WEALTH ARCHITECTS, LLC

Filed: 7/23/2026ACC: 0001611518-26-000008

📋 What this filing means

WEALTH ARCHITECTS, LLC filed this quarterly 13F‑HR report disclosing 248 equity positions with a total reported market value of $1.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

248

Positions

$1.27B

Total AUM (reported)

14.34M

Total Shares

Allocation by class

COM$169.36M13.4%

CORE S&P500 ETF$86.49M6.8%

COM NEW$81.89M6.5%

IBOXX 5YR TRGT$77.22M6.1%

CORE S&P SCP ETF$74.95M5.9%

DIV APP ETF$60.79M4.8%

ST STR INFRA ETF$49.70M3.9%

Portfolio Concentration

Top 3$240.94M19.0%

4–10$353.24M27.9%

11–25$320.65M25.3%

Rest$351.47M27.8%

Top 3 weight

19.0%

Top 10 weight

46.9%

Voting Authority Distribution

Total shares with voting rights: 14.34M

Sole

Full voting authority

14.34M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole248

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings248

Rows:

ISHARES CORE S&P 500 ETF

SOLE

CORE S&P500 ETF

Shares115.49K

TypeSH

Market value$86.49M

6.83%

Sole

115.49K

Shared

0.00

None

0.00

LAM RESEARCH CORP

SOLE

COM NEW

Shares178.22K

TypeSH

Market value$77.23M

6.10%

Sole

178.22K

Shared

0.00

None

0.00

FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF

SOLE

IBOXX 5YR TRGT

Shares3.25M

TypeSH

Market value$77.22M

6.10%

Sole

3.25M

Shared

0.00

None

0.00

ISHARES CORE S&P SMALL CAP ETF

SOLE

CORE S&P SCP ETF

Shares505.35K

TypeSH

Market value$74.95M

5.92%

Sole

505.35K

Shared

0.00

None

0.00

VANGUARD DIVIDEND APPRECIATION ETF

SOLE

DIV APP ETF

Shares256.93K

TypeSH

Market value$60.79M

4.80%

Sole

256.93K

Shared

0.00

None

0.00

SPDR S&P GLOBAL INFRASTRUCTURE ETF

SOLE

ST STR INFRA ETF

Shares656.49K

TypeSH

Market value$49.70M

3.93%

Sole

656.49K

Shared

0.00

None

0.00

VANGUARD FTSE DEVELOPED MARKETS ETF

SOLE

VAN FTSE DEV MKT

Shares672.46K

TypeSH

Market value$47.91M

3.78%

Sole

672.46K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares153.17K

TypeSH

Market value$44.32M

3.50%

Sole

153.17K

Shared

0.00

None

0.00

DFA INTERNATIONAL VALUE ETF

SOLE

INTERNATNAL VAL

Shares707.13K

TypeSH

Market value$38.20M

3.02%

Sole

707.13K

Shared

0.00

None

0.00

DFA TAX-MANAGED US MARKETWIDE VALUE II

SOLE

US MKTWIDE VALUE

Shares679.20K

TypeSH

Market value$37.36M

2.95%

Sole

679.20K

Shared

0.00

None

0.00

VANGUARD VALUE ETF

SOLE

VALUE ETF

Shares144.22K

TypeSH

Market value$31.43M

2.48%

Sole

144.22K

Shared

0.00

None

0.00

VANGUARD SMALL CAP VALUE ETF

SOLE

SM CP VAL ETF

Shares129.16K

TypeSH

Market value$31.39M

2.48%

Sole

129.16K

Shared

0.00

None

0.00

AVANTIS US SMALL CAP VALUE ETF

SOLE

US SML CP VALU

Shares220.64K

TypeSH

Market value$27.53M

2.17%

Sole

220.64K

Shared

0.00

None

0.00

DIMENSIONAL US LARGE CAP VALUE ETF

SOLE

US LARG VALU ETF

Shares686.83K

TypeSH

Market value$27.16M

2.14%

Sole

686.83K

Shared

0.00

None

0.00

VANGUARD TOTAL WORLD STOCK INDEX

SOLE

TT WRLD ST ETF

Shares169.86K

TypeSH

Market value$26.66M

2.11%

Sole

169.86K

Shared

0.00

None

0.00

VANGUARD LARGE-CAP ETF

SOLE

LARGE CAP ETF

Shares62.99K

TypeSH

Market value$21.66M

1.71%

Sole

62.99K

Shared

0.00

None

0.00

ISHARES CORE MSCI EAFE

SOLE

CORE MSCI EAFE

Shares222.99K

TypeSH

Market value$21.54M

1.70%

Sole

