The Analysis of Wealth Architects, LLC's Holdings

Currently, Wealth Architects, LLC holds 235 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in TDTF (+81.3K shares, valued at $2.0M), DFLV (+30.7K shares, valued at $1.0M), EAGG (+14.0K shares, valued at $670.5K); decreased their positions in AAPL (-11.2K shares, valued at $2.8M), VIG (-5.7K shares, valued at $1.2M), VEA (-17.6K shares, valued at $1.1M); initiated new positions in RBLX (+2.3K shares, valued at $313.5K), TJX (+1.9K shares, valued at $279.5K), STX (+1.0K shares, valued at $242.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR117.6K shares-1.18%2025-09-302025-11-13

TDTF FLEXSHARES TR2.8M shares3.01%2025-09-302025-11-13

IJR ISHARES TR486.0K shares-0.33%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS938.8K shares-1.84%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS244.1K shares-2.28%2025-09-302025-11-13

AAPL APPLE INC176.5K shares-5.96%2025-09-302025-11-13

GII SPDR INDEX SHS FDS622.2K shares-1.07%2025-09-302025-11-13

LRCX LAM RESEARCH CORP263.4K shares0.04%2025-09-302025-11-13

Sponsored

DFIV DIMENSIONAL ETF TRUST734.7K shares-0.34%2025-09-302025-11-13

DFUV DIMENSIONAL ETF TRUST714.0K shares-2.36%2025-09-302025-11-13

VTV VANGUARD INDEX FDS152.3K shares-0.52%2025-09-302025-11-13

VBR VANGUARD INDEX FDS134.0K shares-0.28%2025-09-302025-11-13

VT VANGUARD INTL EQUITY INDEX F162.7K shares0.38%2025-09-302025-11-13

VV VANGUARD INDEX FDS69.5K shares-1.04%2025-09-302025-11-13

IEFA ISHARES TR233.7K shares-2.24%2025-09-302025-11-13

DFLV DIMENSIONAL ETF TRUST606.3K shares5.33%2025-09-302025-11-13

Sponsored

AVUV AMERICAN CENTY ETF TR199.7K shares1.14%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR27.2K shares-0.41%2025-09-302025-11-13

AVDV AMERICAN CENTY ETF TR195.4K shares-0.63%2025-09-302025-11-13

VB VANGUARD INDEX FDS62.6K shares-0.83%2025-09-302025-11-13

SCZ ISHARES TR181.0K shares-3.99%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL25.3K shares-3.48%2025-09-302025-11-13

IJS ISHARES TR110.8K shares-1.58%2025-09-302025-11-13

ESML ISHARES TR257.2K shares4.01%2025-09-302025-11-13

Sponsored

META META PLATFORMS INC15.4K shares-2.40%2025-09-302025-11-13

MSFT MICROSOFT CORP21.2K shares-1.03%2025-09-302025-11-13

ESGD ISHARES TR117.5K shares0.46%2025-09-302025-11-13

ESGU ISHARES TR58.9K shares-0.92%2025-09-302025-11-13

DFSU DIMENSIONAL ETF TRUST192.1K shares-4.27%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR338.3K shares-0.31%2025-09-302025-11-13

AVGO BROADCOM INC21.6K shares-2.01%2025-09-302025-11-13

DFGR DIMENSIONAL ETF TRUST234.2K shares5.64%2025-09-302025-11-13

Sponsored

VTI VANGUARD INDEX FDS18.8K shares0.44%2025-09-302025-11-13

DFSE DIMENSIONAL ETF TRUST146.5K shares3.29%2025-09-302025-11-13

DFAC DIMENSIONAL ETF TRUST150.3K shares6.73%2025-09-302025-11-13

NVDA NVIDIA CORPORATION30.6K shares-2.67%2025-09-302025-11-13

EFV ISHARES TR80.4K shares-3.29%2025-09-302025-11-13

DFSI DIMENSIONAL ETF TRUST124.4K shares11.64%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC26.9K shares-5.55%2025-09-302025-11-13

ICSH ISHARES TR92.9K shares3.83%2025-09-302025-11-13

Sponsored

GOOG ALPHABET INC17.4K shares6.86%2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS53.4K shares-2.13%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.13.3K shares-1.02%2025-09-302025-11-13

