Wealth Architects

MOUNTAIN VIEW, CAfiles as Wealth Architects, LLC

$1.3bn in 248 US stocks at the end of 30 June 2026. The top 10 are 46.9% of the money. It changed about 5.1% of the portfolio this quarter.

Value

$1.3bn

Stocks

248

Top 10 share

46.9%

Turnover

5.1%

What changed this quarter

New

Bought for the first time this quarter.

SandiskSNDK
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Silicon Motion TechnologySIMO
<0.1% of the fund
Bloom EnergyBE
<0.1% of the fund
ARM HoldingsARM
<0.1% of the fund
Hewlett Packard EnterpriseHPE
<0.1% of the fund
QualcommQCOM
<0.1% of the fund
Arista NetworksANET
<0.1% of the fund
Schwab Strategic TRFNDX
<0.1% of the fund
Delta Air LinesDAL
<0.1% of the fund
SolventumSOLV
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Vanguard World FDVFH
<0.1% of the fund
Ishares TRIJJ
<0.1% of the fund
PNC Financial Services GroupPNC
<0.1% of the fund
FortinetFTNT
<0.1% of the fund
Acco BrandsACCO
<0.1% of the fund

Added

Bought more of a stock they already held.

Flexshares TRTDTF
6.1% of the fund
+4%
Vanguard Specialized FundsVIG
4.8% of the fund
+2%
Dimensional ETF TrustDIHP
1.3% of the fund
+190%
Meta PlatformsMETA
0.7% of the fund
+5%
Dimensional ETF TrustDFGR
0.7% of the fund
+6%
MicrosoftMSFT
0.6% of the fund
+2%
Dimensional ETF TrustDFAC
0.6% of the fund
+4%
Vanguard Index FDSVTI
0.6% of the fund
+8%
AlphabetGOOG
0.5% of the fund
+4%
NvidiaNVDA
0.5% of the fund
+10%
Ishares TRICSH
0.5% of the fund
+7%
Vanguard Index FDSVOO
0.4% of the fund
+43%
Dimensional ETF TrustDFAX
0.4% of the fund
+3%
Amazon.comAMZN
0.4% of the fund
+6%
3MMMM
0.3% of the fund
+1611%
Vanguard BD Index FDSBSV
0.3% of the fund
+5%
Ishares TRSUB
0.3% of the fund
+3%
Eli LillyLLY
0.3% of the fund
+4%
Micron TechnologyMU
0.2% of the fund
+8%
Invesco QQQ TRQQQ
0.2% of the fund
+15%
Johnson & JohnsonJNJ
0.2% of the fund
+3%
Procter & GamblePG
0.2% of the fund
+3%
Vanguard Charlotte FDSBNDX
0.1% of the fund
+87%
Schwab Strategic TRSCHG
<0.1% of the fund
+12%
J P Morgan Exchange Traded FJMSI
<0.1% of the fund
+2%

Cut

Sold some of their stake.

Lam ResearchLRCX
6.1% of the fund
-32%
Vanguard Tax-Managed FDSVEA
3.8% of the fund
-20%
Dimensional ETF TrustDFIV
3.0% of the fund
-3%
Dimensional ETF TrustDFUV
3.0% of the fund
-3%
Vanguard Index FDSVV
1.7% of the fund
-2%
Vanguard Index FDSVB
1.4% of the fund
-3%
Ishares TRESML
1.2% of the fund
-2%
Ishares TRSCZ
1.1% of the fund
-2%
BroadcomAVGO
0.5% of the fund
-13%
CaterpillarCAT
0.4% of the fund
-10%
Ishares TREFV
0.4% of the fund
-3%
Ishares TREAGG
0.4% of the fund
-9%
Vanguard BD Index FDSBND
0.3% of the fund
-9%
Flexshares TRNFRA
0.2% of the fund
-4%
Palantir TechnologiesPLTR
0.2% of the fund
-4%
Ishares TRIGF
0.2% of the fund
-2%
Applied MaterialsAMAT
0.2% of the fund
-4%
TeslaTSLA
0.2% of the fund
-7%
Cisco SystemsCSCO
0.2% of the fund
-15%
Home DepotHD
0.2% of the fund
-3%
Advanced Micro DevicesAMD
0.2% of the fund
-28%
Ishares TRIWM
0.2% of the fund
-13%
Ishares TRSGOV
0.1% of the fund
-29%
Proshares TRTQQQ
0.1% of the fund
-7%
AbbVieABBV
<0.1% of the fund
-6%

Sold out

Sold their entire stake.

