Wealth Architects, LLC Purchases in Q2 2025

Wealth Architects, LLC

  • $906 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
948
+ 0.8%
$498.8 - $620.9 $473K - $589K
119K $73.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.4K
+ 3.7%
$90.56 - $109.49 $1.58M - $1.91M
488K $53.3M
GII
Spdr S&P Global Infrasture ETF

ETFs
181
+ 0.03%
$57.32 - $67.33 $10.4K - $12.2K
629K $42.3M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
147K
+ 5.74%
$23.58 - $24.2 $3.46M - $3.55M
2.7M $65.1M
VV
Vanguard Large Cap ETF

ETFs
3.1K
+ 4.62%
$228.25 - $285.3 $708K - $885K
70.2K $20M
IEFA
Ishares Tr

ETFs
10.4K
+ 4.54%
$67.83 - $84.09 $704K - $873K
239K $20M
VBR
Vanguard Small Cap Value ETF

ETFs
6.79K
+ 5.32%
$162.76 - $195.77 $1.11M - $1.33M
134K $26.2M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
13K
+ 27.95%
$108.06 - $135.3 $1.4M - $1.76M
59.5K $8.04M
VIG
Vanguard Dividend Appreciation

ETFs
12K
+ 5.05%
N/A
250K $45.5M
VT
Vanguard Total World Stk Index

ETFs
885
+ 0.55%
$103.16 - $128.52 $91.3K - $114K
162K $20.8M
VB
Vanguard Small Cap ETF

ETFs
4.66K
+ 7.97%
$193.73 - $237.37 $903K - $1.11M
63.2K $15M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.88K
+ 2.1%
$57.14 - $72.68 $222K - $282K
188K $13.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
38.6K
+ 75.73%
$50.48 - $50.71 $1.95M - $1.96M
89.5K $4.54M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10.7K
+ 10.06%
$73.02 - $90.22 $781K - $964K
117K $10.4M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
25.1K
+ 11.31%
$33.46 - $41.33 $841K - $1.04M
247K $10.2M
NVDA
Nvidia Corp

Technology
530
+ 1.71%
$94.31 - $157.99 $50K - $83.7K
31.5K $4.97M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
18.3K
+ 2.57%
$36.25 - $42.28 $664K - $775K
731K $30.9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
11.4K
+ 11.3%
$83.54 - $100.04 $955K - $1.14M
113K $11.2M
IWM
Ishares Russell 2000 ETF

ETFs
4.74K
+ 173.83%
$174.82 - $215.79 $828K - $1.02M
7.46K $1.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
646
+ 13.33%
$456.74 - $568.03 $295K - $367K
5.49K $3.12M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.18K
+ 4.59%
$29.12 - $35.84 $180K - $221K
141K $5.05M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
10.8K
+ 21.22%
$46.41 - $47.7 $499K - $513K
61.4K $2.92M
DFAX
Dimensional ETF Tr
4.19K
+ 3.41%
$23.37 - $29.39 $98K - $123K
127K $3.73M
TSLA
Tesla, Inc.

Consumer Cyclical
173
+ 2.96%
$221.86 - $362.89 $38.4K - $62.8K
6.02K $1.91M
EFV
Msci Eafe Value ETF

ETFs
246
+ 0.3%
$52.4 - $64.65 $12.9K - $15.9K
83.1K $5.28M
CAT
Caterpillar Inc

Industrials
121
+ 2.06%
$273.94 - $388.21 $33.1K - $47K
6.01K $2.33M
GOOG
Alphabet Inc.

Communication Services
29
+ 0.18%
$146.58 - $180.01 $4.25K - $5.22K
16.3K $2.88M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.78K
+ 7.43%
$77.74 - $78.78 $294K - $298K
54.6K $4.3M
NFRA
Flexshares Stoxx Global Broad

ETFs
1.2K
+ 2.18%
$53.49 - $61.88 $64.4K - $74.5K
56.3K $3.48M
ACN
Accenture PLC

Technology
1.09K
+ 72.16%
$279.23 - $323.21 $303K - $351K
2.59K $774K
COOP
Mr. Cooper Group Inc.

Financial Services
1.61K
New
$107.26 - $155.96 $172K - $250K
1.61K $239K
GLW
Corning Inc

Technology
4.21K
New
$39.07 - $52.59 $165K - $221K
4.21K $221K
HON
Honeywell International Inc

Industrials
943
New
$182.86 - $232.88 $172K - $220K
943 $219K
FDX
Fedex Corp

Industrials
950
New
$198.07 - $245.17 $188K - $233K
950 $215K
GS
Goldman Sachs Group Inc

Financial Services
298
New
$462.22 - $707.75 $138K - $211K
298 $210K
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.49%
$416.06 - $551.64 $4.99K - $6.62K
2.45K $1.35M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
726
New
$224.16 - $285.86 $163K - $208K
726 $207K
VFH
Vanguard Financial ETF

ETFs
1.63K
New
$104.87 - $127.3 $170K - $207K
1.63K $206K
KLAC
Kla Corp

Technology
7
+ 0.76%
$576.53 - $902.94 $4.04K - $6.32K
931 $833K
DGRO
Ishares Core Dividend Growth E

ETFs
3.21K
New
$55.22 - $63.94 $177K - $205K
3.21K $204K
ISRG
Intuitive Surgical Inc

Healthcare
371
New
$451.58 - $565.94 $168K - $210K
371 $201K
BAC
Bank Of America Corp

Financial Services
334
+ 1.15%
$34.39 - $47.46 $11.5K - $15.9K
29.5K $1.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25
+ 0.04%
$19.1 - $23.83 $478 - $596
59.4K $1.42M
DIS
Walt Disney CO

Communication Services
280
+ 8.25%
$81.72 - $124.01 $22.9K - $34.7K
3.67K $455K
AXP
American Express CO

Financial Services
22
+ 1.05%
$231.39 - $318.98 $5.09K - $7.02K
2.12K $675K
SUB
Ishares Short Term National Mu

ETFs
810
+ 2.85%
$104.77 - $106.34 $84.9K - $86.1K
29.2K $3.11M
DFAI
Dimensional ETF Tr

ETFs
1.58K
+ 12.9%
$28.02 - $34.71 $44.3K - $54.8K
13.8K $478K
VXF
Vanguard Extended Market ETF

ETFs
91
+ 2.58%
$150.43 - $192.71 $13.7K - $17.5K
3.62K $697K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
509
+ 3.76%
$39.89 - $49.46 $20.3K - $25.2K
14.1K $695K
Activity Summary
Buys All Purchases 88 New Holdings 11 Increased Positions 77 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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