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Wealth Architects, LLC

Q1 2026 13F Holdings

  • Location
    mountain view, CA
  • Num holdings

    244

  • Value ($000)

    $1,121,884

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES CORE S&P 500 ETF

EQUITIES
464287200
$75.57M
7 %

115,697

T
TDTF

FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF

EQUITIES
33939L605
$75.11M
7 %

3,115,394

I
IJR

ISHARES CORE S&P SMALL CAP ETF

EQUITIES
464287804
$62.9M
6 %

506,007

---

LAM RESEARCH CORP

EQUITIES
512807306
$56.24M
5 %

263,242

V
VIG

VANGUARD DIVIDEND APPRECIATION ETF

EQUITIES
921908844
$54.03M
5 %

251,254

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

EQUITIES
921943858
$53.55M
5 %

835,644

---

SPDR S&P GLOBAL INFRASTRUCTURE ETF

EQUITIES
78463X855
$49.62M
4 %

652,712

A
AAPL

APPLE INC

EQUITIES
037833100
$39.11M
4 %

154,114

D
DFIV

DFA INTERNATIONAL VALUE ETF

EQUITIES
25434V807
$38.31M
3 %

725,927

D
DFUV

DFA TAX-MANAGED US MARKETWIDE VALUE II

EQUITIES
25434V724
$33.94M
3 %

700,295

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