Astera LabsALAB
-100%
IntuitINTU
-100%
AT&TT
-100%
PVHPVH
-100%
SalesforceCRM
-100%
AdobeADBE
-100%
Ishares TRDGRO
-100%
RobloxRBLX
-100%
RubrikRBRK
-100%
CME GroupCME
-100%
MckessonMCK
-100%
American Centy ETF TRAVDE
-100%
DanaherDHR
-100%
DXC TechnologyDXC
-100%

Holdings

Ishares TRIVV
Share
6.8%
Value
$86m
Shares
115,487
Held
Lam ResearchLRCX
Share
6.1%
Value
$77m
Shares
178,222
-32%
Flexshares TRTDTF
Share
6.1%
Value
$77m
Shares
3,248,687
+4%
Ishares TRIJR
Share
5.9%
Value
$75m
Shares
505,346
Held
Vanguard Specialized FundsVIG
Share
4.8%
Value
$61m
Shares
256,927
+2%
Spdr Index SHS FDSGII
Share
3.9%
Value
$50m
Shares
656,485
Held
Vanguard Tax-Managed FDSVEA
Share
3.8%
Value
$48m
Shares
672,455
-20%
AppleAAPL
Share
3.5%
Value
$44m
Shares
153,166
Held
Dimensional ETF TrustDFIV
Share
3.0%
Value
$38m
Shares
707,134
-3%
Dimensional ETF TrustDFUV
Share
3.0%
Value
$37m
Shares
679,197
-3%
Vanguard Index FDSVTV
Share
2.5%
Value
$31m
Shares
144,223
Held
Vanguard Index FDSVBR
Share
2.5%
Value
$31m
Shares
129,165
Held
American Centy ETF TRAVUV
Share
2.2%
Value
$28m
Shares
220,640
Held
Dimensional ETF TrustDFLV
Share
2.1%
Value
$27m
Shares
686,834
Held
Vanguard Intl Equity Index FVT
Share
2.1%
Value
$27m
Shares
169,856
Held
Vanguard Index FDSVV
Share
1.7%
Value
$22m
Shares
62,994
-2%
Ishares TRIEFA
Share
1.7%
Value
$22m
Shares
222,992
Held
State STR Spdr S&P 500 ETF TSPY
Share
1.6%
Value
$21m
Shares
27,583
Held
American Centy ETF TRAVDV
Share
1.6%
Value
$20m
Shares
194,456
Held
Vanguard Index FDSVB
Share
1.4%
Value
$18m
Shares
58,944
-3%
Dimensional ETF TrustDIHP
Share
1.3%
Value
$17m
Shares
490,409
+190%
Ishares TRESML
Share
1.2%
Value
$16m
Shares
277,437
-2%
Ishares TRIJS
Share
1.2%
Value
$15m
Shares
108,795
Held
Ishares TRSCZ
Share
1.1%
Value
$14m
Shares
171,066
-2%
Ishares TRESGD
Share
1.1%
Value
$14m
Shares
132,123
Held
Dimensional ETF TrustDFSU
Share
1.0%
Value
$12m
Shares
267,678
Held
Ishares TRESGU
Share
0.9%
Value
$11m
Shares
69,767
Held
Berkshire HathawayBRK-B
Share
0.9%
Value
$11m
Shares
21,534
Held
Schwab Strategic TRSCHF
Share
0.7%
Value
$9m
Shares
332,125
Held
Meta PlatformsMETA
Share
0.7%
Value
$9m
Shares
16,064
+5%
Dimensional ETF TrustDFGR
Share
0.7%
Value
$8m
Shares
284,328
+6%
MicrosoftMSFT
Share
0.6%
Value
$8m
Shares
21,111
+2%
Dimensional ETF TrustDFSE
Share
0.6%
Value
$8m
Shares
154,990
Held
Dimensional ETF TrustDFAC
Share
0.6%
Value
$8m
Shares
170,302
+4%
Vanguard Index FDSVTI
Share
0.6%
Value
$7m
Shares
20,240
+8%
AlphabetGOOG
Share
0.5%
Value
$7m
Shares
19,655
+4%
Dimensional ETF TrustDFSI
Share
0.5%
Value
$7m
Shares
153,263
Held
BroadcomAVGO
Share
0.5%
Value
$6m
Shares
17,172
-13%
NvidiaNVDA
Share
0.5%
Value
