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
$553B
$775,000 0.09% of portfolio
1,380
Q2 2025 Reduced 2.95%
$227B
$841,000 0.09% of portfolio
6,185
Q2 2025 Added 2.38%
$0
$847,000 0.09% of portfolio
14,451
Q2 2025 Reduced 5.73%
$1.35T
$788,000 0.09% of portfolio
3,482
Q2 2025 Reduced 0.85%
$153B
$774,000 0.09% of portfolio
2,591
Q2 2025 Added 72.16%
$309B
$778,000 0.09% of portfolio
5,436
Q2 2025 Reduced 1.15%
$0
$697,000 0.08% of portfolio
3,621
Q2 2025 Added 2.58%
$555B
$764,000 0.08% of portfolio
571
Q2 2025 Reduced 3.55%
$885B
$747,000 0.08% of portfolio
3,419
Q2 2025 Reduced 7.14%
$0
$695,000 0.08% of portfolio
14,057
Q2 2025 Added 3.76%
$144B
$681,000 0.08% of portfolio
6,144
Q2 2025 Reduced 0.92%
$119B
$615,000 0.07% of portfolio
10,499
Q2 2025 Added 0.07%
$0
$621,000 0.07% of portfolio
3,422
Q2 2025 Reduced 27.21%
$141B
$628,000 0.07% of portfolio
3,432
Q2 2025 Reduced 0.03%
$10.5B
$652,000 0.07% of portfolio
2,190
Q2 2025 Added 0.05%
$305B
$626,000 0.07% of portfolio
7,825
Q2 2025 Reduced 4.41%
$0
$526,000 0.06% of portfolio
9,823
Q2 2025 Added 6.48%
$102B
$584,000 0.06% of portfolio
26,075
Q2 2025 Reduced 5.07%
$0
$519,000 0.06% of portfolio
6,225
Q2 2025 Reduced 12.21%
$0
$556,000 0.06% of portfolio
15,668
Q2 2025 Reduced 0.01%
$0
$532,000 0.06% of portfolio
10,166
Q2 2025 Added 2.47%
$25.2B
$509,000 0.06% of portfolio
3,666
Q2 2025 Added 1.41%
$34.4B
$569,000 0.06% of portfolio
5,680
Q2 2025 Reduced 0.42%
$183B
$531,000 0.06% of portfolio
12,282
Q2 2025 Reduced 1.91%
$169B
$427,000 0.05% of portfolio
3,705
Q2 2025 Added 0.32%
$187B
$490,000 0.05% of portfolio
1,210
Q2 2025 Reduced 13.51%
$0
$437,000 0.05% of portfolio
2,014
Q1 2025 Reduced 45.3%
$81.2B
$450,000 0.05% of portfolio
24,259
Q2 2025 Reduced 1.23%
$0
$432,000 0.05% of portfolio
763
Q2 2025 Reduced 0.13%
$163B
$424,000 0.05% of portfolio
1,096
Q2 2025 Added 9.82%
$0
$438,000 0.05% of portfolio
4,902
Q2 2025 Added 1.07%
$0
$478,000 0.05% of portfolio
13,830
Q2 2025 Added 12.9%
$211B
$455,000 0.05% of portfolio
3,674
Q2 2025 Added 8.25%
$0
$425,000 0.05% of portfolio
3,662
Q1 2025 Added 6.67%
$310B
$462,000 0.05% of portfolio
1,795
Q2 2025 Reduced 0.33%
$144B
$493,000 0.05% of portfolio
1,381
Q2 2025 Reduced 0.29%
$149B
$426,000 0.05% of portfolio
1,528
Q2 2025 Reduced 5.56%
$63.8B
$442,000 0.05% of portfolio
1,568
Q2 2025 Added 0.32%
$293B
$426,000 0.05% of portfolio
6,031
Q2 2025 Reduced 0.2%
$0
$377,000 0.04% of portfolio
1,686
Q1 2025 Reduced 43.48%
$144B
$318,000 0.04% of portfolio
1,193
Q2 2025 Reduced 1.57%
$243B
$338,000 0.04% of portfolio
1,242
Q2 2025 Added 2.48%
$176B
$359,000 0.04% of portfolio
681
Q2 2025 Reduced 2.99%
$140B
$320,000 0.04% of portfolio
4,619
Q2 2025 Reduced 57.07%
$179B
$323,000 0.04% of portfolio
2,030
Q2 2025 Added 3.89%
$63.8B
$332,000 0.04% of portfolio
1,242
Q2 2025 Reduced 1.27%
$92.9B
$354,000 0.04% of portfolio
1,149
Q2 2025 Reduced 16.13%
$0
$324,000 0.04% of portfolio
2,436
Q2 2025 Reduced 3.72%
$55.9B
$391,000 0.04% of portfolio
4,929
Q2 2025 Reduced 1.4%

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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