Wealth Architects, LLC

Q3 2025 13F Holdings

  • Location
    mountain view, CA
  • Num holdings

    235

  • Value ($000)

    $1,058,984

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001611518
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$78.72M
7 %

117,610

T
TDTF

FLEXSHARES TR

IBOXX 5YR TRGT
33939L605
$67.62M
6 %

2,786,158

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$57.75M
6 %

486,027

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$56.25M
5 %

938,790

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$52.67M
5 %

244,062

A
AAPL

APPLE INC

COM
037833100
$44.94M
4 %

176,497

---

SPDR INDEX SHS FDS

S&P GBLINF ETF
78463X855
$43.30M
4 %

622,211

---

LAM RESEARCH CORP

COM NEW
512807306
$35.27M
3 %

263,440

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$33.88M
3 %

734,705

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$31.91M
3 %

714,006

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