$6m
Shares
30,055
+10%
Rocket LabRKLB
Share
0.5%
Value
$6m
Shares
58,728
Held
Ishares TRICSH
Share
0.5%
Value
$6m
Shares
113,799
+7%
CaterpillarCAT
Share
0.4%
Value
$6m
Shares
5,202
-10%
Vanguard Index FDSVOO
Share
0.4%
Value
$5m
Shares
7,944
+43%
Ishares TREFV
Share
0.4%
Value
$5m
Shares
69,055
-3%
Schwab Strategic TRSCHA
Share
0.4%
Value
$5m
Shares
142,080
Held
Dimensional ETF TrustDFAX
Share
0.4%
Value
$5m
Shares
137,541
+3%
Ishares TREAGG
Share
0.4%
Value
$5m
Shares
105,802
-9%
Amazon.comAMZN
Share
0.4%
Value
$4m
Shares
18,678
+6%
3MMMM
Share
0.3%
Value
$4m
Shares
27,267
+1611%
Vanguard BD Index FDSBSV
Share
0.3%
Value
$4m
Shares
55,922
+5%
JPMorgan ChaseJPM
Share
0.3%
Value
$4m
Shares
12,817
Held
IntelINTC
Share
0.3%
Value
$4m
Shares
29,296
Held
Ishares TRSUB
Share
0.3%
Value
$4m
Shares
35,616
+3%
AlphabetGOOGL
Share
0.3%
Value
$4m
Shares
10,336
Held
Vanguard BD Index FDSBND
Share
0.3%
Value
$4m
Shares
49,791
-9%
Eli LillyLLY
Share
0.3%
Value
$4m
Shares
3,001
+4%
Proshares TRTOLZ
Share
0.3%
Value
$3m
Shares
56,282
Held
Ishares TRIWN
Share
0.3%
Value
$3m
Shares
14,890
Held
Micron TechnologyMU
Share
0.2%
Value
$3m
Shares
2,734
+8%
Flexshares TRNFRA
Share
0.2%
Value
$3m
Shares
42,915
-4%
Palantir TechnologiesPLTR
Share
0.2%
Value
$3m
Shares
23,525
-4%
KLAKLAC
Share
0.2%
Value
$3m
Shares
8,977
Held
Wisdomtree TRDLS
Share
0.2%
Value
$3m
Shares
32,033
Held
Ishares TRIGF
Share
0.2%
Value
$2m
Shares
37,432
-2%
Applied MaterialsAMAT
Share
0.2%
Value
$2m
Shares
3,288
-4%
UnitedHealth GroupUNH
Share
0.2%
Value
$2m
Shares
5,576
Held
Ishares TRIWV
Share
0.2%
Value
$2m
Shares
5,430
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$2m
Shares
16,807
Held
TeslaTSLA
Share
0.2%
Value
$2m
Shares
5,409
-7%
Cisco SystemsCSCO
Share
0.2%
Value
$2m
Shares
19,294
-15%
Select Sector Spdr TRXLK
Share
0.2%
Value
$2m
Shares
11,804
Held
WalmartWMT
Share
0.2%
Value
$2m
Shares
19,119
Held
Invesco QQQ TRQQQ
Share
0.2%
Value
$2m
Shares
2,902
+15%
Home DepotHD
Share
0.2%
Value
$2m
Shares
5,951
-3%
Johnson & JohnsonJNJ
Share
0.2%
Value
$2m
Shares
8,211
+3%
Advanced Micro DevicesAMD
Share
0.2%
Value
$2m
Shares
3,536
-28%
Procter & GamblePG
Share
0.2%
Value
$2m
Shares
13,878
+3%
Ishares TRIWM
Share
0.2%
Value
$2m
Shares
6,598
-13%
IsharesESGE
Share
0.1%
Value
$2m
Shares
33,604
Held
MerckMRK
Share
0.1%
Value
$2m
Shares
13,630
Held
Schwab Strategic TRSCHB
Share
0.1%
Value
$2m
Shares
58,763
Held
Bank of AmericaBAC
Share
0.1%
Value
$2m
Shares
29,454
Held
RTXRTX
Share
0.1%
Value
$2m
Shares
8,432
Held
WelltowerWELL
Share
0.1%
Value
$2m
Shares
6,968
Held
Berkshire Hathaway INC DELBRK-A
Share
0.1%
Value
$1m
Shares
2
Held
Ishares TRSGOV
Share
0.1%
Value
$1m
Shares