DFAX DIMENSIONAL ETF TRUST131.8K shares3.79%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR143.6K shares0.00%2025-09-302025-11-13

BND VANGUARD BD INDEX FDS53.0K shares3.44%2025-09-302025-11-13

AMZN AMAZON COM INC17.6K shares-0.07%2025-09-302025-11-13

EAGG ISHARES TR75.4K shares22.73%2025-09-302025-11-13

Sponsored

NFRA FLEXSHARES TR54.5K shares-3.30%2025-09-302025-11-13

TOLZ PROSHARES TR60.2K shares-0.11%2025-09-302025-11-13

VOO VANGUARD INDEX FDS5.3K shares-3.17%2025-09-302025-11-13

SUB ISHARES TR30.5K shares4.28%2025-09-302025-11-13

CAT CATERPILLAR INC6.0K shares-0.38%2025-09-302025-11-13

GOOGL ALPHABET INC11.5K shares-8.68%2025-09-302025-11-13

DLS WISDOMTREE TR34.7K shares-0.57%2025-09-302025-11-13

IWN ISHARES TR15.1K shares0.00%2025-09-302025-11-13

Sponsored

HD HOME DEPOT INC6.5K shares-0.27%2025-09-302025-11-13

TSLA TESLA INC5.9K shares-1.35%2025-09-302025-11-13

RKLB ROCKET LAB CORP50.8K shares28.63%2025-09-302025-11-13

IGF ISHARES TR38.6K shares-3.24%2025-09-302025-11-13

LLY ELI LILLY & CO2.8K shares1.27%2025-09-302025-11-13

IWV ISHARES TR5.5K shares0.00%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO13.4K shares-0.50%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC5.8K shares-3.34%2025-09-302025-11-13

Sponsored

AMD ADVANCED MICRO DEVICES INC12.0K shares0.97%2025-09-302025-11-13

WMT WALMART INC18.8K shares0.09%2025-09-302025-11-13

XOM EXXON MOBIL CORP17.1K shares-0.26%2025-09-302025-11-13

IWM ISHARES TR7.5K shares0.70%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR6.4K shares0.00%2025-09-302025-11-13

SNOW SNOWFLAKE INC7.6K shares-13.56%2025-09-302025-11-13

CSCO CISCO SYS INC24.8K shares12.15%2025-09-302025-11-13

BAC BANK AMERICA CORP29.7K shares0.59%2025-09-302025-11-13

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-13

SCHB SCHWAB STRATEGIC TR57.8K shares-2.60%2025-09-302025-11-13

ESGE ISHARES INC34.2K shares-1.73%2025-09-302025-11-13

QQQ INVESCO QQQ TR2.4K shares0.00%2025-09-302025-11-13

RTX RTX CORPORATION8.5K shares-1.50%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON7.6K shares-1.94%2025-09-302025-11-13

SCHC SCHWAB STRATEGIC TR29.9K shares-1.62%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW1.4K shares-0.86%2025-09-302025-11-13

Sponsored

PM PHILIP MORRIS INTL INC7.6K shares-0.12%2025-09-302025-11-13

WELL WELLTOWER INC6.9K shares-0.01%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS4.3K shares14.14%2025-09-302025-11-13

