Notify me when Wealth Architects, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 240 | $1,109,814,437 | +$33,928,675 | -$17,111,773 | +$16,816,902 | IVV, TDTF, IJR, VEA, VIG | 13F-HR | 17 Feb 2026, 13:55 |
| Q3 2025 | 235 | $1,058,984,028 | +$11,629,622 | -$15,653,158 | -$4,023,536 | IVV, TDTF, IJR, VEA, VIG | 13F-HR | 13 Nov 2025, 12:14 |
| Q2 2025 | 226 | $984,368,714 | +$33,923,055 | -$23,934,286 | +$9,988,769 | IVV, TDTF, VEA, IJR, VIG | 13F-HR | 25 Jul 2025, 16:22 |
| Q1 2025 | 229 | $906,427,424 | +$42,795,200 | -$11,185,448 | +$31,609,752 | IVV, TDTF, VEA, IJR, VIG | Restatement | 14 May 2025, 16:10 |
| Q4 2024 | 215 | $885,935,816 | +$54,803,364 | -$33,563,144 | +$21,240,220 | IVV, TDTF, IJR, VIG, VEA | 13F-HR | 10 Feb 2025, 16:48 |
| Q3 2024 | 214 | $883,635,683 | +$32,891,399 | -$13,349,107 | +$19,542,292 | IVV, TDTF, IJR, VEA, VIG | 13F-HR | 31 Oct 2024, 10:33 |
| Q2 2024 | 210 | $818,596,011 | +$71,799,385 | -$10,574,583 | +$61,224,802 | IVV, TDTF, IJR, VEA, VIG | 13F-HR | 08 Aug 2024, 12:08 |
| Q1 2024 | 210 | $758,823,342 | +$24,757,750 | -$21,195,950 | +$3,561,800 | IVV, TDTF, IJR, VEA, VIG | 13F-HR | 13 May 2024, 16:30 |
| Q4 2023 | 199 | $712,817,065 | +$79,157,241 | -$15,733,615 | +$63,423,626 | IVV, TDTF, IJR, VIG, VEA | 13F-HR | 14 Feb 2024, 13:02 |
| Q3 2023 | 188 | $587,942,867 | +$13,195,045 | -$7,653,909 | +$5,541,136 | IVV, IJR, VEA, VIG, GII | 13F-HR | 09 Nov 2023, 10:43 |
| Q2 2023 | 193 | $605,948,426 | +$21,163,696 | -$7,854,600 | +$13,309,096 | IVV, IJR, VIG, VEA, GII | 13F-HR | 02 Aug 2023, 12:27 |
| Q1 2023 | 189 | $564,770,288 | +$14,283,725 | -$4,440,813 | +$9,842,912 | IVV, IJR, VEA, VIG, GII | 13F-HR | 21 Apr 2023, 17:25 |
| Q4 2022 | 179 | $528,617,112 | +$21,964,465 | -$15,546,841 | +$6,417,624 | IVV, IJR, VIG, VEA, DFUV | 13F-HR | 09 Feb 2023, 18:01 |
| Q3 2022 | 173 | $477,772,000 | +$18,420,752 | -$13,099,684 | +$5,321,068 | IVV, IJR, VIG, VEA, DFUV | 13F-HR | 24 Oct 2022, 16:45 |
| Q2 2022 | 182 | $511,787,000 | +$45,828,071 | -$34,888,233 | +$10,939,838 | IVV, IJR, VIG, VEA, GII | 13F-HR | 29 Jul 2022, 10:24 |
| Q1 2022 | 206 | $588,398,000 | +$50,736,760 | -$8,831,836 | +$41,904,924 | IVV, DFIV, IJR, VIG, VEA | 13F-HR | 16 May 2022, 18:16 |
| Q4 2021 | 199 | $570,389,000 | +$29,111,029 | -$7,010,925 | +$22,100,104 | IVV, IJR, VIG, VEA, VTV | 13F-HR | 19 Jan 2022, 16:31 |
| Q3 2021 | 185 | $515,224,000 | +$32,829,795 | -$22,321,375 | +$10,508,420 | IVV, IJR, VIG, VEA, GII | 13F-HR | 08 Nov 2021, 17:36 |
| Q2 2021 | 188 | $510,362,000 | +$27,432,723 | -$5,936,117 | +$21,496,606 | IVV, IJR, VEA, VIG, VTV | 13F-HR | 09 Aug 2021, 14:43 |
| Q1 2021 | 168 | $461,893,000 | +$12,403,031 | -$10,945,431 | +$1,457,600 | IVV, IJR, VEA, VIG, VBR | 13F-HR | 29 Apr 2021, 14:06 |
| Q4 2020 | 162 | $429,796,000 | +$19,435,168 | -$9,508,315 | +$9,926,853 | IVV, IJR, VEA, VIG, VBR | 13F-HR | 28 Jan 2021, 15:29 |
| Q3 2020 | 150 | $368,592,000 | +$22,005,898 | -$23,847,021 | -$1,841,123 | IVV, IJR, VEA, VIG, VTV | 13F-HR | 09 Nov 2020, 16:32 |
