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
$208B
$346,000 0.04% of portfolio
11,960
Q2 2025 Reduced 63.09%
$0
$333,000 0.04% of portfolio
3,911
Q2 2025 Reduced 34.58%
$49.3B
$382,000 0.04% of portfolio
2,889
Q2 2025 Added 0.03%
$57.2B
$330,000 0.04% of portfolio
4,270
Q2 2025 Added 2.82%
$89.4B
$379,000 0.04% of portfolio
1,659
Q2 2025 Reduced 1.48%
$0
$346,000 0.04% of portfolio
2,734
Q2 2025 Reduced 12.6%
$84.9B
$266,000 0.03% of portfolio
1,749
Q2 2025 Added 1.16%
$21.7B
$282,000 0.03% of portfolio
1,708
Q2 2025 Reduced 1.27%
$0
$227,000 0.03% of portfolio
1,690
Q1 2025 Added 13.58%
$35.5B
$230,000 0.03% of portfolio
8,866
Q2 2025 Reduced 2.34%
$0
$246,000 0.03% of portfolio
6,094
Q2 2025 Reduced 15.22%
$0
$277,000 0.03% of portfolio
419
Q2 2025 Added 0.96%
$2.5B
$315,000 0.03% of portfolio
6,948
Q2 2025 Added 0.68%
$38.4B
$291,000 0.03% of portfolio
1,573
Q2 2025 Added 14.15%
$100B
$285,000 0.03% of portfolio
6,177
Q2 2025 Added 2.42%
$126B
$252,000 0.03% of portfolio
1,687
Q2 2025 Added 4.98%
$9.07B
$265,000 0.03% of portfolio
4,459
Q2 2025 Reduced 1.2%
$0
$283,000 0.03% of portfolio
3,178
Q1 2025 Added 76.46%
$41.8B
$238,000 0.03% of portfolio
2,420
Q2 2025 Added 3.51%
$145B
$230,000 0.03% of portfolio
583
Q2 2025 Reduced 0.51%
$67.8B
$229,000 0.03% of portfolio
2,172
Q2 2025 Reduced 1.99%
$271M
$283,000 0.03% of portfolio
50,229
Q2 2025 Reduced -0.0%
$15.4B
$239,000 0.03% of portfolio
1,606
Q2 2025 New
$85.3B
$240,000 0.03% of portfolio
3,560
Q2 2025 Reduced 1.63%
$0
$310,000 0.03% of portfolio
3,275
Q1 2025 Added 40.62%
$0
$239,000 0.03% of portfolio
900
Q1 2025 Reduced 34.31%
$152B
$285,000 0.03% of portfolio
2,314
Q2 2025 Reduced 5.13%
$50.2B
$228,000 0.03% of portfolio
220
Q2 2025 Added 1.85%
$0
$290,000 0.03% of portfolio
1,497
Q1 2025 Reduced 13.42%
$59B
$299,000 0.03% of portfolio
1,462
Q2 2025 Added 1.67%
$0
$258,000 0.03% of portfolio
4,960
Q1 2025 Added 413.46%
$90.6B
$284,000 0.03% of portfolio
1,710
Q2 2025 Reduced 0.12%
$22.9B
$310,000 0.03% of portfolio
3,387
Q2 2025 Reduced 11.01%
$0
$231,000 0.03% of portfolio
20,615
Q1 2025 Added 1,600.91%
$197B
$303,000 0.03% of portfolio
2,300
Q2 2025 Reduced 26.68%
$0
$241,000 0.03% of portfolio
9,098
Q2 2025 Reduced 5.77%
$93.5B
$267,000 0.03% of portfolio
3,766
Q2 2025 Added 2.28%
$25.2B
$222,000 0.02% of portfolio
24,326
Q2 2025 Reduced 1.15%
$0
$207,000 0.02% of portfolio
3,340
Q2 2025 Reduced 4.98%
$0
$207,000 0.02% of portfolio
726
Q2 2025 New
$18B
$226,000 0.02% of portfolio
2,720
Q2 2025 Reduced 2.26%
$3.06B
$193,000 0.02% of portfolio
12,261
Q2 2025 Reduced 1.45%
$0
$206,000 0.02% of portfolio
1,625
Q2 2025 New
$0
$221,000 0.02% of portfolio
4,546
Q2 2025 Reduced 36.04%
$0
$204,000 0.02% of portfolio
3,206
Q2 2025 New
$90.2B
$213,000 0.02% of portfolio
965
Q2 2025 Reduced 0.1%
$122B
$217,000 0.02% of portfolio
470
Q2 2025 Reduced 3.49%
$63.4B
$221,000 0.02% of portfolio
4,211
Q2 2025 New
$321M
$196,000 0.02% of portfolio
11,391
Q2 2025 Reduced 0.49%

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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