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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, TDTF, IJR, LRCX, VIG, and represent 28.87% of Wealth Architects's stock portfolio.
Added to shares of these 10 stocks: DIHP (+$5.5M), TDTF, VIG, DFLV, IJR, BNDX, GII, EAGG, ESGU, ICSH.
Started 18 new stock positions in EMR, GSK, DE, PVH, NET, MDLZ, TGT, DIHP, SBDS, VLO. HTGC, BNDX, FITB, AVDE, RBLX, DXC, MCK, CME.
Reduced shares in these 10 stocks: VEA (-$5.8M), AAPL, BRK.B, AMD, VV, VTV, EFV, IEFA, NVDA, DFUV.
Sold out of its positions in Comerica Incorporated, ISRG, ISTB, NKE, PANW, PFE, QCOM, ROKU, SPRY, SOLV. SYK, U, VFH, TEL.
Wealth Architects was a net buyer of stock by $721k.
Wealth Architects has $1.1B in assets under management (AUM), dropping by 1.09%.
Central Index Key (CIK): 0001611518

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Portfolio Holdings for Wealth Architects

Wealth Architects holds 244 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Equities (IVV)	6.7	$76M		116k	653.21	View chart
Flexshares Iboxx 5yr Target Dur Tips Etf Equities (TDTF)	6.7	$75M	+4%	3.1M	24.11	View chart
Ishares Core S&p Small Cap Etf Equities (IJR)	5.6	$63M		506k	124.31	View chart
Lam Research Corp Equities (LRCX)	5.0	$56M		263k	213.66	View chart
Vanguard Dividend Appreciation Etf Equities (VIG)	4.8	$54M	+2%	251k	215.06	View chart
Vanguard Ftse Developed Markets Etf Equities (VEA)	4.8	$54M	-9%	836k	64.08	View chart
Spdr S&p Global Infrastructure Etf Equities (GII)	4.4	$50M		653k	76.02	View chart
Apple Equities (AAPL)	3.5	$39M	-6%	154k	253.79	View chart
Dfa International Value Etf Equities (DFIV)	3.4	$38M		726k	52.78	View chart
Dfa Tax-managed Us Marketwide Value Ii Equities (DFUV)	3.0	$34M		700k	48.46	View chart
Vanguard Value Etf Equities (VTV)	2.6	$29M	-2%	146k	196.20	View chart
Vanguard Small Cap Value Etf Equities (VBR)	2.6	$29M		132k	217.25	View chart
Dimensional Us Large Cap Value Etf Equities (DFLV)	2.2	$25M	+5%	697k	35.71	View chart
Avantis Us Small Cap Value Etf Equities (AVUV)	2.2	$25M		224k	110.47	View chart
Vanguard Total World Stock Index Equities (VT)	2.1	$23M		169k	138.32	View chart
Ishares Core Msci Eafe Equities (IEFA)	1.8	$21M	-2%	226k	90.53	View chart
Avantis Internatnl Sml Cp Vl Etf Equities (AVDV)	1.8	$20M		198k	99.86	View chart
Vanguard Large-cap Etf Equities (VV)	1.7	$19M	-3%	64k	298.85	View chart
Spdr S&p 500 Etf Trust Equities (SPY)	1.6	$18M		27k	650.33	View chart
Vanguard Small-cap Etf Equities (VB)	1.4	$16M	-2%	61k	261.92	View chart
Ishares Msci Eafe Small Cap Index Equities (SCZ)	1.2	$14M	-2%	175k	78.41	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Equities (ESML)	1.2	$13M		283k	47.02	View chart
Ishares S&p Smallcap600 Value Index Equities (IJS)	1.2	$13M		110k	118.45	View chart
