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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.7 Million 8.17% of portfolio
117,610
Q3 2025 Reduced 1.18%
$0
$67.6 Million 7.02% of portfolio
2,786,158
Q3 2025 Added 3.01%
$0
$57.8 Million 6.0% of portfolio
486,027
Q3 2025 Reduced 0.33%
$0
$56.3 Million 5.84% of portfolio
938,790
Q3 2025 Reduced 1.84%
$0
$44.5 Million 4.62% of portfolio
244,062
Q3 2025 Reduced 2.28%
$0
$43.3 Million 4.5% of portfolio
622,211
Q3 2025 Reduced 1.07%
$0
$33.9 Million 3.52% of portfolio
734,705
Q3 2025 Reduced 0.34%
$0
$31.9 Million 3.31% of portfolio
714,006
Q3 2025 Reduced 2.36%
$0
$28.4 Million 2.95% of portfolio
152,294
Q3 2025 Reduced 0.52%
$0
$28 Million 2.9% of portfolio
133,972
Q3 2025 Reduced 0.28%
$0
$22.4 Million 2.33% of portfolio
162,702
Q3 2025 Added 0.38%
$0
$21.4 Million 2.22% of portfolio
69,516
Q3 2025 Reduced 1.04%
$0
$20.4 Million 2.12% of portfolio
233,683
Q3 2025 Reduced 2.24%
$0
$19.9 Million 2.06% of portfolio
199,692
Q3 2025 Added 1.14%
$0
$18.1 Million 1.88% of portfolio
27,219
Q3 2025 Reduced 0.41%
$0
$17.4 Million 1.81% of portfolio
195,394
Q3 2025 Reduced 0.63%
$0
$13.9 Million 1.44% of portfolio
180,963
Q3 2025 Reduced 3.99%
$0
$12.2 Million 1.27% of portfolio
110,762
Q3 2025 Reduced 1.58%
$0
$11.6 Million 1.2% of portfolio
257,218
Q3 2025 Added 4.01%
$0
$10.9 Million 1.13% of portfolio
117,454
Q3 2025 Added 0.46%
$0
$8.58 Million 0.89% of portfolio
58,910
Q3 2025 Reduced 0.92%
$0
$7.88 Million 0.82% of portfolio
338,326
Q3 2025 Reduced 0.31%
$0
$6.18 Million 0.64% of portfolio
18,824
Q3 2025 Added 0.44%
$0
$5.8 Million 0.6% of portfolio
150,273
Q3 2025 Added 6.73%
$0
$5.45 Million 0.57% of portfolio
80,387
Q3 2025 Reduced 3.29%
$0
$4.72 Million 0.49% of portfolio
92,927
Q3 2025 Added 3.83%
$0
$4.22 Million 0.44% of portfolio
53,416
Q3 2025 Reduced 2.13%
$0
$4.14 Million 0.43% of portfolio
131,829
Q3 2025 Added 3.79%
$0
$4.01 Million 0.42% of portfolio
143,570
Q2 2025 Reduced 22.85%
$0
$3.94 Million 0.41% of portfolio
52,984
Q3 2025 Added 3.44%
$0
$3.62 Million 0.38% of portfolio
75,372
Q3 2025 Added 22.73%
$0
$3.43 Million 0.36% of portfolio
54,452
Q3 2025 Reduced 3.3%
$0
$3.26 Million 0.34% of portfolio
60,188
Q3 2025 Reduced 0.11%
$0
$3.26 Million 0.34% of portfolio
5,318
Q3 2025 Reduced 3.17%
$0
$3.26 Million 0.34% of portfolio
30,484
Q3 2025 Added 4.28%
$0
$2.76 Million 0.29% of portfolio
34,733
Q3 2025 Reduced 0.57%
$0
$2.66 Million 0.28% of portfolio
15,055
Q1 2025 Reduced 45.12%
$0
$2.36 Million 0.24% of portfolio
38,605
Q3 2025 Reduced 3.24%
$0
$2.08 Million 0.22% of portfolio
5,495
Q2 2025 Reduced 0.15%
$0
$1.81 Million 0.19% of portfolio
6,407
Q1 2025 Reduced 59.11%
$0
$1.82 Million 0.19% of portfolio
7,511
Q3 2025 Added 0.7%
$0
$1.49 Million 0.15% of portfolio
57,845
Q3 2025 Reduced 2.6%
$0
$1.48 Million 0.15% of portfolio
34,176
Q3 2025 Reduced 1.73%
$0
$1.47 Million 0.15% of portfolio
2,447
Q2 2025 Added 0.49%
$0
$1.36 Million 0.14% of portfolio
29,910
Q3 2025 Reduced 1.62%
$0
$1.14 Million 0.12% of portfolio
3,121
Q2 2025 Reduced 64.25%
$0
$1.17 Million 0.12% of portfolio
3,977
Q3 2025 Reduced 0.03%
$0
$1.15 Million 0.12% of portfolio
12,070
Q1 2025 Reduced 1.47%
$0
$1.05 Million 0.11% of portfolio
2,246
Q3 2025 Reduced 1.96%

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
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email