Wealth Architects, LLC

13F filer, CIK 1611518, MOUNTAIN VIEW, CA

Wealth Architects, LLC reported $885,935,816 across 215 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-10. Its ten largest share positions make up 49.79% of the portfolio.

Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001581794-25-000006

Period: 2024-12-31
Reported value: $886M
Holdings: 215
Top 10 weight: 49.79%
New: 11
Sold out: 10

Largest buys vs the previous quarter

Security	Shares change	Approx. value
LRCXnew	+264,781	$19.1M
VEAadded	+75,797	$3.62M
SCHFadded	+166,143	$3.07M
DFLVadded	+89,628	$2.69M
TDTFadded	+102,857	$2.39M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LAM RESEARCH CORPexited	-26,540	-$21.7M
AAPLreduced	-6,800	-$1.7M
VTVreduced	-5,276	-$893K
IVVreduced	-1,428	-$841K
METAreduced	-1,361	-$797K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001581794-25-000006, largest first. % of portfolio is the value over $885,935,816, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	123,053	$72.4M	8.18%	-1,428	Timeline
TDTFFLEXSHARES TR	2,515,655	$58.5M	6.6%	+102,857	Timeline
IJRISHARES TR	475,922	$54.8M	6.19%	+12,105	Timeline
VIGVANGUARD SPECIALIZED FUNDS	245,954	$48.2M	5.44%	+9,317	Timeline
VEAVANGUARD TAX-MANAGED FDS	963,346	$46.1M	5.2%	+75,797	Timeline
AAPLAPPLE INC	175,403	$43.9M	4.96%	-6,800	Timeline
GIISPDR INDEX SHS FDS	625,549	$37M	4.18%	+17,205	Timeline
DFUVDIMENSIONAL ETF TRUST	689,328	$28.2M	3.18%	-12,620	Timeline
DFIVDIMENSIONAL ETF TRUST	741,236	$26.3M	2.97%	+59,416	Timeline
VBRVANGUARD INDEX FDS	129,566	$25.7M	2.9%	-2,246	Timeline
VTVVANGUARD INDEX FDS	150,978	$25.6M	2.89%	-5,276	Timeline
AVUVAMERICAN CENTY ETF TR	215,887	$20.8M	2.35%	+12,449	Timeline
LRCXLAM RESEARCH CORP	264,781	$19.1M	2.16%	new	Timeline
VTVANGUARD INTL EQUITY INDEX F	160,527	$18.9M	2.13%	+1,424	Timeline
VVVANGUARD INDEX FDS	67,973	$18.3M	2.07%	-2,168	Timeline
DFLVDIMENSIONAL ETF TRUST	582,025	$17.5M	1.97%	+89,628	Timeline
IEFAISHARES TR	232,815	$16.4M	1.85%	-1,489	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	27,030	$15.8M	1.79%	+693	Timeline
VBVANGUARD INDEX FDS	58,896	$14.2M	1.6%	-750	Timeline
AVDVAMERICAN CENTY ETF TR	193,166	$12.6M	1.42%	+18,891	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	26,616	$12.1M	1.36%	+170	Timeline
SCZISHARES TR	186,106	$11.3M	1.28%	-1,131	Timeline
IJSISHARES TR	100,819	$10.9M	1.24%	-1,133	Timeline
METAMETA PLATFORMS INC	16,082	$9.42M	1.06%	-1,361	Timeline
ESMLISHARES TR	220,259	$9.26M	1.05%	-1,888	Timeline
ESGDISHARES TR	104,463	$7.95M	0.9%	+5,808	Timeline
MSFTMICROSOFT CORP	16,860	$7.11M	0.8%	+844	Timeline
SCHFSCHWAB STRATEGIC TR	333,368	$6.17M	0.7%	+166,143	Timeline
