WEALTH ARCHITECTS, LLC

Filed: 2/17/2026ACC: 0001611518-26-000003

📋 What this filing means

WEALTH ARCHITECTS, LLC filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

240

Positions

$1.11B

Total AUM (reported)

13.80M

Total Shares

Allocation by class

COM$149.80M13.5%

CORE S&P500 ETF$78.93M7.1%

IBOXX 5YR TRGT$71.68M6.5%

CORE S&P SCP ETF$59.68M5.4%

VAN FTSE DEV MKT$57.82M5.2%

DIV APP ETF$53.90M4.9%

COM NEW$47.84M4.3%

Portfolio Concentration

Top 3$210.29M18.9%

4–10$316.10M28.5%

11–25$284.40M25.6%

Rest$299.03M26.9%

Top 3 weight

18.9%

Top 10 weight

47.4%

Voting Authority Distribution

Total shares with voting rights: 13.80M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.80M

% of voting shares100.0%

Investment Discretion (by position count)

Sole240

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings240

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares115.23K

TypeSH

Market value$78.93M

7.11%

Sole

0.00

Shared

0.00

None

115.23K

FLEXSHARES TR

SOLE

IBOXX 5YR TRGT

Shares2.99M

TypeSH

Market value$71.68M

6.46%

Sole

0.00

Shared

0.00

None

2.99M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares496.57K

TypeSH

Market value$59.68M

5.38%

Sole

0.00

Shared

0.00

None

496.57K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares925.63K

TypeSH

Market value$57.82M

5.21%

Sole

0.00

Shared

0.00

None

925.63K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares245.25K

TypeSH

Market value$53.90M

4.86%

Sole

0.00

Shared

0.00

None

245.25K

LAM RESEARCH CORP

SOLE

COM NEW

Shares263.27K

TypeSH

Market value$45.07M

4.06%

Sole

0.00

Shared

0.00

None

263.27K

SPDR INDEX SHS FDS

SOLE

S&P GBLINF ETF

Shares644.52K

TypeSH

Market value$44.97M

4.05%

Sole

0.00

Shared

0.00

None

644.52K

APPLE INC

SOLE

COM

Shares164.13K

TypeSH

Market value$44.62M

4.02%

Sole

0.00

Shared

0.00

None

164.13K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares733.56K

TypeSH

Market value$36.60M

3.30%

Sole

0.00

Shared

0.00

None

733.56K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares710.84K

TypeSH

Market value$33.12M

2.98%

Sole

0.00

Shared

0.00

None

710.84K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares149.68K

TypeSH

Market value$28.59M

2.58%

Sole

0.00

Shared

0.00

None

149.68K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares132.94K

TypeSH

Market value$28.15M

2.54%

Sole

0.00

Shared

0.00

None

132.94K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares166.32K

TypeSH

Market value$23.46M

2.11%

Sole

0.00

Shared

0.00

None

166.32K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares223.10K

TypeSH

Market value$22.75M

2.05%

Sole

0.00

Shared

0.00

None

223.10K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares661.40K

TypeSH

Market value$22.63M

2.04%

Sole

0.00

Shared

0.00

None

661.40K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares66.77K

TypeSH

Market value$21.02M

1.89%

Sole

0.00

Shared

0.00

None

66.77K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares231.84K

TypeSH

Market value$20.74M

1.87%

Sole

0.00

Shared

0.00

None

231.84K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares199.57K

TypeSH

Market value$18.75M

1.69%

Sole

0.00

Shared

0.00

None

199.57K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares26.86K

TypeSH

Market value$18.32M

1.65%

Sole

0.00

Shared

0.00

None

26.86K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares62.06K

TypeSH

Market value$16.01M

1.44%

Sole

0.00

Shared

0.00

None

62.06K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares179.97K

TypeSH

Market value$13.95M

1.26%

Sole

0.00

Shared

0.00

None

179.97K

ISHARES TR

SOLE

ESG AWARE MSCI

Shares279.91K

TypeSH

Market value$12.87M

1.16%

Sole

0.00

Shared

0.00

None

279.91K

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares110.34K

TypeSH

Market value$12.55M

1.13%

Sole

0.00

Shared

0.00

None

110.34K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares24.50K

TypeSH

Market value$12.31M

1.11%

Sole

0.00

Shared

0.00

None

24.50K

ISHARES TR

SOLE

ESG AW MSCI EAFE

Shares129.29K

TypeSH

Market value$12.29M

1.11%

Sole

0.00

Shared

0.00

None

129.29K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	115.23K	SH	$78.93M 7.11%	115.23K
FLEXSHARES TRSOLE	IBOXX 5YR TRGT	2.99M	SH	$71.68M 6.46%	2.99M
ISHARES TRSOLE	CORE S&P SCP ETF	496.57K	SH	$59.68M 5.38%	496.57K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	925.63K	SH	$57.82M 5.21%	925.63K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	245.25K	SH	$53.90M 4.86%	245.25K
LAM RESEARCH CORPSOLE	COM NEW	263.27K	SH	$45.07M 4.06%	263.27K
SPDR INDEX SHS FDSSOLE	S&P GBLINF ETF	644.52K	SH	$44.97M 4.05%	644.52K
APPLE INCSOLE	COM	164.13K	SH	$44.62M 4.02%	164.13K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	733.56K	SH	$36.60M 3.30%	733.56K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	710.84K	SH	$33.12M 2.98%	710.84K
VANGUARD INDEX FDSSOLE	VALUE ETF	149.68K	SH	$28.59M 2.58%	149.68K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	132.94K	SH	$28.15M 2.54%	132.94K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	166.32K	SH	$23.46M 2.11%	166.32K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	223.10K	SH	$22.75M 2.05%	223.10K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	661.40K	SH	$22.63M 2.04%	661.40K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	66.77K	SH	$21.02M 1.89%	66.77K
ISHARES TRSOLE	CORE MSCI EAFE	231.84K	SH	$20.74M 1.87%	231.84K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	199.57K	SH	$18.75M 1.69%	199.57K
SPDR S&P 500 ETF TRSOLE	TR UNIT	26.86K	SH	$18.32M 1.65%	26.86K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	62.06K	SH	$16.01M 1.44%	62.06K
ISHARES TRSOLE	EAFE SML CP ETF	179.97K	SH	$13.95M 1.26%	179.97K
ISHARES TRSOLE	ESG AWARE MSCI	279.91K	SH	$12.87M 1.16%	279.91K
ISHARES TRSOLE	SP SMCP600VL ETF	110.34K	SH	$12.55M 1.13%	110.34K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	24.50K	SH	$12.31M 1.11%	24.50K
ISHARES TRSOLE	ESG AW MSCI EAFE	129.29K	SH	$12.29M 1.11%	129.29K

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