Institutional Fund
Wealth Architects, LLC
Mountain View, CACIK 16115186 filings on record
Portfolio Value
$1.12B
Q1 2026
Holdings
244
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+1.1%
from $1.11B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.7%
- Flexshares Tr6.7%
- Ishares Tr5.6%
- Lam Research Corp5.0%
- Vanguard Specialized Funds4.8%
- Vanguard Tax-Managed Fds4.8%
- Other66.4%
Portfolio Holdings
244 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 115.7K | $75.57M | 6.7% | +463 | Added |
| 2 | Flexshares Tr | 3.12M | $75.11M | 6.7% | +124.3K | Added |
| 3 | Ishares Tr | 506.0K | $62.90M | 5.6% | +9.4K | Added |
| 4 | Lam Research Corp | 263.2K | $56.24M | 5.0% | −30 | Reduced |
| 5 | Vanguard Specialized Funds | 251.3K | $54.03M | 4.8% | +6.0K | Added |
| 6 | Vanguard Tax-Managed Fds | 835.6K | $53.55M | 4.8% | −90.0K | Reduced |
| 7 | Spdr Index Shs Fds | 652.7K | $49.62M | 4.4% | +8.2K | Added |
| 8 | Apple Inc | 154.1K | $39.11M | 3.5% | −10.0K | Reduced |
| 9 | Dimensional ETF Trust | 725.9K | $38.31M | 3.4% | −7.6K | Reduced |
| 10 | Dimensional ETF Trust | 700.3K | $33.94M | 3.0% | −10.5K | Reduced |
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