ESGUISHARES TR	45,994	$5.92M	0.67%	+106	Timeline
VTIVANGUARD INDEX FDS	18,890	$5.47M	0.62%	+181	Timeline
AVGOBROADCOM INC	23,517	$5.45M	0.62%	-1,888	Timeline
DFSUDIMENSIONAL ETF TRUST	135,104	$5.12M	0.58%	+4,585	Timeline
DFGRDIMENSIONAL ETF TRUST	189,291	$4.83M	0.55%	+10,263	Timeline
EFVISHARES TR	84,596	$4.44M	0.5%	-654	Timeline
DFACDIMENSIONAL ETF TRUST	124,051	$4.29M	0.48%	+2,312	Timeline
AMZNAMAZON COM INC	18,612	$4.08M	0.46%	-1,175	Timeline
NVDANVIDIA CORPORATION	30,075	$4.04M	0.46%	-1,675	Timeline
BNDVANGUARD BD INDEX FDS	51,322	$3.69M	0.42%	+4,404	Timeline
DFSEDIMENSIONAL ETF TRUST	107,723	$3.57M	0.4%	+14,368	Timeline
BSVVANGUARD BD INDEX FDS	46,131	$3.56M	0.4%	+492	Timeline
SCHASCHWAB STRATEGIC TR	133,224	$3.45M	0.39%	+66,554	Timeline
TOLZPROSHARES TR	63,509	$3.12M	0.35%	-799	Timeline
NFRAFLEXSHARES TR	55,455	$3.01M	0.34%	-286	Timeline
GOOGALPHABET INC	15,572	$2.97M	0.33%	-162	Timeline
DFAXDIMENSIONAL ETF TRUST	117,607	$2.92M	0.33%	+9,043	Timeline
SUBISHARES TR	27,470	$2.9M	0.33%	+477	Timeline
UNHUNITEDHEALTH GROUP INC	5,609	$2.84M	0.32%	-85	Timeline
DFSIDIMENSIONAL ETF TRUST	86,045	$2.83M	0.32%	+8,591	Timeline
TSLATESLA INC	6,835	$2.76M	0.31%	-147	Timeline
JPMJPMORGAN CHASE & CO	10,467	$2.51M	0.28%	+59	Timeline
IWNISHARES TR	15,055	$2.47M	0.28%	-184	Timeline
GOOGLALPHABET INC	12,833	$2.43M	0.27%	-184	Timeline
PLTRPALANTIR TECHNOLOGIES INC	31,292	$2.37M	0.27%	-452	Timeline
DLSWISDOMTREE TR	36,625	$2.31M	0.26%	0	Timeline
VOOVANGUARD INDEX FDS	4,161	$2.24M	0.25%	+616	Timeline
ICSHISHARES TR	43,296	$2.18M	0.25%	+2,516	Timeline
IGFISHARES TR	41,114	$2.15M	0.24%	0	Timeline
XOMEXXON MOBIL CORP	18,160	$1.95M	0.22%	+4,409	Timeline
EAGGISHARES TR	40,272	$1.87M	0.21%	+7,449	Timeline
AMDADVANCED MICRO DEVICES INC	15,333	$1.85M	0.21%	-1	Timeline
IWVISHARES TR	5,503	$1.84M	0.21%	-202	Timeline
HDHOME DEPOT INC	4,705	$1.83M	0.21%	-352	Timeline
PGPROCTER & GAMBLE CO	10,770	$1.81M	0.2%	+2,880	Timeline
SNOWSNOWFLAKE INC	11,651	$1.8M	0.2%	-406	Timeline
CATCATERPILLAR INC	4,139	$1.5M	0.17%	+628	Timeline
XLKSELECT SECTOR SPDR TR	6,037	$1.4M	0.16%	new	Timeline
MRKMERCK & CO INC	14,008	$1.39M	0.16%	-287	Timeline
SCHBSCHWAB STRATEGIC TR	59,340	$1.35M	0.15%	+39,296	Timeline
VUGVANGUARD INDEX FDS	3,245	$1.33M	0.15%	0	Timeline
BACBANK OF AMER CORP	28,976	$1.27M	0.14%	-869	Timeline
LLYELI LILLY & CO	1,643	$1.27M	0.14%	+527	Timeline
QQQINVESCO QQQ TR	2,416	$1.23M	0.14%	+38	Timeline
JNJJOHNSON & JOHNSON	8,279	$1.2M	0.14%	-320	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,291	$1.18M	0.13%	-50	Timeline
ESGEISHARES INC	34,593	$1.16M	0.13%	-1,429	Timeline
ELVELEVANCE HEALTH INC FORMERLY	3,093	$1.14M	0.13%	-31	Timeline