14,575
-29%
Texas InstrumentsTXN
Share
0.1%
Value
$1m
Shares
4,810
Held
Schwab Strategic TRSCHC
Share
0.1%
Value
$1m
Shares
29,571
Held
Vanguard Admiral FDSVIOV
Share
0.1%
Value
$1m
Shares
12,070
Held
Philip Morris InternationalPM
Share
0.1%
Value
$1m
Shares
7,579
Held
International Business MachinesIBM
Share
0.1%
Value
$1m
Shares
4,686
Held
Proshares TRTQQQ
Share
0.1%
Value
$1m
Shares
16,257
-7%
Vanguard Charlotte FDSBNDX
Share
0.1%
Value
$1m
Shares
26,905
+87%
Vanguard Index FDSVO
Share
0.1%
Value
$1m
Shares
15,908
Held
Ishares TRIWB
Share
0.1%
Value
$1m
Shares
3,121
Held
Vanguard Index FDSVUG
Share
<0.1%
Value
$1m
Shares
14,400
Held
Schwab Strategic TRSCHG
Share
<0.1%
Value
$1m
Shares
36,357
+12%
AbbVieABBV
Share
<0.1%
Value
$1m
Shares
4,832
-6%
Costco WholesaleCOST
Share
<0.1%
Value
$1m
Shares
1,279
Held
Elevance HealthELV
Share
<0.1%
Value
$1m
Shares
3,076
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	6.8%	$86m	115,487	Held
Lam ResearchLRCX	6.1%	$77m	178,222	-32%
Flexshares TRTDTF	6.1%	$77m	3,248,687	+4%
Ishares TRIJR	5.9%	$75m	505,346	Held
Vanguard Specialized FundsVIG	4.8%	$61m	256,927	+2%
Spdr Index SHS FDSGII	3.9%	$50m	656,485	Held
Vanguard Tax-Managed FDSVEA	3.8%	$48m	672,455	-20%
AppleAAPL	3.5%	$44m	153,166	Held
Dimensional ETF TrustDFIV	3.0%	$38m	707,134	-3%
Dimensional ETF TrustDFUV	3.0%	$37m	679,197	-3%
Vanguard Index FDSVTV	2.5%	$31m	144,223	Held
Vanguard Index FDSVBR	2.5%	$31m	129,165	Held
American Centy ETF TRAVUV	2.2%	$28m	220,640	Held
Dimensional ETF TrustDFLV	2.1%	$27m	686,834	Held
Vanguard Intl Equity Index FVT	2.1%	$27m	169,856	Held
Vanguard Index FDSVV	1.7%	$22m	62,994	-2%
Ishares TRIEFA	1.7%	$22m	222,992	Held
State STR Spdr S&P 500 ETF TSPY	1.6%	$21m	27,583	Held
American Centy ETF TRAVDV	1.6%	$20m	194,456	Held
Vanguard Index FDSVB	1.4%	$18m	58,944	-3%
Dimensional ETF TrustDIHP	1.3%	$17m	490,409	+190%
Ishares TRESML	1.2%	$16m	277,437	-2%
Ishares TRIJS	1.2%	$15m	108,795	Held
Ishares TRSCZ	1.1%	$14m	171,066	-2%
Ishares TRESGD	1.1%	$14m	132,123	Held
Dimensional ETF TrustDFSU	1.0%	$12m	267,678	Held
Ishares TRESGU	0.9%	$11m	69,767	Held
Berkshire HathawayBRK-B	0.9%	$11m	21,534	Held
Schwab Strategic TRSCHF	0.7%	$9m	332,125	Held
Meta PlatformsMETA	0.7%	$9m	16,064	+5%
Dimensional ETF TrustDFGR	0.7%	$8m	284,328	+6%
MicrosoftMSFT	0.6%	$8m	21,111	+2%
Dimensional ETF TrustDFSE	0.6%	$8m	154,990	Held
Dimensional ETF TrustDFAC	0.6%	$8m	170,302	+4%
Vanguard Index FDSVTI	0.6%	$7m	20,240	+8%
AlphabetGOOG	0.5%	$7m	19,655	+4%
Dimensional ETF TrustDFSI	0.5%	$7m	153,263	Held
BroadcomAVGO	0.5%	$6m	17,172	-13%
NvidiaNVDA	0.5%	$6m	30,055	+10%
Rocket LabRKLB	0.5%	$6m	58,728	Held
Ishares TRICSH	0.5%	$6m	113,799	+7%
