Wealth Architects, LLC
Q4 2025 13F Holdings
- Locationmountain view, CA
- Num holdings
240
- Value ($000)
$1,109,814
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $78.93M | 7 % | 115,234 | ||
FLEXSHARES TR | IBOXX 5YR TRGT | 33939L605 | $71.68M | 7 % | 2,991,112 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $59.68M | 5 % | 496,572 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $57.82M | 5 % | 925,625 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $53.9M | 5 % | 245,249 | ||
LAM RESEARCH CORP | COM NEW | 512807306 | $45.07M | 4 % | 263,272 | ||
SPDR INDEX SHS FDS | S&P GBLINF ETF | 78463X855 | $44.97M | 4 % | 644,516 | ||
APPLE INC | COM | 037833100 | $44.62M | 4 % | 164,127 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $36.6M | 3 % | 733,561 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $33.12M | 3 % | 710,843 |
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