VOVANGUARD INDEX FDS	4,281	$1.13M	0.13%	0	Timeline
VIOVVANGUARD ADMIRAL FDS INC	12,070	$1.13M	0.13%	0	Timeline
VXUSVANGUARD STAR FDS	18,346	$1.08M	0.12%	0	Timeline
SCHCSCHWAB STRATEGIC TR	30,542	$1.05M	0.12%	-46	Timeline
IWBISHARES TR	3,121	$1.01M	0.11%	0	Timeline
IWFISHARES TR	2,468	$991K	0.11%	-138	Timeline
MGRCMCGRATH RENTCORP	8,408	$940K	0.11%	+7	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,183	$932K	0.11%	-1	Timeline
JMSIJ P MORGAN EXCHANGE TRADED F	18,548	$929K	0.1%	+5,000	Timeline
CSCOCISCO SYS INC	15,606	$924K	0.1%	+1,042	Timeline
ACWIISHARES TR	7,694	$904K	0.1%	0	Timeline
AVLVAMERICAN CENTY ETF TR	13,275	$886K	0.1%	0	Timeline
VVISA INC	2,790	$882K	0.1%	-98	Timeline
TLTEFLEXSHARES TR	17,219	$877K	0.1%	-458	Timeline
TQQQPROSHARES TR	10,982	$869K	0.1%	-790	Timeline
SCHGSCHWAB STRATEGIC TR	31,120	$867K	0.1%	+23,109	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,741	$822K	0.09%	-36	Timeline
ABBVABBVIE INC	4,593	$816K	0.09%	-31	Timeline
RSPINVESCO EXCHANGE TRADED FD T	4,388	$769K	0.09%	+50	Timeline
ALABASTERA LABS INC	5,757	$763K	0.09%	new	Timeline
ROCKET LAB USA INCROCKET LAB USA INC	29,731	$757K	0.09%	+6,034
INTUINTUIT	1,179	$741K	0.08%	-91	Timeline
MAMASTERCARD INCORPORATED	1,390	$732K	0.08%	-127	Timeline
PMPHILIP MORRIS INTL INC	6,053	$729K	0.08%	-50	Timeline
WMTWALMART INC	7,867	$711K	0.08%	+898	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,552	$701K	0.08%	-254	Timeline
ABTABBOTT LABORATORIES	6,018	$681K	0.08%	+870	Timeline
RTXRTX CORPORATION	5,781	$669K	0.08%	+495	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,240	$645K	0.07%	-106	Timeline
MOHMOLINA HEALTHCARE INC	2,179	$634K	0.07%	0	Timeline
AXPAMERICAN EXPRESS CO	2,135	$634K	0.07%	-69	Timeline
ORCLORACLE CORP	3,668	$611K	0.07%	-620	Timeline
IWMISHARES TR	2,729	$603K	0.07%	0	Timeline
SGOVISHARES TR	5,883	$590K	0.07%	new	Timeline
VEUVANGUARD INTL EQUITY INDEX F	10,198	$585K	0.07%	-206	Timeline
KLACKLA CORP	918	$579K	0.07%	-4	Timeline
WFCWELLS FARGO & CO	8,127	$571K	0.06%	-214	Timeline
GILDGILEAD SCIENCES INC	6,160	$569K	0.06%	-198	Timeline
MOALTRIA GROUP INC	10,686	$559K	0.06%	-145	Timeline
INTCINTEL CORP	27,265	$547K	0.06%	-1,747	Timeline
AMATAPPLIED MATLS INC	3,348	$544K	0.06%	-45	Timeline
ACNACCENTURE PLC IRELAND	1,528	$537K	0.06%	+22	Timeline
EDCONSOLIDATED EDISON INC	6,002	$536K	0.06%	0	Timeline
VXFVANGUARD INDEX FDS	2,742	$521K	0.06%	0	Timeline
CVXCHEVRON CORPORATION	3,530	$511K	0.06%	+691	Timeline
TLTDFLEXSHARES TR	7,342	$506K	0.06%	-36	Timeline
SHOPSHOPIFY INC	4,606	$490K	0.06%	-13	Timeline
VONVVANGUARD SCOTTSDALE FDS	5,978	$486K	0.05%	0	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,659	$481K	0.05%	+25	Timeline
