Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Architects, LLC (CIK 1611518) reported $1.12B across 244 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($75.6M, 6.74%), TDTF ($75.1M, 6.70%), IJR ($62.9M, 5.61%), LRCX ($56.2M, 5.01%), VIG ($54.0M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $75.6M | 6.74% | 115,697 | Added |
| 2 | TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | $75.1M | 6.70% | 3.1M | Added |
| 3 | IJR | ISHARES CORE S&P SMALL CAP ETF | $62.9M | 5.61% | 506,007 | Added |
| 4 | LRCX | LAM RESEARCH CORP | $56.2M | 5.01% | 263,242 | Trimmed |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $54.0M | 4.82% | 251,254 | Added |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $53.5M | 4.77% | 835,644 | Trimmed |
| 7 | GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | $49.6M | 4.42% | 652,712 | Added |
| 8 | AAPL | APPLE INC | $39.1M | 3.49% | 154,114 | Trimmed |
| 9 | DFIV | DFA INTERNATIONAL VALUE ETF | $38.3M | 3.42% | 725,927 | Trimmed |
| 10 | DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | $33.9M | 3.02% | 700,295 | Trimmed |
| 11 | VTV | VANGUARD VALUE ETF | $28.7M | 2.56% | 146,324 | Trimmed |
| 12 | VBR | VANGUARD SMALL CAP VALUE ETF | $28.6M | 2.55% | 131,722 | Trimmed |
| 13 | DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $24.9M | 2.22% | 696,762 | Added |
| 14 | AVUV | AVANTIS US SMALL CAP VALUE ETF | $24.7M | 2.20% | 223,607 | Added |
| 15 | VT | VANGUARD TOTAL WORLD STOCK INDEX | $23.4M | 2.09% | 169,384 | Added |
| 16 | IEFA | ISHARES CORE MSCI EAFE | $20.5M | 1.82% | 226,103 | Trimmed |
| 17 | AVDV | AVANTIS INTERNATNL SML CP VL ETF | $19.8M | 1.77% | 198,353 | Trimmed |
| 18 | VV | VANGUARD LARGE-CAP ETF | $19.2M | 1.72% | 64,410 | Trimmed |
| 19 | SPY | SPDR S&P 500 ETF TRUST | $17.7M | 1.58% | 27,287 | Added |
| 20 | VB | VANGUARD SMALL-CAP ETF | $15.9M | 1.41% | 60,594 | Trimmed |
| 21 | SCZ | ISHARES MSCI EAFE SMALL CAP INDEX | $13.7M | 1.22% | 175,076 | Trimmed |
| 22 | ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $13.3M | 1.19% | 283,141 | Added |
| 23 | IJS | ISHARES S&P SMALLCAP600 VALUE INDEX | $13.0M | 1.16% | 110,103 | Trimmed |
| 24 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $12.5M | 1.12% | 131,058 | Added |
| 25 | DFSU | DFA US SUSTAINABILITY CORE 1 ETF | $11.0M | 0.98% | 267,085 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31