Wealth Architects
$1.3B 13F equity value
262 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wealth Architects covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 115,487 | $86M | 6.8% |
| LRCX | LAM RESEARCH CORP | 178,222 | $77M | 6.1% |
| TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 3,248,687 | $77M | 6.1% |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 505,346 | $75M | 5.9% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 256,927 | $61M | 4.8% |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 656,485 | $50M | 3.9% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 672,455 | $48M | 3.8% |
| AAPL | APPLE INC | 153,166 | $44M | 3.5% |
| DFIV | DFA INTERNATIONAL VALUE ETF | 707,134 | $38M | 3.0% |
| DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | 679,197 | $37M | 3.0% |
Track Wealth Architects's 13F portfolio: $1.3B in reported holdings, 262 positions. Top holdings and quarterly changes on SentiSense.
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