Wealth Architects, LLC holds a diversified book of 244 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Dimensional International Hi and trimmed Lam Research Corp. Their largest long position is Ishares Core S&P 500 ETF at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1611518/holdings"
Use Arkolith to show Wealth Architects, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P 500 ETF Equities | $75.6M | 115.7K | 6.7% | ▲+0.4% Added · +463 sh | |
| 2 | Flexshares Iboxx 5YR Target Dur Tips ETF Equities | $75.1M | 3.12M | 6.7% | ▲+4.2% Added · +124K sh | |
| 3 | Ishares Core S&P Small Cap ETF Equities | $62.9M | 506.0K | 5.6% | ▲+1.9% Added · +9K sh | |
| 4 | Lam Research Corp Equities | $56.2M | 263.2K | 5.0% | ▼~0% Reduced · −30 sh | |
| 5 | Vanguard Dividend Appreciation ETF Equities | $54.0M | 251.3K | 4.8% | ▲+2.4% Added · +6K sh | |
| 6 | Vanguard Ftse Developed Markets ETF Equities | $53.5M | 835.6K | 4.8% | ▼−9.7% Reduced · −90K sh | |
| 7 | SPDR S&P Global Infrastructure ETF Equities | $49.6M | 652.7K | 4.4% | ▲+1.3% Added · +8K sh | |
| 8 | Apple Inc Equities | $39.1M | 154.1K | 3.5% | ▼−6.1% Reduced · −10K sh | |
| 9 | Dfa International Value ETF Equities | $38.3M | 725.9K | 3.4% | ▼−1.0% Reduced · −8K sh | |
| 10 | Dfa Tax-Managed US Marketwide Value II Equities | $33.9M | 700.3K | 3.0% | ▼−1.5% Reduced · −11K sh | |
| 11 | Vanguard Value ETF Equities | $28.7M | 146.3K | 2.6% | ▼−2.2% Reduced · −3K sh | |
| 12 | Vanguard Small Cap Value ETF Equities | $28.6M | 131.7K | 2.6% | ▼−0.9% Reduced · −1K sh | |
| 13 | Dimensional US Large Cap Value ETF Equities | $24.9M | 696.8K | 2.2% | ▲+5.3% Added · +35K sh | |
| 14 | Avantis US Small Cap Value ETF Equities | $24.7M | 223.6K | 2.2% | ▲+0.2% Added · +505 sh | |
| 15 | Vanguard Total World Stock Index Equities | $23.4M | 169.4K | 2.1% | ▲+1.8% Added · +3K sh | |
| 16 | Ishares Core Msci Eafe Equities | $20.5M | 226.1K | 1.8% | ▼−2.5% Reduced · −6K sh | |
| 17 | Avantis Internatnl SML CP VL ETF Equities | $19.8M | 198.4K | 1.8% | ▼−0.6% Reduced · −1K sh | |
| 18 | Vanguard Large-Cap ETF Equities | $19.2M | 64.4K | 1.7% | ▼−3.5% Reduced · −2K sh | |
| 19 | SPDR S&P 500 ETF Trust Equities | $17.7M | 27.3K | 1.6% | ▲+1.6% Added · +424 sh | |
| 20 | Vanguard Small-Cap ETF Equities | $15.9M | 60.6K | 1.4% | ▼−2.4% Reduced · −1K sh | |
| 21 | Ishares Msci Eafe Small Cap Index Equities | $13.7M | 175.1K | 1.2% | ▼−2.7% Reduced · −5K sh | |
| 22 | Ishares Esg Aware Msci USA Small-Cap ETF Equities | $13.3M | 283.1K | 1.2% | ▲+1.1% Added · +3K sh | |
| 23 | Ishares S&P Smallcap600 Value Index Equities | $13.0M | 110.1K | 1.2% | ▼−0.2% Reduced · −233 sh | |
