Wealth Architects, LLC

Registered adviser

CIK

1611518

Location

MOUNTAIN VIEW, CA

Portfolio Value

Mid $1,258,291,575

Diversification

Diversified

Filing Date

Global Rank

#2,144 / 8,817 ▼ 13

Top Industry

Semiconductor Equipment & Materials 27.6%

Period ended 4 months ago

Filed Jul 23, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 135373

Roster of Oct 1, 2026

Regulatory AUM

$2,415,227,160

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,415,227,160	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$2,041,852,281	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$1,778,292,712	Individuals and high net worth (98%)
May 2023 to Mar 2024	$1,486,019,111	Individuals and high net worth (98%)
Apr 2023	$1,486,019,111	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$1,652,392,690	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 77.3% of the book (60%+)

Turnover

Low turnover

7.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.7 quarters (12+), a floor since 59.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 74.6%; sector active share 63.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

248 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.9%

−0.1 pts

Top 5

57.3%

+0.5 pts

Top 10

77.3%

−1.4 pts

HHI

923

Diversified−13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.3%	$960,052,189	99
Technology	13.9%	$175,150,172	38
Financial Services	2.3%	$28,769,007	27
Industrials	1.9%	$23,915,777	21
Communication Services	1.7%	$21,454,105	7
Healthcare	1.4%	$17,584,856	19
Consumer Cyclical	0.8%	$10,355,110	7
Consumer Defensive	0.7%	$8,815,839	9
Energy	0.4%	$5,204,994	6
Utilities	0.3%	$3,962,451	9
Real Estate	0.1%	$1,826,546	2
Basic Materials	0.1%	$1,200,529	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DIHP	Dimensional International High Profitability ETF	+321,034	490,409	$16,735,207
TDTF	FlexShares iBoxx 5-Year Target Duration TIPS Index Fund	+133,293	3,248,687	$77,221,289
MMM	3M Co	+25,673	27,267	$4,414,799
HTGC	Hercules Capital, Inc.	+16,724	27,460	$433,044
DFGR	Dimensional Global Real Estate ETF	+14,913	284,328	$8,236,982
BNDX	Vanguard Total International Bond ETF	+12,509	26,905	$1,303,009
VUG	VANGUARD GROWTH INDEX FUND	+12,007	14,400	$1,240,416
VO	VANGUARD MID-CAP INDEX FUND	+11,909	15,908	$1,281,707
OTF	Blue Owl Technology Finance Corp.	+9,944	31,398	$324,969
KLAC	Kla Corp	+8,067	8,977	$2,708,450
ICSH	iShares Ultra Short Duration Bond Active ETF	+6,943	113,799	$5,755,953
IWF	iShares Russell 1000 Growth ETF	+6,735	8,980	$1,115,046
NFLX	Netflix Inc	+6,070	10,542	$752,698
DFAC	Dimensional U.S. Core Equity 2 ETF	+6,059	170,302	$7,554,596
VIG	Vanguard Specialized Funds	+5,673	256,927	$60,794,066
SCHG	Schwab U.S. Large-Cap Growth ETF	+4,000	36,357	$1,230,320
GII	State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF	+3,773	656,485	$49,702,479
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+3,444	137,541	$5,067,010
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+2,740	55,922	$4,356,883
NVDA	Nvidia Corp	+2,686	30,055	$6,013,704
VOO	VANGUARD 500 INDEX FUND	+2,371	7,944	$5,456,018
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,309	2,686	$321,030
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,553	20,240	$7,489,609