| Q2 2020 | 144 | $356,569,000 | +$25,402,773 | -$12,985,926 | +$12,416,847 | IVV, IJR, VEA, VIG, META | 13F-HR | 13 Aug 2020, 20:03 |
| Q1 2020 | 126 | $288,211,000 | +$41,739,511 | -$29,782,264 | +$11,957,247 | IVV, IJR, VEA, VIG, META | 13F-HR | 22 Apr 2020, 20:36 |
| Q4 2019 | 138 | $358,069,000 | +$11,955,890 | -$8,778,351 | +$3,177,539 | IVV, IJR, VEA, VBR, VIG | 13F-HR | 28 Jan 2020, 14:45 |
| Q3 2019 | 134 | $327,496,000 | +$4,112,721 | -$6,977,411 | -$2,864,690 | IVV, IJR, VEA, VBR, VIG | 13F-HR | 23 Oct 2019, 13:31 |
| Q2 2019 | 127 | $331,040,000 | +$9,613,951 | -$8,230,996 | +$1,382,955 | IVV, IJR, VEA, VBR, IGF | 13F-HR | 12 Jul 2019, 15:44 |
| Q1 2019 | 140 | $319,851,000 | +$11,252,527 | -$3,947,085 | +$7,305,442 | IVV, IJR, VEA, VBR, IGF | 13F-HR | 01 May 2019, 16:31 |
| Q4 2018 | 127 | $277,364,000 | +$11,098,012 | -$9,264,858 | +$1,833,154 | IVV, IJR, VEA, VBR, IGF | 13F-HR | 17 Jan 2019, 14:19 |
| Q3 2018 | 134 | $322,484,000 | +$9,036,835 | -$5,129,425 | +$3,907,410 | IVV, IJR, VEA, VBR, IGF | 13F-HR | 04 Oct 2018, 16:22 |
| Q2 2018 | 131 | $307,522,000 | +$5,323,190 | -$7,912,456 | -$2,589,266 | IVV, IJR, VEA, VBR, META | 13F-HR | 19 Jul 2018, 13:51 |
| Q1 2018 | 126 | $300,444,000 | +$11,666,980 | -$11,050,796 | +$616,184 | IVV, IJR, VEA, VBR, IGF | 13F-HR | 13 Apr 2018, 12:34 |
| Q4 2017 | 132 | $303,434,000 | +$11,394,896 | -$9,190,652 | +$2,204,244 | IVV, IJR, VEA, VBR, META | Restatement | 13 Apr 2018, 14:31 |
| Q3 2017 | 127 | $287,578,000 | +$12,568,882 | -$7,185,304 | +$5,383,578 | IVV, IJR, VEA, VBR, META | 13F-HR | 08 Nov 2017, 11:06 |
| Q2 2017 | 121 | $268,643,000 | +$13,273,523 | -$3,934,507 | +$9,339,016 | IVV, IJR, VEA, VBR, META | 13F-HR | 10 Aug 2017, 12:49 |
| Q1 2017 | 123 | $251,608,000 | +$32,224,895 | -$3,055,316 | +$29,169,579 | IVV, IJR, VEA, VBR, META | 13F-HR | 02 May 2017, 13:03 |
| Q4 2016 | 117 | $224,332,000 | +$8,942,878 | -$6,635,551 | +$2,307,327 | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 09 Feb 2017, 12:40 |
| Q3 2016 | 116 | $215,728,000 | +$2,644,316 | -$3,190,321 | -$546,005 | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 07 Nov 2016, 16:05 |
| Q2 2016 | 111 | $206,488,000 | +$7,493,868 | -$4,658,118 | +$2,835,750 | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 08 Aug 2016, 13:39 |
| Q1 2016 | 113 | $200,358,000 | +$11,483,900 | -$15,033,220 | -$3,549,320 | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 12 May 2016, 14:23 |
| Q4 2015 | 122 | $202,280,000 | +$12,432,320 | -$5,596,982 | +$6,835,338 | IVV, IJR, VEA, VBR, WDAY | 13F-HR | 11 Feb 2016, 11:10 |
| Q3 2015 | 117 | $186,262,000 | +$27,928,800 | -$12,401,480 | +$15,527,320 | IVV, IJR, VEA, VBR, WDAY | 13F-HR | 10 Nov 2015, 16:04 |
| Q2 2015 | 117 | $185,018,000 | +$18,663,179 | -$6,062,464 | +$12,600,715 | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 06 Aug 2015, 12:58 |
| Q1 2015 | 97 | $172,575,000 | +$5,314,097 | -$5,587,808 | -$273,711 | IVV, IJR, VEA, VBR, VT | 13F-HR | 28 Apr 2015, 16:49 |
| Q4 2014 | 101 | $169,071,000 | $0 | $0 | $0 | IVV, IJR, VEA, VBR, VT | 13F-HR | 11 Feb 2015, 16:05 |