| 24 | Ishares Esg Aware Msci Eafe ETF Equities | $12.5M | 131.1K | 1.1% | ▲+1.4% Added · +2K sh | |
| 25 | Dfa US Sustainability Core 1 ETF Equities | $11.0M | 267.1K | 1.0% | ▼−0.9% Reduced · −2K sh | |
| 26 | Berkshire Hathaway Incdel CL B Equities | $10.2M | 21.3K | 0.9% | ▼−13% Reduced · −3K sh | |
| 27 | Ishares Esg Msci USA ETF Equities | $9.9M | 69.8K | 0.9% | ▲+6.0% Added · +4K sh | |
| 28 | Meta Platforms Inc Class A Equities | $8.8M | 15.3K | 0.8% | ▲+0.2% Added · +35 sh | |
| 29 | Schwab International Equity ETF Equities | $8.3M | 334.2K | 0.7% | ▼−0.3% Reduced · −926 sh | |
| 30 | Microsoft Corp Equities | $7.6M | 20.6K | 0.7% | ▲+0.2% Added · +45 sh | |
| 31 | Dimensionl Global Real Estate ETF Equities | $7.2M | 269.4K | 0.6% | ▲+4.1% Added · +11K sh | |
| 32 | Dimensnl Emg MRKT Sus Core 1 ETF Equities | $6.6M | 156.2K | 0.6% | ▼−1.0% Reduced · −2K sh | |
| 33 | Dfa Intl Sustainability Core 1 ETF Equities | $6.4M | 151.9K | 0.6% | ▼−2.1% Reduced · −3K sh | |
| 34 | Dfa US Core Equity 2 ETF Equities | $6.4M | 164.2K | 0.6% | ▲+6.8% Added · +10K sh | |
| 35 | Broadcom Inc Equities | $6.1M | 19.8K | 0.5% | ▲+1.7% Added · +334 sh | |
| 36 | Vanguard Total STK MKT ETF Equities | $6.0M | 18.7K | 0.5% | ▲+0.1% Added · +16 sh | |
| 37 | Ishares Esg US Aggregate Bond ETF Equities | $5.5M | 116.4K | 0.5% | ▲+13% Added · +13K sh | |
| 38 | Dimensional International High Pbly ETF Equities | $5.5M | 169.4K | 0.5% | ▲New New position | |
| 39 | Alphabet Inc Class C Equities | $5.4M | 18.9K | 0.5% | ▲+4.8% Added · +862 sh | |
| 40 | Ishares Ultra Short-Term Bond ETF Equities | $5.4M | 106.9K | 0.5% | ▲+9.7% Added · +9K sh | |
| 41 | Ishares Msci Eafe Value Index Equities | $5.3M | 71.5K | 0.5% | ▼−9.9% Reduced · −8K sh | |
| 42 | Nvidia Corp Equities | $4.8M | 27.4K | 0.4% | ▼−9.7% Reduced · −3K sh | |
| 43 | Dfa World Ex US Core ETF Equities | $4.6M | 134.1K | 0.4% | ▼−2.1% Reduced · −3K sh | |
| 44 | Vanguard Short-Term Bond ETF Equities | $4.2M | 53.2K | 0.4% | ▼−0.5% Reduced · −285 sh | |
| 45 | Schwab US Small Cap ETF Equities | $4.1M | 142.7K | 0.4% | ▼−0.5% Reduced · −670 sh | |
| 46 | Caterpillarinc Equities | $4.1M | 5.8K | 0.4% | ▼−1.6% Reduced · −93 sh | |
| 47 | Vanguard Total Bond Market ETF Equities | $4.0M | 54.8K | 0.4% | ▼−2.2% Reduced · −1K sh | |
| 48 | JPMorgan Chase & Co Equities | $3.8M | 12.9K | 0.3% | ▼−1.4% Reduced · −181 sh | |
| 49 | Rocket Lab USA Inc Equities | $3.8M | 58.7K | 0.3% | ▼−2.5% Reduced · −2K sh | |
| 50 | Ishares Short-Term National Muni Bond Equities | $3.7M | 34.5K | 0.3% | ▲+2.2% Added · +748 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.