Wealth Architects, LLC Portfolio Holdings
Wealth Architects, LLC
- $963 Million
- Q3 2025
Wealth Architects, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $963 Million distributed in 235 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 $78.7M, Flexshares Tr Iboxx 5 Yr Targe with a value of $67.6M, Ishares Core S&P Sm Cap ETF with a value of $57.8M, Vanguard Ftse Developed Market with a value of $56.3M, and Apple Inc. with a value of $44.9M.
Examining the 13F form we can see an increase of $56.8M in the current position value, from $906M to 963M.
Below you can find more details about Wealth Architects, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$963 Million
ETFs: $764 Million
Technology: $91.6 Million
Financial Services: $28 Million
Communication Services: $21.1 Million
Healthcare: $13.5 Million
Consumer Cyclical: $11.2 Million
Industrials: $9.3 Million
Consumer Defensive: $8.34 Million
Other: $10.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 235
- Current Value $963 Million
- Prior Value $906 Million
- Filing
- Period Q3 2025
- Filing Date November 13, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 15 stocks
- Additional Purchases 68 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks