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Wealth Architects

Latest statistics and disclosures from Wealth Architects's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, LRCX, TDTF, IJR, VIG, and represent 29.75% of Wealth Architects's stock portfolio.
Added to shares of these 10 stocks: DIHP (+$11M), MMM, TDTF, KLAC, VOO, VIG, VUG, VO, IWF, BNDX.
Started 18 new stock positions in FNDX, IJJ, ARM, PNC, SNDK, PANW, HPE, DAL, SOLV, BE. FTNT, ANET, SIMO, VFH, ACCO, SPCX, DELL, QCOM.
Reduced shares in these 10 stocks: LRCX (-$37M), VEA (-$12M), DFUV, DFIV, AVGO, SNOW, AMD, CAT, VBR, SGOV.
Sold out of its positions in T, ADBE, AVDE, ALAB, CME, DXC, DHR, INTU, DGRO, MCK. PVH, RBLX, RBRK, CRM.
Wealth Architects was a net seller of stock by $-28M.
Wealth Architects has $1.3B in assets under management (AUM), dropping by 12.87%.
Central Index Key (CIK): 0001611518

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Portfolio Holdings for Wealth Architects

Wealth Architects holds 248 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	6.8	$87M		116k	748.89	View chart
Lam Research Corp Com New (LRCX)	6.1	$77M	-32%	178k	433.33	View chart
Flexshares Iboxx 5yr Target Dur Tips Etf Iboxx 5yr Trgt (TDTF)	6.1	$77M	+4%	3.2M	23.77	View chart
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)	5.9	$75M		505k	148.31	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	4.8	$61M	+2%	257k	236.62	View chart
Spdr S&p Global Infrastructure Etf St Str Infra Etf (GII)	3.9	$50M		657k	75.71	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	3.8	$48M	-19%	673k	71.25	View chart
Apple (AAPL)	3.5	$44M		153k	289.36	View chart
Dfa International Value Etf Internatnal Val (DFIV)	3.0	$38M	-2%	707k	54.02	View chart
Dfa Tax-managed Us Marketwide Value Ii Us Mktwide Value (DFUV)	3.0	$37M	-3%	679k	55.01	View chart
Vanguard Value Etf Value Etf (VTV)	2.5	$31M		144k	217.93	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	2.5	$31M		129k	242.99	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	2.2	$28M		221k	124.76	View chart
Dimensional Us Large Cap Value Etf Us Larg Valu Etf (DFLV)	2.1	$27M		687k	39.54	View chart
Vanguard Total World Stock Index Tt Wrld St Etf (VT)	2.1	$27M		170k	156.95	View chart
Vanguard Large-cap Etf Large Cap Etf (VV)	1.7	$22M	-2%	63k	343.91	View chart
Ishares Core Msci Eafe Core Msci Eafe (IEFA)	1.7	$22M		223k	96.58	View chart
Spdr S&p 500 Etf Trust Tr Unit (SPY)	1.6	$21M		28k	746.79	View chart
Avantis Internatnl Sml Cp Vl Etf Intl Smcp Vlu (AVDV)	1.6	$20M		195k	103.05	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	1.4	$18M	-2%	59k	303.12	View chart
Dimensional International High Pbly Etf Intl High Profit (DIHP)	1.3	$17M	+189%	490k	34.12	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Esg Aware Msci (ESML)	1.2	$16M	-2%	277k	55.93	View chart
