Wealth Architects, LLC Portfolio Holdings

Wealth Architects, LLC

  • $906 Million
  • Q2 2025

Wealth Architects, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $906 Million distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $73.9M, Flexshares Tr Iboxx 5 Yr Targe with a value of $65.1M, Vanguard Ftse Developed Market with a value of $54.5M, Ishares Core S&P Sm Cap ETF with a value of $53.3M, and Vanguard Dividend Appreciation with a value of $45.5M.

Examining the 13F form we can see an increase of $60.5M in the current position value, from $846M to 906M.

Below you can find more details about Wealth Architects, LLC portfolio as well as his latest detailed transactions.

Portfolio value $906 Million
ETFs: $725 Million
Technology: $80.2 Million
Financial Services: $27.1 Million
Communication Services: $19.1 Million
Healthcare: $13.1 Million
Consumer Cyclical: $9.7 Million
Consumer Defensive: $8.57 Million
Industrials: $8.55 Million
Other: $9.71 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.9 Million 8.15% of portfolio
119,012
Q2 2025 Added 0.8%
$0
$65.1 Million 7.19% of portfolio
2,704,813
Q2 2025 Added 5.74%
$0
$54.5 Million 6.02% of portfolio
956,360
Q2 2025 Reduced 2.24%
$0
$53.3 Million 5.88% of portfolio
487,616
Q2 2025 Added 3.7%
$0
$45.5 Million 5.02% of portfolio
249,760
Q2 2025 Added 5.05%
$0
$42.3 Million 4.67% of portfolio
628,942
Q2 2025 Added 0.03%
$4.32T
$38.5 Million 4.25% of portfolio
187,688
Q2 2025 Reduced 6.5%
$0
$31.6 Million 3.48% of portfolio
737,195
Q2 2025 Reduced 2.16%
$0
$30.9 Million 3.41% of portfolio
731,241
Q2 2025 Added 2.57%
$0
$27.1 Million 2.99% of portfolio
153,092
Q2 2025 Added 5.66%
$0
$26.2 Million 2.89% of portfolio
134,344
Q2 2025 Added 5.32%
$0
$20.8 Million 2.3% of portfolio
162,081
Q2 2025 Added 0.55%
$0
$20 Million 2.21% of portfolio
70,244
Q2 2025 Added 4.62%
$0
$20 Million 2.2% of portfolio
239,042
Q2 2025 Added 4.54%
$0
$18 Million 1.98% of portfolio
197,434
Q2 2025 Reduced 4.41%
$0
$16.9 Million 1.86% of portfolio
27,330
Q2 2025 Reduced 0.38%
$0
$15 Million 1.65% of portfolio
63,169
Q2 2025 Added 7.97%
$0
$13.7 Million 1.51% of portfolio
188,476
Q2 2025 Added 2.1%
$621B
$12.7 Million 1.41% of portfolio
26,222
Q2 2025 Reduced 9.95%
$1.46T
$11.6 Million 1.29% of portfolio
15,779
Q2 2025 Reduced 4.25%
$0
$11.2 Million 1.24% of portfolio
112,540
Q2 2025 Added 11.3%
$3.85T
$10.6 Million 1.17% of portfolio
21,408
Q2 2025 Reduced 0.36%
$0
$10.4 Million 1.15% of portfolio
116,914
Q2 2025 Added 10.06%
$0
$10.2 Million 1.13% of portfolio
247,293
Q2 2025 Added 11.31%
$0
$8.04 Million 0.89% of portfolio
59,457
Q2 2025 Added 27.95%
$0
$7.5 Million 0.83% of portfolio
339,362
Q2 2025 Reduced 1.58%
$147B
$6.08 Million 0.67% of portfolio
22,068
Q2 2025 Reduced 7.73%
$0
$5.7 Million 0.63% of portfolio
18,741
Q2 2025 Reduced 0.04%
$0
$5.28 Million 0.58% of portfolio
83,124
Q2 2025 Added 0.3%
$0
$5.05 Million 0.56% of portfolio
140,800
Q2 2025 Added 4.59%
$516B
$4.97 Million 0.55% of portfolio
31,466
Q2 2025 Added 1.71%
$0
$4.54 Million 0.5% of portfolio
89,495
Q2 2025 Added 75.73%
$0
$4.3 Million 0.47% of portfolio
54,578
Q2 2025 Added 7.43%
$407B
$3.88 Million 0.43% of portfolio
28,486
Q2 2025 Reduced 1.86%
$2.59T
$3.85 Million 0.43% of portfolio
17,567
Q2 2025 Reduced 12.01%
$907B
$3.91 Million 0.43% of portfolio
13,471
Q2 2025 Reduced 1.49%
$0
$3.77 Million 0.42% of portfolio
51,222
Q2 2025 Reduced 4.38%
$0
$3.73 Million 0.41% of portfolio
127,010
Q2 2025 Added 3.41%
$0
$3.63 Million 0.4% of portfolio
143,570
Q2 2025 Reduced 22.85%
$0
$3.48 Million 0.38% of portfolio
56,308
Q2 2025 Added 2.18%
$0
$3.24 Million 0.36% of portfolio
60,257
Q2 2025 Reduced 0.97%
$0
$3.12 Million 0.34% of portfolio
5,492
Q2 2025 Added 13.33%
$0
$3.11 Million 0.34% of portfolio
29,234
Q2 2025 Added 2.85%
$0
$2.92 Million 0.32% of portfolio
61,412
Q2 2025 Added 21.22%
$1.73T
$2.88 Million 0.32% of portfolio
16,258
Q2 2025 Added 0.18%
$0
$2.62 Million 0.29% of portfolio
34,933
Q2 2025 Reduced 1.04%
$387B
$2.41 Million 0.27% of portfolio
6,567
Q2 2025 Reduced 0.94%
$0
$2.36 Million 0.26% of portfolio
39,896
Q2 2025 Reduced 1.56%
$0
$2.38 Million 0.26% of portfolio
15,055
Q1 2025 Reduced 45.12%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $906 Million
  • Prior Value $846 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 118 stocks
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