Wealth Architects, LLC
Q2 2025 13F Holdings
- Locationmountain view, CA
- Num holdings
226
- Value ($000)
$984,369
- Date Filed07/25/2025
- Form type13F-HR
- CIK0001611518
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $73.89M | 8 % | 119,012 | ||
TDTF FLEXSHARES TR | IBOXX 5YR TRGT | 33939L605 | $65.13M | 7 % | 2,704,813 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $54.52M | 6 % | 956,360 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $53.29M | 5 % | 487,616 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $51.12M | 5 % | 249,760 | ||
SPDR INDEX SHS FDS | S&P GBLINF ETF | 78463X855 | $42.35M | 4 % | 628,942 | ||
AAPL APPLE INC | COM | 037833100 | $38.51M | 4 % | 187,688 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $31.57M | 3 % | 737,195 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $30.92M | 3 % | 731,241 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $27.06M | 3 % | 153,092 |
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