Wealth Architects
$1.1B Assets Reported
258 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 115,697 | $76M | 6.7% |
| TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 3,115,394 | $75M | 6.7% |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 506,007 | $63M | 5.6% |
| LRCX | LAM RESEARCH CORP | 263,242 | $56M | 5.0% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 251,254 | $54M | 4.8% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 835,644 | $54M | 4.8% |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 652,712 | $50M | 4.4% |
| AAPL | APPLE INC | 154,114 | $39M | 3.5% |
| DFIV | DFA INTERNATIONAL VALUE ETF | 725,927 | $38M | 3.4% |
| DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | 700,295 | $34M | 3.0% |
Track Wealth Architects's 13F portfolio: $1.1B in reported holdings, 258 positions. Top holdings, AUM, and quarterly changes on SentiSense.