Wealth Architects

Wealth Architects as of Dec. 31, 2025

Portfolio Holdings for Wealth Architects

Wealth Architects holds 240 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.1 $79M 115k 684.94
Flexshares Tr Iboxx 5yr Trgt (TDTF) 6.5 $72M 3.0M 23.96
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $60M 497k 120.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.2 $58M 926k 62.47
Vanguard Specialized Funds Div App Etf (VIG) 4.9 $54M 245k 219.78
Lam Research Corp Com New (LRCX) 4.1 $45M 263k 171.18
Spdr Index Shs Fds S&p Gblinf Etf (GII) 4.1 $45M 645k 69.77
Apple (AAPL) 4.0 $45M 164k 271.86
Dimensional Etf Trust Internatnal Val (DFIV) 3.3 $37M 734k 49.90
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.0 $33M 711k 46.59
Vanguard Index Fds Value Etf (VTV) 2.6 $29M 150k 190.99
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $28M 133k 211.79
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.1 $24M 166k 141.06
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.1 $23M 223k 101.98
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.0 $23M 661k 34.21
Vanguard Index Fds Large Cap Etf (VV) 1.9 $21M 67k 314.80
Ishares Tr Core Msci Eafe (IEFA) 1.9 $21M 232k 89.46
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.7 $19M 200k 93.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $18M 27k 681.92
Vanguard Index Fds Small Cp Etf (VB) 1.4 $16M 62k 257.95
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $14M 180k 77.53
Ishares Tr Esg Aware Msci (ESML) 1.2 $13M 280k 45.98
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $13M 110k 113.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $12M 25k 502.65
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.1 $12M 129k 95.09
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.1 $12M 269k 43.43
Meta Platforms Cl A (META) 0.9 $10M 15k 660.10
Microsoft Corporation (MSFT) 0.9 $10M 21k 483.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $9.8M 66k 148.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $8.1M 335k 24.04
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $6.8M 259k 26.42
Broadcom (AVGO) 0.6 $6.7M 19k 346.11
Dimensional Etf Trust International (DFSI) 0.6 $6.7M 155k 42.84
Dimensional Etf Trust Emerging Markets (DFSE) 0.6 $6.5M 158k 41.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $6.3M 19k 335.27
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $6.1M 154k 39.59
Ishares Tr Eafe Value Etf (EFV) 0.5 $5.7M 79k 71.41
Alphabet Cap Stk Cl C (GOOG) 0.5 $5.7M 18k 313.80
NVIDIA Corporation (NVDA) 0.5 $5.7M 30k 186.50
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $4.9M 103k 47.85
Ishares Tr Ultra Short Dur (ICSH) 0.4 $4.9M 97k 50.58
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $4.5M 137k 32.73
Palantir Technologies Cl A (PLTR) 0.4 $4.3M 24k 177.75
JPMorgan Chase & Co. (JPM) 0.4 $4.2M 13k 322.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $4.2M 54k 78.81
Rocket Lab Corp (RKLB) 0.4 $4.2M 60k 69.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $4.2M 56k 74.07
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $4.1M 143k 28.48
Amazon (AMZN) 0.4 $4.0M 17k 230.82
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $3.6M 34k 106.70
Caterpillar (CAT) 0.3 $3.4M 5.9k 572.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $3.4M 5.4k 627.11
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.2M 10k 313.00
