Wealth Architects, LLC Incresed Positions 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
ORCL
Oracle Corp

Technology
307
+ 8.98%
$218.96 - $328.33 $67.2K - $101K
3.73K $1.05M
AMD
Advanced Micro Devices Inc

Technology
115
+ 0.97%
$134.8 - $184.42 $15.5K - $21.2K
12K $1.94M
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
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
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
NEE
Nextera Energy Inc

Utilities
49
+ 1.06%
$69.77 - $77.54 $3.42K - $3.8K
4.67K $352K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 2.01%
$696.56 - $806.32 $4.18K - $4.84K
304 $242K
AWK
American Water Works Company, Inc.

Utilities
217
+ 5.92%
$135.05 - $147.0 $29.3K - $31.9K
3.88K $540K
MRVL
Marvell Technology, Inc.

Technology
35
+ 0.82%
$62.31 - $84.07 $2.18K - $2.94K
4.31K $361K
XLG
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.4%
$51.78 - $57.89 $1.04K - $1.16K
4.98K $286K
SONY
Sony Group Corp

Technology
3
+ 0.03%
$23.92 - $30.07 $71.8 - $90.2
8.87K $255K
VZ
Verizon Communications Inc

Communication Services
274
+ 2.23%
$40.84 - $45.06 $11.2K - $12.3K
12.6K $551K
CWT
California Water Service Group

Utilities
287
+ 4.13%
$44.32 - $47.59 $12.7K - $13.7K
7.24K $332K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 0.89%
$250.62 - $279.43 $2.76K - $3.07K
1.25K $349K
AFL
Aflac Inc

Financial Services
1
+ 0.05%
$98.09 - $111.7 $98.1 - $112
2.17K $242K
FDX
Fedex Corp

Industrials
17
+ 1.79%
$217.1 - $243.2 $3.69K - $4.13K
967 $228K
MGRC
Mcgrath Rentcorp

Industrials
1
+ 0.01%
$113.6 - $127.77 $114 - $128
8.4K $985K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.02%
$26.38 - $27.95 $52.8 - $55.9
9.1K $248K
ABC
Amerisourcebergen Corp

Healthcare
8
+ 0.51%
N/A
1.58K $292K
J P Morgan Exchange Traded F
508
+ 2.54%
N/A
20.5K $0
T
At&T Inc.

Communication Services
314
+ 2.63%
$26.94 - $29.62 $8.46K - $9.3K
12.3K $346K
Rocket Lab Corp
11.3K
+ 28.63%
N/A
50.8K $0
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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