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Livermore
Livermore
ZHEN

Wealth Architects, LLC

SEC CIK
0001611518
Latest filing
Jul 23, 2026

The latest 13F from Wealth Architects, LLC covers Q2 2026 (filed Jul 23, 2026): 248 long positions worth $1.27B. The top 10 holdings make up 46.9% of the portfolio, and the largest is iShares Core S&P 500 ETF at 6.8%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
18
Est. +$4.90M
Added
93
Est. +$29.1M
Reduced
112
Est. −$63.7M
Sold out
14
Est. −$3.47M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    6.8%$86.5M
  2. LRCXLam Research Corp
    6.1%$77.2MHistory
  3. Flexshares Tr33939L605
    6.1%$77.2M
  4. iShares Core S&P Small Cap ETF464287804
    5.9%$74.9M
  5. Vanguard Dividend Appreciation ETF921908844
    4.8%$60.8M

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V765
    +$11.0MAdded
  2. MMM3M Co
    +$4.16MAddedHistory
  3. Flexshares Tr33939L605
    +$3.17MAdded
  4. Vanguard S&P 500 ETF922908363
    +$1.63MAdded
  5. Vanguard Dividend Appreciation ETF921908844
    +$1.34MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V765
    +0.84 pp0.5% → 1.3%
  2. MMM3M Co
    +0.33 pp<0.1% → 0.3%History
  3. INTCIntel Corp
    +0.21 pp0.1% → 0.3%History
  4. MUMicron Technology Inc
    +0.17 pp0.1% → 0.2%History
  5. RKLBRocket Lab Corp
    +0.14 pp0.3% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. LRCXLam Research Corp
    −$36.8MReducedHistory
  2. Vanguard Ftse Developed Markets ETF921943858
    −$11.6MReduced
  3. Dimensional ETF Trust25434V724
    −$1.16MReduced
  4. Dimensional ETF Trust25434V807
    −$1.02MReduced
  5. AVGOBroadcom Inc.
    −$978.8KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Ftse Developed Markets ETF921943858
    −0.99 pp4.8% → 3.8%
  2. Dimensional ETF Trust25434V807
    −0.40 pp3.4% → 3.0%
  3. American Centy ETF Tr025072802
    −0.18 pp1.8% → 1.6%
  4. iShares Core MSCI Eafe ETF46432F842
    −0.12 pp1.8% → 1.7%
  5. iShares Tr464288273
    −0.11 pp1.2% → 1.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.27B
+$144.4M (+12.9%) vs. prior quarter
Positions
248
+4 vs. prior quarter
Top 10 concentration
46.9%
Top 10 as share of value
Turnover
2.8%
Q2 2026, one quarter
Average holding period
19.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.27B (Q2 2026)

Q1 2021: $461.9MQ2 2021: $510.4MQ3 2021: $515.2MQ4 2021: $570.4MQ1 2022: $588.4MQ2 2022: $511.8MQ3 2022: $477.8MQ4 2022: $528.6MQ1 2023: $564.8MQ2 2023: $605.9MQ3 2023: $587.9MQ4 2023: $712.8MQ1 2024: $758.8MQ2 2024: $818.6MQ3 2024: $883.6MQ4 2024: $885.9MQ1 2025: $906.4MQ2 2025: $984.4MQ3 2025: $1.06BQ4 2025: $1.11BQ1 2026: $1.12BQ2 2026: $1.27B
Q1 2021Q2 2026
13F filings of Wealth Architects, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 23, 2026248$1.27BiShares Core S&P 500 ETFLRCXFlexshares Trvs. Q1 2026SEC
Q1 2026May 15, 2026244$1.12BiShares Core S&P 500 ETFFlexshares TriShares Core S&P Small Cap ETFvs. Q4 2025SEC
Q4 2025Feb 17, 2026240$1.11BiShares Core S&P 500 ETFFlexshares TriShares Core S&P Small Cap ETFvs. Q3 2025SEC
Q3 2025Nov 13, 2025235$1.06BiShares Core S&P 500 ETFFlexshares TriShares Core S&P Small Cap ETFvs. Q2 2025SEC
Q2 2025Jul 25, 2025226$984.4MiShares Core S&P 500 ETFFlexshares TrVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025May 14, 2025Amended229$906.4MiShares Core S&P 500 ETFFlexshares TrVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Feb 10, 2025215$885.9MiShares Core S&P 500 ETFFlexshares TriShares Core S&P Small Cap ETFvs. Q3 2024SEC
Q3 2024Oct 31, 2024214$883.6MiShares Core S&P 500 ETFFlexshares TriShares Core S&P Small Cap ETFvs. Q2 2024SEC
Q2 2024Aug 8, 2024210$818.6MiShares Core S&P 500 ETFFlexshares TriShares Core S&P Small Cap ETFvs. Q1 2024SEC
Q1 2024May 13, 2024210$758.8MiShares Core S&P 500 ETFFlexshares TriShares Core S&P Small Cap ETFvs. Q4 2023SEC
Q4 2023Feb 14, 2024199$712.8MiShares Core S&P 500 ETFFlexshares TriShares Core S&P Small Cap ETFvs. Q3 2023SEC
Q3 2023Nov 9, 2023188$587.9MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Ftse Developed Markets ETFvs. Q2 2023SEC
Q2 2023Aug 2, 2023193$605.9MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Dividend Appreciation ETFvs. Q1 2023SEC
Q1 2023Apr 21, 2023189$564.8MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Ftse Developed Markets ETFvs. Q4 2022SEC
Q4 2022Feb 10, 2023179$528.6MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Dividend Appreciation ETFvs. Q3 2022SEC
Q3 2022Oct 24, 2022173$477.8MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Dividend Appreciation ETFvs. Q2 2022SEC
Q2 2022Jul 29, 2022182$511.8MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Dividend Appreciation ETFvs. Q1 2022SEC
Q1 2022May 17, 2022206$588.4MiShares Core S&P 500 ETFDimensional ETF TrustiShares Core S&P Small Cap ETFvs. Q4 2021SEC
Q4 2021Jan 19, 2022199$570.4MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Dividend Appreciation ETFvs. Q3 2021SEC
Q3 2021Nov 9, 2021185$515.2MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Dividend Appreciation ETFvs. Q2 2021SEC
Q2 2021Aug 9, 2021188$510.4MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Ftse Developed Markets ETFvs. Q1 2021SEC
Q1 2021Apr 29, 2021168$461.9MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFVanguard Ftse Developed Markets ETF–SEC