Wealth Architects, LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 261 equity holdings.
The firm, led by Chief Investment Officer Mark Gordon, reported total assets under management of approximately $1.27 billion. The filing details a broad portfolio consisting of a mix of individual stocks and exchange-traded funds (ETFs).
Top holdings in the portfolio include the iShares Core S&P 500 ETF, which accounts for 46,428,720 shares, and the FlexShares Trust NRTRN TR IBOXX, with 5,339,396 shares. Other significant positions include Lam Research Corp with 58,631,964 shares and Apple Inc with 47,107,419 shares.
The portfolio also features substantial exposure to technology and value-oriented ETFs, such as the Vanguard Morningstar Value ETF and the Dimensional ETF Trust US Marketwide Value ETF. Individual stock positions include META Platforms Inc, Berkshire Hathaway Inc, Microsoft Corp, and NVIDIA Corporation.
International exposure is represented by ETFs like the iShares Core MSCI EAFE and the Vanguard International Equity Index Fund FTSE Developed Markets ETF, as well as individual stocks such as 3M Co and Exxon Mobil Holdings Corp.
