Wealth Architects
Latest statistics and disclosures from Wealth Architects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, TDTF, IJR, VEA, VIG, and represent 29.02% of Wealth Architects's stock portfolio.
- Added to shares of these 10 stocks: TDTF, DFSU, AVUV, SGOV, DFLV, GII, EAGG, DFSI, IJR, ESGD.
- Started 15 new stock positions in TEL, BIL, ISRG, ELPC, MS, U, SOLV, COF, IAU, SGOV. OTF, DHR, STLD, SPRY, GLD.
- Reduced shares in these 10 stocks: AAPL, IVV, VV, VEA, AVGO, AMD, VTV, PLTR, BRK.B, GOOGL.
- Sold out of its positions in BX, ELP, AJG, KBH, MDLZ, Mr Cooper Group, RBLX, SONY, TGT, STLA.
- Wealth Architects was a net buyer of stock by $17M.
- Wealth Architects has $1.1B in assets under management (AUM), dropping by 4.80%.
- Central Index Key (CIK): 0001611518
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Portfolio Holdings for Wealth Architects
Wealth Architects holds 240 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.1 | $79M | -2% | 115k | 684.94 |
|
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 6.5 | $72M | +7% | 3.0M | 23.96 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.4 | $60M | +2% | 497k | 120.18 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.2 | $58M | 926k | 62.47 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.9 | $54M | 245k | 219.78 |
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| Lam Research Corp Com New (LRCX) | 4.1 | $45M | 263k | 171.18 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 4.1 | $45M | +3% | 645k | 69.77 |
|
| Apple (AAPL) | 4.0 | $45M | -7% | 164k | 271.86 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 3.3 | $37M | 734k | 49.90 |
|
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 3.0 | $33M | 711k | 46.59 |
|
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| Vanguard Index Fds Value Etf (VTV) | 2.6 | $29M | 150k | 190.99 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.5 | $28M | 133k | 211.79 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.1 | $24M | +2% | 166k | 141.06 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.1 | $23M | +11% | 223k | 101.98 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 2.0 | $23M | +9% | 661k | 34.21 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.9 | $21M | -3% | 67k | 314.80 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $21M | 232k | 89.46 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.7 | $19M | +2% | 200k | 93.97 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $18M | 27k | 681.92 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $16M | 62k | 257.95 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.3 | $14M | 180k | 77.53 |
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| Ishares Tr Esg Aware Msci (ESML) | 1.2 | $13M | +8% | 280k | 45.98 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.1 | $13M | 110k | 113.72 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $12M | -3% | 25k | 502.65 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.1 | $12M | +10% | 129k | 95.09 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 1.1 | $12M | +40% | 269k | 43.43 |
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| Meta Platforms Cl A (META) | 0.9 | $10M | 15k | 660.10 |
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| Microsoft Corporation (MSFT) | 0.9 | $10M | -2% | 21k | 483.63 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.9 | $9.8M | +11% | 66k | 148.98 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $8.1M | 335k | 24.04 |
|
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.6 | $6.8M | +10% | 259k | 26.42 |
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| Broadcom (AVGO) | 0.6 | $6.7M | -10% | 19k | 346.11 |
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| Dimensional Etf Trust International (DFSI) | 0.6 | $6.7M | +24% | 155k | 42.84 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.6 | $6.5M | +7% | 158k | 41.48 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $6.3M | 19k | 335.27 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $6.1M | +2% | 154k | 39.59 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $5.7M | 79k | 71.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.7M | +3% | 18k | 313.80 |
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| NVIDIA Corporation (NVDA) | 0.5 | $5.7M | 30k | 186.50 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.4 | $4.9M | +37% | 103k | 47.85 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.4 | $4.9M | +4% | 97k | 50.58 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $4.5M | +3% | 137k | 32.73 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $4.3M | -9% | 24k | 177.75 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $4.2M | 13k | 322.21 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $4.2M | 54k | 78.81 |
