Wealth Architects

Wealth Architects as of March 31, 2026

Portfolio Holdings for Wealth Architects

Wealth Architects holds 244 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Equities (IVV) 6.7 $76M 116k 653.21
Flexshares Iboxx 5yr Target Dur Tips Etf Equities (TDTF) 6.7 $75M 3.1M 24.11
Ishares Core S&p Small Cap Etf Equities (IJR) 5.6 $63M 506k 124.31
Lam Research Corp Equities (LRCX) 5.0 $56M 263k 213.66
Vanguard Dividend Appreciation Etf Equities (VIG) 4.8 $54M 251k 215.06
Vanguard Ftse Developed Markets Etf Equities (VEA) 4.8 $54M 836k 64.08
Spdr S&p Global Infrastructure Etf Equities (GII) 4.4 $50M 653k 76.02
Apple Equities (AAPL) 3.5 $39M 154k 253.79
Dfa International Value Etf Equities (DFIV) 3.4 $38M 726k 52.78
Dfa Tax-managed Us Marketwide Value Ii Equities (DFUV) 3.0 $34M 700k 48.46
Vanguard Value Etf Equities (VTV) 2.6 $29M 146k 196.20
Vanguard Small Cap Value Etf Equities (VBR) 2.6 $29M 132k 217.25
Dimensional Us Large Cap Value Etf Equities (DFLV) 2.2 $25M 697k 35.71
Avantis Us Small Cap Value Etf Equities (AVUV) 2.2 $25M 224k 110.47
Vanguard Total World Stock Index Equities (VT) 2.1 $23M 169k 138.32
Ishares Core Msci Eafe Equities (IEFA) 1.8 $21M 226k 90.53
Avantis Internatnl Sml Cp Vl Etf Equities (AVDV) 1.8 $20M 198k 99.86
Vanguard Large-cap Etf Equities (VV) 1.7 $19M 64k 298.85
Spdr S&p 500 Etf Trust Equities (SPY) 1.6 $18M 27k 650.33
Vanguard Small-cap Etf Equities (VB) 1.4 $16M 61k 261.92
Ishares Msci Eafe Small Cap Index Equities (SCZ) 1.2 $14M 175k 78.41
Ishares Esg Aware Msci Usa Small-cap Etf Equities (ESML) 1.2 $13M 283k 47.02
Ishares S&p Smallcap600 Value Index Equities (IJS) 1.2 $13M 110k 118.45
Ishares Esg Aware Msci Eafe Etf Equities (ESGD) 1.1 $13M 131k 95.62
Dfa Us Sustainability Core 1 Etf Equities (DFSU) 1.0 $11M 267k 41.09
Berkshire Hathaway Incdel Cl B Equities (BRK.B) 0.9 $10M 21k 479.20
Ishares Esg Msci Usa Etf Equities (ESGU) 0.9 $9.9M 70k 141.42
Meta Platforms Inc Class A Equities (META) 0.8 $8.8M 15k 572.14
Schwab International Equity Etf Equities (SCHF) 0.7 $8.3M 334k 24.75
Microsoft Corp Equities (MSFT) 0.7 $7.6M 21k 370.18
Dimensionl Global Real Estate Etf Equities (DFGR) 0.6 $7.2M 269k 26.58
Dimensnl Emg Mrkt Sus Core 1 Etf Equities (DFSE) 0.6 $6.6M 156k 42.37
Dfa Intl Sustainability Core 1 Etf Equities (DFSI) 0.6 $6.4M 152k 42.40
Dfa Us Core Equity 2 Etf Equities (DFAC) 0.6 $6.4M 164k 38.86
Broadcom Equities (AVGO) 0.5 $6.1M 20k 309.52
Vanguard Total Stk Mkt Etf Equities (VTI) 0.5 $6.0M 19k 320.81
