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 29.56% of Wealth Architects's stock portfolio.
- Added to shares of these 10 stocks: TDTF, DFLV, EAGG, RKLB, DFSI, ESML, DFAC, DFGR, RBLX, TJX.
- Started 15 new stock positions in APH, RBLX, ROKU, C, KBH, STLA, AGG, AEP, TECK, PFE. STX, CVS, ADI, CMI, TJX.
- Reduced shares in these 10 stocks: AAPL, VIG, VEA, IVV, DFUV, SCZ, GII, IEFA, BRK.B, DSI.
- Sold out of its positions in AMT, TEAM, DHR, HON, ISRG, DSI.
- Wealth Architects was a net seller of stock by $-4.0M.
- Wealth Architects has $1.1B in assets under management (AUM), dropping by 7.58%.
- Central Index Key (CIK): 0001611518
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Portfolio Holdings for Wealth Architects
Wealth Architects holds 235 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.4 | $79M | 118k | 669.30 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 6.4 | $68M | +3% | 2.8M | 24.27 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.5 | $58M | 486k | 118.83 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.3 | $56M | 939k | 59.92 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.0 | $53M | -2% | 244k | 215.79 |
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| Apple (AAPL) | 4.2 | $45M | -5% | 177k | 254.63 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 4.1 | $43M | 622k | 69.59 |
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| Lam Research Corp Com New (LRCX) | 3.3 | $35M | 263k | 133.90 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 3.2 | $34M | 735k | 46.12 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 3.0 | $32M | -2% | 714k | 44.69 |
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| Vanguard Index Fds Value Etf (VTV) | 2.7 | $28M | 152k | 186.49 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.6 | $28M | 134k | 208.71 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.1 | $22M | 163k | 137.80 |
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| Vanguard Index Fds Large Cap Etf (VV) | 2.0 | $21M | 70k | 307.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $20M | -2% | 234k | 87.31 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 1.9 | $20M | +5% | 606k | 32.90 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.9 | $20M | 200k | 99.53 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $18M | 27k | 666.18 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.6 | $17M | 195k | 89.03 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $16M | 63k | 254.28 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.3 | $14M | -3% | 181k | 76.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $13M | -3% | 25k | 502.74 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.2 | $12M | 111k | 110.59 |
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| Ishares Tr Esg Aware Msci (ESML) | 1.1 | $12M | +4% | 257k | 45.08 |
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| Meta Platforms Cl A (META) | 1.1 | $11M | -2% | 15k | 734.40 |
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| Microsoft Corporation (MSFT) | 1.0 | $11M | 21k | 517.94 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.0 | $11M | 118k | 92.98 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $8.6M | 59k | 145.60 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.8 | $8.2M | -4% | 192k | 42.47 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $7.9M | 338k | 23.28 |
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| Broadcom (AVGO) | 0.7 | $7.1M | -2% | 22k | 329.91 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.6 | $6.4M | +5% | 234k | 27.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $6.2M | 19k | 328.17 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.6 | $6.0M | +3% | 147k | 41.09 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $5.8M | +6% | 150k | 38.57 |
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| NVIDIA Corporation (NVDA) | 0.5 | $5.7M | -2% | 31k | 186.58 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $5.5M | -3% | 80k | 67.83 |
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| Dimensional Etf Trust International (DFSI) | 0.5 | $5.1M | +11% | 124k | 40.95 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $4.9M | -5% | 27k | 182.42 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.4 | $4.7M | +3% | 93k | 50.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.2M | +6% | 17k | 243.56 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $4.2M | -2% | 53k | 78.91 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $4.2M | 13k | 315.42 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $4.1M | +3% | 132k | 31.38 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $4.0M | 144k | 27.90 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $3.9M | +3% | 53k | 74.37 |
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| Amazon (AMZN) | 0.4 | $3.9M | 18k | 219.58 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $3.6M | +22% | 75k | 48.03 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.3 | $3.4M | -3% | 55k | 62.92 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.3 | $3.3M | 60k | 54.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.3M | -3% | 5.3k | 612.41 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $3.3M | +4% | 31k | 106.78 |
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| Caterpillar (CAT) | 0.3 | $2.9M | 6.0k | 477.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.8M | -8% | 12k | 243.10 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.3 | $2.8M | 35k | 79.51 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $2.7M | 15k | 176.81 |
