WEALTH ARCHITECTS, LLC

Filed: 2/10/2025ACC: 0001581794-25-000006

📋 What this filing means

WEALTH ARCHITECTS, LLC filed this quarterly 13F‑HR report disclosing 215 equity positions with a total reported market value of $885.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

215

Positions

$885.94M

Total AUM (reported)

12.42M

Total Shares

Allocation by class

COM$121.22M13.7%

CORE S&P500 ETF$72.44M8.2%

IBOXX 5YR TRGT$58.51M6.6%

CORE S&P SCP ETF$54.84M6.2%

DIV APP ETF$48.17M5.4%

VAN FTSE DEV MKT$46.07M5.2%

S&P GBLINF ETF$37.01M4.2%

Portfolio Concentration

Top 3$185.79M21.0%

4–10$255.35M28.8%

11–25$232.12M26.2%

Rest$212.67M24.0%

Top 3 weight

21.0%

Top 10 weight

49.8%

Voting Authority Distribution

Total shares with voting rights: 12.42M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.42M

% of voting shares100.0%

Investment Discretion (by position count)

Sole215

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings215

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares123.05K

TypeSH

Market value$72.44M

8.18%

Sole

0.00

Shared

0.00

None

123.05K

FLEXSHARES TR

SOLE

IBOXX 5YR TRGT

Shares2.52M

TypeSH

Market value$58.51M

6.60%

Sole

0.00

Shared

0.00

None

2.52M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares475.92K

TypeSH

Market value$54.84M

6.19%

Sole

0.00

Shared

0.00

None

475.92K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares245.95K

TypeSH

Market value$48.17M

5.44%

Sole

0.00

Shared

0.00

None

245.95K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares963.35K

TypeSH

Market value$46.07M

5.20%

Sole

0.00

Shared

0.00

None

963.35K

APPLE INC

SOLE

COM

Shares175.40K

TypeSH

Market value$43.92M

4.96%

Sole

0.00

Shared

0.00

None

175.40K

SPDR INDEX SHS FDS

SOLE

S&P GBLINF ETF

Shares625.55K

TypeSH

Market value$37.01M

4.18%

Sole

0.00

Shared

0.00

None

625.55K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares689.33K

TypeSH

Market value$28.21M

3.18%

Sole

0.00

Shared

0.00

None

689.33K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares741.24K

TypeSH

Market value$26.30M

2.97%

Sole

0.00

Shared

0.00

None

741.24K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares129.57K

TypeSH

Market value$25.68M

2.90%

Sole

0.00

Shared

0.00

None

129.57K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares150.98K

TypeSH

Market value$25.56M

2.89%

Sole

0.00

Shared

0.00

None

150.98K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares215.89K

TypeSH

Market value$20.84M

2.35%

Sole

0.00

Shared

0.00

None

215.89K

LAM RESEARCH CORP

SOLE

COM NEW

Shares264.78K

TypeSH

Market value$19.13M

2.16%

Sole

0.00

Shared

0.00

None

264.78K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares160.53K

TypeSH

Market value$18.86M

2.13%

Sole

0.00

Shared

0.00

None

160.53K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares67.97K

TypeSH

Market value$18.33M

2.07%

Sole

0.00

Shared

0.00

None

67.97K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares582.02K

TypeSH

Market value$17.48M

1.97%

Sole

0.00

Shared

0.00

None

582.02K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares232.81K

TypeSH

Market value$16.36M

1.85%

Sole

0.00

Shared

0.00

None

232.81K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares27.03K

TypeSH

Market value$15.84M

1.79%

Sole

0.00

Shared

0.00

None

27.03K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares58.90K

TypeSH

Market value$14.15M

1.60%

Sole

0.00

Shared

0.00

None

58.90K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares193.17K

TypeSH

Market value$12.57M

1.42%

Sole

0.00

Shared

0.00

None

193.17K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares26.62K

TypeSH

Market value$12.06M

1.36%

Sole

0.00

Shared

0.00

None

26.62K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares186.11K

TypeSH

Market value$11.31M

1.28%

Sole

0.00

Shared

0.00

None

186.11K

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares100.82K

TypeSH

Market value$10.95M

1.24%

Sole

0.00

Shared

0.00

None

100.82K

META PLATFORMS INC

SOLE

CL A

Shares16.08K

TypeSH

Market value$9.42M

1.06%

Sole

0.00

Shared

0.00

None

16.08K

ISHARES TR

SOLE

ESG AWARE MSCI

Shares220.26K

TypeSH

Market value$9.26M

1.05%

Sole

0.00

Shared

0.00

None

220.26K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	123.05K	SH	$72.44M 8.18%	123.05K
FLEXSHARES TRSOLE	IBOXX 5YR TRGT	2.52M	SH	$58.51M 6.60%	2.52M
ISHARES TRSOLE	CORE S&P SCP ETF	475.92K	SH	$54.84M 6.19%	475.92K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	245.95K	SH	$48.17M 5.44%	245.95K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	963.35K	SH	$46.07M 5.20%	963.35K
APPLE INCSOLE	COM	175.40K	SH	$43.92M 4.96%	175.40K
SPDR INDEX SHS FDSSOLE	S&P GBLINF ETF	625.55K	SH	$37.01M 4.18%	625.55K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	689.33K	SH	$28.21M 3.18%	689.33K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	741.24K	SH	$26.30M 2.97%	741.24K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	129.57K	SH	$25.68M 2.90%	129.57K
VANGUARD INDEX FDSSOLE	VALUE ETF	150.98K	SH	$25.56M 2.89%	150.98K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	215.89K	SH	$20.84M 2.35%	215.89K
LAM RESEARCH CORPSOLE	COM NEW	264.78K	SH	$19.13M 2.16%	264.78K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	160.53K	SH	$18.86M 2.13%	160.53K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	67.97K	SH	$18.33M 2.07%	67.97K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	582.02K	SH	$17.48M 1.97%	582.02K
ISHARES TRSOLE	CORE MSCI EAFE	232.81K	SH	$16.36M 1.85%	232.81K
SPDR S&P 500 ETF TRSOLE	TR UNIT	27.03K	SH	$15.84M 1.79%	27.03K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	58.90K	SH	$14.15M 1.60%	58.90K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	193.17K	SH	$12.57M 1.42%	193.17K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	26.62K	SH	$12.06M 1.36%	26.62K
ISHARES TRSOLE	EAFE SML CP ETF	186.11K	SH	$11.31M 1.28%	186.11K
ISHARES TRSOLE	SP SMCP600VL ETF	100.82K	SH	$10.95M 1.24%	100.82K
META PLATFORMS INCSOLE	CL A	16.08K	SH	$9.42M 1.06%	16.08K
ISHARES TRSOLE	ESG AWARE MSCI	220.26K	SH	$9.26M 1.05%	220.26K

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