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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$223B
$2.33 Million 0.26% of portfolio
6,009
Q2 2025 Added 2.06%
$1.43T
$2.22 Million 0.25% of portfolio
12,616
Q2 2025 Reduced 3.11%
$373B
$2.15 Million 0.24% of portfolio
13,518
Q2 2025 Added 0.26%
$717B
$2.14 Million 0.24% of portfolio
2,746
Q2 2025 Reduced 4.25%
$72.3B
$1.97 Million 0.22% of portfolio
8,818
Q2 2025 Reduced 24.56%
$1.1T
$1.91 Million 0.21% of portfolio
6,017
Q2 2025 Added 2.96%
$0
$1.93 Million 0.21% of portfolio
5,495
Q2 2025 Reduced 0.15%
$324B
$1.87 Million 0.21% of portfolio
5,987
Q2 2025 Added 3.55%
$469B
$1.85 Million 0.2% of portfolio
17,126
Q2 2025 Reduced 0.39%
$273B
$1.83 Million 0.2% of portfolio
18,757
Q2 2025 Reduced 0.34%
$258B
$1.68 Million 0.19% of portfolio
11,870
Q2 2025 Reduced 21.59%
$0
$1.61 Million 0.18% of portfolio
7,459
Q2 2025 Added 173.83%
$0
$1.62 Million 0.18% of portfolio
6,407
Q1 2025 Reduced 59.11%
$280B
$1.53 Million 0.17% of portfolio
22,077
Q2 2025 Reduced 6.77%
$0
$1.42 Million 0.16% of portfolio
59,392
Q2 2025 Added 0.04%
$443B
$1.46 Million 0.16% of portfolio
2
Q1 2025 Reduced 99.99%
$0
$1.35 Million 0.15% of portfolio
2,447
Q2 2025 Added 0.49%
$256B
$1.39 Million 0.15% of portfolio
7,634
Q2 2025 Reduced 0.52%
$402B
$1.4 Million 0.15% of portfolio
29,502
Q2 2025 Added 1.15%
$0
$1.36 Million 0.15% of portfolio
34,776
Q2 2025 Reduced 0.51%
$0
$1.29 Million 0.14% of portfolio
30,404
Q2 2025 Reduced 0.45%
$228B
$1.26 Million 0.14% of portfolio
8,614
Q2 2025 Reduced 27.53%
$460B
$1.18 Million 0.13% of portfolio
7,721
Q2 2025 Reduced 20.11%
$75.6B
$1.22 Million 0.13% of portfolio
3,143
Q2 2025 Reduced 0.44%
$230B
$1.11 Million 0.12% of portfolio
3,749
Q2 2025 Reduced 0.32%
$553B
$1.05 Million 0.12% of portfolio
2,955
Q2 2025 Reduced 0.94%
$77.9B
$1.06 Million 0.12% of portfolio
6,907
Q2 2025 Added 0.07%
$0
$1.06 Million 0.12% of portfolio
3,121
Q2 2025 Reduced 64.25%
$0
$1.11 Million 0.12% of portfolio
3,978
Q2 2025 Reduced 10.2%
$0
$998,000 0.11% of portfolio
2,278
Q2 2025 Reduced 29.8%
$34.5B
$1.01 Million 0.11% of portfolio
9,692
Q2 2025 Reduced 0.45%
$0
$972,000 0.11% of portfolio
2,291
Q2 2025 Reduced 1.63%
$2.99B
$974,000 0.11% of portfolio
8,401
Q2 2025 Reduced 0.17%
$213B
$1.04 Million 0.11% of portfolio
13,170
Q2 2025 Reduced 7.0%
$121B
$1.01 Million 0.11% of portfolio
3,281
Q2 2025 Added 2.24%
$0
$961,000 0.11% of portfolio
14,303
Q2 2025 Reduced 5.3%
$0
$1.03 Million 0.11% of portfolio
12,070
Q1 2025 Reduced 1.47%
$0
$918,000 0.1% of portfolio
7,142
Q2 2025 Reduced 7.17%
$0
$905,000 0.1% of portfolio
13,275
Q1 2025 Added 46.23%
$225B
$875,000 0.1% of portfolio
2,998
Q2 2025 Reduced 0.07%
$58.3B
$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%
$0
$871,000 0.1% of portfolio
12,621
Q2 2025 Reduced 14.88%
$185B
$945,000 0.1% of portfolio
1,200
Q2 2025 Reduced 0.66%
$61.5B
$891,000 0.1% of portfolio
30,313
Q2 2025 Reduced 6.34%
$0
$866,000 0.1% of portfolio
10,442
Q2 2025 Reduced 4.92%
$374B
$871,000 0.1% of portfolio
4,694
Q2 2025 Added 1.8%
$0
$874,000 0.1% of portfolio
29,927
Q1 2025 Added 316.35%
$132B
$833,000 0.09% of portfolio
931
Q2 2025 Added 0.76%

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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