1y return+29.9%S&P 500 +20.9%
3y return+62.2%S&P 500 +68.5%
5y return+57.6%S&P 500 +74.5%
10y return+203.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $304 against $357 in the S&P 500.2
Wealth Architects, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Core S&p 500 Etf | $86.5M | 6.8% | |
| LRCXLam Research Corp | $77.2M | 6.1% | −32.3% |
| TDTFFlexshares Iboxx 5yr Target Dur Tips Etf | $77.2M | 6.1% | +4.3% |
| IJRIshares Core S&p Small Cap Etf | $74.9M | 5.9% | |
| VIGVanguard Dividend Appreciation Etf | $60.8M | 4.8% | +2.3% |
| GIISpdr S&p Global Infrastructure Etf | $49.7M | 3.9% | |
| VEAVanguard Ftse Developed Markets Etf | $47.9M | 3.8% | −19.5% |
| AAPLApple Inc | $44.3M | 3.5% | |
| DFIVDfa International Value Etf | $38.2M | 3.0% | −2.6% |
| DFUVDfa Tax-managed Us Marketwide Value II | $37.4M | 3.0% | −3.0% |
| VTVVanguard Value Etf | $31.4M | 2.5% | −1.4% |
| VBRVanguard Small Cap Value Etf | $31.4M | 2.5% | −1.9% |
| AVUVAvantis Us Small Cap Value Etf | $27.5M | 2.2% | −1.3% |
| DFLVDimensional Us Large Cap Value Etf | $27.2M | 2.1% | −1.4% |
| VTVanguard Total World Stock Index | $26.7M | 2.1% | |
| VVVanguard Large-cap Etf | $21.7M | 1.7% | −2.2% |
| IEFAIshares Core Msci Eafe | $21.5M | 1.7% | −1.4% |
| SPYSpdr S&p 500 Etf Trust | $20.6M | 1.6% | +1.1% |
| AVDVAvantis Internatnl Sml Cp Vl Etf | $20.0M | 1.6% | −2.0% |
| VBVanguard Small-cap Etf | $17.9M | 1.4% | −2.7% |
| DIHPDimensional International High Pbly Etf | $16.7M | 1.3% | +189.5% |
| ESMLIshares Esg Aware Msci Usa Small-cap Etf | $15.5M | 1.2% | −2.0% |
| IJSIshares S&p Smallcap600 Value Index | $14.9M | 1.2% | −1.2% |
| SCZIshares Msci Eafe Small Cap Index | $14.1M | 1.1% | −2.3% |
| ESGDIshares Esg Aware Msci Eafe Etf | $13.6M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $6.0M |
| AVGOBroadcom Inc | June 30, 2021 | +692.2% | $6.5M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $77.2M |
| GOOGAlphabet Inc Class C | June 30, 2020 | +399.9% | $6.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $44.3M |
| AVUVAvantis Us Small Cap Value Etf | June 30, 2020 | +208.0% | $27.5M |
| RKLBRocket Lab Usa Inc | June 30, 2025 | +184.2% | $6.0M |
| BRK/BBerkshire Hathaway Incdel Cl B | June 30, 2020 | +180.3% | $10.8M |
| METAMeta Platforms Inc Class A | June 30, 2020 | +148.1% | $9.0M |
| SPYSpdr S&p 500 Etf Trust | June 30, 2020 | +142.2% | $20.6M |
Sold off last quarter
- ALABAstera Labs Inc was $559K
- INTUIntuit Inc was $340K
- TAt&t Inc Com was $261K
- PVHPhillips-van Heusen Corp was $230K
- CRMSalesforce.com, Inc was $229K
- ADBEAdobe Sys Inc was $229K
- DGROIshares Core Dividend Growth Etf was $225K
- RBLXRoblox Corp Com Cl A was $221K
- RBRKRubrik Inc was $214K
- CMEChicago Mercantile Exchange Hldgs Inc Cl A was $212K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.2% | +14.8% |
| March 31, 2026 | +1.0% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +9.3% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealth Architects, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1611518&type=13F-HR&dateb=&owner=include&count=40CIK 1611518
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1611518/000161151826000008/Filed July 23, 2026 · accession 0001611518-26-000008