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| Rocket Lab Corp (RKLB) | 0.4 | $4.2M | +18% | 60k | 69.76 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $4.2M | +5% | 56k | 74.07 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $4.1M | 143k | 28.48 |
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| Amazon (AMZN) | 0.4 | $4.0M | 17k | 230.82 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $3.6M | +10% | 34k | 106.70 |
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| Caterpillar (CAT) | 0.3 | $3.4M | 5.9k | 572.84 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.4M | 5.4k | 627.11 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.2M | -10% | 10k | 313.00 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.3 | $3.2M | 59k | 54.15 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.3 | $3.1M | -5% | 52k | 60.51 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.0M | 2.8k | 1074.68 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.3 | $2.8M | 35k | 81.01 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $2.7M | 15k | 181.21 |
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| Tesla Motors (TSLA) | 0.2 | $2.6M | -2% | 5.8k | 449.72 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $2.4M | 39k | 61.36 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $2.2M | NEW | 22k | 100.38 |
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| Home Depot (HD) | 0.2 | $2.2M | -4% | 6.3k | 344.10 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $2.1M | 5.4k | 386.85 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.1M | 19k | 111.41 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.0M | -2% | 17k | 120.34 |
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| Procter & Gamble Company (PG) | 0.2 | $1.9M | 13k | 143.31 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.9M | -27% | 8.7k | 214.16 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.8M | 7.5k | 246.17 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.8M | +100% | 13k | 143.97 |
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| Cisco Systems (CSCO) | 0.2 | $1.8M | -7% | 23k | 77.03 |
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| UnitedHealth (UNH) | 0.2 | $1.7M | -9% | 5.2k | 330.08 |
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| Snowflake Com Shs (SNOW) | 0.1 | $1.6M | 7.5k | 219.36 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.6M | +3% | 7.8k | 206.95 |
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| Bank of America Corporation (BAC) | 0.1 | $1.6M | 29k | 55.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.6M | 8.5k | 183.41 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754800.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | 2.4k | 614.34 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.5M | 34k | 44.17 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.5M | 57k | 26.23 |
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| Merck & Co (MRK) | 0.1 | $1.4M | +3% | 13k | 105.26 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $1.4M | 30k | 45.53 |
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| Welltower Inc Com reit (WELL) | 0.1 | $1.3M | 6.9k | 185.61 |
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| International Business Machines (IBM) | 0.1 | $1.3M | 4.2k | 296.20 |
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| Philip Morris International (PM) | 0.1 | $1.2M | 7.6k | 160.40 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $1.2M | 12k | 97.76 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.2M | 3.1k | 373.45 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | 4.0k | 290.22 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.1M | 932.00 | 1214.90 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | 2.3k | 487.87 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -6% | 1.3k | 862.59 |
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| Anthem (ELV) | 0.1 | $1.1M | 3.1k | 350.55 |
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| Intel Corporation (INTC) | 0.1 | $1.1M | 29k | 36.90 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | 2.2k | 473.30 |
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| Visa Com Cl A (V) | 0.1 | $1.1M | +2% | 3.0k | 350.68 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.0M | 14k | 73.56 |
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| Abbvie (ABBV) | 0.1 | $1.0M | -2% | 4.6k | 228.49 |
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| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.1 | $1.0M | 21k | 50.38 |
