WEALTH ARCHITECTS, LLC

Filed: 7/25/2025ACC: 0001611518-25-000008

📋 What this filing means

WEALTH ARCHITECTS, LLC filed this quarterly 13F‑HR report disclosing 226 equity positions with a total reported market value of $984.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

226

Positions

$984.37M

Total AUM (reported)

13.12M

Total Shares

Allocation by class

COM$133.55M13.6%

CORE S&P500 ETF$73.89M7.5%

IBOXX 5YR TRGT$65.13M6.6%

VAN FTSE DEV MKT$54.52M5.5%

CORE S&P SCP ETF$53.29M5.4%

DIV APP ETF$51.12M5.2%

S&P GBLINF ETF$42.35M4.3%

Portfolio Concentration

Top 3$193.55M19.7%

4–10$274.81M27.9%

11–25$255.87M26.0%

Rest$260.14M26.4%

Top 3 weight

19.7%

Top 10 weight

47.6%

Voting Authority Distribution

Total shares with voting rights: 13.12M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.12M

% of voting shares100.0%

Investment Discretion (by position count)

Sole226

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings226

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares119.01K

TypeSH

Market value$73.89M

7.51%

Sole

0.00

Shared

0.00

None

119.01K

FLEXSHARES TR

SOLE

IBOXX 5YR TRGT

Shares2.70M

TypeSH

Market value$65.13M

6.62%

Sole

0.00

Shared

0.00

None

2.70M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares956.36K

TypeSH

Market value$54.52M

5.54%

Sole

0.00

Shared

0.00

None

956.36K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares487.62K

TypeSH

Market value$53.29M

5.41%

Sole

0.00

Shared

0.00

None

487.62K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares249.76K

TypeSH

Market value$51.12M

5.19%

Sole

0.00

Shared

0.00

None

249.76K

SPDR INDEX SHS FDS

SOLE

S&P GBLINF ETF

Shares628.94K

TypeSH

Market value$42.35M

4.30%

Sole

0.00

Shared

0.00

None

628.94K

APPLE INC

SOLE

COM

Shares187.69K

TypeSH

Market value$38.51M

3.91%

Sole

0.00

Shared

0.00

None

187.69K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares737.20K

TypeSH

Market value$31.57M

3.21%

Sole

0.00

Shared

0.00

None

737.20K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares731.24K

TypeSH

Market value$30.92M

3.14%

Sole

0.00

Shared

0.00

None

731.24K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares153.09K

TypeSH

Market value$27.06M

2.75%

Sole

0.00

Shared

0.00

None

153.09K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares134.34K

TypeSH

Market value$26.20M

2.66%

Sole

0.00

Shared

0.00

None

134.34K

LAM RESEARCH CORP

SOLE

COM NEW

Shares263.33K

TypeSH

Market value$25.63M

2.60%

Sole

0.00

Shared

0.00

None

263.33K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares162.08K

TypeSH

Market value$20.83M

2.12%

Sole

0.00

Shared

0.00

None

162.08K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares70.24K

TypeSH

Market value$20.04M

2.04%

Sole

0.00

Shared

0.00

None

70.24K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares239.04K

TypeSH

Market value$19.96M

2.03%

Sole

0.00

Shared

0.00

None

239.04K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares197.43K

TypeSH

Market value$17.99M

1.83%

Sole

0.00

Shared

0.00

None

197.43K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares575.55K

TypeSH

Market value$17.85M

1.81%

Sole

0.00

Shared

0.00

None

575.55K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares27.33K

TypeSH

Market value$16.89M

1.72%

Sole

0.00

Shared

0.00

None

27.33K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares196.63K

TypeSH

Market value$15.59M

1.58%

Sole

0.00

Shared

0.00

None

196.63K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares63.17K

TypeSH

Market value$14.97M

1.52%

Sole

0.00

Shared

0.00

None

63.17K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares188.48K

TypeSH

Market value$13.70M

1.39%

Sole

0.00

Shared

0.00

None

188.48K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares26.22K

TypeSH

Market value$12.74M

1.29%

Sole

0.00

Shared

0.00

None

26.22K

META PLATFORMS INC

SOLE

CL A

Shares15.78K

TypeSH

Market value$11.65M

1.18%

Sole

0.00

Shared

0.00

None

15.78K

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares112.54K

TypeSH

Market value$11.20M

1.14%

Sole

0.00

Shared

0.00

None

112.54K

MICROSOFT CORP

SOLE

COM

Shares21.41K

TypeSH

Market value$10.65M

1.08%

Sole

0.00

Shared

0.00

None

21.41K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	119.01K	SH	$73.89M 7.51%	119.01K
FLEXSHARES TRSOLE	IBOXX 5YR TRGT	2.70M	SH	$65.13M 6.62%	2.70M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	956.36K	SH	$54.52M 5.54%	956.36K
ISHARES TRSOLE	CORE S&P SCP ETF	487.62K	SH	$53.29M 5.41%	487.62K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	249.76K	SH	$51.12M 5.19%	249.76K
SPDR INDEX SHS FDSSOLE	S&P GBLINF ETF	628.94K	SH	$42.35M 4.30%	628.94K
APPLE INCSOLE	COM	187.69K	SH	$38.51M 3.91%	187.69K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	737.20K	SH	$31.57M 3.21%	737.20K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	731.24K	SH	$30.92M 3.14%	731.24K
VANGUARD INDEX FDSSOLE	VALUE ETF	153.09K	SH	$27.06M 2.75%	153.09K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	134.34K	SH	$26.20M 2.66%	134.34K
LAM RESEARCH CORPSOLE	COM NEW	263.33K	SH	$25.63M 2.60%	263.33K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	162.08K	SH	$20.83M 2.12%	162.08K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	70.24K	SH	$20.04M 2.04%	70.24K
ISHARES TRSOLE	CORE MSCI EAFE	239.04K	SH	$19.96M 2.03%	239.04K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	197.43K	SH	$17.99M 1.83%	197.43K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	575.55K	SH	$17.85M 1.81%	575.55K
SPDR S&P 500 ETF TRSOLE	TR UNIT	27.33K	SH	$16.89M 1.72%	27.33K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	196.63K	SH	$15.59M 1.58%	196.63K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	63.17K	SH	$14.97M 1.52%	63.17K
ISHARES TRSOLE	EAFE SML CP ETF	188.48K	SH	$13.70M 1.39%	188.48K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	26.22K	SH	$12.74M 1.29%	26.22K
META PLATFORMS INCSOLE	CL A	15.78K	SH	$11.65M 1.18%	15.78K
ISHARES TRSOLE	SP SMCP600VL ETF	112.54K	SH	$11.20M 1.14%	112.54K
MICROSOFT CORPSOLE	COM	21.41K	SH	$10.65M 1.08%	21.41K

Page 1 of 10

…