BLK BLACKROCK INC1.0K shares0.20%2025-09-302025-11-13

VO VANGUARD INDEX FDS4.0K shares-0.03%2025-09-302025-11-13

VIOV VANGUARD ADMIRAL FDS INC12.1K shares0.00%2025-09-302025-11-13

IWB ISHARES TR3.1K shares0.00%2025-09-302025-11-13

WEC WEC ENERGY GROUP INC9.7K shares-0.05%2025-09-302025-11-13

Sponsored

VUG VANGUARD INDEX FDS2.3K shares0.79%2025-09-302025-11-13

MRK MERCK & CO INC12.9K shares-1.81%2025-09-302025-11-13

ABBV ABBVIE INC4.7K shares-0.17%2025-09-302025-11-13

TQQQ PROSHARES TR10.5K shares0.32%2025-09-302025-11-13

IWF ISHARES TR2.2K shares-1.96%2025-09-302025-11-13

ORCL ORACLE CORP3.7K shares8.98%2025-09-302025-11-13

JMSI J P MORGAN EXCHANGE TRADED F20.5K shares2.54%2025-09-302025-11-13

VEU VANGUARD INTL EQUITY INDEX F14.3K shares0.00%2025-09-302025-11-13

Sponsored

KLAC KLA CORP938 shares0.75%2025-09-302025-11-13

V VISA INC2.9K shares-0.68%2025-09-302025-11-13

ALAB ASTERA LABS INC5.1K shares-11.41%2025-09-302025-11-13

ELV ELEVANCE HEALTH INC FORMERLY3.1K shares-1.69%2025-09-302025-11-13

MGRC MCGRATH RENTCORP8.4K shares0.01%2025-09-302025-11-13

ADP AUTOMATIC DATA PROCESSING IN3.3K shares1.80%2025-09-302025-11-13

INTC INTEL CORP28.8K shares10.35%2025-09-302025-11-13

SCHG SCHWAB STRATEGIC TR29.9K shares0.00%2025-09-302025-11-13

Sponsored

ACWI ISHARES TR6.8K shares-4.56%2025-09-302025-11-13

VXUS VANGUARD STAR FDS12.6K shares0.00%2025-09-302025-11-13

MCD MCDONALDS CORP3.0K shares-0.27%2025-09-302025-11-13

TLTE FLEXSHARES TR14.2K shares-1.83%2025-09-302025-11-13

AVLV AMERICAN CENTY ETF TR12.3K shares-7.56%2025-09-302025-11-13

TXN TEXAS INSTRS INC4.8K shares-0.46%2025-09-302025-11-13

MFC MANULIFE FINL CORP28.1K shares0.00%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD3.1K shares-10.31%2025-09-302025-11-13

Sponsored

CVX CHEVRON CORP NEW5.6K shares2.76%2025-09-302025-11-13

KMI KINDER MORGAN INC DEL30.5K shares0.75%2025-09-302025-11-13

ABT ABBOTT LABS6.0K shares-2.67%2025-09-302025-11-13

MA MASTERCARD INCORPORATED1.4K shares-0.14%2025-09-302025-11-13

VXF VANGUARD INDEX FDS3.6K shares0.00%2025-09-302025-11-13

INTU INTUIT1.1K shares-10.75%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F13.4K shares-4.97%2025-09-302025-11-13

AMAT APPLIED MATLS INC3.4K shares-0.03%2025-09-302025-11-13

Sponsored

AXP AMERICAN EXPRESS CO2.1K shares-0.19%2025-09-302025-11-13

MO ALTRIA GROUP INC10.5K shares0.20%2025-09-302025-11-13

NFLX NETFLIX INC567 shares-0.70%2025-09-302025-11-13

GILD GILEAD SCIENCES INC6.1K shares-0.47%2025-09-302025-11-13

WFC WELLS FARGO CO NEW8.0K shares2.31%2025-09-302025-11-13

DFAI DIMENSIONAL ETF TRUST18.1K shares30.93%2025-09-302025-11-13

RSP INVESCO EXCHANGE TRADED FD T3.4K shares0.00%2025-09-302025-11-13

IEMG ISHARES INC9.8K shares0.00%2025-09-302025-11-13

Sponsored

ACN ACCENTURE PLC IRELAND2.5K shares-4.86%2025-09-302025-11-13

NUDM NUSHARES ETF TR15.7K shares0.00%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-0.66%2025-09-302025-11-13

ED CONSOLIDATED EDISON INC5.6K shares-0.97%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC12.6K shares2.23%2025-09-302025-11-13

