Filed: 5/15/2026ACC: 0001611518-26-000006
📋 What this filing means
WEALTH ARCHITECTS, LLC filed this quarterly 13F‑HR report disclosing 244 equity positions with a total reported market value of $1.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
244
Positions
$1.12B
Total AUM (reported)
14.08M
Total Shares
Allocation by class
EQUITIES$1.12B100.0%
Portfolio Concentration
Top 3$213.59M19.0%
4–10$324.81M29.0%
11–25$287.07M25.6%
Rest$296.42M26.4%
Top 3 weight
19.0%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 14.08M
Sole
Full voting authority
14.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole244
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings244
Rows:
ISHARES CORE S&P 500 ETF
SOLEShares115.70K
TypeSH
Market value$75.57M
6.74%
Sole
115.70K
Shared
0.00
None
0.00
FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF
SOLEShares3.12M
TypeSH
Market value$75.11M
6.70%
Sole
3.12M
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares506.01K
TypeSH
Market value$62.90M
5.61%
Sole
506.01K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares263.24K
TypeSH
Market value$56.24M
5.01%
Sole
263.24K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares251.25K
TypeSH
Market value$54.03M
4.82%
Sole
251.25K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares835.64K
TypeSH
Market value$53.55M
4.77%
Sole
835.64K
Shared
0.00
None
0.00
SPDR S&P GLOBAL INFRASTRUCTURE ETF
SOLEShares652.71K
TypeSH
Market value$49.62M
4.42%
Sole
652.71K
Shared
0.00
None
0.00
APPLE INC
SOLEShares154.11K
TypeSH
Market value$39.11M
3.49%
Sole
154.11K
Shared
0.00
None
0.00
DFA INTERNATIONAL VALUE ETF
SOLEShares725.93K
TypeSH
Market value$38.31M
3.42%
Sole
725.93K
Shared
0.00
None
0.00
DFA TAX-MANAGED US MARKETWIDE VALUE II
SOLEShares700.29K
TypeSH
Market value$33.94M
3.02%
Sole
700.29K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares146.32K
TypeSH
Market value$28.71M
2.56%
Sole
146.32K
Shared
0.00
None
0.00
VANGUARD SMALL CAP VALUE ETF
SOLEShares131.72K
TypeSH
Market value$28.62M
2.55%
Sole
131.72K
Shared
0.00
None
0.00
DIMENSIONAL US LARGE CAP VALUE ETF
SOLEShares696.76K
TypeSH
Market value$24.88M
2.22%
Sole
696.76K
Shared
0.00
None
0.00
AVANTIS US SMALL CAP VALUE ETF
SOLEShares223.61K
TypeSH
Market value$24.70M
2.20%
Sole
223.61K
Shared
0.00
None
0.00
VANGUARD TOTAL WORLD STOCK INDEX
SOLEShares169.38K
TypeSH
Market value$23.43M
2.09%
Sole
169.38K
Shared
0.00
None
0.00
ISHARES CORE MSCI EAFE
SOLEShares226.10K
TypeSH
Market value$20.47M
1.82%
Sole
226.10K
Shared
0.00
None
0.00
AVANTIS INTERNATNL SML CP VL ETF
SOLEShares198.35K
TypeSH
Market value$19.81M
1.77%
Sole
198.35K
Shared
0.00
None
0.00
VANGUARD LARGE-CAP ETF
SOLEShares64.41K
TypeSH
Market value$19.25M
1.72%
Sole
64.41K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares27.29K
TypeSH
Market value$17.75M
1.58%
Sole
27.29K
Shared
0.00
None
0.00
VANGUARD SMALL-CAP ETF
SOLEShares60.59K
TypeSH
Market value$15.87M
1.41%
Sole
60.59K
Shared
0.00
None
0.00
ISHARES MSCI EAFE SMALL CAP INDEX
SOLEShares175.08K
TypeSH
Market value$13.73M
1.22%
Sole
175.08K
Shared
0.00
None
0.00
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
