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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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