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CIK: 0001611518
Total reported value
$1.3B
$1.3B
235 檔
24.7%
At the close of Q3 2025, Wealth Architects, LLC disclosed equity holdings valued at approximately $1.3B, spread across 235 reported holdings.
In Q3 2025, Wealth Architects, LLC displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.43% | +0.09% | -1.18% | |
| 2 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 6.39% | -0.60% | +3.01% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.45% | +0.31% | -0.33% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.31% | -0.99% | -1.84% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.97% | -0.02% | -2.28% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.24% | +0.01% | -5.96% | |
| 7 | GII | State Street Spdr S&p Global | ETF-Other | 4.09% | -0.50% | -1.07% | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 3.33% | +1.09% | +0.04% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.20% | -0.40% | -0.34% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.01% | -0.07% | -2.36% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.68% | -0.08% | -0.52% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.64% | -0.07% | -0.28% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.12% | +0.02% | +0.38% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 2.02% | -0.01% | -1.04% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.93% | -0.12% | -2.24% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.88% | -0.08% | +5.33% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.88% | -0.03% | +1.14% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | +0.05% | -0.41% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.64% | -0.19% | -0.63% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.50% | — | -0.83% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.31% | -0.11% | -3.99% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.06% | -3.48% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.16% | +0.01% | -1.58% | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.09% | +0.04% | +4.01% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.07% | -2.40% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.06% | -1.03% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.03% | -0.05% | +0.46% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.81% | +0.02% | -0.92% | |
| 29 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.77% | +0.01% | -4.27% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.74% | -0.01% | -0.31% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | -0.04% | -2.01% | |
| 32 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.60% | +0.01% | +5.64% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.06% | +0.44% | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.57% | +0.01% | +3.29% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | +0.03% | +6.73% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.04% | -2.67% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.51% | -0.05% | -3.29% | |
| 38 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.48% | -0.02% | +11.64% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.46% | -0.10% | -5.55% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.45% | -0.03% | +3.83% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.07% | +6.86% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.03% | -2.13% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.01% | -1.02% | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.39% | -0.01% | +3.79% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.38% | +0.04% | — | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.37% | -0.07% | +3.44% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.02% | -0.07% | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.34% | -0.09% | +22.73% | |
| 49 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.32% | -0.04% | -3.30% | |
| 50 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.31% | -0.04% | -0.11% |
According to official SEC Form 13F filings, Wealth Architects, LLC reported a total U.S. public equity portfolio value of $1.3B across 235 disclosed positions in Q3 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, IJR) accounted for 24.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
RKLB
市值: $2.4M
Top Position Liquidated / Trimmed
IVV
前期市值: $66.3M
During Q3 2025, Wealth Architects, LLC's top holdings by market value included IVV (7.4%)、TDTF (6.4%)、IJR (5.5%). The largest single position, IVV, represented 7.4% of total portfolio value.
In Q3 2025, Wealth Architects, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 19 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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