Ishares Esg Aware Msci Eafe Etf Equities (ESGD)	1.1	$13M		131k	95.62	View chart
Dfa Us Sustainability Core 1 Etf Equities (DFSU)	1.0	$11M		267k	41.09	View chart
Berkshire Hathaway Incdel Cl B Equities (BRK.B)	0.9	$10M	-13%	21k	479.20	View chart
Ishares Esg Msci Usa Etf Equities (ESGU)	0.9	$9.9M	+6%	70k	141.42	View chart
Meta Platforms Inc Class A Equities (META)	0.8	$8.8M		15k	572.14	View chart
Schwab International Equity Etf Equities (SCHF)	0.7	$8.3M		334k	24.75	View chart
Microsoft Corp Equities (MSFT)	0.7	$7.6M		21k	370.18	View chart
Dimensionl Global Real Estate Etf Equities (DFGR)	0.6	$7.2M	+4%	269k	26.58	View chart
Dimensnl Emg Mrkt Sus Core 1 Etf Equities (DFSE)	0.6	$6.6M		156k	42.37	View chart
Dfa Intl Sustainability Core 1 Etf Equities (DFSI)	0.6	$6.4M	-2%	152k	42.40	View chart
Dfa Us Core Equity 2 Etf Equities (DFAC)	0.6	$6.4M	+6%	164k	38.86	View chart
Broadcom Equities (AVGO)	0.5	$6.1M		20k	309.52	View chart
Vanguard Total Stk Mkt Etf Equities (VTI)	0.5	$6.0M		19k	320.81	View chart
Ishares Esg Us Aggregate Bond Etf Equities (EAGG)	0.5	$5.5M	+12%	116k	47.55	View chart
Dimensional International High Pbly Etf Equities (DIHP)	0.5	$5.5M	NEW	169k	32.22	View chart
Alphabet Inc Class C Equities (GOOG)	0.5	$5.4M	+4%	19k	286.87	View chart
Ishares Ultra Short-term Bond Etf Equities (ICSH)	0.5	$5.4M	+9%	107k	50.62	View chart
Ishares Msci Eafe Value Index Equities (EFV)	0.5	$5.3M	-9%	72k	74.35	View chart
Nvidia Corp Equities (NVDA)	0.4	$4.8M	-9%	27k	174.40	View chart
Dfa World Ex Us Core Etf Equities (DFAX)	0.4	$4.6M	-2%	134k	33.97	View chart
Vanguard Short-term Bond Etf Equities (BSV)	0.4	$4.2M		53k	78.41	View chart
Schwab Us Small Cap Etf Equities (SCHA)	0.4	$4.1M		143k	29.08	View chart
Caterpillar Equities (CAT)	0.4	$4.1M		5.8k	708.44	View chart
Vanguard Total Bond Market Etf Equities (BND)	0.4	$4.0M	-2%	55k	73.64	View chart
Jpmorgan Chase & Co Equities (JPM)	0.3	$3.8M		13k	294.15	View chart
Rocket Lab Usa Equities (RKLB)	0.3	$3.8M	-2%	59k	64.22	View chart
Ishares Short-term National Muni Bond Equities (SUB)	0.3	$3.7M	+2%	35k	106.50	View chart
Amazon.com Equities (AMZN)	0.3	$3.7M		18k	208.26	View chart
Palantir Technologies Inc Ordinary Shares - Class Equities (PLTR)	0.3	$3.6M		24k	146.28	View chart
Proshares Dj Brookfield Global Infra Equities (TOLZ)	0.3	$3.4M	-4%	56k	59.98	View chart
Vanguard S&p 500 Etf Equities (VOO)	0.3	$3.3M	+3%	5.6k	597.57	View chart
Alphabet Inc Class A Equities (GOOGL)	0.3	$3.0M		10k	287.55	View chart
Flexshares Stoxx Global Broad Infras Etf Equities (NFRA)	0.3	$2.9M	-12%	45k	63.95	View chart
Exxon Mobil Corp Equities (XOM)	0.3	$2.8M		17k	169.66	View chart
Ishares Tr Russell2000 Value Index Equities (IWN)	0.3	$2.8M		15k	189.59	View chart
