Wealth Architects

Wealth Architects as of June 30, 2025

Portfolio Holdings for Wealth Architects

Wealth Architects holds 226 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.5 $74M 119k 620.90
Flexshares Tr Iboxx 5yr Trgt (TDTF) 6.6 $65M 2.7M 24.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.5 $55M 956k 57.01
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $53M 488k 109.29
Vanguard Specialized Funds Div App Etf (VIG) 5.2 $51M 250k 204.67
Spdr Index Shs Fds S&p Gblinf Etf (GII) 4.3 $42M 629k 67.33
Apple (AAPL) 3.9 $39M 188k 205.17
Dimensional Etf Trust Internatnal Val (DFIV) 3.2 $32M 737k 42.83
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.1 $31M 731k 42.28
Vanguard Index Fds Value Etf (VTV) 2.7 $27M 153k 176.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.7 $26M 134k 195.01
Lam Research Corp Com New (LRCX) 2.6 $26M 263k 97.34
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.1 $21M 162k 128.52
Vanguard Index Fds Large Cap Etf (VV) 2.0 $20M 70k 285.30
Ishares Tr Core Msci Eafe (IEFA) 2.0 $20M 239k 83.48
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $18M 197k 91.10
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.8 $18M 576k 31.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $17M 27k 617.85
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.6 $16M 197k 79.28
Vanguard Index Fds Small Cp Etf (VB) 1.5 $15M 63k 236.98
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $14M 189k 72.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $13M 26k 485.77
Meta Platforms Cl A (META) 1.2 $12M 16k 738.11
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $11M 113k 99.49
Microsoft Corporation (MSFT) 1.1 $11M 21k 497.40
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.1 $10M 117k 89.22
Ishares Tr Esg Aware Msci (ESML) 1.0 $10M 247k 41.33
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $8.0M 60k 135.30
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.8 $7.9M 201k 39.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $7.5M 339k 22.10
Broadcom (AVGO) 0.6 $6.1M 22k 275.65
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $5.9M 222k 26.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $5.7M 19k 303.94
Dimensional Etf Trust Emerging Markets (DFSE) 0.5 $5.4M 142k 38.06
Ishares Tr Eafe Value Etf (EFV) 0.5 $5.3M 83k 63.48
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $5.0M 141k 35.84
NVIDIA Corporation (NVDA) 0.5 $5.0M 32k 157.99
Ishares Tr Ultra Short Dur (ICSH) 0.5 $4.5M 90k 50.71
Dimensional Etf Trust International (DFSI) 0.4 $4.4M 111k 39.41
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $4.3M 55k 78.70
JPMorgan Chase & Co. (JPM) 0.4 $3.9M 14k 289.90
Palantir Technologies Cl A (PLTR) 0.4 $3.9M 29k 136.32
Amazon (AMZN) 0.4 $3.9M 18k 219.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $3.8M 51k 73.63
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $3.7M 127k 29.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $3.6M 144k 25.30
Flexshares Tr Stoxx Globr Inf (NFRA) 0.4 $3.5M 56k 61.88
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.3 $3.2M 60k 53.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $3.1M 5.5k 568.05
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $3.1M 29k 106.34
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $2.9M 61k 47.54
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.9M 16k 177.39
Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $2.6M 35k 75.11
Home Depot (HD) 0.2 $2.4M 6.6k 366.64
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $2.4M 15k 157.76
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $2.4M 40k 59.20
Caterpillar (CAT) 0.2 $2.3M 6.0k 388.23
Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.2M 13k 176.23
Procter & Gamble Company (PG) 0.2 $2.2M 14k 159.32
Eli Lilly & Co. (LLY) 0.2 $2.1M 2.7k 779.58
Snowflake Cl A (SNOW) 0.2 $2.0M 8.8k 223.77
Ishares Tr Russell 3000 Etf (IWV) 0.2 $1.9M 5.5k 351.00
Tesla Motors (TSLA) 0.2 $1.9M 6.0k 317.66
UnitedHealth (UNH) 0.2 $1.9M 6.0k 311.99
Exxon Mobil Corporation (XOM) 0.2 $1.8M 17k 107.80
Wal-Mart Stores (WMT) 0.2 $1.8M 19k 97.78
Advanced Micro Devices (AMD) 0.2 $1.7M 12k 141.90
Select Sector Spdr Tr Technology (XLK) 0.2 $1.6M 6.4k 253.23