DFAI	Dimensional International Core Equity Market ETF	+1,438	20,282	$836,632
DFSI	Dimensional International Sustainability Core 1 ETF	+1,316	153,263	$6,912,161
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	−163,189	672,455	$47,912,418
LRCX	Lam Research Corp	−85,020	178,222	$77,228,939
DFUV	Dimensional U.S. Marketwide Value ETF	−21,098	679,197	$37,362,626
DFIV	Dimensional International Value ETF	−18,793	707,134	$38,199,378
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	−10,572	105,802	$5,016,072
DFLV	Dimensional US Large Cap Value ETF	−9,928	686,834	$27,157,416
SGOV	iShares 0-3 Month Treasury Bond ETF	−5,920	14,575	$1,467,265
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	−5,704	277,437	$15,517,051
ELPC	Energy Co Of Parana	−5,327	21,201	$246,991
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−5,048	49,791	$3,655,157
SCZ	iShares MSCI EAFE Small-Cap ETF	−4,010	171,066	$14,073,599
AVDV	Avantis International Small Cap Value ETF	−3,897	194,456	$20,038,690
SNOW	Snowflake Inc.	−3,756	3,870	$984,915
CSCO	Cisco Systems, Inc.	−3,483	19,294	$2,266,273
IEFA	iShares Core MSCI EAFE ETF	−3,111	222,992	$21,536,567
AVUV	Avantis U.S. Small Cap Value ETF	−2,967	220,640	$27,527,046
AVGO	Broadcom Inc.	−2,591	17,172	$6,486,723
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−2,557	129,165	$31,385,803
EFV	iShares MSCI EAFE Value ETF	−2,492	69,055	$0
VTV	VANGUARD VALUE INDEX FUND	−2,101	144,223	$31,430,518
SCHF	Schwab International Equity ETF	−2,038	332,125	$9,199,862
NFRA	FlexShares STOXX Global Broad Infrastructure Index Fund	−1,953	42,915	$2,751,709
VB	Vanguard Index Funds	−1,650	58,944	$17,867,105
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−1,473	2,555	$299,650
VV	VANGUARD LARGE-CAP INDEX FUND	−1,416	62,994	$21,664,266
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	196	$445,651
PANW	Palo Alto Networks Inc	1,228	$418,772
DELL	Dell Technologies Inc.	808	$348,619
SIMO	Silicon Motion Technology CORP	988	$329,330
BE	Bloom Energy Corp	1,053	$318,743
ARM	Arm Holdings PLC	877	$310,957
HPE	Hewlett Packard Enterprise Co	6,292	$283,832
QCOM	Qualcomm Inc	1,484	$274,228
ANET	Arista Networks, Inc.	1,555	$264,163
FNDX	Schwab Fundamental U.S. Large Company ETF	8,047	$250,261
DAL	Delta Air Lines, Inc.	2,632	$246,513
SOLV	Solventum Corp	3,004	$231,758
SPCX	Space Exploration Technologies Corp	1,355	$231,515
VFH	VANGUARD FINANCIALS INDEX FUND	1,625	$213,850
IJJ	iShares S&P Mid-Cap 400 Value ETF	1,389	$205,196
PNC	Pnc Financial Services Group, Inc.	813	$200,176
FTNT	Fortinet, Inc.	1,303	$200,166
ACCO	ACCO BRANDS Corp	29,588	$123,086
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
ALAB	Astera Labs, Inc.	5,096	$558,521
INTU	Intuit Inc.	787	$340,283
T	At&T Inc.	9,004	$261,025
PVH	Pvh Corp.	3,293	$229,719
CRM	Salesforce, Inc.	1,227	$229,044
ADBE	Adobe Inc.	941	$228,738
DGRO	iShares Core Dividend Growth ETF	3,206	$224,997
RBLX	Roblox Corp	3,916	$221,488
RBRK	Rubrik, Inc.	4,364	$213,705
CME	Cme Group Inc.	718	$212,061
MCK	Mckesson Corp	241	$208,551
AVDE	Avantis International Equity ETF	2,416	$204,973
DHR	Danaher Corp	1,072	$203,251
DXC	DXC Technology Co	10,290	$129,345
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

