EdgeMarket › What Wealth Architects, Llc reported owning
What Wealth Architects, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
244Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 75.6M | 6.7% | 115.7K | 769.31 | +20.0% |
| TDTF FlexShares iBoxx 5 Year Target Duration TIPS I | 75.1M | 6.7% | 3.1M | 23.34 | -3.4% |
| IJR iShares Core S&P Small-Cap ETF | 62.9M | 5.6% | 506.0K | 147.31 | +29.0% |
| LRCX LAM RESEARCH CORP | 56.2M | 5.0% | 263.2K | 314.00 | +216.7% |
| VIG Vanguard Div Appreciation ETF | 54.0M | 4.8% | 251.3K | 243.91 | +16.2% |
| VEA Vanguard FTSE Developed Markets ETF | 53.5M | 4.8% | 835.6K | 73.42 | +24.7% |
| GII State Street SPDR S&P Global Infrastructure ET | 49.6M | 4.4% | 652.7K | 74.40 | +6.7% |
| AAPL Apple Inc. | 39.1M | 3.5% | 154.1K | 309.35 | +36.9% |
| DFIV Dimensional International Value ETF | 38.3M | 3.4% | 725.9K | 58.31 | +27.8% |
| DFUV Dimensional US Marketwide Value ETF | 33.9M | 3.0% | 700.3K | 57.43 | +31.9% |
| VTV Vanguard Morningstar Value ETF | 28.7M | 2.6% | 146.3K | 226.40 | +24.6% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 28.6M | 2.6% | 131.7K | 249.18 | +22.7% |
| DFLV Dimensional US Large Cap Value ETF | 24.9M | 2.2% | 696.8K | 42.01 | +31.1% |
| AVUV Avantis U.S. Small Cap Value ETF | 24.7M | 2.2% | 223.6K | 126.45 | +33.2% |
| VT Vanguard Total World Stock Index ETF | 23.4M | 2.1% | 169.4K | 160.77 | +21.2% |
| IEFA iShares Core MSCI EAFE ETF | 20.5M | 1.8% | 226.1K | 100.85 | +16.8% |
| AVDV Avantis International Small Cap Value ETF | 19.8M | 1.8% | 198.4K | 111.95 | +32.8% |
| VV Vanguard Morningstar Large-Cap ETF | 19.2M | 1.7% | 64.4K | 352.60 | +19.8% |
| SPY SPDR S&P 500 ETF TRUST | 17.7M | 1.6% | 27.3K | 765.72 | +20.0% |
| VB Vanguard Morningstar Small-Cap ETF | 15.9M | 1.4% | 60.6K | 304.76 | +24.4% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 13.7M | 1.2% | 175.1K | 86.60 | +14.8% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 13.3M | 1.2% | 283.1K | 55.83 | +30.2% |
| IJS iShares S&P SmallCap 600 Value ETF | 13.0M | 1.2% | 110.1K | 138.43 | +31.2% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 12.5M | 1.1% | 131.1K | 107.31 | +17.0% |
| DFSU Dimensional US Sustainability Core 1 ETF | 11.0M | 1.0% | 267.1K | 48.20 | +18.3% |
| unmapped CUSIP 084670702 | 10.2M | 0.9% | 21.2K | — | — |
| ESGU iShares ESG Aware MSCI USA ETF | 9.9M | 0.9% | 69.8K | 167.74 | +20.3% |
| META Meta Platforms, Inc. | 8.8M | 0.8% | 15.3K | 549.90 | -26.5% |
| SCHF Schwab International Equity ETF | 8.3M | 0.7% | 334.2K | 28.46 | +24.7% |
| MSFT MICROSOFT CORP | 7.6M | 0.7% | 20.6K | 483.24 | -4.4% |
| DFGR Dimensional Global Real Estate ETF | 7.2M | 0.6% | 269.4K | 29.46 | +8.5% |
| DFSE Dimensional Emerging Markets Sustainability Co | 6.6M | 0.6% | 156.2K | 48.59 | +23.6% |
| DFSI Dimensional International Sustainability Core | 6.4M | 0.6% | 151.9K | 47.37 | +16.8% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 6.4M | 0.6% | 164.2K | 45.61 | +22.8% |
| AVGO Broadcom Inc. | 6.1M | 0.5% | 19.8K | 368.45 | +26.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 6.0M | 0.5% | 18.7K | 378.24 | +20.5% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 5.5M | 0.5% | 116.4K | 46.63 | -1.8% |
| DIHP Dimensional International High Profitability E | 5.5M | 0.5% | 169.4K | 35.74 | +18.9% |
| GOOG Alphabet Inc. | 5.4M | 0.5% | 18.9K | 341.75 | +70.7% |
| ICSH iShares Ultra Short Duration Bond Active ETF | 5.4M | 0.5% | 106.9K | 50.53 | -0.3% |
| EFV iShares MSCI EAFE Value ETF | 5.3M | 0.5% | 71.5K | 82.23 | +21.4% |
| NVDA NVIDIA CORP | 4.8M | 0.4% | 27.4K | 214.72 | +22.4% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 4.6M | 0.4% | 134.1K | 38.16 | +24.9% |
| BSV Vanguard Short-Term Bond ETF | 4.2M | 0.4% | 53.2K | 77.57 | -1.4% |
| SCHA Schwab U.S. Small-Cap ETF | 4.1M | 0.4% | 142.7K | 34.83 | +32.4% |
| CAT CATERPILLAR INC | 4.1M | 0.4% | 5.8K | 827.90 | +96.8% |
| BND Vanguard Total Bond Market ETF | 4.0M | 0.4% | 54.8K | 72.23 | -1.8% |
| JPM JPMORGAN CHASE & CO | 3.8M | 0.3% | 12.9K | 351.58 | +20.3% |
| RKLB Rocket Lab Corp | 3.8M | 0.3% | 58.7K | 72.57 | +78.3% |
| SUB iShares Short-Term National Muni Bond ETF | 3.7M | 0.3% | 34.5K | 106.30 | -0.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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