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.6M 7.5k 215.79
Cisco Systems (CSCO) 0.2 $1.5M 22k 69.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.5M 2.00 728800.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.4M 59k 23.83
Rocket Lab Corp (RKLB) 0.1 $1.4M 40k 35.77
Bank of America Corporation (BAC) 0.1 $1.4M 30k 47.32
Philip Morris International (PM) 0.1 $1.4M 7.6k 182.13
Costco Wholesale Corporation (COST) 0.1 $1.4M 1.4k 990.20
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.4M 35k 39.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.3M 2.4k 551.68
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $1.3M 30k 42.59
Raytheon Technologies Corp (RTX) 0.1 $1.3M 8.6k 146.02
Anthem (ELV) 0.1 $1.2M 3.1k 388.96
Johnson & Johnson (JNJ) 0.1 $1.2M 7.7k 152.75
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M 4.0k 279.81
International Business Machines (IBM) 0.1 $1.1M 3.7k 294.78
Welltower Inc Com reit (WELL) 0.1 $1.1M 6.9k 153.73
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.1M 3.1k 339.58
Blackrock (BLK) 0.1 $1.1M 1.0k 1049.25
Visa Com Cl A (V) 0.1 $1.0M 3.0k 355.08
Merck & Co (MRK) 0.1 $1.0M 13k 79.16
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $1.0M 12k 85.57
Automatic Data Processing (ADP) 0.1 $1.0M 3.3k 308.39
Wec Energy Group (WEC) 0.1 $1.0M 9.7k 104.20
Texas Instruments Incorporated (TXN) 0.1 $1.0M 4.8k 207.62
Vanguard Index Fds Growth Etf (VUG) 0.1 $999k 2.3k 438.40
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.1 $989k 20k 49.42
McGrath Rent (MGRC) 0.1 $974k 8.4k 115.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $973k 2.3k 424.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $962k 14k 67.22
Intuit (INTU) 0.1 $945k 1.2k 787.63
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $919k 7.1k 128.61
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $906k 13k 68.21
Manulife Finl Corp (MFC) 0.1 $898k 28k 31.96
Kinder Morgan (KMI) 0.1 $891k 30k 29.40
McDonald's Corporation (MCD) 0.1 $876k 3.0k 292.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $874k 30k 29.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $872k 13k 69.09
Abbvie (ABBV) 0.1 $871k 4.7k 185.62
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $867k 10k 83.00
Flexshares Tr Mstar Emkt Fac (TLTE) 0.1 $847k 15k 58.63
Abbott Laboratories (ABT) 0.1 $841k 6.2k 136.01
Kla Corp Com New (KLAC) 0.1 $834k 931.00 895.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $789k 3.5k 226.49
Chevron Corporation (CVX) 0.1 $778k 5.4k 143.19
Mastercard Incorporated Cl A (MA) 0.1 $776k 1.4k 562.05
Accenture Plc Ireland Shs Class A (ACN) 0.1 $775k 2.6k 298.93
Netflix (NFLX) 0.1 $765k 571.00 1340.05
Oracle Corporation (ORCL) 0.1 $747k 3.4k 218.61
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $698k 3.6k 192.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $695k 14k 49.46
Gilead Sciences (GILD) 0.1 $681k 6.1k 110.87
American Express Company (AXP) 0.1 $676k 2.1k 318.99
Molina Healthcare (MOH) 0.1 $652k 2.2k 297.90
Applied Materials (AMAT) 0.1 $628k 3.4k 183.07
Wells Fargo & Company (WFC) 0.1 $627k 7.8k 80.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $622k 3.4k 181.74
Altria (MO) 0.1 $616k 11k 58.63
Ishares Core Msci Emkt (IEMG) 0.1 $590k 9.8k 60.03
Intel Corporation (INTC) 0.1 $584k 26k 22.40
Consolidated Edison (ED) 0.1 $570k 5.7k 100.35
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $556k 16k 35.49
Select Sector Spdr Tr Financial (XLF) 0.1 $532k 10k 52.37
Verizon Communications (VZ) 0.1 $532k 12k 43.27
Astera Labs (ALAB) 0.1 $521k 5.8k 90.42
Flexshares Tr M Star Dev Mkt (TLTD) 0.1 $520k 6.2k 83.46
American Water Works (AWK) 0.1 $510k 3.7k 139.11
Rubrik Cl A (RBRK) 0.1 $509k 5.7k 89.59
Eaton Corp SHS (ETN) 0.1 $493k 1.4k 356.99
Thermo Fisher Scientific (TMO) 0.0 $491k 1.2k 405.61
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $478k 14k 34.57
AmerisourceBergen (COR) 0.0 $472k 1.6k 299.85
Ge Aerospace Com New (GE) 0.0 $462k 1.8k 257.39
Walt Disney Company (DIS) 0.0 $456k 3.7k 124.01
Barclays Adr (BCS) 0.0 $451k 24k 18.59
Air Products & Chemicals (APD) 0.0 $442k 1.6k 282.06
Ishares Tr Msci Eafe Etf (EFA) 0.0 $438k 4.9k 89.40
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $438k 2.0k 217.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $432k 763.00 566.48
