Wealth Architects, LLC holds a diversified book of 248 stocks worth $1.3B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Sandisk Corp and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 7% of the equity book. Cloning the disclosed picks since 2025 would be +35% (+31.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.0 points over this window.
Growth of $10,000 cloning Wealth Architects, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
23% 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
Other tracked managers holding the same core names as Wealth Architects, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $597.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $165.5B |
| LPL Financial LLC | 80 / 80 | $94.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.4B |
| JPMORGAN CHASE & CO | 79 / 80 | $542.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $105.1B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $101.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $22.3B |
Ranked by how many of Wealth Architects, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 CORE S&P500 ETF | $86.5M | 115.5K | 6.8% | ▼−0.2% Reduced · −210 sh | |
| 2 | Lam Research Corp COM NEW | $77.2M | 178.2K | 6.1% | ▼−32% Reduced · −85K sh | |
| 3 | Flexshares Iboxx 5YR Target Dur Tips ETF IBOXX 5YR TRGT | $77.2M | 3.25M | 6.1% | ▲+4.3% Added · +133K sh | |
| 4 | Ishares Core S&P Small Cap ETF CORE S&P SCP ETF | $74.9M | 505.3K | 5.9% | ▼−0.1% Reduced · −661 sh | |
| 5 | Vanguard Dividend Appreciation ETF DIV APP ETF | $60.8M | 256.9K | 4.8% | ▲+2.3% Added · +6K sh | |
| 6 | SPDR S&P Global Infrastructure ETF ST STR INFRA ETF | $49.7M | 656.5K | 3.9% | ▲+0.6% Added · +4K sh | |
| 7 | Vanguard Ftse Developed Markets ETF VAN FTSE DEV MKT | $47.9M | 672.5K | 3.8% | ▼−20% Reduced · −163K sh | |
| 8 | Apple Inc COM | $44.3M | 153.2K | 3.5% | ▼−0.6% Reduced · −948 sh | |
| 9 | Dfa International Value ETF INTERNATNAL VAL | $38.2M | 707.1K | 3.0% | ▼−2.6% Reduced · −19K sh | |
| 10 | Dfa Tax-Managed US Marketwide Value II US MKTWIDE VALUE | $37.4M | 679.2K | 3.0% | ▼−3.0% Reduced · −21K sh | |
| 11 | Vanguard Value ETF VALUE ETF | $31.4M | 144.2K | 2.5% | ▼−1.4% Reduced · −2K sh | |
| 12 | Vanguard Small Cap Value ETF SM CP VAL ETF | $31.4M | 129.2K | 2.5% | ▼−1.9% Reduced · −3K sh | |
| 13 | Avantis US Small Cap Value ETF US SML CP VALU | $27.5M | 220.6K | 2.2% | ▼−1.3% Reduced · −3K sh | |
| 14 | Dimensional US Large Cap Value ETF US LARG VALU ETF | $27.2M | 686.8K | 2.1% | ▼−1.4% Reduced · −10K sh | |
| 15 | Vanguard Total World Stock Index TT WRLD ST ETF | $26.7M | 169.9K | 2.1% | ▲+0.3% Added · +472 sh | |
| 16 | Vanguard Large-Cap ETF LARGE CAP ETF | $21.7M | 63.0K | 1.7% | ▼−2.2% Reduced · −1K sh | |
| 17 | Ishares Core Msci Eafe CORE MSCI EAFE | $21.5M | 223.0K | 1.7% | ▼−1.4% Reduced · −3K sh | |
| 18 | SPDR S&P 500 ETF Trust TR UNIT | $20.6M | 27.6K | 1.6% | ▲+1.1% Added · +296 sh | |
| 19 | Avantis Internatnl SML CP VL ETF INTL SMCP VLU | $20.0M | 194.5K | 1.6% | ▼−2.0% Reduced · −4K sh | |
