Wealth Architects, LLC
•CIK: 1611518•Filing: Q4 2025
**Wealth Architects, LLC** manages $1.1B across a diversified portfolio of 240 positions. The strategy exhibits a notable tilt toward core market exposure, evidenced by significant allocations to IVV ($78.9M) and TDTF ($71.7M). Further concentration is visible in broad indices like IJR ($59.7M) and VEA ($57.8M), alongside technology and growth names such as AAPL ($44.6M) and LRCX ($45.1M). This structure suggests a disciplined, large-cap growth orientation within the current market cycle.
Total AUM
$1.1B
QoQ Performance
+4.8%
Positions
169
Top 10 Concentration
47.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
TDTF
IJR
VEA
IVV7.1%
TDTF6.5%
IJR5.4%
VEA5.2%
VIG4.9%
LRCX4.1%
GII4.1%
AAPL4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.5%
Technology12.8%
ETF9.1%
Financial2.2%
Consumer1.2%
Healthcare1.1%
Industrial0.5%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+37 more exited positions
Changes from Q3 2025
NEW7 new positions
↑63 increased
↓103 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023