Wealth Architects, LLC ETF holdings
Mountain View, CA
Reported $968.5M in 100 ETFs in its Form 13F for June 30, 2026.
ETF value
$968.5M
ETFs held
100
Change from prior quarter
+9.9%
With price moves
ETFs as a share of its 13F
76.5%
of $1.3B
Top 10 of 100 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $86.5M | 115,487 | −210 shares |
| TDTF | Northern Trust iBoxx 5-Year Target Duration TIPS ETF | $77.2M | 3,248,687 | +133,293 shares |
| IJR | iShares Core S&P Small-Cap ETF | $74.9M | 505,346 | −661 shares |
| VIG | Vanguard Dividend Appreciation ETF | $60.8M | 256,927 | +5,673 shares |
| GII | State Street SPDR S&P Global Infrastructure ETF | $49.7M | 656,485 | +3,773 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $47.9M | 672,455 | −163,189 shares |
| DFIV | Dimensional International Value ETF | $38.2M | 707,134 | −18,793 shares |
| DFUV | Dimensional US Marketwide Value ETF | $37.4M | 679,197 | −21,098 shares |
| VTV | Vanguard Morningstar Value ETF | $31.4M | 144,223 | −2,101 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $31.4M | 129,165 | −2,557 shares |
90 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001611518. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wealth Architects, LLC own?
Wealth Architects, LLC reported 100 ETF positions worth $968.5M in its Form 13F for June 30, 2026. The largest was IVV, at $86.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.