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| Wec Energy Group (WEC) | 0.1 | $1.0M | 9.7k | 105.46 |
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| Manulife Finl Corp (MFC) | 0.1 | $1.0M | 28k | 36.28 |
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| Blackrock (BLK) | 0.1 | $1.0M | -6% | 943.00 | 1070.34 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $976k | 30k | 32.62 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $963k | 6.8k | 141.50 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $953k | 13k | 75.44 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $952k | +72% | 18k | 52.72 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $930k | 12k | 75.77 |
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| McDonald's Corporation (MCD) | 0.1 | $916k | 3.0k | 305.68 |
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| Flexshares Tr Mstar Emkt Fac (TLTE) | 0.1 | $896k | 14k | 63.86 |
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| Applied Materials (AMAT) | 0.1 | $892k | 3.5k | 256.99 |
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| McGrath Rent (MGRC) | 0.1 | $882k | 8.4k | 104.93 |
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| Chevron Corporation (CVX) | 0.1 | $864k | 5.7k | 152.41 |
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| Astera Labs (ALAB) | 0.1 | $848k | 5.1k | 166.36 |
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| Automatic Data Processing (ADP) | 0.1 | $839k | -2% | 3.3k | 257.22 |
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| Kinder Morgan (KMI) | 0.1 | $832k | 30k | 27.49 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $823k | 4.7k | 173.49 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $815k | 12k | 66.39 |
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| American Express Company (AXP) | 0.1 | $777k | 2.1k | 369.96 |
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| Wells Fargo & Company (WFC) | 0.1 | $769k | +3% | 8.3k | 93.20 |
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| Gilead Sciences (GILD) | 0.1 | $751k | 6.1k | 122.74 |
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| Abbott Laboratories (ABT) | 0.1 | $750k | 6.0k | 125.30 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $746k | -21% | 2.5k | 303.89 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $742k | -5% | 1.3k | 570.88 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $717k | +3% | 19k | 38.11 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $699k | -2% | 13k | 53.76 |
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| Micron Technology (MU) | 0.1 | $690k | +2% | 2.4k | 285.41 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $688k | -9% | 3.3k | 209.10 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $672k | 2.5k | 268.29 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $654k | 9.7k | 67.22 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $653k | -6% | 1.1k | 579.25 |
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| Oracle Corporation (ORCL) | 0.1 | $653k | -10% | 3.3k | 194.88 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $606k | -7% | 3.2k | 191.56 |
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| Altria (MO) | 0.1 | $603k | 11k | 57.66 |
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| Intuit (INTU) | 0.1 | $600k | -15% | 905.00 | 662.78 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $578k | NEW | 6.3k | 91.37 |
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| Consolidated Edison (ED) | 0.1 | $566k | 5.7k | 99.32 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $543k | -2% | 9.9k | 54.77 |
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| AmerisourceBergen (COR) | 0.0 | $533k | 1.6k | 337.75 |
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| Ge Aerospace Com New (GE) | 0.0 | $533k | 1.7k | 308.03 |
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| Netflix (NFLX) | 0.0 | $532k | +900% | 5.7k | 93.76 |
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| Barclays Adr (BCS) | 0.0 | $532k | -11% | 21k | 25.45 |
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| Flexshares Tr M Star Dev Mkt (TLTD) | 0.0 | $509k | -9% | 5.5k | 92.72 |
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| Verizon Communications (VZ) | 0.0 | $499k | -2% | 12k | 40.73 |
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| Amgen (AMGN) | 0.0 | $493k | 1.5k | 327.34 |
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| American Water Works (AWK) | 0.0 | $482k | -4% | 3.7k | 130.50 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $481k | -15% | 13k | 36.21 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $481k | +100% | 4.0k | 119.41 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $462k | 4.8k | 96.04 |
