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Mark Gordon

Wealth Architects, Llc

Assets Managed
$1.122B
Holdings
244
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
1.09%(2Q avg: 2.95%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Architects, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 244 positions.

Assets under management

The assets under management (AUM) of Wealth Architects, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.122B in assets, with a quarterly growth rate of 1.09% and a 2-quarter average growth rate of 2.95%. The portfolio is managed by Mark Gordon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.41%
6.74%
$75.574M
115,697 shares@ $653.21 avg price
TDTF
Flexshares Iboxx 5-year Targ
Recent Activity
Increased 4.16%
6.7%
$75.112M
3.115M shares@ $24.11 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.91%
5.61%
$62.902M
506,007 shares@ $124.31 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -0.01%
5.02%
$56.244M
263,242 shares@ $213.67 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.45%
4.82%
$54.035M
251,254 shares@ $215.06 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -9.72%
4.78%
$53.548M
835,644 shares@ $64.08 avg price
GII
Spdr S&p Global Infrastructu
Recent Activity
Increased 1.28%
4.43%
$49.619M
652,712 shares@ $76.03 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.1%
3.49%
$39.113M
154,114 shares@ $253.79 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.04%
3.42%
$38.314M
725,927 shares@ $52.79 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -1.48%
3.03%
$33.936M
700,295 shares@ $48.46 avg price

1-10 of 244