Ishares S&p Smallcap600 Value Index Sp Smcp600vl Etf (IJS)	1.2	$15M		109k	136.68	View chart
Ishares Msci Eafe Small Cap Index Eafe Sml Cp Etf (SCZ)	1.1	$14M	-2%	171k	82.27	View chart
Ishares Esg Aware Msci Eafe Etf Esg Aw Msci Eafe (ESGD)	1.1	$14M		132k	102.81	View chart
Dfa Us Sustainability Core 1 Etf Us Sustainabilty (DFSU)	1.0	$13M		268k	46.63	View chart
Ishares Esg Msci Usa Etf Esg Awr Msci Usa (ESGU)	0.9	$11M		70k	163.67	View chart
Berkshire Hathaway Incdel Cl B Cl B New (BRK.B)	0.9	$11M		22k	500.39	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.7	$9.2M		332k	27.70	View chart
Meta Platforms Inc Class A Cl A (META)	0.7	$9.0M	+4%	16k	563.30	View chart
Dimensionl Global Real Estate Etf Global Real Est (DFGR)	0.7	$8.2M	+5%	284k	28.97	View chart
Microsoft Corporation (MSFT)	0.6	$7.9M	+2%	21k	373.02	View chart
Dimensnl Emg Mrkt Sus Core 1 Etf Emer Mark Su Etf (DFSE)	0.6	$7.6M		155k	48.88	View chart
Dfa Us Core Equity 2 Etf Us Cor Equ 2 Etf (DFAC)	0.6	$7.6M	+3%	170k	44.36	View chart
Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.6	$7.5M	+8%	20k	370.04	View chart
Alphabet Inc Class C Cap Stk Cl C (GOOG)	0.5	$6.9M	+3%	20k	353.34	View chart
Dfa Intl Sustainability Core 1 Etf International (DFSI)	0.5	$6.9M		153k	45.10	View chart
Broadcom (AVGO)	0.5	$6.5M	-13%	17k	377.77	View chart
NVIDIA Corporation (NVDA)	0.5	$6.0M	+9%	30k	200.10	View chart
Rocket Lab Corp (RKLB)	0.5	$6.0M		59k	101.65	View chart
Ishares Ultra Short-term Bond Etf Ultra Short Dur (ICSH)	0.5	$5.8M	+6%	114k	50.58	View chart
Caterpillar (CAT)	0.4	$5.5M	-10%	5.2k	1065.06	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.4	$5.5M	+42%	7.9k	686.87	View chart
Ishares Msci Eafe Value Index Eafe Value Etf (EFV)	0.4	$5.3M	-3%	69k	76.55	View chart
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA)	0.4	$5.1M		142k	36.13	View chart
Dfa World Ex Us Core Etf World Ex Us Core (DFAX)	0.4	$5.1M	+2%	138k	36.84	View chart
Ishares Esg Us Aggregate Bond Etf Esg Awr Us Agrgt (EAGG)	0.4	$5.0M	-9%	106k	47.41	View chart
Amazon (AMZN)	0.4	$4.5M	+5%	19k	238.35	View chart
3M Company (MMM)	0.3	$4.4M	+1610%	27k	161.91	View chart
Vanguard Short-term Bond Etf Short Trm Bond (BSV)	0.3	$4.4M	+5%	56k	77.91	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.2M		13k	327.35	View chart
Intel Corporation (INTC)	0.3	$4.1M		29k	139.63	View chart
Ishares Short-term National Muni Bond Shrt Nat Mun Etf (SUB)	0.3	$3.8M	+3%	36k	106.47	View chart
Alphabet Inc Class A Cap Stk Cl A (GOOGL)	0.3	$3.7M		10k	357.40	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	0.3	$3.7M	-9%	50k	73.41	View chart
Eli Lilly & Co. (LLY)	0.3	$3.6M	+4%	3.0k	1199.75	View chart
Proshares Dj Brookfield Global Infra DJ BRKFLD GLB (TOLZ)	0.3	$3.3M		56k	59.27	View chart