| 20 | Vanguard Small-Cap ETF SMALL CP ETF | $17.9M | 58.9K | 1.4% | ▼−2.7% Reduced · −2K sh | |
| 21 | Dimensional International High Pbly ETF INTL HIGH PROFIT | $16.7M | 490.4K | 1.3% | ▲+190% Added · +321K sh | |
| 22 | Ishares Esg Aware Msci USA Small-Cap ETF ESG AWARE MSCI | $15.5M | 277.4K | 1.2% | ▼−2.0% Reduced · −6K sh | |
| 23 | Ishares S&P Smallcap600 Value Index SP SMCP600VL ETF | $14.9M | 108.8K | 1.2% | ▼−1.2% Reduced · −1K sh | |
| 24 | Ishares Msci Eafe Small Cap Index EAFE SML CP ETF | $14.1M | 171.1K | 1.1% | ▼−2.3% Reduced · −4K sh | |
| 25 | Ishares Esg Aware Msci Eafe ETF ESG AW MSCI EAFE | $13.6M | 132.1K | 1.1% | ▲+0.8% Added · +1K sh | |
| 26 | Dfa US Sustainability Core 1 ETF US SUSTAINABILTY | $12.5M | 267.7K | 1.0% | ▲+0.2% Added · +593 sh | |
| 27 | Ishares Esg Msci USA ETF ESG AWR MSCI USA | $11.4M | 69.8K | 0.9% | ▼−0.1% Reduced · −69 sh | |
| 28 | Berkshire Hathaway Incdel CL B CL B NEW | $10.8M | 21.5K | 0.9% | ▲+1.3% Added · +284 sh | |
| 29 | Schwab International Equity ETF INTL EQTY ETF | $9.2M | 332.1K | 0.7% | ▼−0.6% Reduced · −2K sh | |
| 30 | Meta Platforms Inc Class A CL A | $9.0M | 16.1K | 0.7% | ▲+4.9% Added · +749 sh | |
| 31 | Dimensionl Global Real Estate ETF GLOBAL REAL EST | $8.2M | 284.3K | 0.7% | ▲+5.5% Added · +15K sh | |
| 32 | Microsoft Corp COM | $7.9M | 21.1K | 0.6% | ▲+2.4% Added · +488 sh | |
| 33 | Dimensnl Emg MRKT Sus Core 1 ETF EMER MARK SU ETF | $7.6M | 155.0K | 0.6% | ▼−0.7% Reduced · −1K sh | |
| 34 | Dfa US Core Equity 2 ETF US COR EQU 2 ETF | $7.6M | 170.3K | 0.6% | ▲+3.7% Added · +6K sh | |
| 35 | Vanguard Total STK MKT ETF TOTAL STK MKT | $7.5M | 20.2K | 0.6% | ▲+8.3% Added · +2K sh | |
| 36 | Alphabet Inc Class C CAP STK CL C | $6.9M | 19.7K | 0.5% | ▲+3.9% Added · +745 sh | |
| 37 | Dfa Intl Sustainability Core 1 ETF INTERNATIONAL | $6.9M | 153.3K | 0.5% | ▲+0.9% Added · +1K sh | |
| 38 | Broadcom Inc COM | $6.5M | 17.2K | 0.5% | ▼−13% Reduced · −3K sh | |
| 39 | Nvidia Corp COM | $6.0M | 30.1K | 0.5% | ▲+9.8% Added · +3K sh | |
| 40 | Rocket Lab USA Inc COM | $6.0M | 58.7K | 0.5% | ▲~0% Added · +15 sh | |
| 41 | Ishares Ultra Short-Term Bond ETF ULTRA SHORT DUR | $5.8M | 113.8K | 0.5% | ▲+6.5% Added · +7K sh | |
| 42 | Caterpillarinc COM | $5.5M | 5.2K | 0.4% | ▼−10% Reduced · −586 sh | |
| 43 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $5.5M | 7.9K | 0.4% | ▲+43% Added · +2K sh | |
| 44 | Ishares Msci Eafe Value Index EAFE VALUE ETF | $5.3M | 69.1K | 0.4% | ▼−3.5% Reduced · −2K sh | |
| 45 | Schwab US Small Cap ETF US SML CAP ETF | $5.1M | 142.1K | 0.4% | ▼−0.4% Reduced · −570 sh | |
| 46 | Dfa World Ex US Core ETF WORLD EX US CORE | $5.1M | 137.5K | 0.4% | ▲+2.6% Added · +3K sh | |
| 47 | Ishares Esg US Aggregate Bond ETF ESG AWR US AGRGT | $5.0M | 105.8K | 0.4% | ▼−9.1% Reduced · −11K sh | |
| 48 | Amazon.com Inc COM | $4.5M | 18.7K | 0.4% | ▲+6.0% Added · +1K sh | |
| 49 | 3M Company COM | $4.4M | 27.3K | 0.3% | ▲17× Added · +26K sh | |
| 50 | Vanguard Short-Term Bond ETF SHORT TRM BOND | $4.4M | 55.9K | 0.3% | ▲+5.2% Added · +3K sh |
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.