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| Home Depot (HD) | 0.3 | $2.7M | 6.5k | 405.19 |
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| Tesla Motors (TSLA) | 0.2 | $2.6M | 5.9k | 444.72 |
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| Rocket Lab Corp (RKLB) | 0.2 | $2.4M | +28% | 51k | 47.91 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $2.4M | -3% | 39k | 61.12 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.1M | 2.8k | 763.05 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $2.1M | 5.5k | 378.94 |
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| Procter & Gamble Company (PG) | 0.2 | $2.1M | 14k | 153.65 |
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| UnitedHealth (UNH) | 0.2 | $2.0M | -3% | 5.8k | 345.30 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.9M | 12k | 161.79 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.9M | 19k | 103.06 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | 17k | 112.75 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.8M | 7.5k | 241.96 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.8M | 6.4k | 281.86 |
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| Snowflake Com Shs (SNOW) | 0.2 | $1.7M | -13% | 7.6k | 225.55 |
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| Cisco Systems (CSCO) | 0.2 | $1.7M | +12% | 25k | 68.42 |
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| Bank of America Corporation (BAC) | 0.1 | $1.5M | 30k | 51.59 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754200.00 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.5M | -2% | 58k | 25.71 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.5M | 34k | 43.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | 2.4k | 600.48 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | 8.5k | 167.33 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.4M | 7.6k | 185.42 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $1.4M | 30k | 45.51 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | 1.4k | 925.88 |
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| Philip Morris International (PM) | 0.1 | $1.2M | 7.6k | 162.20 |
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| Welltower Inc Com reit (WELL) | 0.1 | $1.2M | 6.9k | 178.14 |
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| International Business Machines (IBM) | 0.1 | $1.2M | +14% | 4.3k | 282.14 |
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| Blackrock (BLK) | 0.1 | $1.2M | 1.0k | 1165.87 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | 4.0k | 293.74 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $1.1M | 12k | 95.22 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.1M | 3.1k | 365.49 |
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| Wec Energy Group (WEC) | 0.1 | $1.1M | 9.7k | 114.59 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | 2.3k | 479.61 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 13k | 83.93 |
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| Abbvie (ABBV) | 0.1 | $1.1M | 4.7k | 231.54 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $1.1M | 11k | 103.40 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | 2.2k | 468.41 |
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| Oracle Corporation (ORCL) | 0.1 | $1.0M | +8% | 3.7k | 281.24 |
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| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.1 | $1.0M | +2% | 21k | 50.22 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.0M | 14k | 71.37 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.0M | 938.00 | 1078.36 |
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| Visa Com Cl A (V) | 0.1 | $1.0M | 2.9k | 341.34 |
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| Astera Labs (ALAB) | 0.1 | $999k | -11% | 5.1k | 195.80 |
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| Anthem (ELV) | 0.1 | $998k | 3.1k | 323.12 |
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| McGrath Rent (MGRC) | 0.1 | $986k | 8.4k | 117.30 |
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| Automatic Data Processing (ADP) | 0.1 | $980k | 3.3k | 293.49 |
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| Intel Corporation (INTC) | 0.1 | $965k | +10% | 29k | 33.55 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $955k | 30k | 31.91 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $942k | -4% | 6.8k | 138.25 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $927k | 13k | 73.46 |
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| McDonald's Corporation (MCD) | 0.1 | $909k | 3.0k | 303.90 |
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| Flexshares Tr Mstar Emkt Fac (TLTE) | 0.1 | $895k | 14k | 63.11 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $887k | -7% | 12k | 72.26 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $882k | 4.8k | 183.73 |
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| Manulife Finl Corp (MFC) | 0.1 | $875k | 28k | 31.15 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $872k | -10% | 3.1k | 279.29 |
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| Chevron Corporation (CVX) | 0.1 | $867k | +2% | 5.6k | 155.29 |
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| Kinder Morgan (KMI) | 0.1 | $865k | 31k | 28.31 |
