AI Portfolio Summary
In 2026 Q1, Wealth Architects, LLC maintained a portfolio of 258 distinct positions. The most significant new addition to the portfolio was DIMENSIONAL INTERNAT, which now represents 0.49% of the total fund value. They heavily accumulated shares in ISHARES CORE S&P 500, increasing their position by 0.4%. The fund also reduced its exposure to BERKSHIRE HATHAWAY I by 13.3%.
Total Positions
258
Quarter
2026 Q1
Top Holding
IVV (6.7%)
Top 10 Concentration
48.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 258
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES CORE S&...
|
ETF | 6.74% | 7.11% |
#1
Prev: #1
|
5.2 | 463 | 0.4% |
P
S
|
115,697 | $75,574,123 |
$524.97
+25.5%
|
2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TDTF
FLEXSHARES IBOX...
|
ETF | 6.70% | 6.46% |
#2
Prev: #2
|
4.7 | 124,282 | 4.2% |
P
S
|
3,115,394 | $75,112,148 |
$22.45
+6.8%
|
2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
IJR
ISHARES CORE S&...
|
ETF | 5.61% | 5.38% |
#3
Prev: #3
|
3.7 | 9,435 | 1.9% |
P
S
|
506,007 | $62,901,715 |
$77.26
+62.3%
|
2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
LRCX
LAM RESEARCH CO...
|
Technology | 5.01% | 4.06% |
#4
2
Prev: #6
|
3.0 | -30 | -0.0% |
P
S
|
263,242 | $56,244,378 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 4.82% | 4.86% |
#5
Prev: #5
|
2.9 | 6,005 | 2.4% |
P
S
|
251,254 | $54,034,577 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 4.77% | 5.21% |
#6
2
Prev: #4
|
2.4 | -89,981 | -9.7% |
P
S
|
835,644 | $53,548,043 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GII
SPDR S&P GLOBAL...
|
ETF | 4.42% | 4.05% |
#7
Prev: #7
|
2.3 | 8,196 | 1.3% |
P
S
|
652,712 | $49,619,202 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 3.49% | 4.02% |
#8
Prev: #8
|
1.9 | -10,013 | -6.1% |
P
S
|
154,114 | $39,112,589 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFIV
DFA INTERNATION...
|
ETF | 3.42% | 3.30% |
#9
Prev: #9
|
1.9 | -7,634 | -1.0% |
P
S
|
725,927 | $38,314,448 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFUV
DFA TAX-MANAGED...
|
Unknown | 3.02% | 2.98% |
#10
Prev: #10
|
1.7 | -10,548 | -1.5% |
P
S
|
700,295 | $33,936,274 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 2.56% | 2.58% |
#11
Prev: #11
|
1.5 | -3,359 | -2.2% |
P
S
|
146,324 | $28,708,705 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VBR
VANGUARD SMALL ...
|
ETF | 2.55% | 2.54% |
#12
Prev: #12
|
1.5 | -1,214 | -0.9% |
P
S
|
131,722 | $28,616,497 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFLV
DIMENSIONAL US ...
|
ETF | 2.22% | 2.04% |
#13
2
Prev: #15
|
2.9 | 35,363 | 5.3% |
P
S
|
696,762 | $24,881,357 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVUV
AVANTIS US SMAL...
|
ETF | 2.20% | 2.05% |
#14
Prev: #14
|
1.4 | 505 | 0.2% |
P
S
|
223,607 | $24,701,916 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VT
VANGUARD TOTAL ...
|
ETF | 2.09% | 2.11% |
#15
2
Prev: #13
|
1.3 | 3,068 | 1.8% |
P
S
|
169,384 | $23,429,219 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEFA
ISHARES CORE MS...
|
ETF | 1.82% | 1.87% |
#16
1
Prev: #17
|
1.2 | -5,741 | -2.5% |
P
S
|
226,103 | $20,469,142 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVDV
AVANTIS INTERNA...
|
ETF | 1.77% | 1.69% |
#17
1
Prev: #18
|
1.2 | -1,217 | -0.6% |
P
S
|
198,353 | $19,807,540 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VV
VANGUARD LARGE-...
|
ETF | 1.72% | 1.89% |
#18
2
Prev: #16
|
1.2 | -2,355 | -3.5% |
P
S
|
64,410 | $19,248,931 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.58% | 1.65% |
#19
Prev: #19
|
1.1 | 424 | 1.6% |
P
S
|
27,287 | $17,745,512 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 1.41% | 1.44% |
#20
Prev: #20
|
1.1 | -1,462 | -2.4% |
P
S
|
60,594 | $15,870,660 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCZ
ISHARES MSCI EA...
|
ETF | 1.22% | 1.26% |
#21
Prev: #21
|
1.0 | -4,889 | -2.7% |
P
S
|
175,076 | $13,727,703 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESML
ISHARES ESG AWA...
|
ETF | 1.19% | 1.16% |
#22
Prev: #22
|
1.0 | 3,234 | 1.2% |
P
S
|
283,141 | $13,313,268 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IJS
ISHARES S&P SMA...
|
ETF | 1.16% | 1.13% |
#23
Prev: #23
|
1.0 | -233 | -0.2% |
P
S
|
110,103 | $13,041,700 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESGD
ISHARES ESG AWA...
