AI Portfolio Summary
In 2025 Q4, Wealth Architects, LLC maintained a portfolio of 250 distinct positions. They heavily accumulated shares in FLEXSHARES TR, increasing their position by 7.4%. The fund also reduced its exposure to BROADCOM INC by 10.2%.
Total Positions
250
Quarter
2025 Q4
Top Holding
IVV (7.1%)
Top 10 Concentration
47.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 250
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 7.11% | 7.43% |
#1
Prev: #1
|
5.3 | -2,376 | -2.0% |
P
S
|
115,234 | $78,928,636 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TDTF
FLEXSHARES TR
|
ETF | 6.46% | 6.39% |
#2
Prev: #2
|
6.1 | 204,954 | 7.4% |
P
S
|
2,991,112 | $71,682,008 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 5.38% | 5.45% |
#3
Prev: #3
|
3.7 | 10,545 | 2.2% |
P
S
|
496,572 | $59,678,064 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 5.21% | 5.31% |
#4
Prev: #4
|
3.1 | -13,165 | -1.4% |
P
S
|
925,625 | $57,823,775 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 4.86% | 4.97% |
#5
Prev: #5
|
2.9 | 1,187 | 0.5% |
P
S
|
245,249 | $53,900,908 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 4.06% | 3.33% |
#6
2
Prev: #8
|
2.1 | -168 | -0.1% |
P
S
|
263,272 | $45,066,901 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GII
SPDR INDEX SHS ...
|
ETF | 4.05% | 4.09% |
#7
Prev: #7
|
2.1 | 22,305 | 3.6% |
P
S
|
644,516 | $44,967,903 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 4.02% | 4.24% |
#8
2
Prev: #6
|
2.1 | -12,370 | -7.0% |
P
S
|
164,127 | $44,619,618 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 3.30% | 3.20% |
#9
Prev: #9
|
1.8 | -1,144 | -0.2% |
P
S
|
733,561 | $36,604,715 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 2.98% | 3.01% |
#10
Prev: #10
|
1.7 | -3,163 | -0.4% |
P
S
|
710,843 | $33,118,155 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.58% | 2.68% |
#11
Prev: #11
|
1.5 | -2,611 | -1.7% |
P
S
|
149,683 | $28,587,995 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 2.54% | 2.64% |
#12
Prev: #12
|
1.5 | -1,036 | -0.8% |
P
S
|
132,936 | $28,154,567 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VT
VANGUARD INTL E...
|
ETF | 2.11% | 2.12% |
#13
Prev: #13
|
1.3 | 3,614 | 2.2% |
P
S
|
166,316 | $23,460,544 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 2.05% | 1.88% |
#14
3
Prev: #17
|
2.8 | 23,410 | 11.7% |
P
S
|
223,102 | $22,751,901 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 2.04% | 1.88% |
#15
1
Prev: #16
|
2.8 | 55,148 | 9.1% |
P
S
|
661,399 | $22,626,449 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.89% | 2.02% |
#16
2
Prev: #14
|
1.3 | -2,751 | -4.0% |
P
S
|
66,765 | $21,017,625 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 1.87% | 1.93% |
#17
2
Prev: #15
|
1.2 | -1,839 | -0.8% |
P
S
|
231,844 | $20,740,801 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.69% | 1.64% |
#18
1
Prev: #19
|
1.2 | 4,176 | 2.1% |
P
S
|
199,570 | $18,753,569 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.65% | 1.71% |
#19
1
Prev: #18
|
1.2 | -356 | -1.3% |
P
S
|
26,863 | $18,318,391 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.44% | 1.50% |
#20
Prev: #20
|
1.1 | -586 | -0.9% |
P
S
|
62,056 | $16,007,396 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCZ
ISHARES TR
|
ETF | 1.26% | 1.31% |
#21
Prev: #21
|
1.0 | -998 | -0.6% |
P
S
|
179,965 | $13,952,681 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESML
ISHARES TR
|
ETF | 1.16% | 1.09% |
#22
2
Prev: #24
|
2.5 | 22,689 | 8.8% |
P
S
|
279,907 | $12,870,137 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJS
ISHARES TR
|
ETF | 1.13% | 1.16% |
#23
Prev: #23
|
1.0 | -426 | -0.4% |
P
S
|
110,336 | $12,547,410 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.11% | 1.20% |
#24
2
Prev: #22
|
0.9 | -809 | -3.2% |