Eli Lilly And Equities (LLY)	0.2	$2.7M	+2%	2.9k	919.90	View chart
Wisdomtree International Small Cap Div Etf Equities (DLS)	0.2	$2.6M	-6%	32k	81.50	View chart
Ishares S&p Global Infrastructure Index Equities (IGF)	0.2	$2.6M		38k	67.00	View chart
Wal-mart Stores Equities (WMT)	0.2	$2.4M	+2%	19k	124.28	View chart
Tesla Motors Equities (TSLA)	0.2	$2.2M		5.8k	371.75	View chart
Ishares 0 To 3 Mnth Treasury Bnd Etf Equities (SGOV)	0.2	$2.1M	-6%	21k	100.66	View chart
Home Depot Equities (HD)	0.2	$2.0M		6.1k	328.89	View chart
Ishares Russell 3000 Index Equities (IWV)	0.2	$2.0M		5.4k	370.68	View chart
Johnson & Johnson Equities (JNJ)	0.2	$2.0M		8.0k	244.43	View chart
Procter & Gamble Equities (PG)	0.2	$1.9M		14k	144.44	View chart
Ishares Tr Russell 2000index Equities (IWM)	0.2	$1.9M		7.6k	247.99	View chart
Cisco Sys Equities (CSCO)	0.2	$1.8M		23k	77.59	View chart
Merck And Equities (MRK)	0.1	$1.6M		13k	120.29	View chart
Raytheon Technologies Ord Equities (RTX)	0.1	$1.6M		8.3k	192.91	View chart
Technology Select Sector Spdr Etf Equities (XLK)	0.1	$1.6M	-7%	12k	132.90	View chart
Ishares Esg Msci Em Etf Equities (ESGE)	0.1	$1.5M		34k	45.47	View chart
Unitedhealth Group Equities (UNH)	0.1	$1.5M	+6%	5.6k	270.61	View chart
Schwab Us Broad Market Etf Equities (SCHB)	0.1	$1.5M	+2%	59k	25.10	View chart
Powershares Qqq Trust Series 1 Equities (QQQ)	0.1	$1.5M	+2%	2.5k	577.22	View chart
Bank Of America Corp Equities (BAC)	0.1	$1.4M		30k	48.75	View chart
Berkshire Hathaway Inc A Equities (BRK.A)	0.1	$1.4M		2.00	718140.00	View chart
Schwab International Small-cap Equity Etf Equities (SCHC)	0.1	$1.4M		30k	46.74	View chart
Welltower Equities (WELL)	0.1	$1.4M		6.9k	197.71	View chart
Kla-tencor Corp Frmly Kla Instrument Corp Equities (KLAC)	0.1	$1.3M	-2%	910.00	1472.28	View chart
Intel Corp Equities (INTC)	0.1	$1.3M		29k	44.13	View chart
Costco Wholesale Corp Equities (COST)	0.1	$1.3M		1.3k	996.72	View chart
Phillip Morris Intl Equities (PM)	0.1	$1.3M		7.7k	165.34	View chart
Vanguard S&p Small-cap 600 Value Index Etf Equities (VIOV)	0.1	$1.2M		12k	101.74	View chart
Chevron Corp Equities (CVX)	0.1	$1.2M		5.7k	206.90	View chart
Applied Materials Equities (AMAT)	0.1	$1.2M		3.4k	341.79	View chart
Snowflake Cl A Ord Equities (SNOW)	0.1	$1.2M		7.6k	150.82	View chart
Vanguard Mid Cap Etf Equities (VO)	0.1	$1.1M		4.0k	287.18	View chart
Wec Energy Group Equities (WEC)	0.1	$1.1M		9.7k	115.77	View chart
Abbvie Equities (ABBV)	0.1	$1.1M	+12%	5.1k	217.47	View chart
Intl Business Mach Equities (IBM)	0.1	$1.1M	+8%	4.6k	242.37	View chart
Ishares Tr Russell 1000 Index Equities (IWB)	0.1	$1.1M		3.1k	356.57	View chart
Jpmorgan Sustainable Muni Income Etf Equities (JMSI)	0.1	$1.1M	+5%	22k	49.75	View chart
Vanguard Intl Equity Indexfd Inc Ftse All- Equities (VEU)	0.1	$1.1M		14k	75.10	View chart
