StockDriftsStockDriftsTop 50 Wealth Architects, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 6.83% | 115.5K | $86.5M | -0.18%(-210) | $108.57(+615.98%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 6.1% | 178.2K | $77.2M | -32.30%(-85.02K) | $101.72(+209.10%) | 2026-06-30 | |
| TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 6.1% | 3.25M | $77.2M | +4.28%(+133.29K) | $23.73(-1.85%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 5.92% | 505.3K | $74.9M | -0.13%(-661) | $74.46(+99.77%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4.8% | 256.9K | $60.8M | +2.26%(+5.67K) | $119.43(+106.49%) | 2026-06-30 | |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 3.93% | 656.5K | $49.7M | +0.58%(+3.77K) | $51.29(+46.72%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.78% | 672.5K | $47.9M | -19.53%(-163.19K) | $42.46(+71.88%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.5% | 153.2K | $44.3M | -0.62%(-948) | $112.72(+172.05%) | 2026-06-30 | |
| DFIV | DFA INTERNATIONAL VALUE ETF | 3.02% | 707.1K | $38.2M | -2.59%(-18.79K) | $33.68(+71.99%) | 2026-06-30 | |
| DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | 2.95% | 679.2K | $37.4M | -3.01%(-21.10K) | $32.13(+78.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.16% | +64.97% | +9.76% | +59.28% |
| Top 20 Holdings Unweighted | +18.44% | +66.16% | +9.37% | +56.49% |
Wealth Architects, LLC reports $1.27B in US-listed equity holdings across 248 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.8%), LRCX (6.1%) and TDTF (6.1%). The top 20 holdings account for 66.34% of reported assets. Its disclosed equity book has returned +64.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wealth Architects, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wealth Architects, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1611518). View Wealth Architects, LLC’s 13F filings on SEC