Ishares Tr Russell2000 Value Index Rus 2000 Val Etf (IWN)	0.3	$3.3M		15k	221.21	View chart
Micron Technology (MU)	0.2	$3.2M	+7%	2.7k	1154.34	View chart
Flexshares Stoxx Global Broad Infras Etf Stoxx Globr Inf (NFRA)	0.2	$2.8M	-4%	43k	64.12	View chart
Palantir Technologies Inc Ordinary Shares - Class Cl A (PLTR)	0.2	$2.7M	-3%	24k	116.67	View chart
Kla-tencor Corp Frmly Kla Instrument Corp Com New (KLAC)	0.2	$2.7M	+886%	9.0k	301.74	View chart
Wisdomtree International Small Cap Div Etf Intl Smcap Div (DLS)	0.2	$2.7M		32k	83.79	View chart
Ishares S&p Global Infrastructure Index Glb Infrastr Etf (IGF)	0.2	$2.5M	-2%	37k	66.60	View chart
Applied Materials (AMAT)	0.2	$2.4M	-4%	3.3k	723.00	View chart
UnitedHealth (UNH)	0.2	$2.3M		5.6k	415.66	View chart
Ishares Russell 3000 Index Russell 3000 Etf (IWV)	0.2	$2.3M		5.4k	426.40	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.3M		17k	136.73	View chart
Tesla Motors (TSLA)	0.2	$2.3M	-6%	5.4k	420.60	View chart
Cisco Systems (CSCO)	0.2	$2.3M	-15%	19k	117.47	View chart
Technology Select Sector Spdr Etf St Str Techn Etf (XLK)	0.2	$2.2M		12k	190.52	View chart
Wal-Mart Stores (WMT)	0.2	$2.2M		19k	113.26	View chart
Powershares Qqq Trust Series 1 Unit Ser 1 (QQQ)	0.2	$2.1M	+15%	2.9k	736.44	View chart
Home Depot (HD)	0.2	$2.1M	-2%	6.0k	352.68	View chart
Johnson & Johnson (JNJ)	0.2	$2.1M	+2%	8.2k	253.97	View chart
Advanced Micro Devices (AMD)	0.2	$2.1M	-28%	3.5k	580.91	View chart
Procter & Gamble Company (PG)	0.2	$2.0M	+2%	14k	146.65	View chart
Ishares Tr Russell 2000index Russell 2000 Etf (IWM)	0.2	$2.0M	-13%	6.6k	300.45	View chart
Ishares Esg Msci Em Etf Esg Awr Msci Em (ESGE)	0.1	$1.8M		34k	54.69	View chart
Merck & Co (MRK)	0.1	$1.8M		14k	128.51	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.1	$1.7M		59k	28.96	View chart
Bank of America Corporation (BAC)	0.1	$1.7M		30k	56.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.6M		8.4k	189.74	View chart
Welltower Inc Com reit (WELL)	0.1	$1.6M		7.0k	226.97	View chart
Berkshire Hathaway Inc A Cl A (BRK.A)	0.1	$1.5M		2.00	748850.00	View chart
Ishares 0 To 3 Mnth Treasury Bnd Etf 0-3 Mth Treasury (SGOV)	0.1	$1.5M	-28%	15k	100.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.4M		4.8k	298.07	View chart
Schwab International Small-cap Equity Etf Intl Sceqt Etf (SCHC)	0.1	$1.4M		30k	48.12	View chart
Vanguard S&p Small-cap 600 Value Index Etf Smlcp 600 Val (VIOV)	0.1	$1.4M		12k	117.33	View chart
Philip Morris International (PM)	0.1	$1.4M		7.6k	180.91	View chart
International Business Machines (IBM)	0.1	$1.3M		4.7k	281.22	View chart
Proshares Ultrapro Qqq Ultrapro Qqq (TQQQ)	0.1	$1.3M	-6%	16k	81.00	View chart
Vanguard Total Intl Bond Index Etf Total Int Bd Etf (BNDX)	0.1	$1.3M	+86%	27k	48.43	View chart
Vanguard Mid Cap Etf Mid Cap Etf (VO)	0.1	$1.3M	+297%	16k	80.57	View chart
