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CIK: 0001611518
Total reported value
$1.3B
$1.3B
240 檔
25.4%
In Q4 2025, Wealth Architects, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 240 disclosed stock positions.
In Q4 2025, Wealth Architects, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.11% | +0.09% | -2.02% | |
| 2 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 6.46% | -0.60% | +7.36% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.38% | +0.31% | +2.17% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.21% | -0.99% | -1.40% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.86% | -0.02% | +0.49% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 4.06% | +1.09% | -0.06% | |
| 7 | GII | State Street Spdr S&p Global | ETF-Other | 4.05% | -0.50% | +3.58% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.02% | +0.01% | -7.01% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.30% | -0.40% | -0.16% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.98% | -0.07% | -0.44% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.58% | -0.08% | -1.71% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.54% | -0.07% | -0.77% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.11% | +0.02% | +2.22% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.05% | -0.03% | +11.72% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.04% | -0.08% | +9.10% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 1.89% | -0.01% | -3.96% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.87% | -0.12% | -0.79% | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.69% | -0.19% | +2.14% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | +0.05% | -1.31% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.44% | — | -0.94% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.26% | -0.11% | -0.55% | |
| 22 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.16% | +0.04% | +8.82% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.13% | +0.01% | -0.38% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.06% | -3.20% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.11% | -0.05% | +10.07% | |
| 26 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.05% | +0.01% | +40.25% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.07% | -0.79% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | -0.06% | -2.87% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.88% | +0.02% | +11.77% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.73% | -0.01% | -0.96% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.62% | +0.01% | +10.49% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | -0.04% | -10.15% | |
| 33 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.60% | -0.02% | +24.81% | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.59% | +0.01% | +7.71% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.06% | -0.81% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | +0.03% | +2.38% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.51% | -0.05% | -1.22% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.07% | +3.89% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.04% | -0.99% | |
| 40 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.45% | -0.09% | +37.24% | |
| 41 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.44% | -0.03% | +4.79% | |
| 42 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.40% | -0.01% | +3.93% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.10% | -9.61% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | -1.69% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | -0.03% | +0.10% | |
| 46 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.38% | +0.13% | +18.69% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.37% | -0.07% | +5.87% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.37% | +0.04% | -0.17% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.02% | -0.60% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.32% | -0.03% | +10.72% |
According to official SEC Form 13F filings, Wealth Architects, LLC reported a total U.S. public equity portfolio value of $1.3B across 240 disclosed positions in Q4 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 25.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SGOV
市值: $2.2M
Top Position Liquidated / Trimmed
07WA
前期市值: $321.7K
During Q4 2025, Wealth Architects, LLC's top holdings by market value included IVV (7.1%)、TDTF (6.5%)、IJR (5.4%). The largest single position, IVV, represented 7.1% of total portfolio value.
In Q4 2025, Wealth Architects, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 18 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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