Wealth Architects, LLC
CIK: 1611518SEC EDGAR →
Portfolio Value
$483.6B
Holdings
248
As of
Q2 2026
New Positions
246
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 3,248,687 | $77.2B | 15.97% |
| 2 | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 656,485 | $49.7B | 10.28% |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | 672,455 | $47.9B | 9.91% |
| 4 | DFA INTERNATIONAL VALUE ETF | 707,134 | $38.2B | 7.90% |
| 5 | DFA TAX-MANAGED US MARKETWIDE VALUE II | 679,197 | $37.4B | 7.73% |
| 6 | DIMENSIONAL US LARGE CAP VALUE ETF | 686,834 | $27.2B | 5.62% |
| 7 | ISHARES CORE MSCI EAFE | 222,992 | $21.5B | 4.45% |
| 8 | DIMENSIONAL INTERNATIONAL HIGH PBLY ETF | 490,409 | $16.7B | 3.46% |
| 9 | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 277,437 | $15.5B | 3.21% |
| 10 | ISHARES MSCI EAFE SMALL CAP INDEX | 171,066 | $14.1B | 2.91% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 118 | $448.3B | 92.7% |
| Unknown | 15 | $22.5B | 4.7% |
| Technology | 39 | $4.2B | 0.9% |
| Healthcare | 18 | $2.6B | 0.5% |
| Consumer Defensive | 7 | $1.5B | 0.3% |
| Communication Services | 6 | $1.3B | 0.3% |
| Utilities | 9 | $1.1B | 0.2% |
| Energy | 6 | $973.8M | 0.2% |
| Industrials | 18 | $809.4M | 0.2% |
| Real Estate | 2 | $246.6M | 0.1% |
| Consumer Cyclical | 8 | $75.2M | 0.0% |
| Basic Materials | 2 | $733K | 0.0% |