Ishares Tr Russell 1000 Index Rus 1000 Etf (IWB)	0.1	$1.3M		3.1k	409.51	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.1	$1.2M	+501%	14k	86.14	View chart
Schwab Us Large-cap Growth Us Lcap Gr Etf (SCHG)	0.1	$1.2M	+12%	36k	33.84	View chart
Abbvie (ABBV)	0.1	$1.2M	-5%	4.8k	251.66	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.3k	935.74	View chart
Anthem (ELV)	0.1	$1.2M		3.1k	386.73	View chart
Vanguard Intl Equity Indexfd Inc Ftse All- Allwrld Ex Us (VEU)	0.1	$1.2M		14k	83.75	View chart
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM)	0.1	$1.1M		2.4k	477.59	View chart
Manulife Finl Corp (MFC)	0.1	$1.1M		28k	40.51	View chart
Wec Energy Group (WEC)	0.1	$1.1M		9.7k	116.77	View chart
Jpmorgan Sustainable Muni Income Etf Sust Muni In Etf (JMSI)	0.1	$1.1M	+2%	22k	50.44	View chart
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV)	0.1	$1.1M		12k	91.21	View chart
Ishares Tr Russell 1000growth Index Rus 1000 Grw Etf (IWF)	0.1	$1.1M	+300%	9.0k	124.17	View chart
Vanguard Total Intl Stock Etf Vg Tl Intl Stk F (VXUS)	0.1	$1.1M		13k	85.49	View chart
Ishares All-country World International Msci Acwi Etf (ACWI)	0.1	$1.0M	-3%	6.6k	156.98	View chart
McGrath Rent (MGRC)	0.1	$1.0M		8.4k	121.03	View chart
Arrowhead Pharmaceuticals (ARWR)	0.1	$998k		12k	81.51	View chart
Visa Com Cl A (V)	0.1	$993k	-3%	2.9k	343.10	View chart
Snowflake Cl A Ord Com Shs (SNOW)	0.1	$985k	-49%	3.9k	254.50	View chart
Flexshares Mstar Em Factor Tilt Etf Mstar Emkt Fac (TLTE)	0.1	$985k	-6%	13k	77.40	View chart
Kinder Morgan (KMI)	0.1	$970k		30k	31.97	View chart
Chevron Corporation (CVX)	0.1	$941k		5.7k	165.79	View chart
Spdr Barclays Capital 1-3 Month T-bill St Str Blo 1 Etf (BIL)	0.1	$917k		10k	91.65	View chart
Blackrock (BLK)	0.1	$912k		948.00	961.56	View chart
Corning Incorporated (GLW)	0.1	$900k	-7%	3.5k	255.43	View chart
Marvell Technology (MRVL)	0.1	$855k	-3%	2.9k	297.89	View chart
Dfa Int'l Core Equity Etf Intl Core Eqt Mk (DFAI)	0.1	$837k	+7%	20k	41.25	View chart
McDonald's Corporation (MCD)	0.1	$815k		3.0k	270.31	View chart
Vanguard Extended Market Idx Extend Mkt Etf (VXF)	0.1	$809k		3.3k	246.26	View chart
Ishares Core Msci Emerging Markets Core Msci Emkt (IEMG)	0.1	$804k		9.7k	82.85	View chart
Netflix (NFLX)	0.1	$753k	+135%	11k	71.40	View chart
Altria (MO)	0.1	$751k		10k	71.96	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.1	$747k	-2%	13k	59.69	View chart
Automatic Data Processing (ADP)	0.1	$716k	+3%	3.2k	224.01	View chart
American Express Company (AXP)	0.1	$702k		2.1k	338.26	View chart
Guggenheim S&p 500 Equal Weight Index Fund S&p500 Eql Wgt (RSP)	0.1	$688k		3.2k	212.78	View chart
Mastercard Inc Cl A Cl A (MA)	0.1	$674k	+2%	1.3k	513.92	View chart
General Electric Com New (GE)	0.1	$656k		1.8k	373.77	View chart
Wells Fargo & Company (WFC)	0.1	$655k	-2%	7.9k	82.65	View chart