Ishares Esg Us Aggregate Bond Etf Equities (EAGG) 0.5 $5.5M 116k 47.55
Dimensional International High Pbly Etf Equities (DIHP) 0.5 $5.5M 169k 32.22
Alphabet Inc Class C Equities (GOOG) 0.5 $5.4M 19k 286.87
Ishares Ultra Short-term Bond Etf Equities (ICSH) 0.5 $5.4M 107k 50.62
Ishares Msci Eafe Value Index Equities (EFV) 0.5 $5.3M 72k 74.35
Nvidia Corp Equities (NVDA) 0.4 $4.8M 27k 174.40
Dfa World Ex Us Core Etf Equities (DFAX) 0.4 $4.6M 134k 33.97
Vanguard Short-term Bond Etf Equities (BSV) 0.4 $4.2M 53k 78.41
Schwab Us Small Cap Etf Equities (SCHA) 0.4 $4.1M 143k 29.08
Caterpillar Equities (CAT) 0.4 $4.1M 5.8k 708.44
Vanguard Total Bond Market Etf Equities (BND) 0.4 $4.0M 55k 73.64
Jpmorgan Chase & Co Equities (JPM) 0.3 $3.8M 13k 294.15
Rocket Lab Usa Equities (RKLB) 0.3 $3.8M 59k 64.22
Ishares Short-term National Muni Bond Equities (SUB) 0.3 $3.7M 35k 106.50
Amazon.com Equities (AMZN) 0.3 $3.7M 18k 208.26
Palantir Technologies Inc Ordinary Shares - Class Equities (PLTR) 0.3 $3.6M 24k 146.28
Proshares Dj Brookfield Global Infra Equities (TOLZ) 0.3 $3.4M 56k 59.98
Vanguard S&p 500 Etf Equities (VOO) 0.3 $3.3M 5.6k 597.57
Alphabet Inc Class A Equities (GOOGL) 0.3 $3.0M 10k 287.55
Flexshares Stoxx Global Broad Infras Etf Equities (NFRA) 0.3 $2.9M 45k 63.95
Exxon Mobil Corp Equities (XOM) 0.3 $2.8M 17k 169.66
Ishares Tr Russell2000 Value Index Equities (IWN) 0.3 $2.8M 15k 189.59
Eli Lilly And Equities (LLY) 0.2 $2.7M 2.9k 919.90
Wisdomtree International Small Cap Div Etf Equities (DLS) 0.2 $2.6M 32k 81.50
Ishares S&p Global Infrastructure Index Equities (IGF) 0.2 $2.6M 38k 67.00
Wal-mart Stores Equities (WMT) 0.2 $2.4M 19k 124.28
Tesla Motors Equities (TSLA) 0.2 $2.2M 5.8k 371.75
Ishares 0 To 3 Mnth Treasury Bnd Etf Equities (SGOV) 0.2 $2.1M 21k 100.66
Home Depot Equities (HD) 0.2 $2.0M 6.1k 328.89
Ishares Russell 3000 Index Equities (IWV) 0.2 $2.0M 5.4k 370.68
Johnson & Johnson Equities (JNJ) 0.2 $2.0M 8.0k 244.43
Procter & Gamble Equities (PG) 0.2 $1.9M 14k 144.44
Ishares Tr Russell 2000index Equities (IWM) 0.2 $1.9M 7.6k 247.99
Cisco Sys Equities (CSCO) 0.2 $1.8M 23k 77.59
Merck And Equities (MRK) 0.1 $1.6M 13k 120.29
Raytheon Technologies Ord Equities (RTX) 0.1 $1.6M 8.3k 192.91
Technology Select Sector Spdr Etf Equities (XLK) 0.1 $1.6M 12k 132.90
Ishares Esg Msci Em Etf Equities (ESGE) 0.1 $1.5M 34k 45.47
Unitedhealth Group Equities (UNH) 0.1 $1.5M 5.6k 270.61
Schwab Us Broad Market Etf Equities (SCHB) 0.1 $1.5M 59k 25.10
