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
$101B
$215,000 0.02% of portfolio
2,348
Q2 2025 Reduced 1.3%
$51.1B
$215,000 0.02% of portfolio
674
Q2 2025 Reduced 0.59%
$9.94B
$225,000 0.02% of portfolio
16,155
Q2 2025 Reduced 2.1%
$133B
$219,000 0.02% of portfolio
943
Q2 2025 New
$268B
$210,000 0.02% of portfolio
298
Q2 2025 New
$65.8B
$215,000 0.02% of portfolio
950
Q2 2025 New
$1.76B
$181,000 0.02% of portfolio
19,146
Q1 2024 Reduced 9.57%
$51.4B
$221,000 0.02% of portfolio
2,829
Q2 2025 Reduced 0.18%
$156B
$205,000 0.02% of portfolio
1,042
Q2 2025 Reduced 5.1%
$192B
$201,000 0.02% of portfolio
371
Q2 2025 New
$135B
$211,000 0.02% of portfolio
918
Q2 2025 Added 2.23%
$19.6B
$114,000 0.01% of portfolio
14,981
Q2 2025 Added 0.11%
$504M
$60,000 0.01% of portfolio
48,725
Q4 2024 Reduced 0.21%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Rubrik Inc.
-
$0 0.0% of portfolio
-
Q1 2025 Added 95.19%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q2 2025 Added 7.93%
Rocket Lab Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 41.88%
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.75%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.43%
-
$0 0.0% of portfolio
-
Q2 2025 Added 18.4%
-
$0 0.0% of portfolio
-
Q2 2025 Added 17.29%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.0%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 9.81%
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.12%

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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