Consolidated Edison (ED)	0.0	$631k		5.7k	110.64	View chart
Eaton Corp SHS (ETN)	0.0	$565k	-5%	1.3k	426.12	View chart
Ge Vernova (GEV)	0.0	$551k	+2%	469.00	1175.80	View chart
Thermo Fisher Scientific (TMO)	0.0	$547k	-2%	1.1k	501.62	View chart
Seagate Technology Ord Shs (STX)	0.0	$546k	-7%	566.00	965.00	View chart
Molina Healthcare (MOH)	0.0	$542k		2.4k	228.70	View chart
Barclays Adr (BCS)	0.0	$535k	-3%	20k	26.86	View chart
Nushares Esg Intl Dev Mkts Eq Etf Nuveen Esg Intl (NUDM)	0.0	$530k		13k	40.02	View chart
American Water Works (AWK)	0.0	$528k	+5%	4.0k	131.58	View chart
Financial Select Sector Spdr St Str Finl Etf (XLF)	0.0	$521k		9.7k	53.61	View chart
Verizon Communications (VZ)	0.0	$515k	-2%	12k	42.34	View chart
Gilead Sciences (GILD)	0.0	$505k		4.0k	126.34	View chart
Amgen (AMGN)	0.0	$503k	-3%	1.4k	362.16	View chart
Abbott Laboratories (ABT)	0.0	$503k	-7%	5.5k	90.75	View chart
Coca-Cola Company (KO)	0.0	$501k		6.2k	81.27	View chart
Flexshares Mstar Devmkts Factor Tilt Etf M Star Dev Mkt (TLTD)	0.0	$497k	-2%	5.1k	98.09	View chart
Ishares Tr Russell 2000growth Index Rus 2000 Grw Etf (IWO)	0.0	$483k	+68%	1.2k	394.09	View chart
Ishares Tr Mscieafe Index Msci Eafe Etf (EFA)	0.0	$475k	-5%	4.6k	103.89	View chart
Fifth Third Ban (FITB)	0.0	$475k		8.4k	56.37	View chart
Ishares Gold Trust Etf Ishares New (IAU)	0.0	$473k	+15%	6.3k	75.51	View chart
S & P Mid Cap 400 Deprcpts Mid Cap Spdrs Utser1 S&pdcrp (MDY)	0.0	$468k		666.00	703.34	View chart
Oracle Corporation (ORCL)	0.0	$463k	-2%	3.2k	146.55	View chart
Air Products & Chemicals (APD)	0.0	$461k		1.6k	293.18	View chart
AmerisourceBergen (COR)	0.0	$446k		1.6k	282.98	View chart
Sandisk Corp (SNDK)	0.0	$446k	NEW	196.00	2273.73	View chart
Imperial Oil Com New (IMO)	0.0	$445k	-4%	4.0k	112.02	View chart
Cadence Design Systems (CDNS)	0.0	$437k		1.2k	375.32	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$433k	+155%	28k	15.77	View chart
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)	0.0	$431k		14k	31.71	View chart
Travelers Companies (TRV)	0.0	$425k	+3%	1.3k	330.12	View chart
Quad/graphics Com Cl A (QUAD)	0.0	$423k		50k	8.43	View chart
Ishares Msci Usa Esg Select Etf Esg Optimized (SUSA)	0.0	$422k		2.7k	154.30	View chart
Palo Alto Networks (PANW)	0.0	$419k	NEW	1.2k	341.02	View chart
Airbnb Com Cl A (ABNB)	0.0	$411k		2.9k	143.14	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.0	$407k		15k	27.21	View chart
Flexshares Mstar Us Mkt Factor Tilt Etf Mornstar Usmkt (TILT)	0.0	$400k		1.4k	276.07	View chart
Loews Corporation (L)	0.0	$391k	-2%	3.5k	113.21	View chart
Waste Management (WM)	0.0	$377k		1.7k	222.88	View chart
Vanguard High Dividend Yield Index Etf High Div Yld (VYM)	0.0	$370k		2.3k	158.06	View chart
Ishares Russell 1000 Value Index Rus 1000 Val Etf (IWD)	0.0	$363k		1.5k	242.53	View chart