VZVERIZON COMMUNICATIONS INC	11,925	$477K	0.05%	-155	Timeline
TXNTEXAS INSTRS INC	2,516	$472K	0.05%	+241	Timeline
NUDMNUSHARES ETF TR	15,671	$471K	0.05%	-706	Timeline
XLFSELECT SECTOR SPDR TR	9,692	$468K	0.05%	+4,287	Timeline
VWOVANGUARD INTL EQUITY INDEX F	10,575	$466K	0.05%	-74	Timeline
MRVLMARVELL TECHNOLOGY INC	4,182	$462K	0.05%	-2,446	Timeline
WECWEC ENERGY GROUP INC	4,748	$447K	0.05%	0	Timeline
AWKAMERICAN WTR WKS CO INC NEW	3,581	$446K	0.05%	-2	Timeline
PEPPEPSICO INC	2,926	$445K	0.05%	-980	Timeline
GTLBGITLAB INC	7,853	$443K	0.05%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	765	$436K	0.05%	0	Timeline
ETNEATON CORP PLC	1,306	$433K	0.05%	-22	Timeline
NFLXNETFLIX INC.	484	$432K	0.05%	-85	Timeline
XLYSELECT SECTOR SPDR TR	1,899	$426K	0.05%	+700	Timeline
DISDISNEY WALT CO	3,805	$424K	0.05%	-417	Timeline
AMGNAMGEN INC	1,609	$419K	0.05%	-87	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,367	$411K	0.05%	-55	Timeline
ADBEADOBE INC	917	$408K	0.05%	-83	Timeline
DSIISHARES TR	3,662	$404K	0.05%	0	Timeline
MCDMCDONALDS CORP	1,360	$394K	0.04%	+208	Timeline
KOCOCA COLA CO	6,312	$393K	0.04%	-327	Timeline
ABNBAIRBNB INC	2,885	$379K	0.04%	+43	Timeline
EFAISHARES TR	4,847	$366K	0.04%	-88	Timeline
TILTFLEXSHARES TR	1,686	$364K	0.04%	-6	Timeline
GEGE AEROSPACE	2,172	$362K	0.04%	-75	Timeline
QUADQUAD / GRAPHICS INC	50,231	$350K	0.04%	0	Timeline
NEENEXTERA ENERGY INC	4,854	$348K	0.04%	+221	Timeline
QCOMQUALCOMM INC	2,209	$339K	0.04%	-51	Timeline
WMWASTE MGMT INC DEL	1,678	$339K	0.04%	-54	Timeline
SPGIS&P GLOBAL INC	679	$338K	0.04%	-14	Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,965	$337K	0.04%	+302	Timeline
TGTTARGET CORP	2,450	$331K	0.04%	-45	Timeline
BCSBARCLAYS PLC	24,507	$326K	0.04%	-1,066	Timeline
VYMVANGUARD WHITEHALL FDS	2,529	$323K	0.04%	+1	Timeline
BLKBLACKROCK INC	314	$322K	0.04%	new	Timeline
LLOEWS CORP	3,786	$321K	0.04%	+17	Timeline
TAT&T INC	13,672	$311K	0.04%	+1,373	Timeline
CORCENCORA INC	1,376	$309K	0.03%	-1	Timeline
IMOIMPERIAL OIL LTD	4,999	$308K	0.03%	-241	Timeline
CMCSACOMCAST CORP NEW	8,140	$305K	0.03%	-379	Timeline
IYRISHARES TR	3,275	$305K	0.03%	0	Timeline
FSLRFIRST SOLAR INC	1,705	$300K	0.03%	-77	Timeline
CWTCALIFORNIA WTR SVC GROUP	6,573	$298K	0.03%	-9	Timeline
CRMSALESFORCE INC	873	$292K	0.03%	-351	Timeline
TRVTRAVELERS COMPANIES INC	1,210	$291K	0.03%	-13	Timeline
VNQVANGUARD INDEX FDS	3,209	$286K	0.03%	-136	Timeline
CMACOMERICA INC	4,600	$285K	0.03%	-45	Timeline
PGRPROGRESSIVE CORP	1,163	$279K	0.03%	-12	Timeline
ISTBISHARES TR	5,833	$279K	0.03%	new	Timeline
IWDISHARES TR	1,497	$277K	0.03%	-243	Timeline
BXBLACKSTONE INC	1,584	$273K	0.03%	+20	Timeline