P
S
|
24,500 | $12,314,925 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGD
ISHARES TR
|
ETF | 1.11% | 1.03% |
#25
2
Prev: #27
|
2.4 | 11,832 | 10.1% |
P
S
|
129,286 | $12,293,844 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 1.05% | 0.77% |
#26
3
Prev: #29
|
2.9 | 77,324 | 40.3% |
P
S
|
269,411 | $11,700,540 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.91% | 1.07% |
#27
2
Prev: #25
|
0.9 | -121 | -0.8% |
P
S
|
15,280 | $10,086,394 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.90% | 1.04% |
#28
2
Prev: #26
|
0.9 | -609 | -2.9% |
P
S
|
20,578 | $9,952,085 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGU
ISHARES TR
|
ETF | 0.88% | 0.81% |
#29
1
Prev: #28
|
2.4 | 6,936 | 11.8% |
P
S
|
65,846 | $9,809,721 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.73% | 0.74% |
#30
Prev: #30
|
0.8 | -3,237 | -1.0% |
P
S
|
335,089 | $8,055,544 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.62% | 0.60% |
#31
1
Prev: #32
|
2.2 | 24,569 | 10.5% |
P
S
|
258,803 | $6,837,579 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.61% | 0.67% |
#32
1
Prev: #31
|
0.7 | -2,196 | -10.2% |
P
S
|
19,429 | $6,724,534 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.60% | 0.48% |
#33
5
Prev: #38
|
2.7 | 30,854 | 24.8% |
P
S
|
155,234 | $6,650,990 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.59% | 0.57% |
#34
Prev: #34
|
2.2 | 11,294 | 7.7% |
P
S
|
157,775 | $6,544,488 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.56% | 0.58% |
#35
2
Prev: #33
|
0.7 | -153 | -0.8% |
P
S
|
18,671 | $6,259,912 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.55% | 0.55% |
#36
1
Prev: #35
|
0.7 | 3,575 | 2.4% |
P
S
|
153,848 | $6,090,848 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFV
ISHARES TR
|
ETF | 0.51% | 0.51% |
#37
Prev: #37
|
0.7 | -980 | -1.2% |
P
S
|
79,407 | $5,670,461 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.51% | 0.40% |
#38
3
Prev: #41
|
0.7 | 675 | 3.9% |
P
S
|
18,048 | $5,663,402 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.51% | 0.54% |
#39
3
Prev: #36
|
0.7 | -303 | -1.0% |
P
S
|
30,323 | $5,655,162 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EAGG
ISHARES TR
|
ETF | 0.45% | 0.34% |
#40
8
Prev: #48
|
2.7 | 28,066 | 37.2% |
P
S
|
103,438 | $4,949,520 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICSH
ISHARES TR
|
ETF | 0.44% | 0.45% |
#41
1
Prev: #40
|
0.7 | 4,450 | 4.8% |
P
S
|
97,377 | $4,925,307 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.40% | 0.39% |
#42
2
Prev: #44
|
0.7 | 5,175 | 3.9% |
P
S
|
137,004 | $4,484,130 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.39% | 0.46% |
#43
4
Prev: #39
|
0.7 | -2,586 | -9.6% |
P
S
|
24,319 | $4,322,702 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.38% | 0.40% |
#44
1
Prev: #43
|
0.7 | -226 | -1.7% |
P
S
|
13,108 | $4,223,550 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.38% | 0.40% |
#45
3
Prev: #42
|
0.7 | 51 | 0.1% |
P
S
|
53,467 | $4,213,756 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RKLB
ROCKET LAB CORP
|
Industrials | 0.38% | 0.23% |
#46
13
Prev: #59
|
2.2 | 9,484 | 18.7% |
P
S
|
60,238 | $4,202,203 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.37% | 0.37% |
#47
1
Prev: #46
|
2.1 | 3,111 | 5.9% |
P
S
|
56,095 | $4,154,925 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.37% | 0.38% |
#48
3
Prev: #45
|
0.6 | -250 | -0.2% |
P
S
|
143,320 | $4,081,754 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.36% | 0.36% |
#49
2
Prev: #47
|
0.6 | -105 | -0.6% |
P
S
|
17,449 | $4,027,551 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUB
ISHARES TR
|
ETF | 0.32% | 0.31% |
#50
2
Prev: #52
|
2.1 | 3,267 | 10.7% |
P
S
|
33,751 | $3,601,232 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 250 holdings