Dell CL C (DELL)	0.0	$349k	NEW	808.00	431.59	View chart
California Water Service (CWT)	0.0	$342k	+4%	7.0k	48.65	View chart
Ishares Tr Dow Jones Us Real Estate Indexf U.s. Real Es Etf (IYR)	0.0	$335k		3.3k	102.25	View chart
First Solar (FSLR)	0.0	$331k	-3%	1.4k	235.96	View chart
Silicon Motion Technology Corp Sponsored Adr (SIMO)	0.0	$329k	NEW	988.00	333.33	View chart
Ishares S&p 100 S&p 100 Etf (OEF)	0.0	$329k		900.00	365.87	View chart
Health Care Select Sector Spdr St Str Care Etf (XLV)	0.0	$327k	+24%	2.1k	158.66	View chart
Bristol Myers Squibb (BMY)	0.0	$326k		5.7k	57.62	View chart
Blue Owl Technology Finance Corp. Common Stock (OTF)	0.0	$325k	+46%	31k	10.35	View chart
Nextera Energy (NEE)	0.0	$323k	-21%	3.7k	87.77	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.0	$321k	+612%	2.7k	119.52	View chart
Analog Devices (ADI)	0.0	$320k		806.00	397.54	View chart
Cummins (CMI)	0.0	$320k	-3%	448.00	713.21	View chart
Bloom Energy Com Cl A (BE)	0.0	$319k	NEW	1.1k	302.83	View chart
Vanguard Russell 1000 Value Etf Vng Rus1000val (VONV)	0.0	$318k	-23%	3.0k	106.31	View chart
AFLAC Incorporated (AFL)	0.0	$318k	+2%	2.7k	117.25	View chart
Marathon Petroleum Corp (MPC)	0.0	$317k	-4%	1.2k	255.67	View chart
Citigroup Com New (C)	0.0	$312k		2.2k	139.96	View chart
Arvin Meritor Sponsored Ads (ARM)	0.0	$311k	NEW	877.00	354.57	View chart
Shopify Inc A Cl A Sub Vtg Shs (SHOP)	0.0	$306k		2.7k	114.18	View chart
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)	0.0	$305k		5.0k	61.23	View chart
TJX Companies (TJX)	0.0	$304k	+4%	2.0k	151.50	View chart
FedEx Corporation (FDX)	0.0	$303k		969.00	313.13	View chart
Vanguard Reit Index Etf Real Estate Etf (VNQ)	0.0	$303k	+2%	3.1k	96.43	View chart
Target Corporation (TGT)	0.0	$302k		2.3k	130.63	View chart
Consumer Discretionary Select Sect Spdr St Str Discr Etf (XLY)	0.0	$300k	-36%	2.6k	117.28	View chart
W.W. Grainger (GWW)	0.0	$295k	-3%	217.00	1360.40	View chart
Spdr Index Shares World Ex Us Etf St Str Po Ex Etf (SPDW)	0.0	$294k	-4%	5.8k	50.40	View chart
Amphenol Corp Cla Cl A (APH)	0.0	$292k	-11%	1.7k	176.32	View chart
Progressive Corporation (PGR)	0.0	$291k	+6%	1.3k	218.58	View chart
Goldman Sachs (GS)	0.0	$290k	-4%	287.00	1011.37	View chart
Morgan Stanley Com New (MS)	0.0	$290k	-6%	1.4k	209.04	View chart
Walt Disney Company (DIS)	0.0	$290k	-5%	3.0k	96.26	View chart
Hewlett Packard Enterprise (HPE)	0.0	$284k	NEW	6.3k	45.11	View chart
CVS Caremark Corporation (CVS)	0.0	$284k	-6%	2.7k	103.45	View chart
Pepsi (PEP)	0.0	$277k	+4%	2.0k	135.42	View chart
Qualcomm (QCOM)	0.0	$274k	NEW	1.5k	184.80	View chart
Teck Resources CL B (TECK)	0.0	$274k		4.6k	59.46	View chart
Steel Dynamics (STLD)	0.0	$272k		1.2k	229.46	View chart
Entergy Corporation (ETR)	0.0	$272k		2.4k	114.86	View chart