Vanguard Growth Etf Equities (VUG)	0.1	$1.0M	+4%	2.4k	436.81	View chart
Kinder Morgan Equities (KMI)	0.1	$1.0M		30k	33.53	View chart
Advanced Micro Devices Equities (AMD)	0.1	$1.0M	-43%	4.9k	203.43	View chart
Avantis Us Large Cap Value Etf Equities (AVLV)	0.1	$989k		12k	80.61	View chart
Vanguard Total Intl Stock Etf Equities (VXUS)	0.1	$974k		13k	77.11	View chart
Manulife Finl Corp Isin#ca56501r1064 Sedol Equities (MFC)	0.1	$967k		28k	34.44	View chart
Ishares Tr Russell 1000growth Index Equities (IWF)	0.1	$957k		2.2k	426.40	View chart
Schwab Us Large-cap Growth Equities (SCHG)	0.1	$943k	+8%	32k	29.13	View chart
Ishares All-country World International Equities (ACWI)	0.1	$941k		6.8k	138.38	View chart
Texas Instruments Equities (TXN)	0.1	$933k		4.8k	194.14	View chart
Mcdonalds Corp Equities (MCD)	0.1	$932k		3.0k	310.78	View chart
Mcgrath Rentcorp Equities (MGRC)	0.1	$927k		8.4k	110.28	View chart
Flexshares Mstar Em Factor Tilt Etf Equities (TLTE)	0.1	$916k	-2%	14k	67.21	View chart
Visa Equities (V)	0.1	$909k		3.0k	302.21	View chart
Blackrock Equities (BLK)	0.1	$909k		945.00	961.71	View chart
Spdr Barclays Capital 1-3 Month T-bill Equities (BIL)	0.1	$909k	+56%	9.9k	91.64	View chart
Anthem Equities (ELV)	0.1	$896k		3.1k	292.75	View chart
Microntechnology Equities (MU)	0.1	$855k	+4%	2.5k	337.84	View chart
Taiwan Semiconductor Manufacturing Equities (TSM)	0.1	$819k		2.4k	337.95	View chart
Arrowhead Pharmaceuticals Equities (ARWR)	0.1	$768k		12k	62.70	View chart
Dfa Int'l Core Equity Etf Equities (DFAI)	0.1	$734k		19k	38.96	View chart
Proshares Ultrapro Qqq Equities (TQQQ)	0.1	$728k	-3%	18k	41.68	View chart
Vanguard Ftse Emerging Markets Etf Equities (VWO)	0.1	$694k		13k	54.05	View chart
Vanguard Total Intl Bond Index Etf Equities (BNDX)	0.1	$692k	NEW	14k	48.05	View chart
Altria Group Equities (MO)	0.1	$690k		11k	65.99	View chart
Ishares Core Msci Emerging Markets Equities (IEMG)	0.1	$677k		9.7k	69.75	View chart
Vanguard Extended Market Idx Equities (VXF)	0.1	$676k		3.3k	205.78	View chart
Wells Fargo & Co Equities (WFC)	0.1	$650k		8.2k	79.61	View chart
Consolidated Edison Hldg Equities (ED)	0.1	$644k		5.7k	113.17	View chart
Mastercard Inc Cl A Equities (MA)	0.1	$641k		1.3k	499.85	View chart
Americanexpress Equities (AXP)	0.1	$633k		2.1k	302.49	View chart
Automaticdata Processing Equities (ADP)	0.1	$628k	-5%	3.1k	203.17	View chart
Verizon Communications Equities (VZ)	0.1	$627k		13k	50.20	View chart
Guggenheim S&p 500 Equal Weight Index Fund Equities (RSP)	0.1	$614k		3.2k	191.92	View chart
Abbott Laboratories Equities (ABT)	0.1	$612k		6.0k	102.67	View chart
Astera Labs Equities (ALAB)	0.0	$559k		5.1k	109.60	View chart
Gilead Sciences Equities (GILD)	0.0	$550k	-35%	3.9k	139.37	View chart