XLF SELECT SECTOR SPDR TR10.2K shares0.00%2025-09-302025-11-13

AWK AMERICAN WTR WKS CO INC NEW3.9K shares5.92%2025-09-302025-11-13

TLTD FLEXSHARES TR6.1K shares-2.78%2025-09-302025-11-13

Sponsored

ETN EATON CORP PLC1.4K shares1.81%2025-09-302025-11-13

GE GE AEROSPACE1.7K shares-3.01%2025-09-302025-11-13

COR CENCORA INC1.6K shares0.51%2025-09-302025-11-13

BCS BARCLAYS PLC23.6K shares-2.86%2025-09-302025-11-13

XLY SELECT SECTOR SPDR TR2.0K shares0.00%2025-09-302025-11-13

RBRK RUBRIK INC.5.7K shares0.00%2025-09-302025-11-13

MDY SPDR S&P MIDCAP 400 ETF TR763 shares0.00%2025-09-302025-11-13

EFA ISHARES TR4.8K shares-1.86%2025-09-302025-11-13

Sponsored

IMO IMPERIAL OIL LTD4.8K shares-2.92%2025-09-302025-11-13

AMGN AMGEN INC1.5K shares-0.65%2025-09-302025-11-13

APD AIR PRODS & CHEMS INC1.6K shares-0.38%2025-09-302025-11-13

MOH MOLINA HEALTHCARE INC2.2K shares1.46%2025-09-302025-11-13

DIS DISNEY WALT CO3.7K shares-0.30%2025-09-302025-11-13

ARWR ARROWHEAD PHARMACEUTICALS IN12.1K shares-0.91%2025-09-302025-11-13

CDNS CADENCE DESIGN SYSTEM INC1.2K shares0.26%2025-09-302025-11-13

KO COCA COLA CO6.1K shares0.99%2025-09-302025-11-13

Sponsored

SHOP SHOPIFY INC2.7K shares-27.61%2025-09-302025-11-13

TILT FLEXSHARES TR1.6K shares-2.91%2025-09-302025-11-13

MU MICRON TECHNOLOGY INC2.4K shares1.90%2025-09-302025-11-13

ADBE ADOBE INC1.1K shares0.09%2025-09-302025-11-13

SUSA ISHARES TR2.7K shares0.00%2025-09-302025-11-13

WM WASTE MGMT INC DEL1.7K shares0.12%2025-09-302025-11-13

FSLR FIRST SOLAR INC1.6K shares-3.63%2025-09-302025-11-13

MRVL MARVELL TECHNOLOGY INC4.3K shares0.82%2025-09-302025-11-13

Sponsored

NEE NEXTERA ENERGY INC4.7K shares1.06%2025-09-302025-11-13

ABNB AIRBNB INC2.9K shares0.24%2025-09-302025-11-13

TRV TRAVELERS COMPANIES INC1.3K shares0.89%2025-09-302025-11-13

VONV VANGUARD SCOTTSDALE FDS3.9K shares0.00%2025-09-302025-11-13

T AT&T INC12.3K shares2.63%2025-09-302025-11-13

L LOEWS CORP3.4K shares1.36%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS2.4K shares0.00%2025-09-302025-11-13

SPGI S&P GLOBAL INC685 shares0.59%2025-09-302025-11-13

Sponsored

CWT CALIFORNIA WTR SVC GROUP7.2K shares4.13%2025-09-302025-11-13

QCOM QUALCOMM INC2.0K shares-1.87%2025-09-302025-11-13

GLW CORNING INC4.0K shares-5.84%2025-09-302025-11-13

MPC MARATHON PETE CORP1.7K shares-1.87%2025-09-302025-11-13

COOP MR COOPER GROUP INC1.5K shares-4.98%2025-09-302025-11-13

IYR ISHARES TR3.3K shares0.00%2025-09-302025-11-13

PEP PEPSICO INC2.2K shares-2.52%2025-09-302025-11-13

QUAD QUAD / GRAPHICS INC50.2K shares-0.00%2025-09-302025-11-13

Sponsored

RBLX ROBLOX CORP2.3K sharesnew addition2025-09-302025-11-13

CMA COMERICA INC4.5K shares-0.04%2025-09-302025-11-13

IWD ISHARES TR1.5K shares0.00%2025-09-302025-11-13

OEF ISHARES TR900 shares0.00%2025-09-302025-11-13

PGR PROGRESSIVE CORP1.2K shares-0.08%2025-09-302025-11-13

BX BLACKSTONE INC1.7K shares0.95%2025-09-302025-11-13

VNQ VANGUARD INDEX FDS3.2K shares0.00%2025-09-302025-11-13

XLG INVESCO EXCHANGE TRADED FD T5.0K shares0.40%2025-09-302025-11-13

Sponsored

VGT VANGUARD WORLD FD382 shares-8.83%2025-09-302025-11-13

GEV GE VERNOVA INC461 shares-6.87%2025-09-302025-11-13

HMY HARMONY GOLD MINING CO LTD15.5K shares-3.83%2025-09-302025-11-13

CRM SALESFORCE INC1.2K shares-4.27%2025-09-302025-11-13

TJX TJX COS INC NEW1.9K sharesnew addition2025-09-302025-11-13

MMM 3M CO1.7K shares-0.46%2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO5.9K shares-4.92%2025-09-302025-11-13