PFEPFIZER INC	10,158	$269K	0.03%	-1,909	Timeline
DFAIDIMENSIONAL ETF TRUST	9,063	$265K	0.03%	+119	Timeline
NKENIKE INC	3,477	$263K	0.03%	-406	Timeline
PANWPALO ALTO NETWORKS INC	1,444	$263K	0.03%	+666	Timeline
OEFISHARES TR	900	$260K	0.03%	0	Timeline
TEAMATLASSIAN CORPORATION	1,067	$260K	0.03%	new	Timeline
GISGENERAL MILLS INC	3,950	$252K	0.03%	new	Timeline
NVONOVO-NORDISK A S	2,922	$251K	0.03%	+23	Timeline
GSBDGOLDMAN SACHS BDC INC	20,615	$249K	0.03%	0	Timeline
DHRDANAHER CORP DEL	1,082	$248K	0.03%	-112	Timeline
XLGINVESCO EXCHANGE TRADED FD T	4,960	$248K	0.03%	0	Timeline
SPDWSPDR INDEX SHS FDS	7,188	$245K	0.03%	0	Timeline
VGTVANGUARD WORLD FD	391	$243K	0.03%	0	Timeline
MPCMARATHON PETE CORP	1,696	$237K	0.03%	-93	Timeline
LMTLOCKHEED MARTIN CORP	478	$232K	0.03%	-7	Timeline
AFLAFLAC INC	2,238	$231K	0.03%	-78	Timeline
AJGGALLAGHER ARTHUR J & CO	810	$230K	0.03%	0	Timeline
ARWRARROWHEAD PHARMACEUTICALS IN	12,110	$228K	0.03%	0	Timeline
JEFJEFFERIES FINANCIAL GROUP IN	2,896	$227K	0.03%	new	Timeline
MMM3M CO	1,750	$226K	0.03%	-3	Timeline
CTOCTO RLTY GROWTH INC NEW	11,391	$225K	0.03%	0	Timeline
GWWWW GRAINGER INC	213	$225K	0.03%	+1	Timeline
MDLZMONDELEZ INTL INC	3,626	$217K	0.02%	-98	Timeline
HONHONEYWELL INTL INC	947	$214K	0.02%	-57	Timeline
EWEDWARDS LIFESCIENCES CORP	2,874	$213K	0.02%	new	Timeline
SYKSTRYKER CORPORATION	590	$212K	0.02%	-82	Timeline
IWOISHARES TR	726	$209K	0.02%	0	Timeline
MUMICRON TECHNOLOGY INC	2,478	$209K	0.02%	+10	Timeline
XLVSELECT SECTOR SPDR TR	1,508	$207K	0.02%	0	Timeline
UNPUNION PAC CORP	895	$204K	0.02%	-77	Timeline
KBHKB HOME	3,089	$203K	0.02%	-73	Timeline
DDDUPONT DE NEMOURS INC	2,646	$202K	0.02%	new	Timeline
FDXFEDEX CORP	717	$202K	0.02%	-19	Timeline
COMPANHIA PARANAENSE DE ENE…COMPANHIA PARANAENSE DE ENERGI	24,608	$146K	0.02%	0
HMYHARMONY GOLD MNG LTD	16,502	$135K	0.02%	0	Timeline
STLASTELLANTIS N.V	10,335	$135K	0.02%	+262	Timeline
FINVFINVOLUTION GROUP	19,146	$130K	0.01%	0	Timeline
UMCUNITED MICROELECTRONICS CORP	14,896	$96.7K	0.01%	0	Timeline
PACBPACIFIC BIOSCIENCES CALIF IN	48,725	$89.2K	0.01%	-102	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LAM RESEARCH CORPLAM RESEARCH CORP	26,540	$21.7M	shares
TECKTECK RESOURCES LTD	4,931	$258K	shares
BZHBEAZER HOMES USA INC	7,376	$252K	shares
SOSOUTHERN CO	2,539	$229K	shares
ISRGINTUITIVE SURGICAL INC	464	$228K	shares
PKXPOSCO HOLDINGS INC	3,184	$223K	shares
NULCNUSHARES ETF TR	4,523	$209K	shares
AMTAMERICAN TOWER CORP	891	$207K	shares
FCXFREEPORT MCMORAN INC	4,141	$207K	shares
LOWLOWES COS INC	751	$203K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001581794-25-000006	base		2025-02-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC