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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$38.5 Million 4.25% of portfolio
187,688
Q2 2025 Reduced 6.5%
$621B
$12.7 Million 1.41% of portfolio
26,222
Q2 2025 Reduced 9.95%
$1.78T
$11.6 Million 1.29% of portfolio
15,779
Q2 2025 Reduced 4.25%
$3.95T
$10.6 Million 1.17% of portfolio
21,408
Q2 2025 Reduced 0.36%
$127B
$6.08 Million 0.67% of portfolio
22,068
Q2 2025 Reduced 7.73%
$456B
$4.97 Million 0.55% of portfolio
31,466
Q2 2025 Added 1.71%
$367B
$3.88 Million 0.43% of portfolio
28,486
Q2 2025 Reduced 1.86%
$2.26T
$3.85 Million 0.43% of portfolio
17,567
Q2 2025 Reduced 12.01%
$859B
$3.91 Million 0.43% of portfolio
13,471
Q2 2025 Reduced 1.49%
$1.24T
$2.88 Million 0.32% of portfolio
16,258
Q2 2025 Added 0.18%
$405B
$2.41 Million 0.27% of portfolio
6,567
Q2 2025 Reduced 0.94%
$218B
$2.33 Million 0.26% of portfolio
6,009
Q2 2025 Added 2.06%
$1.21T
$2.22 Million 0.25% of portfolio
12,616
Q2 2025 Reduced 3.11%
$368B
$2.15 Million 0.24% of portfolio
13,518
Q2 2025 Added 0.26%
$608B
$2.14 Million 0.24% of portfolio
2,746
Q2 2025 Reduced 4.25%
$61.8B
$1.97 Million 0.22% of portfolio
8,818
Q2 2025 Reduced 24.56%
$245B
$1.87 Million 0.21% of portfolio
5,987
Q2 2025 Added 3.55%
$442B
$1.85 Million 0.2% of portfolio
17,126
Q2 2025 Reduced 0.39%
$281B
$1.83 Million 0.2% of portfolio
18,757
Q2 2025 Reduced 0.34%
$282B
$1.68 Million 0.19% of portfolio
11,870
Q2 2025 Reduced 21.59%
$293B
$1.53 Million 0.17% of portfolio
22,077
Q2 2025 Reduced 6.77%
$423B
$1.46 Million 0.16% of portfolio
2
Q1 2025 Reduced 99.99%
$439B
$1.37 Million 0.15% of portfolio
1,388
Q2 2025 Reduced 6.72%
$261B
$1.39 Million 0.15% of portfolio
7,634
Q2 2025 Reduced 0.52%
$381B
$1.4 Million 0.15% of portfolio
29,502
Q2 2025 Added 1.15%
$229B
$1.26 Million 0.14% of portfolio
8,614
Q2 2025 Reduced 27.53%
$452B
$1.18 Million 0.13% of portfolio
7,721
Q2 2025 Reduced 20.11%
$70.7B
$1.22 Million 0.13% of portfolio
3,143
Q2 2025 Reduced 0.44%
$210B
$1.11 Million 0.12% of portfolio
3,749
Q2 2025 Reduced 0.32%
$551B
$1.05 Million 0.12% of portfolio
2,955
Q2 2025 Reduced 0.94%
$76.4B
$1.06 Million 0.12% of portfolio
6,907
Q2 2025 Added 0.07%
$34.5B
$1.01 Million 0.11% of portfolio
9,692
Q2 2025 Reduced 0.45%
$2.96B
$974,000 0.11% of portfolio
8,401
Q2 2025 Reduced 0.17%
$203B
$1.04 Million 0.11% of portfolio
13,170
Q2 2025 Reduced 7.0%
$124B
$1.01 Million 0.11% of portfolio
3,281
Q2 2025 Added 2.24%
$222B
$875,000 0.1% of portfolio
2,998
Q2 2025 Reduced 0.07%
$56.9B
$897,000 0.1% of portfolio
28,090
Q1 2025 Added 207.7%
$177B
$938,000 0.1% of portfolio
4,822
Q2 2025 Reduced 7.99%
$201B
$945,000 0.1% of portfolio
1,200
Q2 2025 Reduced 0.66%
$59.7B
$891,000 0.1% of portfolio
30,313
Q2 2025 Reduced 6.34%
$351B
$871,000 0.1% of portfolio
4,694
Q2 2025 Added 1.8%
$133B
$833,000 0.09% of portfolio
931
Q2 2025 Added 0.76%
$548B
$775,000 0.09% of portfolio
1,380
Q2 2025 Reduced 2.95%
$229B
$841,000 0.09% of portfolio
6,185
Q2 2025 Added 2.38%
$1.27T
$788,000 0.09% of portfolio
3,482
Q2 2025 Reduced 0.85%
$150B
$774,000 0.09% of portfolio
2,591
Q2 2025 Added 72.16%
$302B
$778,000 0.09% of portfolio
5,436
Q2 2025 Reduced 1.15%
$545B
$764,000 0.08% of portfolio
571
Q2 2025 Reduced 3.55%
$684B
$747,000 0.08% of portfolio
3,419
Q2 2025 Reduced 7.14%

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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