NKE NIKE INC3.8K shares0.64%2025-09-302025-11-13

Sponsored

SPDW SPDR INDEX SHS FDS6.1K shares0.00%2025-09-302025-11-13

SONY SONY GROUP CORP8.9K shares0.03%2025-09-302025-11-13

ETR ENTERGY CORP NEW2.7K shares-0.04%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR9.1K shares0.02%2025-09-302025-11-13

AFL AFLAC INC2.2K shares0.05%2025-09-302025-11-13

STX SEAGATE TECHNOLOGY HLDNGS PL1.0K sharesnew addition2025-09-302025-11-13

GS GOLDMAN SACHS GROUP INC304 shares2.01%2025-09-302025-11-13

APH AMPHENOL CORP NEW2.0K sharesnew addition2025-09-302025-11-13

Sponsored

ROKU ROKU INC2.4K sharesnew addition2025-09-302025-11-13

XLV SELECT SECTOR SPDR TR1.7K shares0.00%2025-09-302025-11-13

CMCSA COMCAST CORP NEW7.4K shares-2.04%2025-09-302025-11-13

ELP COMPANHIA PARANAENSE DE ENER23.7K shares-2.38%2025-09-302025-11-13

IWO ISHARES TR726 shares0.00%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC1.1K shares-22.23%2025-09-302025-11-13

C CITIGROUP INC2.3K sharesnew addition2025-09-302025-11-13

FDX FEDEX CORP967 shares1.79%2025-09-302025-11-13

Sponsored

PFE PFIZER INC8.9K sharesnew addition2025-09-302025-11-13

SO SOUTHERN CO2.3K shares0.00%2025-09-302025-11-13

ISTB ISHARES TR4.5K shares0.00%2025-09-302025-11-13

EW EDWARDS LIFESCIENCES CORP2.8K shares0.21%2025-09-302025-11-13

MDLZ MONDELEZ INTL INC3.5K shares-1.07%2025-09-302025-11-13

DGRO ISHARES TR3.2K shares0.00%2025-09-302025-11-13

IJH ISHARES TR3.3K shares0.00%2025-09-302025-11-13

CVS CVS HEALTH CORP2.9K sharesnew addition2025-09-302025-11-13

Sponsored

LMT LOCKHEED MARTIN CORP433 shares-7.87%2025-09-302025-11-13

VFH VANGUARD WORLD FD1.6K shares0.00%2025-09-302025-11-13

SYK STRYKER CORPORATION576 shares-1.20%2025-09-302025-11-13

GWW GRAINGER W W INC223 shares1.36%2025-09-302025-11-13

GSBD GOLDMAN SACHS BDC INC20.6K shares0.00%2025-09-302025-11-13

TECK TECK RESOURCES LTD4.7K sharesnew addition2025-09-302025-11-13

AJG GALLAGHER ARTHUR J & CO671 shares-0.45%2025-09-302025-11-13

AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2025-09-302025-11-13

Sponsored

CMI CUMMINS INC487 sharesnew addition2025-09-302025-11-13

UNP UNION PAC CORP867 shares-5.56%2025-09-302025-11-13

AGG ISHARES TR2.0K sharesnew addition2025-09-302025-11-13

TGT TARGET CORP2.3K shares-5.91%2025-09-302025-11-13

KBH KB HOME3.2K sharesnew addition2025-09-302025-11-13

ADI ANALOG DEVICES INC820 sharesnew addition2025-09-302025-11-13

CTO CTO RLTY GROWTH INC NEW11.4K shares0.00%2025-09-302025-11-13

FINV FINVOLUTION GROUP19.1K shares0.00%2025-09-302025-11-13

Sponsored

UMC UNITED MICROELECTRONICS CORP15.0K shares0.00%2025-09-302025-11-13

STLA STELLANTIS N.V10.2K sharesnew addition2025-09-302025-11-13

PACB PACIFIC BIOSCIENCES CALIF IN48.7K shares0.00%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available