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $427k 3.7k 115.34
Coca-Cola Company (KO) 0.0 $427k 6.0k 70.75
Amgen (AMGN) 0.0 $427k 1.5k 279.24
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $425k 3.7k 116.16
Adobe Systems Incorporated (ADBE) 0.0 $424k 1.1k 386.81
Imperial Oil Com New (IMO) 0.0 $392k 4.9k 79.48
Airbnb Com Cl A (ABNB) 0.0 $382k 2.9k 132.34
Waste Management (WM) 0.0 $380k 1.7k 228.82
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $378k 1.7k 224.01
S&p Global (SPGI) 0.0 $359k 681.00 527.29
Cadence Design Systems (CDNS) 0.0 $354k 1.1k 308.15
Ishares Tr Esg Optimized (SUSA) 0.0 $347k 2.7k 126.75
At&t (T) 0.0 $346k 12k 28.94
salesforce (CRM) 0.0 $339k 1.2k 272.70
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $333k 3.9k 85.21
Travelers Companies (TRV) 0.0 $332k 1.2k 267.52
Marvell Technology (MRVL) 0.0 $331k 4.3k 77.40
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $325k 2.4k 133.29
Qualcomm (QCOM) 0.0 $323k 2.0k 159.29
Nextera Energy (NEE) 0.0 $321k 4.6k 69.42
Progressive Corporation (PGR) 0.0 $318k 1.2k 266.86
California Water Service (CWT) 0.0 $316k 6.9k 45.48
Loews Corporation (L) 0.0 $311k 3.4k 91.66
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $310k 3.3k 94.77
Pepsi (PEP) 0.0 $304k 2.3k 132.06
Palo Alto Networks (PANW) 0.0 $299k 1.5k 204.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $291k 1.5k 194.18
Bristol Myers Squibb (BMY) 0.0 $286k 6.2k 46.29
Micron Technology (MU) 0.0 $285k 2.3k 123.25
Marathon Petroleum Corp (MPC) 0.0 $284k 1.7k 166.11
Quad / Graphics Com Cl A (QUAD) 0.0 $284k 50k 5.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $283k 3.2k 89.06
First Solar (FSLR) 0.0 $283k 1.7k 165.54
Vanguard World Inf Tech Etf (VGT) 0.0 $278k 419.00 663.89
Ishares Tr S&p 100 Etf (OEF) 0.0 $274k 900.00 304.35
Comcast Corp Cl A (CMCSA) 0.0 $271k 7.6k 35.69
Nike CL B (NKE) 0.0 $268k 3.8k 71.04
3M Company (MMM) 0.0 $266k 1.7k 152.24
Comerica Incorporated (CMA) 0.0 $266k 4.5k 59.65
Ge Vernova (GEV) 0.0 $262k 495.00 529.15
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $258k 5.0k 52.10
Blackstone Group Inc Com Cl A (BX) 0.0 $252k 1.7k 149.58
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $247k 6.1k 40.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $241k 9.1k 26.50
Mondelez Intl Cl A (MDLZ) 0.0 $240k 3.6k 67.44
Mr Cooper Group 0.0 $240k 1.6k 149.21
Target Corporation (TGT) 0.0 $239k 2.4k 98.64
Goldman Sachs Bdc SHS (GSBD) 0.0 $232k 21k 11.25
Sony Group Corp Sponsored Adr (SONY) 0.0 $231k 8.9k 26.03
Stryker Corporation (SYK) 0.0 $231k 583.00 395.63
AFLAC Incorporated (AFL) 0.0 $229k 2.2k 105.46
W.W. Grainger (GWW) 0.0 $229k 220.00 1040.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $228k 1.7k 134.79
Entergy Corporation (ETR) 0.0 $226k 2.7k 83.12
Harmony Gold Mining Sponsored Adr (HMY) 0.0 $226k 16k 13.97
Atlassian Corporation Cl A (TEAM) 0.0 $223k 1.1k 203.09
Companhia Paranaense De Ener Spon Ads (ELP) 0.0 $222k 24k 9.13
Corning Incorporated (GLW) 0.0 $222k 4.2k 52.59
Edwards Lifesciences (EW) 0.0 $221k 2.8k 78.21
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $221k 4.5k 48.65
Honeywell International (HON) 0.0 $220k 943.00 232.88
Lockheed Martin Corporation (LMT) 0.0 $218k 470.00 463.14
FedEx Corporation (FDX) 0.0 $216k 950.00 227.31
Arthur J. Gallagher & Co. (AJG) 0.0 $216k 674.00 320.12
Southern Company (SO) 0.0 $216k 2.3k 91.83
American Tower Reit (AMT) 0.0 $213k 965.00 221.02
Union Pacific Corporation (UNP) 0.0 $211k 918.00 230.08
Goldman Sachs (GS) 0.0 $211k 298.00 707.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $208k 726.00 286.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $207k 3.3k 62.03
Vanguard World Financials Etf (VFH) 0.0 $207k 1.6k 127.30
Danaher Corporation (DHR) 0.0 $206k 1.0k 197.54
Ishares Tr Core Div Grwth (DGRO) 0.0 $205k 3.2k 63.94
Intuitive Surgical Com New (ISRG) 0.0 $202k 371.00 543.41
Cto Realty Growth (CTO) 0.0 $197k 11k 17.26
Arrowhead Pharmaceuticals (ARWR) 0.0 $194k 12k 15.80
Finvolution Group Sponsored Ads (FINV) 0.0 $182k 19k 9.48
United Microelectronics Corp Spon Adr New (UMC) 0.0 $115k 15k 7.65
Pacific Biosciences of California (PACB) 0.0 $60k 49k 1.24