Wealth Architects, LLC - Portfolio overview

Wealth Architects, LLC has 260 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 6.71%
2. TDTF - FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF, 6.67%
3. IJR - ISHARES CORE S&P SMALL CAP ETF, 5.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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