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.3 $3.2M 59k 54.15
Flexshares Tr Stoxx Globr Inf (NFRA) 0.3 $3.1M 52k 60.51
Eli Lilly & Co. (LLY) 0.3 $3.0M 2.8k 1074.68
Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $2.8M 35k 81.01
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $2.7M 15k 181.21
Tesla Motors (TSLA) 0.2 $2.6M 5.8k 449.72
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $2.4M 39k 61.36
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $2.2M 22k 100.38
Home Depot (HD) 0.2 $2.2M 6.3k 344.10
Ishares Tr Russell 3000 Etf (IWV) 0.2 $2.1M 5.4k 386.85
Wal-Mart Stores (WMT) 0.2 $2.1M 19k 111.41
Exxon Mobil Corporation (XOM) 0.2 $2.0M 17k 120.34
Procter & Gamble Company (PG) 0.2 $1.9M 13k 143.31
Advanced Micro Devices (AMD) 0.2 $1.9M 8.7k 214.16
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.8M 7.5k 246.17
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $1.8M 13k 143.97
Cisco Systems (CSCO) 0.2 $1.8M 23k 77.03
UnitedHealth (UNH) 0.2 $1.7M 5.2k 330.08
Snowflake Com Shs (SNOW) 0.1 $1.6M 7.5k 219.36
Johnson & Johnson (JNJ) 0.1 $1.6M 7.8k 206.95
Bank of America Corporation (BAC) 0.1 $1.6M 29k 55.00
Raytheon Technologies Corp (RTX) 0.1 $1.6M 8.5k 183.41
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.5M 2.00 754800.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.5M 2.4k 614.34
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.5M 34k 44.17
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.5M 57k 26.23
Merck & Co (MRK) 0.1 $1.4M 13k 105.26
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $1.4M 30k 45.53
Welltower Inc Com reit (WELL) 0.1 $1.3M 6.9k 185.61
International Business Machines (IBM) 0.1 $1.3M 4.2k 296.20
Philip Morris International (PM) 0.1 $1.2M 7.6k 160.40
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $1.2M 12k 97.76
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.2M 3.1k 373.45
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.2M 4.0k 290.22
Kla Corp Com New (KLAC) 0.1 $1.1M 932.00 1214.90
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.1M 2.3k 487.87
Costco Wholesale Corporation (COST) 0.1 $1.1M 1.3k 862.59
Anthem (ELV) 0.1 $1.1M 3.1k 350.55
Intel Corporation (INTC) 0.1 $1.1M 29k 36.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.1M 2.2k 473.30
Visa Com Cl A (V) 0.1 $1.1M 3.0k 350.68
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.0M 14k 73.56
Abbvie (ABBV) 0.1 $1.0M 4.6k 228.49
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.1 $1.0M 21k 50.38
Wec Energy Group (WEC) 0.1 $1.0M 9.7k 105.46
Manulife Finl Corp (MFC) 0.1 $1.0M 28k 36.28
Blackrock (BLK) 0.1 $1.0M 943.00 1070.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $976k 30k 32.62
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $963k 6.8k 141.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $953k 13k 75.44
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $952k 18k 52.72
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $930k 12k 75.77
McDonald's Corporation (MCD) 0.1 $916k 3.0k 305.68
Flexshares Tr Mstar Emkt Fac (TLTE) 0.1 $896k 14k 63.86
Applied Materials (AMAT) 0.1 $892k 3.5k 256.99
McGrath Rent (MGRC) 0.1 $882k 8.4k 104.93
Chevron Corporation (CVX) 0.1 $864k 5.7k 152.41
Astera Labs (ALAB) 0.1 $848k 5.1k 166.36
Automatic Data Processing (ADP) 0.1 $839k 3.3k 257.22
Kinder Morgan (KMI) 0.1 $832k 30k 27.49
Texas Instruments Incorporated (TXN) 0.1 $823k 4.7k 173.49
Arrowhead Pharmaceuticals (ARWR) 0.1 $815k 12k 66.39
American Express Company (AXP) 0.1 $777k 2.1k 369.96
Wells Fargo & Company (WFC) 0.1 $769k 8.3k 93.20
Gilead Sciences (GILD) 0.1 $751k 6.1k 122.74
Abbott Laboratories (ABT) 0.1 $750k 6.0k 125.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $746k 2.5k 303.89
Mastercard Incorporated Cl A (MA) 0.1 $742k 1.3k 570.88
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $717k 19k 38.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $699k 13k 53.76
Micron Technology (MU) 0.1 $690k 2.4k 285.41
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $688k 3.3k 209.10
Accenture Plc Ireland Shs Class A (ACN) 0.1 $672k 2.5k 268.29
Ishares Core Msci Emkt (IEMG) 0.1 $654k 9.7k 67.22
Thermo Fisher Scientific (TMO) 0.1 $653k 1.1k 579.25
Oracle Corporation (ORCL) 0.1 $653k 3.3k 194.88
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $606k 3.2k 191.56
Altria (MO) 0.1 $603k 11k 57.66
Intuit (INTU) 0.1 $600k 905.00 662.78
Spdr Series Trust State Street Spd (BIL) 0.1 $578k 6.3k 91.37
Consolidated Edison (ED) 0.1 $566k 5.7k 99.32
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $543k 9.9k 54.77
AmerisourceBergen (COR) 0.0 $533k 1.6k 337.75
Ge Aerospace Com New (GE) 0.0 $533k 1.7k 308.03
Netflix (NFLX) 0.0 $532k 5.7k 93.76
Barclays Adr (BCS) 0.0 $532k 21k 25.45
Flexshares Tr M Star Dev Mkt (TLTD) 0.0 $509k 5.5k 92.72
Verizon Communications (VZ) 0.0 $499k 12k 40.73
Amgen (AMGN) 0.0 $493k 1.5k 327.34
American Water Works (AWK) 0.0 $482k 3.7k 130.50
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $481k 13k 36.21
Select Sector Spdr Tr State Street Con (XLY) 0.0 $481k 4.0k 119.41
Ishares Tr Msci Eafe Etf (EFA) 0.0 $462k 4.8k 96.04
Eaton Corp SHS (ETN) 0.0 $436k 1.4k 318.51
Rubrik Cl A (RBRK) 0.0 $434k 5.7k 76.48
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $429k 2.7k 160.98
Coca-Cola Company (KO) 0.0 $425k 6.1k 69.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $402k 666.00 603.28
Airbnb Com Cl A (ABNB) 0.0 $395k 2.9k 135.71
First Solar (FSLR) 0.0 $385k 1.5k 261.23
Molina Healthcare (MOH) 0.0 $382k 2.2k 173.54
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $381k 1.5k 248.69
Ishares Tr Esg Optimized (SUSA) 0.0 $381k 2.7k 139.34
Air Products & Chemicals (APD) 0.0 $380k 1.5k 247.02
Nextera Energy (NEE) 0.0 $375k 4.7k 80.28
Adobe Systems Incorporated (ADBE) 0.0 $368k 1.1k 349.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $368k 13k 27.43
Travelers Companies (TRV) 0.0 $367k 1.3k 289.97
Waste Management (WM) 0.0 $366k 1.7k 219.71
Imperial Oil Com New (IMO) 0.0 $363k 4.2k 86.31
Comerica Incorporated 0.0 $362k 4.2k 86.93
Loews Corporation (L) 0.0 $362k 3.4k 105.31
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $361k 3.9k 92.30
Cadence Design Systems (CDNS) 0.0 $360k 1.2k 312.58
salesforce (CRM) 0.0 $352k 1.3k 264.92
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $350k 2.4k 143.53
Qualcomm (QCOM) 0.0 $350k 2.0k 171.08
S&p Global (SPGI) 0.0 $349k 667.00 522.59
Walt Disney Company (DIS) 0.0 $340k 3.0k 113.78
Corning Incorporated (GLW) 0.0 $338k 3.9k 87.56
Ishares Gold Tr Ishares New (IAU) 0.0 $322k 4.0k 81.17
Quad / Graphics Com Cl A (QUAD) 0.0 $315k 50k 6.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $315k 1.5k 210.29