Thermo Fisher Scientific Equities (TMO)	0.0	$548k		1.1k	491.35	View chart
Imperial Oil Equities (IMO)	0.0	$543k		4.1k	130.82	View chart
American Water Works Company Equities (AWK)	0.0	$517k	+2%	3.8k	136.09	View chart
Corning Equities (GLW)	0.0	$516k		3.8k	135.97	View chart
Amgen Equities (AMGN)	0.0	$508k	-4%	1.4k	351.88	View chart
Eaton Corp Equities (ETN)	0.0	$500k	+2%	1.4k	357.67	View chart
General Electric Equities (GE)	0.0	$499k		1.8k	283.77	View chart
Cencora Equities (COR)	0.0	$493k		1.6k	314.14	View chart
Flexshares Mstar Devmkts Factor Tilt Etf Equities (TLTD)	0.0	$490k	-4%	5.2k	93.99	View chart
Financial Select Sector Spdr Equities (XLF)	0.0	$489k		9.9k	49.37	View chart
Nushares Esg Intl Dev Mkts Eq Etf Equities (NUDM)	0.0	$480k		13k	36.11	View chart
Ishares Gold Trust Etf Equities (IAU)	0.0	$478k	+36%	5.4k	88.16	View chart
Oracle Corporation Equities (ORCL)	0.0	$476k	-3%	3.2k	147.10	View chart
Ishares Tr Mscieafe Index Equities (EFA)	0.0	$467k		4.8k	97.14	View chart
Coca Cola Equities (KO)	0.0	$463k		6.1k	76.05	View chart
Air Products And Chemicals Equities (APD)	0.0	$456k		1.6k	290.49	View chart
Consumer Discretionary Select Sect Spdr Equities (XLY)	0.0	$439k		4.0k	108.98	View chart
Barclays Equities (BCS)	0.0	$438k		21k	21.16	View chart
Nextera Energy Equities (NEE)	0.0	$433k		4.7k	92.88	View chart
Netflix Equities (NFLX)	0.0	$430k	-21%	4.5k	96.15	View chart
Schwab US Dividend Equity ETF Equities (SCHD)	0.0	$412k		13k	30.68	View chart
S & P Mid Cap 400 Deprcpts Mid Cap Spdrs Equities (MDY)	0.0	$411k		666.00	616.76	View chart
Ge Vernova Equities (GEV)	0.0	$401k		459.00	872.90	View chart
Fifth Third Bancorp Equities (FITB)	0.0	$396k	NEW	8.5k	46.46	View chart
Waste Management Equities (WM)	0.0	$382k		1.7k	229.79	View chart
Loews Corp Equities (L)	0.0	$378k	+3%	3.5k	106.74	View chart
Accenture Ltd Bermuda Cl A Equities (ACN)	0.0	$374k	-24%	1.9k	198.24	View chart
Airbnb Equities (ABNB)	0.0	$367k		2.9k	126.29	View chart
Vanguard Russell 1000 Value Etf Equities (VONV)	0.0	$367k		3.9k	93.74	View chart
Travelers Cos Equities (TRV)	0.0	$361k	-2%	1.2k	291.68	View chart
Ishares Msci Usa Esg Select Etf Equities (SUSA)	0.0	$361k		2.7k	132.10	View chart
Flexshares Mstar Us Mkt Factor Tilt Etf Equities (TILT)	0.0	$350k	-5%	1.4k	241.37	View chart
Bristol Myers Squibb Equities (BMY)	0.0	$349k		5.8k	60.65	View chart
Vanguard High Dividend Yield Index Etf Equities (VYM)	0.0	$346k	-4%	2.3k	148.09	View chart
Fedexcorp Equities (FDX)	0.0	$346k		972.00	356.18	View chart
Intuit Equities (INTU)	0.0	$340k	-13%	787.00	432.38	View chart
Quad/graphics Equities (QUAD)	0.0	$332k		50k	6.61	View chart
Ishares Russell 1000 Value Index Equities (IWD)	0.0	$320k		1.5k	213.61	View chart
