Wealth Architects, LLC
CIK: 0001611518SEC EDGAR →
Portfolio Value
$1.1T
Holdings
240
As of
Q4 2025
New Positions
15
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 115,234 | $78.9B | 7.11% |
| 2 | FLEXSHARES TR | 2,991,112 | $71.7B | 6.46% |
| 3 | ISHARES TR | 496,572 | $59.7B | 5.38% |
| 4 | VANGUARD TAX-MANAGED FDS | 925,625 | $57.8B | 5.21% |
| 5 | VANGUARD SPECIALIZED FUNDS | 245,249 | $53.9B | 4.86% |
| 6 | LAM RESEARCH CORP | 263,272 | $45.1B | 4.06% |
| 7 | SPDR INDEX SHS FDS | 644,516 | $45.0B | 4.05% |
| 8 | APPLE INC | 164,127 | $44.6B | 4.02% |
| 9 | DIMENSIONAL ETF TRUST | 733,561 | $36.6B | 3.30% |
| 10 | DIMENSIONAL ETF TRUST | 710,843 | $33.1B | 2.98% |
Quarterly Changes
Top Buys
New Positions (15)
$2.2B · 22K shares
$578.0M · 6K shares
$321.0M · 4K shares
$303.0M · 4K shares
$298.0M · 753 shares
$267.0M · 2K shares
$257.0M · 27K shares
$236.0M · 1K shares
$223.0M · 5K shares
$218.0M · 901 shares
$216.0M · 383 shares
$204.0M · 1K shares
$203.0M · 895 shares
$167.0M · 12K shares
$116.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 113 | $853.3B | 76.9% |
| Technology | 36 | $138.5B | 12.5% |
| Unknown | 14 | $44.0B | 4.0% |
| Communication Services | 8 | $20.5B | 1.9% |
| Healthcare | 22 | $15.9B | 1.4% |
| Consumer Cyclical | 8 | $11.2B | 1.0% |
| Industrials | 14 | $9.7B | 0.9% |
| Consumer Defensive | 6 | $6.4B | 0.6% |
| Energy | 6 | $4.7B | 0.4% |
| Utilities | 9 | $3.5B | 0.3% |
| Real Estate | 2 | $1.5B | 0.1% |
| Basic Materials | 2 | $583.0M | 0.1% |