WEALTH ARCHITECTS, LLC

Filed: 11/13/2025ACC: 0001611518-25-000013

📋 What this filing means

WEALTH ARCHITECTS, LLC filed this quarterly 13F‑HR report disclosing 235 equity positions with a total reported market value of $1.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

235

Positions

$1.06B

Total AUM (reported)

13.25M

Total Shares

Allocation by class

COM$148.77M14.0%

CORE S&P500 ETF$78.72M7.4%

IBOXX 5YR TRGT$67.62M6.4%

CORE S&P SCP ETF$57.75M5.5%

VAN FTSE DEV MKT$56.25M5.3%

DIV APP ETF$52.67M5.0%

S&P GBLINF ETF$43.30M4.1%

Portfolio Concentration

Top 3$204.09M19.3%

4–10$298.23M28.2%

11–25$273.63M25.8%

Rest$283.04M26.7%

Top 3 weight

19.3%

Top 10 weight

47.4%

Voting Authority Distribution

Total shares with voting rights: 13.25M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.25M

% of voting shares100.0%

Investment Discretion (by position count)

Sole235

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings235

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares117.61K

TypeSH

Market value$78.72M

7.43%

Sole

0.00

Shared

0.00

None

117.61K

FLEXSHARES TR

SOLE

IBOXX 5YR TRGT

Shares2.79M

TypeSH

Market value$67.62M

6.39%

Sole

0.00

Shared

0.00

None

2.79M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares486.03K

TypeSH

Market value$57.75M

5.45%

Sole

0.00

Shared

0.00

None

486.03K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares938.79K

TypeSH

Market value$56.25M

5.31%

Sole

0.00

Shared

0.00

None

938.79K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares244.06K

TypeSH

Market value$52.67M

4.97%

Sole

0.00

Shared

0.00

None

244.06K

APPLE INC

SOLE

COM

Shares176.50K

TypeSH

Market value$44.94M

4.24%

Sole

0.00

Shared

0.00

None

176.50K

SPDR INDEX SHS FDS

SOLE

S&P GBLINF ETF

Shares622.21K

TypeSH

Market value$43.30M

4.09%

Sole

0.00

Shared

0.00

None

622.21K

LAM RESEARCH CORP

SOLE

COM NEW

Shares263.44K

TypeSH

Market value$35.27M

3.33%

Sole

0.00

Shared

0.00

None

263.44K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares734.71K

TypeSH

Market value$33.88M

3.20%

Sole

0.00

Shared

0.00

None

734.71K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares714.01K

TypeSH

Market value$31.91M

3.01%

Sole

0.00

Shared

0.00

None

714.01K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares152.29K

TypeSH

Market value$28.40M

2.68%

Sole

0.00

Shared

0.00

None

152.29K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares133.97K

TypeSH

Market value$27.96M

2.64%

Sole

0.00

Shared

0.00

None

133.97K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares162.70K

TypeSH

Market value$22.42M

2.12%

Sole

0.00

Shared

0.00

None

162.70K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares69.52K

TypeSH

Market value$21.40M

2.02%

Sole

0.00

Shared

0.00

None

69.52K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares233.68K

TypeSH

Market value$20.40M

1.93%

Sole

0.00

Shared

0.00

None

233.68K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares606.25K

TypeSH

Market value$19.95M

1.88%

Sole

0.00

Shared

0.00

None

606.25K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares199.69K

TypeSH

Market value$19.88M

1.88%

Sole

0.00

Shared

0.00

None

199.69K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares27.22K

TypeSH

Market value$18.13M

1.71%

Sole

0.00

Shared

0.00

None

27.22K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares195.39K

TypeSH

Market value$17.40M

1.64%

Sole

0.00

Shared

0.00

None

195.39K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares62.64K

TypeSH

Market value$15.93M

1.50%

Sole

0.00

Shared

0.00

None

62.64K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares180.96K

TypeSH

Market value$13.88M

1.31%

Sole

0.00

Shared

0.00

None

180.96K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares25.31K

TypeSH

Market value$12.72M

1.20%

Sole

0.00

Shared

0.00

None

25.31K

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares110.76K

TypeSH

Market value$12.25M

1.16%

Sole

0.00

Shared

0.00

None

110.76K

ISHARES TR

SOLE

ESG AWARE MSCI

Shares257.22K

TypeSH

Market value$11.60M

1.09%

Sole

0.00

Shared

0.00

None

257.22K

META PLATFORMS INC

SOLE

CL A

Shares15.40K

TypeSH

Market value$11.31M

1.07%

Sole

0.00

Shared

0.00

None

15.40K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	117.61K	SH	$78.72M 7.43%	117.61K
FLEXSHARES TRSOLE	IBOXX 5YR TRGT	2.79M	SH	$67.62M 6.39%	2.79M
ISHARES TRSOLE	CORE S&P SCP ETF	486.03K	SH	$57.75M 5.45%	486.03K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	938.79K	SH	$56.25M 5.31%	938.79K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	244.06K	SH	$52.67M 4.97%	244.06K
APPLE INCSOLE	COM	176.50K	SH	$44.94M 4.24%	176.50K
SPDR INDEX SHS FDSSOLE	S&P GBLINF ETF	622.21K	SH	$43.30M 4.09%	622.21K
LAM RESEARCH CORPSOLE	COM NEW	263.44K	SH	$35.27M 3.33%	263.44K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	734.71K	SH	$33.88M 3.20%	734.71K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	714.01K	SH	$31.91M 3.01%	714.01K
VANGUARD INDEX FDSSOLE	VALUE ETF	152.29K	SH	$28.40M 2.68%	152.29K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	133.97K	SH	$27.96M 2.64%	133.97K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	162.70K	SH	$22.42M 2.12%	162.70K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	69.52K	SH	$21.40M 2.02%	69.52K
ISHARES TRSOLE	CORE MSCI EAFE	233.68K	SH	$20.40M 1.93%	233.68K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	606.25K	SH	$19.95M 1.88%	606.25K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	199.69K	SH	$19.88M 1.88%	199.69K
SPDR S&P 500 ETF TRSOLE	TR UNIT	27.22K	SH	$18.13M 1.71%	27.22K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	195.39K	SH	$17.40M 1.64%	195.39K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	62.64K	SH	$15.93M 1.50%	62.64K
ISHARES TRSOLE	EAFE SML CP ETF	180.96K	SH	$13.88M 1.31%	180.96K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	25.31K	SH	$12.72M 1.20%	25.31K
ISHARES TRSOLE	SP SMCP600VL ETF	110.76K	SH	$12.25M 1.16%	110.76K
ISHARES TRSOLE	ESG AWARE MSCI	257.22K	SH	$11.60M 1.09%	257.22K
META PLATFORMS INCSOLE	CL A	15.40K	SH	$11.31M 1.07%	15.40K

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