Bristol Myers Squibb (BMY) 0.0 $315k 5.8k 53.94
Ishares Tr S&p 100 Etf (OEF) 0.0 $309k 900.00 342.97
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $308k 3.3k 93.89
California Water Service (CWT) 0.0 $306k 7.1k 43.33
Solventum Corp Com Shs (SOLV) 0.0 $303k 3.8k 79.24
Ge Vernova (GEV) 0.0 $302k 462.00 653.57
TJX Companies (TJX) 0.0 $301k 2.0k 153.61
Spdr Gold Tr Gold Shs (GLD) 0.0 $298k 753.00 396.31
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $295k 5.0k 59.28
Vanguard World Inf Tech Etf (VGT) 0.0 $288k 382.00 754.60
Progressive Corporation (PGR) 0.0 $287k 1.3k 227.72
FedEx Corporation (FDX) 0.0 $279k 967.00 288.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $275k 3.1k 88.49
Pepsi (PEP) 0.0 $272k 1.9k 143.55
Harmony Gold Mining Sponsored Adr (HMY) 0.0 $272k 14k 19.90
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $271k 6.1k 44.41
Marvell Technology (MRVL) 0.0 $269k 3.2k 84.98
Morgan Stanley Com New (MS) 0.0 $268k 1.5k 177.53
Goldman Sachs (GS) 0.0 $267k 304.00 879.00
Roku Com Cl A (ROKU) 0.0 $261k 2.4k 108.49
Citigroup Com New (C) 0.0 $261k 2.2k 116.69
Amphenol Corp Cl A (APH) 0.0 $258k 1.9k 135.14
Companhia Paranaense De Ener Sponsored Ads (ELPC) 0.0 $257k 27k 9.51
3M Company (MMM) 0.0 $252k 1.6k 160.10
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $245k 2.5k 99.87
Cummins (CMI) 0.0 $244k 478.00 510.45
Nike CL B (NKE) 0.0 $244k 3.8k 63.70
Edwards Lifesciences (EW) 0.0 $242k 2.8k 85.25
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $242k 1.6k 154.80
AFLAC Incorporated (AFL) 0.0 $238k 2.2k 110.27
Danaher Corporation (DHR) 0.0 $236k 1.0k 228.92
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $235k 726.00 323.19
CVS Caremark Corporation (CVS) 0.0 $231k 2.9k 79.37
W.W. Grainger (GWW) 0.0 $226k 224.00 1009.05
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $226k 820.00 275.39
Teck Resources CL B (TECK) 0.0 $224k 4.7k 47.89
Unity Software (U) 0.0 $224k 5.1k 44.17
Analog Devices (ADI) 0.0 $223k 822.00 271.17
Ishares Tr Core Div Grwth (DGRO) 0.0 $223k 3.2k 69.42
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $222k 4.5k 48.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $221k 3.3k 66.01
Pfizer (PFE) 0.0 $219k 8.8k 24.90
Entergy Corporation (ETR) 0.0 $219k 2.4k 92.43
Capital One Financial (COF) 0.0 $218k 901.00 242.36
Vanguard World Financials Etf (VFH) 0.0 $217k 1.6k 133.49
Intuitive Surgical Com New (ISRG) 0.0 $217k 383.00 565.66
American Electric Power Company (AEP) 0.0 $215k 1.9k 115.31
Comcast Corp Cl A (CMCSA) 0.0 $215k 7.2k 29.89
Marathon Petroleum Corp (MPC) 0.0 $213k 1.3k 162.63
Palo Alto Networks (PANW) 0.0 $210k 1.1k 184.20
Cto Realty Growth (CTO) 0.0 $210k 11k 18.41
At&t (T) 0.0 $208k 8.4k 24.84
Southern Company (SO) 0.0 $205k 2.3k 87.20
Lockheed Martin Corporation (LMT) 0.0 $204k 422.00 483.67
Union Pacific Corporation (UNP) 0.0 $204k 882.00 231.32
Steel Dynamics (STLD) 0.0 $204k 1.2k 169.45
Stryker Corporation (SYK) 0.0 $204k 580.00 351.47
Te Connectivity Ord Shs (TEL) 0.0 $204k 895.00 227.51
Goldman Sachs Bdc SHS (GSBD) 0.0 $191k 21k 9.28
Blue Owl Technology Fin Corp Common Stock (OTF) 0.0 $167k 12k 14.54
United Microelectronics Corp Spon Adr New (UMC) 0.0 $118k 15k 7.86
Silverback Therapeutics (SPRY) 0.0 $117k 10k 11.65
Finvolution Group Sponsored Ads (FINV) 0.0 $100k 19k 5.23
Pacific Biosciences of California (PACB) 0.0 $91k 49k 1.87