Powershares Qqq Trust Series 1 Equities (QQQ) 0.1 $1.5M 2.5k 577.22
Bank Of America Corp Equities (BAC) 0.1 $1.4M 30k 48.75
Berkshire Hathaway Inc A Equities (BRK.A) 0.1 $1.4M 2.00 718140.00
Schwab International Small-cap Equity Etf Equities (SCHC) 0.1 $1.4M 30k 46.74
Welltower Equities (WELL) 0.1 $1.4M 6.9k 197.71
Kla-tencor Corp Frmly Kla Instrument Corp Equities (KLAC) 0.1 $1.3M 910.00 1472.28
Intel Corp Equities (INTC) 0.1 $1.3M 29k 44.13
Costco Wholesale Corp Equities (COST) 0.1 $1.3M 1.3k 996.72
Phillip Morris Intl Equities (PM) 0.1 $1.3M 7.7k 165.34
Vanguard S&p Small-cap 600 Value Index Etf Equities (VIOV) 0.1 $1.2M 12k 101.74
Chevron Corp Equities (CVX) 0.1 $1.2M 5.7k 206.90
Applied Materials Equities (AMAT) 0.1 $1.2M 3.4k 341.79
Snowflake Cl A Ord Equities (SNOW) 0.1 $1.2M 7.6k 150.82
Vanguard Mid Cap Etf Equities (VO) 0.1 $1.1M 4.0k 287.18
Wec Energy Group Equities (WEC) 0.1 $1.1M 9.7k 115.77
Abbvie Equities (ABBV) 0.1 $1.1M 5.1k 217.47
Intl Business Mach Equities (IBM) 0.1 $1.1M 4.6k 242.37
Ishares Tr Russell 1000 Index Equities (IWB) 0.1 $1.1M 3.1k 356.57
Jpmorgan Sustainable Muni Income Etf Equities (JMSI) 0.1 $1.1M 22k 49.75
Vanguard Intl Equity Indexfd Inc Ftse All- Equities (VEU) 0.1 $1.1M 14k 75.10
Vanguard Growth Etf Equities (VUG) 0.1 $1.0M 2.4k 436.81
Kinder Morgan Equities (KMI) 0.1 $1.0M 30k 33.53
Advanced Micro Devices Equities (AMD) 0.1 $1.0M 4.9k 203.43
Avantis Us Large Cap Value Etf Equities (AVLV) 0.1 $989k 12k 80.61
Vanguard Total Intl Stock Etf Equities (VXUS) 0.1 $974k 13k 77.11
Manulife Finl Corp Isin#ca56501r1064 Sedol Equities (MFC) 0.1 $967k 28k 34.44
Ishares Tr Russell 1000growth Index Equities (IWF) 0.1 $957k 2.2k 426.40
Schwab Us Large-cap Growth Equities (SCHG) 0.1 $943k 32k 29.13
Ishares All-country World International Equities (ACWI) 0.1 $941k 6.8k 138.38
Texas Instruments Equities (TXN) 0.1 $933k 4.8k 194.14
Mcdonalds Corp Equities (MCD) 0.1 $932k 3.0k 310.78
Mcgrath Rentcorp Equities (MGRC) 0.1 $927k 8.4k 110.28
Flexshares Mstar Em Factor Tilt Etf Equities (TLTE) 0.1 $916k 14k 67.21
Visa Equities (V) 0.1 $909k 3.0k 302.21
Blackrock Equities (BLK) 0.1 $909k 945.00 961.71
Spdr Barclays Capital 1-3 Month T-bill Equities (BIL) 0.1 $909k 9.9k 91.64
Anthem Equities (ELV) 0.1 $896k 3.1k 292.75
Microntechnology Equities (MU) 0.1 $855k 2.5k 337.84
Taiwan Semiconductor Manufacturing Equities (TSM) 0.1 $819k 2.4k 337.95
Arrowhead Pharmaceuticals Equities (ARWR) 0.1 $768k 12k 62.70