SOLEShares283.14K
TypeSH
Market value$13.31M
1.19%
Sole
283.14K
Shared
0.00
None
0.00
ISHARES S&P SMALLCAP600 VALUE INDEX
SOLEShares110.10K
TypeSH
Market value$13.04M
1.16%
Sole
110.10K
Shared
0.00
None
0.00
ISHARES ESG AWARE MSCI EAFE ETF
SOLEShares131.06K
TypeSH
Market value$12.53M
1.12%
Sole
131.06K
Shared
0.00
None
0.00
DFA US SUSTAINABILITY CORE 1 ETF
SOLEShares267.08K
TypeSH
Market value$10.97M
0.98%
Sole
267.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | Equities | 115.70K | SH | $75.57M 6.74% | 115.70K | 0.00 | 0.00 |
FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETFSOLE | Equities | 3.12M | SH | $75.11M 6.70% | 3.12M | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | Equities | 506.01K | SH | $62.90M 5.61% | 506.01K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | Equities | 263.24K | SH | $56.24M 5.01% | 263.24K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | Equities | 251.25K | SH | $54.03M 4.82% | 251.25K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | Equities | 835.64K | SH | $53.55M 4.77% | 835.64K | 0.00 | 0.00 |
SPDR S&P GLOBAL INFRASTRUCTURE ETFSOLE | Equities | 652.71K | SH | $49.62M 4.42% | 652.71K | 0.00 | 0.00 |
APPLE INCSOLE | Equities | 154.11K | SH | $39.11M 3.49% | 154.11K | 0.00 | 0.00 |
DFA INTERNATIONAL VALUE ETFSOLE | Equities | 725.93K | SH | $38.31M 3.42% | 725.93K | 0.00 | 0.00 |
DFA TAX-MANAGED US MARKETWIDE VALUE IISOLE | Equities | 700.29K | SH | $33.94M 3.02% | 700.29K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | Equities | 146.32K | SH | $28.71M 2.56% | 146.32K | 0.00 | 0.00 |
VANGUARD SMALL CAP VALUE ETFSOLE | Equities | 131.72K | SH | $28.62M 2.55% | 131.72K | 0.00 | 0.00 |
DIMENSIONAL US LARGE CAP VALUE ETFSOLE | Equities | 696.76K | SH | $24.88M 2.22% | 696.76K | 0.00 | 0.00 |
AVANTIS US SMALL CAP VALUE ETFSOLE | Equities | 223.61K | SH | $24.70M 2.20% | 223.61K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK INDEXSOLE | Equities | 169.38K | SH | $23.43M 2.09% | 169.38K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFESOLE | Equities | 226.10K | SH | $20.47M 1.82% | 226.10K | 0.00 | 0.00 |
AVANTIS INTERNATNL SML CP VL ETFSOLE | Equities | 198.35K | SH | $19.81M 1.77% | 198.35K | 0.00 | 0.00 |
VANGUARD LARGE-CAP ETFSOLE | Equities | 64.41K | SH | $19.25M 1.72% | 64.41K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | Equities | 27.29K | SH | $17.75M 1.58% | 27.29K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | Equities | 60.59K | SH | $15.87M 1.41% | 60.59K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP INDEXSOLE | Equities | 175.08K | SH | $13.73M 1.22% | 175.08K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFSOLE | Equities | 283.14K | SH | $13.31M 1.19% | 283.14K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP600 VALUE INDEXSOLE | Equities | 110.10K | SH | $13.04M 1.16% | 110.10K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EAFE ETFSOLE | Equities | 131.06K | SH | $12.53M 1.12% | 131.06K | 0.00 | 0.00 |
DFA US SUSTAINABILITY CORE 1 ETFSOLE | Equities | 267.08K | SH | $10.97M 0.98% | 267.08K | 0.00 | 0.00 |
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