Cadence Design Systems Equities (CDNS)	0.0	$319k		1.1k	277.87	View chart
Shopify Inc A Equities (SHOP)	0.0	$318k		2.7k	118.64	View chart
Companhia Paranaense De Ads Equities (ELPC)	0.0	$317k		27k	11.94	View chart
Marathon Petroleum Corporation Equities (MPC)	0.0	$316k		1.3k	244.18	View chart
Molina Healthcare Equities (MOH)	0.0	$314k	+7%	2.4k	133.30	View chart
Ishares Tr Dow Jones Us Real Estate Indexf Equities (IYR)	0.0	$310k		3.3k	94.56	View chart
Disney Walt Co Del Equities (DIS)	0.0	$308k	+6%	3.2k	96.39	View chart
Tjx Companies Equities (TJX)	0.0	$307k	-2%	1.9k	159.70	View chart
California Water Service Group Equities (CWT)	0.0	$306k	-4%	6.8k	45.34	View chart
Pepsico Equities (PEP)	0.0	$305k	+3%	2.0k	155.25	View chart
Spdr Gold Tr Gold Equities (GLD)	0.0	$303k	-6%	705.00	430.29	View chart
Marvell Technology Groupltd Isin#bmg5876h1 Equities (MRVL)	0.0	$294k	-6%	3.0k	99.05	View chart
Aflac Equities (AFL)	0.0	$289k	+22%	2.6k	109.71	View chart
Ishares S&p 100 Equities (OEF)	0.0	$286k		900.00	318.07	View chart
First Solar Equities (FSLR)	0.0	$286k		1.5k	197.26	View chart
Spdr Index Shares World Ex Us Etf Equities (SPDW)	0.0	$278k		6.1k	45.65	View chart
Target Corp Equities (TGT)	0.0	$276k	NEW	2.3k	121.19	View chart
S&p Global Equities (SPGI)	0.0	$275k	-2%	647.00	425.34	View chart
Vanguard Reit Index Etf Equities (VNQ)	0.0	$273k		3.1k	88.70	View chart
Invesco S&p 500 Top 50 Etf Equities (XLG)	0.0	$272k		5.0k	54.55	View chart
Blue Owl Technology Finance Corp. Equities (OTF)	0.0	$266k	+86%	22k	12.39	View chart
Entergy Corp Equities (ETR)	0.0	$265k		2.4k	112.36	View chart
Vanguard Information Technology Etf Equities (VGT)	0.0	$263k		377.00	698.51	View chart
At&t Equities (T)	0.0	$261k	+7%	9.0k	28.99	View chart
Analog Devices Equities (ADI)	0.0	$257k		807.00	318.28	View chart
Lockheed Martin Corp Equities (LMT)	0.0	$254k		421.00	604.39	View chart
Goldman Sachs Group Equities (GS)	0.0	$254k		300.00	845.99	View chart
Citigroup Equities (C)	0.0	$253k		2.2k	113.41	View chart
Cummins Inc Formerly Cummins Engine Inc To Equities (CMI)	0.0	$250k	-2%	465.00	538.02	View chart
Progressivecorp Ohio Equities (PGR)	0.0	$247k		1.2k	198.21	View chart
Comcast Corp New Cl A Equities (CMCSA)	0.0	$246k	+18%	8.6k	28.71	View chart
Morgan Stanley Equities (MS)	0.0	$245k		1.5k	164.57	View chart
American Elec Pwr Equities (AEP)	0.0	$245k		1.9k	131.08	View chart
Ww Grainger Equities (GWW)	0.0	$244k		224.00	1090.81	View chart
Health Care Select Sector Spdr Equities (XLV)	0.0	$244k	+6%	1.7k	146.61	View chart
Seagate Technology Equities (STX)	0.0	$239k	-25%	610.00	391.76	View chart
Amphenol Corp Cla Equities (APH)	0.0	$236k	-2%	1.9k	126.35	View chart
Teck Resources Equities (TECK)	0.0	$235k	-2%	4.5k	51.75	View chart
3m Company Equities (MMM)	0.0	$232k		1.6k	145.23	View chart