Dfa Int'l Core Equity Etf Equities (DFAI) 0.1 $734k 19k 38.96
Proshares Ultrapro Qqq Equities (TQQQ) 0.1 $728k 18k 41.68
Vanguard Ftse Emerging Markets Etf Equities (VWO) 0.1 $694k 13k 54.05
Vanguard Total Intl Bond Index Etf Equities (BNDX) 0.1 $692k 14k 48.05
Altria Group Equities (MO) 0.1 $690k 11k 65.99
Ishares Core Msci Emerging Markets Equities (IEMG) 0.1 $677k 9.7k 69.75
Vanguard Extended Market Idx Equities (VXF) 0.1 $676k 3.3k 205.78
Wells Fargo & Co Equities (WFC) 0.1 $650k 8.2k 79.61
Consolidated Edison Hldg Equities (ED) 0.1 $644k 5.7k 113.17
Mastercard Inc Cl A Equities (MA) 0.1 $641k 1.3k 499.85
Americanexpress Equities (AXP) 0.1 $633k 2.1k 302.49
Automaticdata Processing Equities (ADP) 0.1 $628k 3.1k 203.17
Verizon Communications Equities (VZ) 0.1 $627k 13k 50.20
Guggenheim S&p 500 Equal Weight Index Fund Equities (RSP) 0.1 $614k 3.2k 191.92
Abbott Laboratories Equities (ABT) 0.1 $612k 6.0k 102.67
Astera Labs Equities (ALAB) 0.0 $559k 5.1k 109.60
Gilead Sciences Equities (GILD) 0.0 $550k 3.9k 139.37
Thermo Fisher Scientific Equities (TMO) 0.0 $548k 1.1k 491.35
Imperial Oil Equities (IMO) 0.0 $543k 4.1k 130.82
American Water Works Company Equities (AWK) 0.0 $517k 3.8k 136.09
Corning Equities (GLW) 0.0 $516k 3.8k 135.97
Amgen Equities (AMGN) 0.0 $508k 1.4k 351.88
Eaton Corp Equities (ETN) 0.0 $500k 1.4k 357.67
General Electric Equities (GE) 0.0 $499k 1.8k 283.77
Cencora Equities (COR) 0.0 $493k 1.6k 314.14
Flexshares Mstar Devmkts Factor Tilt Etf Equities (TLTD) 0.0 $490k 5.2k 93.99
Financial Select Sector Spdr Equities (XLF) 0.0 $489k 9.9k 49.37
Nushares Esg Intl Dev Mkts Eq Etf Equities (NUDM) 0.0 $480k 13k 36.11
Ishares Gold Trust Etf Equities (IAU) 0.0 $478k 5.4k 88.16
Oracle Corporation Equities (ORCL) 0.0 $476k 3.2k 147.10
Ishares Tr Mscieafe Index Equities (EFA) 0.0 $467k 4.8k 97.14
Coca Cola Equities (KO) 0.0 $463k 6.1k 76.05
Air Products And Chemicals Equities (APD) 0.0 $456k 1.6k 290.49
Consumer Discretionary Select Sect Spdr Equities (XLY) 0.0 $439k 4.0k 108.98
Barclays Equities (BCS) 0.0 $438k 21k 21.16
Nextera Energy Equities (NEE) 0.0 $433k 4.7k 92.88
Netflix Equities (NFLX) 0.0 $430k 4.5k 96.15
Schwab US Dividend Equity ETF Equities (SCHD) 0.0 $412k 13k 30.68
S & P Mid Cap 400 Deprcpts Mid Cap Spdrs Equities (MDY) 0.0 $411k 666.00 616.76
Ge Vernova Equities (GEV) 0.0 $401k 459.00 872.90
Fifth Third Bancorp Equities (FITB) 0.0 $396k 8.5k 46.46
Waste Management Equities (WM) 0.0 $382k 1.7k 229.79
Loews Corp Equities (L) 0.0 $378k 3.5k 106.74
