Wealth Architects, LLC
CIK 1611518
13F filing for Q2 2026・No. 2,205
- Holdings
- US$1.27B
- Quarter change
- +US$144.41M
- Entries
- 249
- Net bought (estimate)
- −US$32.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 14
- Cut 110
- Added 96
- Corporate actions 0
- Unchanged 24
Largest holdings
248 stocks worth US$1.27B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF | Cut | 115,487 | US$86.49M | 6.83% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 178,222 | US$77.23M | 6.10% |
| FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETFIBOXX 5YR TRGT | Added | 3,248,687 | US$77.22M | 6.10% |
| ISHARES CORE S&P SMALL CAP ETFCORE S&P SCP ETF | Cut | 505,346 | US$74.95M | 5.92% |
| VANGUARD DIVIDEND APPRECIATION ETFDIV APP ETF | Added | 256,927 | US$60.79M | 4.80% |
| SPDR S&P GLOBAL INFRASTRUCTURE ETFST STR INFRA ETF | Added | 656,485 | US$49.7M | 3.93% |
| VANGUARD FTSE DEVELOPED MARKETS ETFVAN FTSE DEV MKT | Cut | 672,455 | US$47.91M | 3.78% |
| AAPLAppleCOM | Cut | 153,166 | US$44.32M | 3.50% |
| DFA INTERNATIONAL VALUE ETFINTERNATNAL VAL | Cut | 707,134 | US$38.2M | 3.02% |
| DFA TAX-MANAGED US MARKETWIDE VALUE IIUS MKTWIDE VALUE | Cut | 679,197 | US$37.36M | 2.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.