account_balance
Investment manager · 13F filer · SEC CIK 1611518
Wealth Architects, LLC
Reported value$1.27Bas of Sep 30, 2026
Positions261 23 new, 10 sold out
Top 10 weight45.4%IVV alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
6.9%
TDTFFlexshares Tr
6.3%Added +9%
IJRiShares Tr
5.5%
VIGVanguard Specialized Funds
4.9%Added +4%
LRCXLam Research Corp
4.6%
GIISPDR Index SHS FDS
3.8%Added +5%
AAPLApple Inc.
3.7%Trimmed −8%
VEAVanguard Tax-Managed FDS
3.5%Trimmed −7%
DFIVDimensional ETF Trust
3.2%Added +3%
DFUVDimensional ETF Trust
2.9%
VTVVanguard Index FDS
2.4%
DFLVDimensional ETF Trust
2.4%+10%
IVViShares Tr
6.9%
TDTFFlexshares Tr
6.3%Added +9%
IJRiShares Tr
5.5%
VIGVanguard Specialized Funds
4.9%Added +4%
LRCXLam Research Corp
4.6%
GIISPDR Index SHS FDS
3.8%
AAPLApple Inc.
3.7%
VEAVanguard Tax-Managed FDS
3.5%
DFIVDimensional ETF Trust
3.2%
DFUV2.9%
VTV2.4%
DFLV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 6.9% Held
TDTF Flexshares Tr 6.3% Added +9%
IJR iShares Tr 5.5% Held
VIG Vanguard Specialized Funds 4.9% Added +4%
LRCX Lam Research Corp 4.6% HeldGII SPDR Index SHS FDS 3.8% Added +5%
AAPL Apple Inc. 3.7% Trimmed −8%VEA Vanguard Tax-Managed FDS 3.5% Trimmed −7%
DFIV Dimensional ETF Trust 3.2% Added +3%
DFUV Dimensional ETF Trust 2.9% Held
VTV Vanguard Index FDS 2.4% Held
DFLV Dimensional ETF Trust 2.4% Added +10%
What changed
Biggest moves since Jun 30, 2026
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