Accenture Ltd Bermuda Cl A Equities (ACN) 0.0 $374k 1.9k 198.24
Airbnb Equities (ABNB) 0.0 $367k 2.9k 126.29
Vanguard Russell 1000 Value Etf Equities (VONV) 0.0 $367k 3.9k 93.74
Travelers Cos Equities (TRV) 0.0 $361k 1.2k 291.68
Ishares Msci Usa Esg Select Etf Equities (SUSA) 0.0 $361k 2.7k 132.10
Flexshares Mstar Us Mkt Factor Tilt Etf Equities (TILT) 0.0 $350k 1.4k 241.37
Bristol Myers Squibb Equities (BMY) 0.0 $349k 5.8k 60.65
Vanguard High Dividend Yield Index Etf Equities (VYM) 0.0 $346k 2.3k 148.09
Fedexcorp Equities (FDX) 0.0 $346k 972.00 356.18
Intuit Equities (INTU) 0.0 $340k 787.00 432.38
Quad/graphics Equities (QUAD) 0.0 $332k 50k 6.61
Ishares Russell 1000 Value Index Equities (IWD) 0.0 $320k 1.5k 213.61
Cadence Design Systems Equities (CDNS) 0.0 $319k 1.1k 277.87
Shopify Inc A Equities (SHOP) 0.0 $318k 2.7k 118.64
Companhia Paranaense De Ads Equities (ELPC) 0.0 $317k 27k 11.94
Marathon Petroleum Corporation Equities (MPC) 0.0 $316k 1.3k 244.18
Molina Healthcare Equities (MOH) 0.0 $314k 2.4k 133.30
Ishares Tr Dow Jones Us Real Estate Indexf Equities (IYR) 0.0 $310k 3.3k 94.56
Disney Walt Co Del Equities (DIS) 0.0 $308k 3.2k 96.39
Tjx Companies Equities (TJX) 0.0 $307k 1.9k 159.70
California Water Service Group Equities (CWT) 0.0 $306k 6.8k 45.34
Pepsico Equities (PEP) 0.0 $305k 2.0k 155.25
Spdr Gold Tr Gold Equities (GLD) 0.0 $303k 705.00 430.29
Marvell Technology Groupltd Isin#bmg5876h1 Equities (MRVL) 0.0 $294k 3.0k 99.05
Aflac Equities (AFL) 0.0 $289k 2.6k 109.71
Ishares S&p 100 Equities (OEF) 0.0 $286k 900.00 318.07
First Solar Equities (FSLR) 0.0 $286k 1.5k 197.26
Spdr Index Shares World Ex Us Etf Equities (SPDW) 0.0 $278k 6.1k 45.65
Target Corp Equities (TGT) 0.0 $276k 2.3k 121.19
S&p Global Equities (SPGI) 0.0 $275k 647.00 425.34
Vanguard Reit Index Etf Equities (VNQ) 0.0 $273k 3.1k 88.70
Invesco S&p 500 Top 50 Etf Equities (XLG) 0.0 $272k 5.0k 54.55
Blue Owl Technology Finance Corp. Equities (OTF) 0.0 $266k 22k 12.39
Entergy Corp Equities (ETR) 0.0 $265k 2.4k 112.36
Vanguard Information Technology Etf Equities (VGT) 0.0 $263k 377.00 698.51
At&t Equities (T) 0.0 $261k 9.0k 28.99
Analog Devices Equities (ADI) 0.0 $257k 807.00 318.28
Lockheed Martin Corp Equities (LMT) 0.0 $254k 421.00 604.39
Goldman Sachs Group Equities (GS) 0.0 $254k 300.00 845.99
Citigroup Equities (C) 0.0 $253k 2.2k 113.41
Cummins Inc Formerly Cummins Engine Inc To Equities (CMI) 0.0 $250k 465.00 538.02
Progressivecorp Ohio Equities (PGR) 0.0 $247k 1.2k 198.21
