Wealth Architects, LLC
Q3 2025 13F Holdings
- Locationmountain view, CA
- Num holdings
235
- Value ($000)
$1,058,984
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001611518
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $78.72M | 7 % | 117,610 | ||
FLEXSHARES TR | IBOXX 5YR TRGT | 33939L605 | $67.62M | 6 % | 2,786,158 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $57.75M | 6 % | 486,027 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $56.25M | 5 % | 938,790 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $52.67M | 5 % | 244,062 | ||
APPLE INC | COM | 037833100 | $44.94M | 4 % | 176,497 | ||
SPDR INDEX SHS FDS | S&P GBLINF ETF | 78463X855 | $43.3M | 4 % | 622,211 | ||
LAM RESEARCH CORP | COM NEW | 512807306 | $35.27M | 3 % | 263,440 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $33.88M | 3 % | 734,705 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $31.91M | 3 % | 714,006 |
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