Wealth Architects
Wealth Architects reported 248 stocks worth $1.3B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are IVV (6.8%), LRCX (6.1%) and TDTF (6.1%). Compared with Q1 2026, the fund added to TDTF, VIG and GII, trimmed IVV, LRCX and IJR and sold out of ALAB, INTU and T.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $86.5M | 6.8% | 115K | −210 (−0%) | 8 of 8 | |
| 2 |  LRCX Lam Research Corp | $77.2M | 6.1% | 178K | −85K (−32%) | 7 of 8 | |
| 3 |  TDTF Flexshares TR | $77.2M | 6.1% | 3.2M | +133K (+4%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $74.9M | 5.9% | 505K | −661 (−0%) | 8 of 8 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $60.8M | 4.8% | 257K | +5,673 (+2%) | 8 of 8 | |
| 6 |  GII Spdr Index Shs Fds | $49.7M | 3.9% | 656K | +3,773 (+1%) | 8 of 8 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $47.9M | 3.8% | 672K | −163K (−20%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $44.3M | 3.5% | 153K | −948 (−1%) | 8 of 8 | |
| 9 |  DFIV Dimensional ETF Trust | $38.2M | 3.0% | 707K | −19K (−3%) | 8 of 8 | |
| 10 |  DFUV Dimensional US Marketwide Value ETF | $37.4M | 3.0% | 679K | −21K (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ALAB Astera Labs Inc | $559K | 5,096 |
 INTU Intuit | $340K | 787 |
 T At&T Inc | $261K | 9,004 |
 PVH Pvh Corporation | $230K | 3,293 |
 CRM Salesforce Inc | $229K | 1,227 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Architects 13F FAQ
What does Wealth Architects own?
Wealth Architects reported 248 stocks worth $1.3B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are IVV (6.8%), LRCX (6.1%) and TDTF (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Architects buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 94 added to, 104 trimmed and 14 sold out. It sold all of ALAB, INTU and T.
When will Wealth Architects file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Architects's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.