248 tracked positions · $1,258,291,575 total · filing declares 249 positions · $1,266,296,706 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 248 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	115,487	-210	$86,487,059	+14.4%	26+	before history	6.87%
LRCX	Lam Research Corp Technology	Reduced	178,222	-85,020	$77,228,939	+37.3%	10	$95.85	6.14%
TDTF	FlexShares iBoxx 5-Year Target Duration TIPS Index Fund	Added	3,248,687	+133,293	$77,221,289	+2.8%	20	$23.55	6.14%
IJR	iShares Core S&P Small-Cap ETF	Reduced	505,346	-661	$74,947,865	+19.2%	26+	before history	5.96%
VIG	Vanguard Specialized Funds	Added	256,927	+5,673	$60,794,066	+12.5%	26+	before history	4.83%
GII	State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF	Added	656,485	+3,773	$49,702,479	+0.2%	26+	before history	3.95%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	672,455	-163,189	$47,912,418	−10.5%	26+	before history	3.81%
AAPL	Apple Inc. Technology	Reduced	153,166	-948	$44,320,113	+13.3%	26+	before history	3.52%
DFIV	Dimensional International Value ETF	Reduced	707,134	-18,793	$38,199,378	−0.3%	20	unpriced	3.04%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	679,197	-21,098	$37,362,626	+10.1%	17	$33.71	2.97%
VTV	VANGUARD VALUE INDEX FUND	Reduced	144,223	-2,101	$31,430,518	+9.5%	26+	before history	2.50%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	129,165	-2,557	$31,385,803	+9.7%	26+	before history	2.49%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	220,640	-2,967	$27,527,046	+11.4%	26+	before history	2.19%
DFLV	Dimensional US Large Cap Value ETF	Reduced	686,834	-9,928	$27,157,416	+9.1%	14	$28.34	2.16%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	169,856	+472	$26,658,899	+13.8%	26+	before history	2.12%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	62,994	-1,416	$21,664,266	+12.5%	26+	before history	1.72%
IEFA	iShares Core MSCI EAFE ETF	Reduced	222,992	-3,111	$21,536,567	+5.2%	26+	before history	1.71%
SPY	Spdr S&P 500 ETF Trust	Added	27,583	+296	$20,598,156	+16.1%	26+	before history	1.64%
AVDV	Avantis International Small Cap Value ETF	Reduced	194,456	-3,897	$20,038,690	+1.2%	23	$61.96	1.59%
VB	Vanguard Index Funds	Reduced	58,944	-1,650	$17,867,105	+12.6%	26+	before history	1.42%
DIHP	Dimensional International High Profitability ETF	Added	490,409	+321,034	$16,735,207	+206.7%	2	$33.64	1.33%
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	Reduced	277,437	-5,704	$15,517,051	+16.6%	19	unpriced	1.23%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	108,795	-1,308	$14,870,100	+14.0%	26+	before history	1.18%
SCZ	iShares MSCI EAFE Small-Cap ETF	Reduced	171,066	-4,010	$14,073,599	+2.5%	26+	before history	1.12%
ESGD	iShares ESG Aware MSCI EAFE ETF	Added	132,123	+1,065	$13,583,565	+8.4%	19	unpriced	1.08%
DFSU	Dimensional US Sustainability Core 1 ETF	Added	267,678	+593	$12,481,825	+13.7%	13	$36.37	0.99%
ESGU	iShares ESG Aware MSCI USA ETF	Reduced	69,767	-69	$11,418,764	+15.6%	19	unpriced	0.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	21,534	+284	$10,775,398	+5.8%	26+	before history	0.86%
SCHF	Schwab International Equity ETF	Reduced	332,125	-2,038	$9,199,862	+11.2%	26+	before history	0.73%
META	Meta Platforms, Inc. Communication Services	Added	16,064	+749	$9,048,690	+3.3%	26+	before history	0.72%
DFGR	Dimensional Global Real Estate ETF	Added	284,328	+14,913	$8,236,982	+15.0%	13	$25.45	0.65%
MSFT	Microsoft Corp Technology	Added	21,111	+488	$7,874,825	+3.2%	26+	before history	0.63%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Reduced	154,990	-1,161	$7,575,911	+14.5%	13	$33.32	0.60%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	170,302	+6,059	$7,554,596	+18.4%	20	$29.58	0.60%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	20,240	+1,553	$7,489,609	+24.9%	26+	before history	0.60%
GOOG	Alphabet Inc. Communication Services	Added	19,655	+745	$6,944,701	+28.0%	26+	before history	0.55%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	153,263	+1,316	$6,912,161	+7.3%	13	$35.78	0.55%
AVGO	Broadcom Inc. Technology	Reduced	17,172	-2,591	$6,486,723	+6.0%	21	$65.76	0.52%
NVDA	Nvidia Corp Technology	Added	30,055	+2,686	$6,013,704	+26.0%	25	unpriced	0.48%
RKLB	Rocket Lab Corp Industrials	Added	58,728	+15	$5,969,701	+58.3%	5	$33.58	0.47%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	113,799	+6,943	$5,755,953	+6.4%	23	$50.52	0.46%
CAT	Caterpillar Inc Industrials	Reduced	5,202	-586	$5,539,609	+35.1%	26+	before history	0.44%
VOO	VANGUARD 500 INDEX FUND	Added	7,944	+2,371	$5,456,018	+63.8%	22	unpriced	0.43%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	142,080	-570	$5,133,350	+23.7%	26+	before history	0.41%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	137,541	+3,444	$5,067,010	+11.2%	20	unpriced	0.40%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Reduced	105,802	-10,572	$5,016,072	−9.4%	11	unpriced	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,678	+1,054	$4,451,714	+21.3%	26+	before history	0.35%
MMM	3M Co Industrials	Added	27,267	+25,673	$4,414,799	+1807.1%	8	$149.91	0.35%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	55,922	+2,740	$4,356,883	+4.5%	26+	before history	0.35%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,817	-110	$4,195,388	+10.3%	26+	before history	0.33%

Showing the top 50 of 248 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.