | -0.1% | EXIT | Sold out |
| 44 | DFUV | Dimensional US Marketwide Va | -0.1% | +2.57% | Add |
| 45 | SCHA | Schwab US Small-cap ETF | -0.1% | -22.85% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.1% | +3.55% | Add |
| 47 | IWB | Ishares Russell 1000 ETF | -0.2% | -64.25% | Trim |
| 48 | TDTF | Flexshares Iboxx 5-year Targ | -0.2% | +5.74% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -9.95% | Trim |
| 50 | AAPL | Apple Inc | -1% | -6.50% | Trim |
According to official SEC Form 13F filings, Wealth Architects, LLC reported a total U.S. public equity portfolio value of $1.3B across 226 disclosed positions in Q2 2025.
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Top New Position Initiated
RKLB
市值: $1.4M
Top Position Liquidated / Trimmed
RKLB
前期市值: $705.1K
During Q2 2025, Wealth Architects, LLC's top holdings by market value included IVV (7.5%)、TDTF (6.6%)、VEA (5.5%). The largest single position, IVV, represented 7.5% of total portfolio value.
In Q2 2025, Wealth Architects, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 17 holdings, and fully liquidating 4 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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