Wealth Architects, LLC: 13F holdings
CIK 16115182026Q2
| Positions | 248 |
|---|---|
| Reported value | $1.3bn |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES CORE S&P 500 ETF | 115,487 | $86.5m | 6.8% |
| LRCX LAM RESEARCH CORP | 178,222 | $77.2m | 6.1% |
| FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 3,248,687 | $77.2m | 6.1% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 505,346 | $74.9m | 5.9% |
| VIG VANGUARD DIVIDEND APPRECIATION ETF | 256,927 | $60.8m | 4.8% |
| SPDR S&P GLOBAL INFRASTRUCTURE ETF | 656,485 | $49.7m | 3.9% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 672,455 | $47.9m | 3.8% |
| AAPL APPLE INC | 153,166 | $44.3m | 3.5% |
| DFIV DFA INTERNATIONAL VALUE ETF | 707,134 | $38.2m | 3.0% |
| YM=F DFA TAX-MANAGED US MARKETWIDE VALUE II | 679,197 | $37.4m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1611518")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.