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CIK: 0001611518
Total reported value
$1.3B
$1.3B
244 檔
25.6%
The Q1 2026 SEC filing reveals that Wealth Architects, LLC held a total portfolio value of $1.3B, covering 244 public equity positions.
Wealth Architects, LLC executed strategic sector rebalancing during Q1 2026, establishing 18 new positions while fully exiting 14 holdings and trimming 88 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TDTF, IJR) accounted for 25.6% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.74% | +0.09% | +0.40% | |
| 2 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 6.70% | -0.60% | +4.16% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.61% | +0.31% | +1.90% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 5.01% | +1.09% | -0.01% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.82% | -0.02% | +2.45% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.77% | -0.99% | -9.72% | |
| 7 | GII | State Street Spdr S&p Global | ETF-Other | 4.42% | -0.50% | +1.27% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.49% | +0.01% | -6.10% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.42% | -0.40% | -1.04% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.02% | -0.07% | -1.48% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.56% | -0.08% | -2.24% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.55% | -0.07% | -0.91% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.22% | -0.08% | +5.35% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.20% | -0.03% | +0.23% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.09% | +0.02% | +1.84% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.82% | -0.12% | -2.48% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.77% | -0.19% | -0.61% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 1.72% | -0.01% | -3.53% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | +0.05% | +1.58% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.41% | — | -2.36% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.22% | -0.11% | -2.72% | |
| 22 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.19% | +0.04% | +1.16% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.16% | +0.01% | -0.21% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.12% | -0.05% | +1.37% | |
| 25 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.98% | +0.01% | -0.86% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.06% | -13.27% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.88% | +0.02% | +6.06% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.07% | +0.23% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.74% | -0.01% | -0.28% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.06% | +0.22% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.64% | +0.01% | +4.10% | |
| 32 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.59% | +0.01% | -1.03% | |
| 33 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.57% | -0.02% | -2.12% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.57% | +0.03% | +6.76% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | -0.04% | +1.72% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.06% | +0.09% | |
| 37 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.49% | -0.09% | +12.51% | |
| 38 | DIHP | Dimensional International Hi | ETF-Other | 0.49% | +0.83% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.07% | +4.78% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.48% | -0.03% | +9.73% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.05% | -9.90% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.04% | -9.74% | |
| 43 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.41% | -0.01% | -2.12% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.37% | -0.03% | -0.53% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.37% | +0.04% | -0.47% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | +0.07% | -1.58% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | -0.07% | -2.24% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | -1.38% | |
| 49 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.34% | +0.13% | -2.53% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.33% | -0.03% | +2.22% |
According to official SEC Form 13F filings, Wealth Architects, LLC reported a total U.S. public equity portfolio value of $1.3B across 244 disclosed positions in Q1 2026.
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Top New Position Initiated
DIHP
市值: $5.5M
Top Position Liquidated / Trimmed
CMA
前期市值: $362.1K
During Q1 2026, Wealth Architects, LLC's top holdings by market value included IVV (6.7%)、TDTF (6.7%)、IJR (5.6%). The largest single position, IVV, represented 6.7% of total portfolio value.
In Q1 2026, Wealth Architects, LLC made 186 total portfolio adjustments, initiating 18 new buys, adding to 66 positions, trimming 88 holdings, and fully liquidating 14 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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