13F filer

Wealth Architects

As of Jun 30, 2026 Filed Jul 23, 2026 CIK 1611518 SEC filings ↗

13F Value

$1.27B

Positions

248

Top Position

IVV6.8%

Top 5

29.7%

Latest filing changes

vs Mar 31, 2026

1 DIHP Dimensional International High Profitability ETF +189.5%+$11.0M

2 MMM 3M >999%+$4.2M

3 TDTF Northern Trust iBoxx 5-Year Target Duration TIPS ETF +4.3%+$3.2M

4 VOO Vanguard 500 Index Fund — ETF Shares +42.5%+$1.6M

5 VIG Vanguard Dividend Appreciation Index Fund — ETF Shares +2.3%+$1.3M

Holdings248

#
1	IVV iShares Core S&P 500 ETF	6.8%	$86.5M	-0.2%	115.5K	6.7%	ETF
2	LRCX Lam Research Filing details 512807306 Jun 30, 2026 178,222 reported quantity $77,229,126 reported value	6.1%	$77.2M	-32.3%	178.2K	5.0%	Common Stock
3	TDTF Northern Trust iBoxx 5-Year Target Duration TIPS ETF	6.1%	$77.2M	+4.3%	3.25M	6.7%	ETF
4	IJR iShares Core S&P Small-Cap ETF	5.9%	$74.9M	-0.1%	505.3K	5.6%	ETF
5	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	4.8%	$60.8M	+2.3%	256.9K	4.8%	ETF
6	GII State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF	3.9%	$49.7M	+0.6%	656.5K	4.4%	ETF
7	VEA Vanguard Developed Markets Index Fund — ETF Shares	3.8%	$47.9M	-19.5%	672.5K	4.8%	ETF
8	AAPL Apple	3.5%	$44.3M	-0.6%	153.2K	3.5%	Common Stock
9	DFIV Dimensional International Value ETF	3.0%	$38.2M	-2.6%	707.1K	3.4%	ETF
10	DFUV Dimensional US Marketwide Value ETF	3.0%	$37.4M	-3.0%	679.2K	3.0%	ETF
11	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.5%	$31.4M	-1.4%	144.2K	2.6%	ETF
12	VBR Vanguard Morningstar Small-Cap Value Index Fund — ETF Shares	2.5%	$31.4M	-1.9%	129.2K	2.6%	ETF
13	AVUV Avantis U.S. Small Cap Value ETF	2.2%	$27.5M	-1.3%	220.6K	2.2%	ETF
14	DFLV Dimensional US Large Cap Value ETF	2.1%	$27.2M	-1.4%	686.8K	2.2%	ETF
15	VT Vanguard Total World Stock Index Fund — ETF Shares	2.1%	$26.7M	+0.3%	169.9K	2.1%	ETF
16	VV Vanguard Morningstar Large-Cap Index Fund — ETF Shares	1.7%	$21.7M	-2.2%	63.0K	1.7%	ETF
17	IEFA iShares Core MSCI EAFE ETF	1.7%	$21.5M	-1.4%	223.0K	1.8%	ETF
18	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.6%	$20.6M	+1.1%	27.6K	1.6%	ETF
19	AVDV Avantis International Small Cap Value ETF	1.6%	$20.0M	-2.0%	194.5K	1.8%	ETF
20	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.4%	$17.9M	-2.7%	58.9K	1.4%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.