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| Eaton Corp SHS (ETN) | 0.0 | $436k | -2% | 1.4k | 318.51 |
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| Rubrik Cl A (RBRK) | 0.0 | $434k | 5.7k | 76.48 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $429k | 2.7k | 160.98 |
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| Coca-Cola Company (KO) | 0.0 | $425k | 6.1k | 69.91 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $402k | -12% | 666.00 | 603.28 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $395k | 2.9k | 135.71 |
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| First Solar (FSLR) | 0.0 | $385k | -10% | 1.5k | 261.23 |
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| Molina Healthcare (MOH) | 0.0 | $382k | 2.2k | 173.54 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $381k | -6% | 1.5k | 248.69 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $381k | 2.7k | 139.34 |
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| Air Products & Chemicals (APD) | 0.0 | $380k | 1.5k | 247.02 |
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| Nextera Energy (NEE) | 0.0 | $375k | 4.7k | 80.28 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $368k | -4% | 1.1k | 349.91 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $368k | +47% | 13k | 27.43 |
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| Travelers Companies (TRV) | 0.0 | $367k | 1.3k | 289.97 |
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| Waste Management (WM) | 0.0 | $366k | 1.7k | 219.71 |
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| Imperial Oil Com New (IMO) | 0.0 | $363k | -12% | 4.2k | 86.31 |
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| Comerica Incorporated | 0.0 | $362k | -6% | 4.2k | 86.93 |
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| Loews Corporation (L) | 0.0 | $362k | 3.4k | 105.31 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $361k | 3.9k | 92.30 |
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| Cadence Design Systems (CDNS) | 0.0 | $360k | 1.2k | 312.58 |
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| salesforce (CRM) | 0.0 | $352k | +11% | 1.3k | 264.92 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $350k | 2.4k | 143.53 |
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| Qualcomm (QCOM) | 0.0 | $350k | +2% | 2.0k | 171.08 |
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| S&p Global (SPGI) | 0.0 | $349k | -2% | 667.00 | 522.59 |
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| Walt Disney Company (DIS) | 0.0 | $340k | -18% | 3.0k | 113.78 |
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| Corning Incorporated (GLW) | 0.0 | $338k | -2% | 3.9k | 87.56 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $322k | NEW | 4.0k | 81.17 |
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| Quad / Graphics Com Cl A (QUAD) | 0.0 | $315k | 50k | 6.27 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $315k | 1.5k | 210.29 |
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| Bristol Myers Squibb (BMY) | 0.0 | $315k | 5.8k | 53.94 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $309k | 900.00 | 342.97 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $308k | 3.3k | 93.89 |
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| California Water Service (CWT) | 0.0 | $306k | -2% | 7.1k | 43.33 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $303k | NEW | 3.8k | 79.24 |
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| Ge Vernova (GEV) | 0.0 | $302k | 462.00 | 653.57 |
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| TJX Companies (TJX) | 0.0 | $301k | 2.0k | 153.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $298k | NEW | 753.00 | 396.31 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $295k | 5.0k | 59.28 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $288k | 382.00 | 754.60 |
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| Progressive Corporation (PGR) | 0.0 | $287k | +5% | 1.3k | 227.72 |
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| FedEx Corporation (FDX) | 0.0 | $279k | 967.00 | 288.86 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $275k | -2% | 3.1k | 88.49 |
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| Pepsi (PEP) | 0.0 | $272k | -15% | 1.9k | 143.55 |
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| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $272k | -12% | 14k | 19.90 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $271k | 6.1k | 44.41 |