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| Abbott Laboratories (ABT) | 0.1 | $806k | -2% | 6.0k | 133.93 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $784k | 1.4k | 568.92 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $758k | 3.6k | 209.32 |
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| Intuit (INTU) | 0.1 | $732k | -10% | 1.1k | 683.10 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $724k | -4% | 13k | 54.18 |
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| Applied Materials (AMAT) | 0.1 | $703k | 3.4k | 204.74 |
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| American Express Company (AXP) | 0.1 | $702k | 2.1k | 332.17 |
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| Altria (MO) | 0.1 | $695k | 11k | 66.06 |
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| Netflix (NFLX) | 0.1 | $680k | 567.00 | 1199.60 |
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| Gilead Sciences (GILD) | 0.1 | $679k | 6.1k | 111.00 |
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| Wells Fargo & Company (WFC) | 0.1 | $671k | +2% | 8.0k | 83.82 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $658k | +30% | 18k | 36.35 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $649k | 3.4k | 189.70 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $648k | 9.8k | 65.92 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $608k | -4% | 2.5k | 246.63 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $589k | 16k | 37.62 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $583k | 1.2k | 485.03 |
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| Consolidated Edison (ED) | 0.1 | $565k | 5.6k | 100.52 |
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| Verizon Communications (VZ) | 0.1 | $552k | +2% | 13k | 43.95 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $548k | 10k | 53.87 |
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| American Water Works (AWK) | 0.1 | $541k | +5% | 3.9k | 139.19 |
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| Flexshares Tr M Star Dev Mkt (TLTD) | 0.1 | $537k | -2% | 6.1k | 88.74 |
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| Eaton Corp SHS (ETN) | 0.0 | $526k | 1.4k | 374.25 |
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| Ge Aerospace Com New (GE) | 0.0 | $524k | -3% | 1.7k | 300.82 |
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| AmerisourceBergen (COR) | 0.0 | $494k | 1.6k | 312.53 |
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| Barclays Adr (BCS) | 0.0 | $487k | -2% | 24k | 20.67 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $483k | 2.0k | 239.64 |
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| Rubrik Cl A (RBRK) | 0.0 | $467k | 5.7k | 82.25 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $455k | 763.00 | 596.03 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $449k | 4.8k | 93.38 |
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| Imperial Oil Com New (IMO) | 0.0 | $434k | -2% | 4.8k | 90.74 |
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| Amgen (AMGN) | 0.0 | $428k | 1.5k | 282.23 |
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| Air Products & Chemicals (APD) | 0.0 | $426k | 1.6k | 272.72 |
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| Molina Healthcare (MOH) | 0.0 | $425k | 2.2k | 191.36 |
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| Walt Disney Company (DIS) | 0.0 | $419k | 3.7k | 114.51 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $419k | 12k | 34.49 |
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| Cadence Design Systems (CDNS) | 0.0 | $405k | 1.2k | 351.26 |
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| Coca-Cola Company (KO) | 0.0 | $404k | 6.1k | 66.32 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $399k | -27% | 2.7k | 148.60 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $397k | -2% | 1.6k | 242.29 |
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| Micron Technology (MU) | 0.0 | $395k | 2.4k | 167.32 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $387k | 1.1k | 352.60 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $371k | 2.7k | 135.65 |
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| Waste Management (WM) | 0.0 | $367k | 1.7k | 220.83 |
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| First Solar (FSLR) | 0.0 | $363k | -3% | 1.6k | 220.53 |
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| Marvell Technology (MRVL) | 0.0 | $362k | 4.3k | 84.07 |
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| Nextera Energy (NEE) | 0.0 | $352k | 4.7k | 75.49 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $352k | 2.9k | 121.41 |
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| Travelers Companies (TRV) | 0.0 | $350k | 1.3k | 279.20 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $350k | 3.9k | 89.37 |
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| At&t (T) | 0.0 | $347k | +2% | 12k | 28.24 |
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| Loews Corporation (L) | 0.0 | $345k | 3.4k | 100.39 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $343k | 2.4k | 140.97 |
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| S&p Global (SPGI) | 0.0 | $333k | 685.00 | 486.71 |
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| California Water Service (CWT) | 0.0 | $332k | +4% | 7.2k | 45.89 |
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| Qualcomm (QCOM) | 0.0 | $332k | 2.0k | 166.39 |
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| Corning Incorporated (GLW) | 0.0 | $325k | -5% | 4.0k | 82.03 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $323k | 1.7k | 192.74 |
