Wealth Architects, LLC Purchases in Q3 2025

Wealth Architects, LLC

  • $963 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
81.3K
+ 3.01%
$23.9 - $24.45 $1.94M - $1.99M
2.79M $67.6M
AVUV
American Centy ETF Tr Avantis

ETFs
2.26K
+ 1.14%
$90.37 - $102.12 $204K - $231K
200K $19.9M
VT
Vanguard Total World Stk Index

ETFs
621
+ 0.38%
$128.41 - $138.03 $79.7K - $85.7K
163K $22.4M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
9.93K
+ 4.01%
$41.34 - $45.65 $410K - $453K
257K $11.6M
GOOG
Alphabet Inc.

Communication Services
1.12K
+ 6.86%
$175.16 - $255.24 $195K - $285K
17.4K $4.23M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.47K
+ 6.73%
$36.04 - $38.78 $341K - $367K
150K $5.8M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
14K
+ 22.73%
$46.86 - $48.27 $654K - $674K
75.4K $3.62M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
540
+ 0.46%
$87.05 - $93.19 $47K - $50.3K
117K $10.9M
VTI
Vanguard Total Stock Market Et

ETFs
83
+ 0.44%
$303.93 - $329.86 $25.2K - $27.4K
18.8K $6.18M
DFAX
Dimensional ETF Tr
4.82K
+ 3.79%
$29.25 - $31.56 $141K - $152K
132K $4.14M
RBLX
Roblox Corp

Communication Services
2.26K
New
$100.65 - $141.56 $228K - $320K
2.26K $313K
ORCL
Oracle Corp

Technology
307
+ 8.98%
$218.96 - $328.33 $67.2K - $101K
3.73K $1.05M
TJX
Tjx Companies Inc

Consumer Cyclical
1.93K
New
$121.35 - $144.54 $235K - $280K
1.93K $279K
AMD
Advanced Micro Devices Inc

Technology
115
+ 0.97%
$134.8 - $184.42 $15.5K - $21.2K
12K $1.94M
STX
Seagate Technology Holdings PLC

Technology
1.03K
New
$142.01 - $236.06 $146K - $242K
1.03K $242K
APH
Amphenol Corp

Technology
1.95K
New
$97.39 - $125.4 $190K - $245K
1.95K $241K
ROKU
Roku, Inc

Communication Services
2.4K
New
$79.98 - $101.78 $192K - $245K
2.4K $240K
C
Citigroup Inc

Financial Services
2.26K
New
$85.57 - $103.49 $193K - $234K
2.26K $229K
PFE
Pfizer Inc

Healthcare
8.94K
New
$23.29 - $25.88 $208K - $231K
8.94K $227K
CVS
Cvs Health Corp

Healthcare
2.88K
New
$58.75 - $76.5 $169K - $220K
2.88K $217K
TQQQ
Proshares Ultrapro Qqq

ETFs
33
+ 0.32%
$80.89 - $104.72 $2.67K - $3.46K
10.5K $1.08M
IWM
Ishares Russell 2000 ETF

ETFs
52
+ 0.7%
$214.92 - $244.84 $11.2K - $12.7K
7.51K $1.82M
TECK
Teck Resources LTD

Basic Materials
4.74K
New
$31.27 - $44.1 $148K - $209K
4.74K $207K
AEP
American Electric Power CO Inc

Utilities
1.85K
New
$103.26 - $115.0 $191K - $212K
1.85K $207K
CMI
Cummins Inc

Industrials
487
New
$327.85 - $426.39 $160K - $208K
487 $205K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.04K
New
$97.75 - $100.75 $200K - $206K
2.04K $204K
KBH
Kb Home

Consumer Cyclical
3.19K
New
$52.78 - $67.97 $168K - $217K
3.19K $203K
ADI
Analog Devices Inc

Technology
820
New
$220.68 - $255.63 $181K - $210K
820 $201K
DFAI
Dimensional ETF Tr

ETFs
4.28K
+ 30.93%
$34.05 - $36.55 $146K - $156K
18.1K $658K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.43K
+ 3.83%
$50.52 - $50.75 $173K - $174K
92.9K $4.72M
KLAC
Kla Corp

Technology
7
+ 0.75%
$843.9 - $1078.6 $5.91K - $7.55K
938 $1.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.76K
+ 3.44%
$72.57 - $74.72 $128K - $132K
53K $3.94M
CSCO
Cisco Systems, Inc.

Technology
2.68K
+ 12.15%
$66.2 - $71.79 $178K - $193K
24.8K $1.69M
SUB
Ishares Short Term National Mu

ETFs
1.25K
+ 4.28%
$106.17 - $107.3 $133K - $134K
30.5K $3.26M
BAC
Bank Of America Corp

Financial Services
174
+ 0.59%
$44.92 - $52.42 $7.82K - $9.12K
29.7K $1.53M
MU
Micron Technology Inc

Technology
44
+ 1.9%
$104.88 - $168.89 $4.61K - $7.43K
2.36K $394K
VUG
Vanguard Growth ETF

ETFs
18
+ 0.79%
$433.97 - $484.08 $7.81K - $8.71K
2.3K $1.1M
IBM
International Business Machines Corp

Technology
530
+ 14.14%
$234.77 - $292.47 $124K - $155K
4.28K $1.21M
WMT
Walmart Inc.

Consumer Defensive
17
+ 0.09%
$94.4 - $104.27 $1.6K - $1.77K
18.8K $1.93M
STLA
Stellantis N.V.

Consumer Cyclical
10.2K
New
$8.74 - $10.37 $88.9K - $105K
10.2K $94K
CVX
Chevron Corp

Energy
150
+ 2.76%
$145.57 - $161.83 $21.8K - $24.3K
5.59K $867K
MO
Altria Group, Inc.

Consumer Defensive
21
+ 0.2%
$57.75 - $67.68 $1.21K - $1.42K
10.5K $694K
CDNS
Cadence Design Systems Inc

Technology
3
+ 0.26%
$309.46 - $373.37 $928 - $1.12K
1.15K $404K
WFC
Wells Fargo & Company

Financial Services
181
+ 2.31%
$77.05 - $85.16 $13.9K - $15.4K
8.01K $671K
BX
Blackstone Inc.

Financial Services
16
+ 0.95%
$152.77 - $188.68 $2.44K - $3.02K
1.7K $290K
L
Loews Corp

Financial Services
46
+ 1.36%
$89.82 - $100.39 $4.13K - $4.62K
3.43K $344K
ETN
Eaton Corp PLC

Industrials
25
+ 1.81%
$342.99 - $392.76 $8.57K - $9.82K
1.41K $526K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 2.01%
$696.56 - $806.32 $4.18K - $4.84K
304 $242K
NEE
Nextera Energy Inc

Utilities
49
+ 1.06%
$69.77 - $77.54 $3.42K - $3.8K
4.67K $352K
Activity Summary
Buys All Purchases 83 New Holdings 15 Increased Positions 68 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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