CaterpillarCAT	0.4%	$6m	5,202	-10%
Vanguard Index FDSVOO	0.4%	$5m	7,944	+43%
Ishares TREFV	0.4%	$5m	69,055	-3%
Schwab Strategic TRSCHA	0.4%	$5m	142,080	Held
Dimensional ETF TrustDFAX	0.4%	$5m	137,541	+3%
Ishares TREAGG	0.4%	$5m	105,802	-9%
Amazon.comAMZN	0.4%	$4m	18,678	+6%
3MMMM	0.3%	$4m	27,267	+1611%
Vanguard BD Index FDSBSV	0.3%	$4m	55,922	+5%
JPMorgan ChaseJPM	0.3%	$4m	12,817	Held
IntelINTC	0.3%	$4m	29,296	Held
Ishares TRSUB	0.3%	$4m	35,616	+3%
AlphabetGOOGL	0.3%	$4m	10,336	Held
Vanguard BD Index FDSBND	0.3%	$4m	49,791	-9%
Eli LillyLLY	0.3%	$4m	3,001	+4%
Proshares TRTOLZ	0.3%	$3m	56,282	Held
Ishares TRIWN	0.3%	$3m	14,890	Held
Micron TechnologyMU	0.2%	$3m	2,734	+8%
Flexshares TRNFRA	0.2%	$3m	42,915	-4%
Palantir TechnologiesPLTR	0.2%	$3m	23,525	-4%
KLAKLAC	0.2%	$3m	8,977	Held
Wisdomtree TRDLS	0.2%	$3m	32,033	Held
Ishares TRIGF	0.2%	$2m	37,432	-2%
Applied MaterialsAMAT	0.2%	$2m	3,288	-4%
UnitedHealth GroupUNH	0.2%	$2m	5,576	Held
Ishares TRIWV	0.2%	$2m	5,430	Held
ExxonMobil HoldingsXOM	0.2%	$2m	16,807	Held
TeslaTSLA	0.2%	$2m	5,409	-7%
Cisco SystemsCSCO	0.2%	$2m	19,294	-15%
Select Sector Spdr TRXLK	0.2%	$2m	11,804	Held
WalmartWMT	0.2%	$2m	19,119	Held
Invesco QQQ TRQQQ	0.2%	$2m	2,902	+15%
Home DepotHD	0.2%	$2m	5,951	-3%
Johnson & JohnsonJNJ	0.2%	$2m	8,211	+3%
Advanced Micro DevicesAMD	0.2%	$2m	3,536	-28%
Procter & GamblePG	0.2%	$2m	13,878	+3%
Ishares TRIWM	0.2%	$2m	6,598	-13%
IsharesESGE	0.1%	$2m	33,604	Held
MerckMRK	0.1%	$2m	13,630	Held
Schwab Strategic TRSCHB	0.1%	$2m	58,763	Held
Bank of AmericaBAC	0.1%	$2m	29,454	Held
RTXRTX	0.1%	$2m	8,432	Held
WelltowerWELL	0.1%	$2m	6,968	Held
Berkshire Hathaway INC DELBRK-A	0.1%	$1m	2	Held
Ishares TRSGOV	0.1%	$1m	14,575	-29%
Texas InstrumentsTXN	0.1%	$1m	4,810	Held
Schwab Strategic TRSCHC	0.1%	$1m	29,571	Held
Vanguard Admiral FDSVIOV	0.1%	$1m	12,070	Held
Philip Morris InternationalPM	0.1%	$1m	7,579	Held
International Business MachinesIBM	0.1%	$1m	4,686	Held
Proshares TRTQQQ	0.1%	$1m	16,257	-7%
Vanguard Charlotte FDSBNDX	0.1%	$1m	26,905	+87%
Vanguard Index FDSVO	0.1%	$1m	15,908	Held
Ishares TRIWB	0.1%	$1m	3,121	Held
Vanguard Index FDSVUG	<0.1%	$1m	14,400	Held
Schwab Strategic TRSCHG	<0.1%	$1m	36,357	+12%
AbbVieABBV	<0.1%	$1m	4,832	-6%
Costco WholesaleCOST	<0.1%	$1m	1,279	Held
Elevance HealthELV	<0.1%	$1m	3,076	Held

Showing the largest 100 of 248.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 28.6% since 30 June 2025.

Where the money is

Technology13.8%

Financial services2.0%

Industrials1.8%

Media & telecom1.7%

Health care1.4%

Retail & consumer0.8%

Everyday goods0.7%

Energy0.4%

Utilities0.3%

Real estate0.1%

Materials0.1%

Other76.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.