222.99K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TRUST

SOLE

TR UNIT

Shares27.58K

TypeSH

Market value$20.60M

1.63%

Sole

27.58K

Shared

0.00

None

0.00

AVANTIS INTERNATNL SML CP VL ETF

SOLE

INTL SMCP VLU

Shares194.46K

TypeSH

Market value$20.04M

1.58%

Sole

194.46K

Shared

0.00

None

0.00

VANGUARD SMALL-CAP ETF

SOLE

SMALL CP ETF

Shares58.94K

TypeSH

Market value$17.87M

1.41%

Sole

58.94K

Shared

0.00

None

0.00

DIMENSIONAL INTERNATIONAL HIGH PBLY ETF

SOLE

INTL HIGH PROFIT

Shares490.41K

TypeSH

Market value$16.74M

1.32%

Sole

490.41K

Shared

0.00

None

0.00

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

SOLE

ESG AWARE MSCI

Shares277.44K

TypeSH

Market value$15.52M

1.23%

Sole

277.44K

Shared

0.00

None

0.00

ISHARES S&P SMALLCAP600 VALUE INDEX

SOLE

SP SMCP600VL ETF

Shares108.80K

TypeSH

Market value$14.87M

1.17%

Sole

108.80K

Shared

0.00

None

0.00

ISHARES MSCI EAFE SMALL CAP INDEX

SOLE

EAFE SML CP ETF

Shares171.07K

TypeSH

Market value$14.07M

1.11%

Sole

171.07K

Shared

0.00

None

0.00

ISHARES ESG AWARE MSCI EAFE ETF

SOLE

ESG AW MSCI EAFE

Shares132.12K

TypeSH

Market value$13.58M

1.07%

Sole

132.12K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES CORE S&P 500 ETFSOLE	CORE S&P500 ETF	115.49K	SH	$86.49M 6.83%	115.49K
LAM RESEARCH CORPSOLE	COM NEW	178.22K	SH	$77.23M 6.10%	178.22K
FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETFSOLE	IBOXX 5YR TRGT	3.25M	SH	$77.22M 6.10%	3.25M
ISHARES CORE S&P SMALL CAP ETFSOLE	CORE S&P SCP ETF	505.35K	SH	$74.95M 5.92%	505.35K
VANGUARD DIVIDEND APPRECIATION ETFSOLE	DIV APP ETF	256.93K	SH	$60.79M 4.80%	256.93K
SPDR S&P GLOBAL INFRASTRUCTURE ETFSOLE	ST STR INFRA ETF	656.49K	SH	$49.70M 3.93%	656.49K
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE	VAN FTSE DEV MKT	672.46K	SH	$47.91M 3.78%	672.46K
APPLE INCSOLE	COM	153.17K	SH	$44.32M 3.50%	153.17K
DFA INTERNATIONAL VALUE ETFSOLE	INTERNATNAL VAL	707.13K	SH	$38.20M 3.02%	707.13K
DFA TAX-MANAGED US MARKETWIDE VALUE IISOLE	US MKTWIDE VALUE	679.20K	SH	$37.36M 2.95%	679.20K
VANGUARD VALUE ETFSOLE	VALUE ETF	144.22K	SH	$31.43M 2.48%	144.22K
VANGUARD SMALL CAP VALUE ETFSOLE	SM CP VAL ETF	129.16K	SH	$31.39M 2.48%	129.16K
AVANTIS US SMALL CAP VALUE ETFSOLE	US SML CP VALU	220.64K	SH	$27.53M 2.17%	220.64K
DIMENSIONAL US LARGE CAP VALUE ETFSOLE	US LARG VALU ETF	686.83K	SH	$27.16M 2.14%	686.83K
VANGUARD TOTAL WORLD STOCK INDEXSOLE	TT WRLD ST ETF	169.86K	SH	$26.66M 2.11%	169.86K
VANGUARD LARGE-CAP ETFSOLE	LARGE CAP ETF	62.99K	SH	$21.66M 1.71%	62.99K
ISHARES CORE MSCI EAFESOLE	CORE MSCI EAFE	222.99K	SH	$21.54M 1.70%	222.99K
SPDR S&P 500 ETF TRUSTSOLE	TR UNIT	27.58K	SH	$20.60M 1.63%	27.58K
AVANTIS INTERNATNL SML CP VL ETFSOLE	INTL SMCP VLU	194.46K	SH	$20.04M 1.58%	194.46K
VANGUARD SMALL-CAP ETFSOLE	SMALL CP ETF	58.94K	SH	$17.87M 1.41%	58.94K
DIMENSIONAL INTERNATIONAL HIGH PBLY ETFSOLE	INTL HIGH PROFIT	490.41K	SH	$16.74M 1.32%	490.41K
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFSOLE	ESG AWARE MSCI	277.44K	SH	$15.52M 1.23%	277.44K
ISHARES S&P SMALLCAP600 VALUE INDEXSOLE	SP SMCP600VL ETF	108.80K	SH	$14.87M 1.17%	108.80K
ISHARES MSCI EAFE SMALL CAP INDEXSOLE	EAFE SML CP ETF	171.07K	SH	$14.07M 1.11%	171.07K
ISHARES ESG AWARE MSCI EAFE ETFSOLE	ESG AW MSCI EAFE	132.12K	SH	$13.58M 1.07%	132.12K

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