Arista Networks Com Shs (ANET)	0.0	$264k	NEW	1.6k	169.88	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.0	$260k		705.00	368.38	View chart
Ishares Tr S&p Midcap400 Index Core S&p Mcp Etf (IJH)	0.0	$258k		3.3k	77.12	View chart
S&p Global (SPGI)	0.0	$257k	-2%	630.00	407.26	View chart
American Electric Power Company (AEP)	0.0	$256k		1.9k	136.81	View chart
Edwards Lifesciences (EW)	0.0	$254k		2.8k	90.46	View chart
Cloudfare Cl A Com (NET)	0.0	$251k	+4%	1.0k	245.28	View chart
Schwab Fundamental Us Large Company Etf Fundamental Us L (FNDX)	0.0	$250k	NEW	8.0k	31.10	View chart
Companhia Paranaense De Ads Sponsored Ads (ELPC)	0.0	$247k	-20%	21k	11.65	View chart
Delta Air Lines Com New (DAL)	0.0	$247k	NEW	2.6k	93.66	View chart
Accenture Ltd Bermuda Cl A Shs Class A (ACN)	0.0	$246k	+4%	2.0k	124.44	View chart
Emerson Electric (EMR)	0.0	$246k		1.7k	143.15	View chart
Cto Realty Growth (CTO)	0.0	$245k		11k	21.51	View chart
Lockheed Martin Corporation (LMT)	0.0	$242k	+12%	475.00	509.46	View chart
Union Pacific Corporation (UNP)	0.0	$239k		878.00	272.00	View chart
Deere & Company (DE)	0.0	$239k		376.00	634.33	View chart
Valero Energy Corporation (VLO)	0.0	$235k		902.00	260.69	View chart
Solventum Corp Com Shs (SOLV)	0.0	$232k	NEW	3.0k	77.15	View chart
Spacex Exploration Technologies Corp. Cl A Class A Com Stk (SPCX)	0.0	$232k	NEW	1.4k	170.86	View chart
Southern Company (SO)	0.0	$227k		2.4k	95.71	View chart
Mondelez Intl Inc Cl A Cl A (MDLZ)	0.0	$218k		3.8k	57.84	View chart
Vanguard Financials Etf Financials Etf (VFH)	0.0	$214k	NEW	1.6k	131.60	View chart
Comcast Corp New Cl A Cl A (CMCSA)	0.0	$210k		8.5k	24.55	View chart
Ishares S&p Midcap 400 Value Index S&p Mc 400vl Etf (IJJ)	0.0	$205k	NEW	1.4k	147.73	View chart
Ishares Barclays Us Aggregate Bond Fund Core Us Aggbd Et (AGG)	0.0	$205k		2.1k	98.98	View chart
Glaxosmithkline Sponsored Adr (GSK)	0.0	$204k		3.9k	52.42	View chart
Capital One Financial (COF)	0.0	$200k	-13%	999.00	200.62	View chart
PNC Financial Services (PNC)	0.0	$200k	NEW	813.00	246.22	View chart
Fortinet (FTNT)	0.0	$200k	NEW	1.3k	153.62	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$195k		21k	9.48	View chart
Harmony Gold Mining Sponsored Adr (HMY)	0.0	$193k	-4%	13k	15.21	View chart
ACCO Brands Corporation (ACCO)	0.0	$123k	NEW	30k	4.16	View chart
Finvolution Group Sponsored Ads (FINV)	0.0	$92k		19k	4.79	View chart
Pacific Biosciences of California (PACB)	0.0	$82k		49k	1.68	View chart
Solo Brands Com Cl A New (SBDS)	0.0	$64k		19k	3.46	View chart

Past Filings by Wealth Architects

SEC 13F filings are viewable for Wealth Architects going back to 2014

Wealth Architects 2026 Q2 filed July 23, 2026
Wealth Architects 2026 Q1 filed May 15, 2026
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

View all past filings

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