Comcast Corp New Cl A Equities (CMCSA) 0.0 $246k 8.6k 28.71
Morgan Stanley Equities (MS) 0.0 $245k 1.5k 164.57
American Elec Pwr Equities (AEP) 0.0 $245k 1.9k 131.08
Ww Grainger Equities (GWW) 0.0 $244k 224.00 1090.81
Health Care Select Sector Spdr Equities (XLV) 0.0 $244k 1.7k 146.61
Seagate Technology Equities (STX) 0.0 $239k 610.00 391.76
Amphenol Corp Cla Equities (APH) 0.0 $236k 1.9k 126.35
Teck Resources Equities (TECK) 0.0 $235k 4.5k 51.75
3m Company Equities (MMM) 0.0 $232k 1.6k 145.23
Phillips-van Heusen Corp Equities (PVH) 0.0 $230k 3.3k 69.76
Salesforce.com Equities (CRM) 0.0 $229k 1.2k 186.68
Adobe Sys Equities (ADBE) 0.0 $229k 941.00 243.08
Emerson Electric Equities (EMR) 0.0 $229k 1.7k 131.02
Ishares Tr Russell 2000growth Index Equities (IWO) 0.0 $228k 726.00 313.99
Southern Equities (SO) 0.0 $227k 2.3k 96.52
Ishares Tr S&p Midcap400 Index Equities (IJH) 0.0 $226k 3.3k 67.54
Ishares Core Dividend Growth Etf Equities (DGRO) 0.0 $225k 3.2k 70.18
Edwards Lifesciences Corp Equities (EW) 0.0 $225k 2.8k 80.08
Roblox Corp Com Cl A Equities (RBLX) 0.0 $222k 3.9k 56.56
Valero Energy Corp Equities (VLO) 0.0 $221k 894.00 247.04
Steel Dynamics Equities (STLD) 0.0 $217k 1.2k 180.00
Glaxosmithkline Equities (GSK) 0.0 $216k 3.9k 55.19
Unionpacific Corp Equities (UNP) 0.0 $215k 886.00 242.62
Mondelez Intl Inc Cl A Equities (MDLZ) 0.0 $215k 3.7k 57.64
Rubrik Equities (RBRK) 0.0 $214k 4.4k 48.97
Chicago Mercantile Exchange Hldgs Inc Cl A Equities (CME) 0.0 $212k 718.00 295.35
Deere & Company Equities (DE) 0.0 $211k 375.00 563.30
Consolidated Tomoka Land Equities (CTO) 0.0 $211k 11k 18.49
Cvs Caremark Corp Equities (CVS) 0.0 $211k 2.9k 71.82
Capital One Financial Corp Equities (COF) 0.0 $210k 1.2k 182.43
Mckesson Corp Equities (MCK) 0.0 $209k 241.00 865.36
Avantis International Equity Etf Equities (AVDE) 0.0 $205k 2.4k 84.83
Ishares Barclays Us Aggregate Bond Fund Equities (AGG) 0.0 $205k 2.1k 99.27
Harmony Gold Mining Equities (HMY) 0.0 $204k 13k 15.37
Danaher Corp Equities (DHR) 0.0 $203k 1.1k 189.60
Cloudfare Equities (NET) 0.0 $202k 977.00 206.34
Goldman Sachs Bdc Equities (GSBD) 0.0 $183k 21k 8.88
Herculestech Growth Cap Equities (HTGC) 0.0 $159k 11k 14.77
United Microelectronics Corp Equities (UMC) 0.0 $135k 15k 8.98
Dxc Technology Equities (DXC) 0.0 $129k 10k 12.54
Finvolution Group Equities (FINV) 0.0 $92k 19k 4.79
Solo Brands Equities (SBDS) 0.0 $70k 19k 3.76
Pacific Biosciences Of California Equities (PACB) 0.0 $64k 49k 1.32