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
$301B
$2.33 Million 0.26% of portfolio
6,009
Q2 2025 Added 2.06%
$1.68T
$2.22 Million 0.25% of portfolio
12,616
Q2 2025 Reduced 3.11%
$351B
$2.15 Million 0.24% of portfolio
13,518
Q2 2025 Added 0.26%
$852B
$2.14 Million 0.24% of portfolio
2,746
Q2 2025 Reduced 4.25%
$88.7B
$1.97 Million 0.22% of portfolio
8,818
Q2 2025 Reduced 24.56%
$1.48T
$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%
$312B
$1.87 Million 0.21% of portfolio
5,987
Q2 2025 Added 3.55%
$474B
$1.85 Million 0.2% of portfolio
17,126
Q2 2025 Reduced 0.39%
$276B
$1.83 Million 0.2% of portfolio
18,757
Q2 2025 Reduced 0.34%
$419B
$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%
$306B
$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%
$427B
$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%
$224B
$1.39 Million 0.15% of portfolio
7,634
Q2 2025 Reduced 0.52%
$430B
$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%
$260B
$1.26 Million 0.14% of portfolio
8,614
Q2 2025 Reduced 27.53%
$487B
$1.18 Million 0.13% of portfolio
7,721
Q2 2025 Reduced 20.11%
$76.1B
$1.22 Million 0.13% of portfolio
3,143
Q2 2025 Reduced 0.44%
$273B
$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%
$84.5B
$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%
$34.9B
$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%
$2.66B
$974,000 0.11% of portfolio
8,401
Q2 2025 Reduced 0.17%
$209B
$1.04 Million 0.11% of portfolio
13,170
Q2 2025 Reduced 7.0%
$107B
$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%
$218B
$875,000 0.1% of portfolio
2,998
Q2 2025 Reduced 0.07%
$62.3B
$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%
$191B
$945,000 0.1% of portfolio
1,200
Q2 2025 Reduced 0.66%
$58.6B
$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%
$375B
$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%
$173B
$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
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