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| Mr Cooper Group | 0.0 | $322k | -4% | 1.5k | 210.79 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $318k | 3.3k | 97.08 |
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| Pepsi (PEP) | 0.0 | $315k | -2% | 2.2k | 140.46 |
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| Quad / Graphics Com Cl A (QUAD) | 0.0 | $314k | 50k | 6.26 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $314k | NEW | 2.3k | 138.52 |
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| Comerica Incorporated (CMA) | 0.0 | $305k | 4.5k | 68.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $305k | 1.5k | 203.54 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $300k | 900.00 | 332.84 |
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| Progressive Corporation (PGR) | 0.0 | $294k | 1.2k | 246.95 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $291k | 1.7k | 170.85 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $291k | 3.2k | 91.42 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $287k | 5.0k | 57.52 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $286k | -8% | 382.00 | 747.41 |
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| Ge Vernova (GEV) | 0.0 | $284k | -6% | 461.00 | 614.90 |
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| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $282k | -3% | 16k | 18.15 |
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| salesforce (CRM) | 0.0 | $282k | -4% | 1.2k | 237.01 |
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| TJX Companies (TJX) | 0.0 | $280k | NEW | 1.9k | 144.54 |
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| 3M Company (MMM) | 0.0 | $270k | 1.7k | 155.18 |
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| Bristol Myers Squibb (BMY) | 0.0 | $265k | -4% | 5.9k | 45.10 |
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| Nike CL B (NKE) | 0.0 | $264k | 3.8k | 69.73 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $261k | 6.1k | 42.79 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $255k | 8.9k | 28.79 |
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| Entergy Corporation (ETR) | 0.0 | $253k | 2.7k | 93.19 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $248k | 9.1k | 27.30 |
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| AFLAC Incorporated (AFL) | 0.0 | $243k | 2.2k | 111.70 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $242k | NEW | 1.0k | 236.06 |
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| Goldman Sachs (GS) | 0.0 | $242k | +2% | 304.00 | 796.35 |
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| Amphenol Corp Cl A (APH) | 0.0 | $242k | NEW | 2.0k | 123.75 |
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| Roku Com Cl A (ROKU) | 0.0 | $241k | NEW | 2.4k | 100.13 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $235k | 1.7k | 139.17 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $234k | -2% | 7.4k | 31.42 |
|
| Companhia Paranaense De Ener Spon Ads (ELP) | 0.0 | $233k | -2% | 24k | 9.80 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $233k | 726.00 | 320.22 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $232k | -22% | 1.1k | 203.62 |
|
| Citigroup Com New (C) | 0.0 | $229k | NEW | 2.3k | 101.50 |
|
| FedEx Corporation (FDX) | 0.0 | $228k | 967.00 | 235.81 |
|
|
| Pfizer (PFE) | 0.0 | $228k | NEW | 8.9k | 25.48 |
|
| Southern Company (SO) | 0.0 | $223k | 2.3k | 94.77 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $222k | 4.5k | 48.84 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $221k | 2.8k | 77.77 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $220k | 3.5k | 62.47 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $218k | 3.2k | 68.08 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $218k | 3.3k | 65.27 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $217k | NEW | 2.9k | 75.40 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $216k | -7% | 433.00 | 499.21 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $213k | 1.6k | 131.24 |
|
|
| Stryker Corporation (SYK) | 0.0 | $213k | 576.00 | 369.67 |
|
|
| W.W. Grainger (GWW) | 0.0 | $213k | 223.00 | 952.96 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $210k | 21k | 10.17 |
|
|
| Teck Resources CL B (TECK) | 0.0 | $208k | NEW | 4.7k | 43.89 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $208k | 671.00 | 309.74 |
|
|
| American Electric Power Company (AEP) | 0.0 | $208k | NEW | 1.8k | 112.50 |
|
| Cummins (CMI) | 0.0 | $206k | NEW | 487.00 | 422.37 |
|
| Union Pacific Corporation (UNP) | 0.0 | $205k | -5% | 867.00 | 236.37 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $205k | NEW | 2.0k | 100.26 |
|
| Target Corporation (TGT) | 0.0 | $204k | -5% | 2.3k | 89.68 |
|
| KB Home (KBH) | 0.0 | $203k | NEW | 3.2k | 63.64 |
|
| Analog Devices (ADI) | 0.0 | $202k | NEW | 820.00 | 245.80 |
|
| Cto Realty Growth (CTO) | 0.0 | $186k | 11k | 16.30 |
|
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $141k | 19k | 7.37 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $114k | 15k | 7.58 |
|
|
| Stellantis SHS (STLA) | 0.0 | $95k | NEW | 10k | 9.34 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $62k | 49k | 1.28 |
|
Past Filings by Wealth Architects
SEC 13F filings are viewable for Wealth Architects going back to 2014
- 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
- Wealth Architects 2022 Q1 filed May 17, 2022