|
ETF | 1.12% | 1.11% |
#24
1
Prev: #25
|
0.9 | 1,772 | 1.4% |
P
S
|
131,058 | $12,531,787 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFSU
DFA US SUSTAINA...
|
ETF | 0.98% | 1.05% |
#25
1
Prev: #26
|
0.9 | -2,326 | -0.9% |
P
S
|
267,085 | $10,974,519 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.91% | 1.11% |
#26
2
Prev: #24
|
0.9 | -3,250 | -13.3% |
P
S
|
21,250 | $10,183,000 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESGU
ISHARES ESG MSC...
|
ETF | 0.88% | 0.88% |
#27
2
Prev: #29
|
2.4 | 3,990 | 6.1% |
P
S
|
69,836 | $9,876,145 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.78% | 0.91% |
#28
1
Prev: #27
|
0.8 | 35 | 0.2% |
P
S
|
15,315 | $8,762,277 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHF
SCHWAB INTERNAT...
|
ETF | 0.74% | 0.73% |
#29
1
Prev: #30
|
0.8 | -926 | -0.3% |
P
S
|
334,163 | $8,270,538 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.68% | 0.90% |
#30
2
Prev: #28
|
0.8 | 45 | 0.2% |
P
S
|
20,623 | $7,634,161 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFGR
DIMENSIONL GLOB...
|
ETF | 0.64% | 0.62% |
#31
Prev: #31
|
0.8 | 10,612 | 4.1% |
P
S
|
269,415 | $7,161,062 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFSE
DIMENSNL EMG MR...
|
ETF | 0.59% | 0.59% |
#32
2
Prev: #34
|
0.7 | -1,624 | -1.0% |
P
S
|
156,151 | $6,616,065 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFSI
DFA INTL SUSTAI...
|
ETF | 0.57% | 0.60% |
#33
Prev: #33
|
0.7 | -3,287 | -2.1% |
P
S
|
151,947 | $6,442,555 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFAC
DFA US CORE EQU...
|
ETF | 0.57% | 0.55% |
#34
2
Prev: #36
|
2.2 | 10,395 | 6.8% |
P
S
|
164,243 | $6,382,471 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.55% | 0.61% |
#35
3
Prev: #32
|
0.7 | 334 | 1.7% |
P
S
|
19,763 | $6,116,946 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.53% | 0.56% |
#36
1
Prev: #35
|
0.7 | 16 | 0.1% |
P
S
|
18,687 | $5,995,047 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EAGG
ISHARES ESG US ...
|
ETF | 0.49% | 0.45% |
#37
3
Prev: #40
|
2.2 | 12,936 | 12.5% |
P
S
|
116,374 | $5,533,571 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DIHP
DIMENSIONAL INT...
|
ETF | 0.49% | — |
#38
Prev: #—
|
3.7 | 169,375 | no change |
NEW
|
169,375 | $5,457,270 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC CL...
|
Communication Services | 0.48% | 0.51% |
#39
1
Prev: #38
|
0.7 | 862 | 4.8% |
P
S
|
18,910 | $5,424,651 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ICSH
ISHARES ULTRA S...
|
ETF | 0.48% | 0.44% |
#40
1
Prev: #41
|
2.2 | 9,479 | 9.7% |
P
S
|
106,856 | $5,409,041 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EFV
ISHARES MSCI EA...
|
ETF | 0.47% | 0.51% |
#41
4
Prev: #37
|
0.7 | -7,860 | -9.9% |
P
S
|
71,547 | $5,319,527 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORP
|
Technology | 0.43% | 0.51% |
#42
3
Prev: #39
|
0.7 | -2,954 | -9.7% |
P
S
|
27,369 | $4,773,187 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFAX
DFA WORLD EX US...
|
ETF | 0.41% | 0.40% |
#43
1
Prev: #42
|
0.7 | -2,907 | -2.1% |
P
S
|
134,097 | $4,555,277 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BSV
VANGUARD SHORT-...
|
ETF | 0.37% | 0.38% |
#44
1
Prev: #45
|
0.6 | -285 | -0.5% |
P
S
|
53,182 | $4,170,027 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHA
SCHWAB US SMALL...
|
ETF | 0.37% | 0.37% |
#45
3
Prev: #48
|
0.6 | -670 | -0.5% |
P
S
|
142,650 | $4,148,262 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAT
CATERPILLARINC
|
Industrials | 0.37% | 0.30% |
#46
5
Prev: #51
|
0.6 | -93 | -1.6% |
P
S
|
5,788 | $4,100,432 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 0.36% | 0.37% |
#47
Prev: #47
|
0.6 | -1,256 | -2.2% |
P
S
|
54,839 | $4,038,337 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.34% | 0.38% |
#48
4
Prev: #44
|
0.6 | -181 | -1.4% |
P
S
|
12,927 | $3,802,506 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RKLB
ROCKET LAB USA ...
|
Industrials | 0.34% | 0.38% |
#49
3
Prev: #46
|
0.6 | -1,525 | -2.5% |
P
S
|
58,713 | $3,770,549 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SUB
ISHARES SHORT-T...
|
ETF | 0.33% | 0.32% |
#50
Prev: #50
|
0.6 | 748 | 2.2% |
P
S
|
34,499 | $3,674,144 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 258 holdings