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| Marvell Technology (MRVL) | 0.0 | $269k | -26% | 3.2k | 84.98 |
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| Morgan Stanley Com New (MS) | 0.0 | $268k | NEW | 1.5k | 177.53 |
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| Goldman Sachs (GS) | 0.0 | $267k | 304.00 | 879.00 |
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| Roku Com Cl A (ROKU) | 0.0 | $261k | 2.4k | 108.49 |
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| Citigroup Com New (C) | 0.0 | $261k | 2.2k | 116.69 |
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| Amphenol Corp Cl A (APH) | 0.0 | $258k | -2% | 1.9k | 135.14 |
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| Companhia Paranaense De Ener Sponsored Ads (ELPC) | 0.0 | $257k | NEW | 27k | 9.51 |
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| 3M Company (MMM) | 0.0 | $252k | -9% | 1.6k | 160.10 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $245k | +20% | 2.5k | 99.87 |
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| Cummins (CMI) | 0.0 | $244k | 478.00 | 510.45 |
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| Nike CL B (NKE) | 0.0 | $244k | 3.8k | 63.70 |
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| Edwards Lifesciences (EW) | 0.0 | $242k | 2.8k | 85.25 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $242k | -7% | 1.6k | 154.80 |
|
| AFLAC Incorporated (AFL) | 0.0 | $238k | 2.2k | 110.27 |
|
|
| Danaher Corporation (DHR) | 0.0 | $236k | NEW | 1.0k | 228.92 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $235k | 726.00 | 323.19 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $231k | 2.9k | 79.37 |
|
|
| W.W. Grainger (GWW) | 0.0 | $226k | 224.00 | 1009.05 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $226k | -20% | 820.00 | 275.39 |
|
| Teck Resources CL B (TECK) | 0.0 | $224k | 4.7k | 47.89 |
|
|
| Unity Software (U) | 0.0 | $224k | NEW | 5.1k | 44.17 |
|
| Analog Devices (ADI) | 0.0 | $223k | 822.00 | 271.17 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $223k | 3.2k | 69.42 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $222k | 4.5k | 48.75 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $221k | 3.3k | 66.01 |
|
|
| Pfizer (PFE) | 0.0 | $219k | 8.8k | 24.90 |
|
|
| Entergy Corporation (ETR) | 0.0 | $219k | -12% | 2.4k | 92.43 |
|
| Capital One Financial (COF) | 0.0 | $218k | NEW | 901.00 | 242.36 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $217k | 1.6k | 133.49 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $217k | NEW | 383.00 | 565.66 |
|
| American Electric Power Company (AEP) | 0.0 | $215k | 1.9k | 115.31 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $215k | -3% | 7.2k | 29.89 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $213k | -21% | 1.3k | 162.63 |
|
| Palo Alto Networks (PANW) | 0.0 | $210k | 1.1k | 184.20 |
|
|
| Cto Realty Growth (CTO) | 0.0 | $210k | 11k | 18.41 |
|
|
| At&t (T) | 0.0 | $208k | -31% | 8.4k | 24.84 |
|
| Southern Company (SO) | 0.0 | $205k | 2.3k | 87.20 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $204k | -2% | 422.00 | 483.67 |
|
| Union Pacific Corporation (UNP) | 0.0 | $204k | 882.00 | 231.32 |
|
|
| Steel Dynamics (STLD) | 0.0 | $204k | NEW | 1.2k | 169.45 |
|
| Stryker Corporation (SYK) | 0.0 | $204k | 580.00 | 351.47 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $204k | NEW | 895.00 | 227.51 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $191k | 21k | 9.28 |
|
|
| Blue Owl Technology Fin Corp Common Stock (OTF) | 0.0 | $167k | NEW | 12k | 14.54 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $118k | 15k | 7.86 |
|
|
| Silverback Therapeutics (SPRY) | 0.0 | $117k | NEW | 10k | 11.65 |
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $100k | 19k | 5.23 |
|
|
| Pacific Biosciences of California (PACB) | 0.0 | $91k | 49k | 1.87 |
|
Past Filings by Wealth Architects
SEC 13F filings are viewable for Wealth Architects going back to 2014
- Wealth Architects 2025 Q4 filed Feb. 17, 2026
- Wealth Architects 2025 Q3 filed Nov. 13, 2025
- Wealth Architects 2025 Q2 filed July 25, 2025
- Wealth Architects 2025 Q1 restated filed May 14, 2025
- Wealth Architects 2025 Q1 filed May 12, 2025
- Wealth Architects 2024 Q4 filed Feb. 10, 2025
- Wealth Architects 2024 Q3 filed Oct. 31, 2024
- Wealth Architects 2024 Q2 filed Aug. 8, 2024
- Wealth Architects 2024 Q1 filed May 13, 2024
- Wealth Architects 2023 Q4 filed Feb. 14, 2024
- Wealth Architects 2023 Q3 filed Nov. 9, 2023
- Wealth Architects 2023 Q2 filed Aug. 2, 2023
- Wealth Architects 2023 Q1 filed April 21, 2023
- Wealth Architects 2022 Q4 filed Feb. 10, 2023
- Wealth Architects 2022 Q3 filed Oct. 24, 2022
- Wealth Architects 2022 Q2 filed July 29, 2022