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Mark Gordon

Wealth Architects, Llc

Assets Managed
$1.266B
Holdings
248
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
12.88%(2Q avg: 6.98%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Architects, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 248 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.266B in assets, with a quarterly growth rate of 12.88% and a 2-quarter average growth rate of 6.98%. The portfolio is managed by Mark Gordon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.18%
6.83%
$86.487M
115,487 shares@ $748.9 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -32.29%
6.1%
$77.229M
178,222 shares@ $433.34 avg price
TDTF
Flexshares Iboxx 5-year Targ
Recent Activity
Increased 4.28%
6.1%
$77.221M
3.249M shares@ $23.78 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.13%
5.92%
$74.948M
505,346 shares@ $148.32 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.26%
4.81%
$60.794M
256,927 shares@ $236.63 avg price
GII
Spdr S&p Global Infrastructu
Recent Activity
Increased 0.58%
3.93%
$49.703M
656,485 shares@ $75.72 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -19.52%
3.79%
$47.912M
672,455 shares@ $71.26 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.61%
3.5%
$44.32M
153,166 shares@ $289.37 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -2.58%
3.02%
$38.199M
707,134 shares@ $54.03 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -3.01%
2.96%
$37.363M
679,197 shares@ $55.02 avg price

1-10 of 248