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Wealth Architects, LLC
Updated 2 days agoManaged by Wealth Architects, Llc • Latest filing Q3 2026
Portfolio value
$1.3B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.1B |
| Q4 2025 | $1.1B |
| Q1 2026 | $1.1B |
| Q2 2026 | $1.3B |
| Q3 2026 | $1.3B |
Top holdings
261 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $87.7M | 114.5K | 6.91% | — | |
| 2 | ? N/A FLEXSHARES TR | $80.5M | 3.55M | 6.34% | — |
| 3 | $69.6M | 511.5K | 5.48% | — | |
| 4 | $62.3M | 267.2K | 4.91% | — | |
| 5 | $58.6M | 178.5K | 4.62% | — | |
| 6 | ? N/A SPDR INDEX SHS FDS | $48.2M | 688.9K | 3.79% | — |
| 7 | $47.1M | 141.5K | 3.71% | — | |
| 8 | $44M | 622.6K | 3.46% | — | |
| 9 | $40.8M | 730.1K | 3.21% | — | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $37.3M | 678.9K | 2.94% | — |
| 11 | $30.9M | 143.1K | 2.43% | — | |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $30.4M | 755.8K | 2.39% | — |
| 13 | $29.5M | 127.8K | 2.33% | — | |
| 14 | $27.4M | 232.4K | 2.16% | — | |
| 15 | $26.9M | 170.2K | 2.12% | — | |
| 16 | ? N/A AMERICAN CENTY ETF TR | $22.1M | 201.8K | 1.74% | — |
| 17 | $21.7M | 61.8K | 1.71% | — | |
| 18 | $21.6M | 223.2K | 1.70% | — | |
| 19 | $21.4M | 635.3K | 1.69% | — | |
| 20 | $21.1M | 27.7K | 1.66% | — |