Phillips-van Heusen Corp Equities (PVH)	0.0	$230k	NEW	3.3k	69.76	View chart
Salesforce.com Equities (CRM)	0.0	$229k	-7%	1.2k	186.68	View chart
Adobe Sys Equities (ADBE)	0.0	$229k	-10%	941.00	243.08	View chart
Emerson Electric Equities (EMR)	0.0	$229k	NEW	1.7k	131.02	View chart
Ishares Tr Russell 2000growth Index Equities (IWO)	0.0	$228k		726.00	313.99	View chart
Southern Equities (SO)	0.0	$227k		2.3k	96.52	View chart
Ishares Tr S&p Midcap400 Index Equities (IJH)	0.0	$226k		3.3k	67.54	View chart
Ishares Core Dividend Growth Etf Equities (DGRO)	0.0	$225k		3.2k	70.18	View chart
Edwards Lifesciences Corp Equities (EW)	0.0	$225k		2.8k	80.08	View chart
Roblox Corp Com Cl A Equities (RBLX)	0.0	$222k	NEW	3.9k	56.56	View chart
Valero Energy Corp Equities (VLO)	0.0	$221k	NEW	894.00	247.04	View chart
Steel Dynamics Equities (STLD)	0.0	$217k		1.2k	180.00	View chart
Glaxosmithkline Equities (GSK)	0.0	$216k	NEW	3.9k	55.19	View chart
Unionpacific Corp Equities (UNP)	0.0	$215k		886.00	242.62	View chart
Mondelez Intl Inc Cl A Equities (MDLZ)	0.0	$215k	NEW	3.7k	57.64	View chart
Rubrik Equities (RBRK)	0.0	$214k	-23%	4.4k	48.97	View chart
Chicago Mercantile Exchange Hldgs Inc Cl A Equities (CME)	0.0	$212k	NEW	718.00	295.35	View chart
Deere & Company Equities (DE)	0.0	$211k	NEW	375.00	563.30	View chart
Consolidated Tomoka Land Equities (CTO)	0.0	$211k		11k	18.49	View chart
Cvs Caremark Corp Equities (CVS)	0.0	$211k		2.9k	71.82	View chart
Capital One Financial Corp Equities (COF)	0.0	$210k	+27%	1.2k	182.43	View chart
Mckesson Corp Equities (MCK)	0.0	$209k	NEW	241.00	865.36	View chart
Avantis International Equity Etf Equities (AVDE)	0.0	$205k	NEW	2.4k	84.83	View chart
Ishares Barclays Us Aggregate Bond Fund Equities (AGG)	0.0	$205k	-15%	2.1k	99.27	View chart
Harmony Gold Mining Equities (HMY)	0.0	$204k	-2%	13k	15.37	View chart
Danaher Corp Equities (DHR)	0.0	$203k	+3%	1.1k	189.60	View chart
Cloudfare Equities (NET)	0.0	$202k	NEW	977.00	206.34	View chart
Goldman Sachs Bdc Equities (GSBD)	0.0	$183k		21k	8.88	View chart
Herculestech Growth Cap Equities (HTGC)	0.0	$159k	NEW	11k	14.77	View chart
United Microelectronics Corp Equities (UMC)	0.0	$135k		15k	8.98	View chart
Dxc Technology Equities (DXC)	0.0	$129k	NEW	10k	12.54	View chart
Finvolution Group Equities (FINV)	0.0	$92k		19k	4.79	View chart
Solo Brands Equities (SBDS)	0.0	$70k	NEW	19k	3.76	View chart
Pacific Biosciences Of California Equities (PACB)	0.0	$64k		49k	1.32	View chart

Past Filings by Wealth Architects

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

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
Wealth Architects 2022 Q3 filed Oct. 24, 2022

View all past filings

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