Wealth Architects, LLC

CIK

1611518

Location

MOUNTAIN VIEW, CA

Portfolio Value

Small $313,261,886

Diversification

Diversified

Filing Date

Global Rank

#767 / 2,719 ▲ 2963

Top Industry

Semiconductor Equipment & Materials 28.5%

3Y Alpha vs SPY

+7.2%

Period ended 29 days ago

Filed Jul 23, 2026 · 6d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+99.6%

SPY

+67.9%

Annualised alpha

+7.1%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

151 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.7%

+2.5 pts

Top 5

51.7%

−0.2 pts

Top 10

61.9%

−0.4 pts

HHI

915

Diversified+69

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	55.9%	$175,150,172	38
Financial Services	8.5%	$26,736,061	25
Unclassified	7.6%	$23,935,785	5
Industrials	7.6%	$23,915,777	21
Healthcare	5.6%	$17,584,856	19
Communication Services	4.6%	$14,509,404	6
Consumer Cyclical	3.3%	$10,419,472	7
Consumer Defensive	2.8%	$8,815,839	9
Energy	1.7%	$5,204,994	6
Utilities	1.3%	$3,962,451	9
Real Estate	0.6%	$1,826,546	2
Basic Materials	0.4%	$1,200,529	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MMM	3M Co	+25,673	27,267	$4,414,799
HTGC	Hercules Capital, Inc.	+16,724	27,460	$433,044
OTF	Blue Owl Technology Finance Corp.	+9,944	31,398	$324,969
KLAC	Kla Corp	+8,067	8,977	$2,708,450
NFLX	Netflix Inc	+6,070	10,542	$752,698
NVDA	Nvidia Corp	+2,686	30,055	$6,013,704
AMZN	Amazon Com Inc	+1,054	18,678	$4,451,714
IAU	Ishares Gold Trust	+832	6,257	$472,466
META	Meta Platforms, Inc.	+749	16,064	$9,048,690
MSFT	Microsoft Corp	+488	21,111	$7,874,825
QQQ	Invesco Qqq Trust, Series 1	+385	2,902	$2,137,032
PG	PROCTER & GAMBLE Co	+383	13,878	$2,035,069
SPY	Spdr S&P 500 ETF Trust	+296	27,583	$20,598,156
BRK-B	Berkshire Hathaway Inc	+284	21,534	$10,775,398
INTC	Intel Corp	+284	29,296	$4,090,600
CWT	California Water Service Group	+277	7,032	$342,106
MRK	Merck & Co., Inc.	+257	13,630	$1,751,455
JNJ	Johnson & Johnson	+230	8,211	$2,085,347
AWK	American Water Works Company, Inc.	+216	4,014	$528,162
MU	Micron Technology Inc	+202	2,734	$3,155,828
XOM	ExxonMobil Holdings Corp	+157	16,807	$2,297,853
LLY	ELI LILLY & Co	+119	3,001	$3,599,489
ADP	Automatic Data Processing Inc	+107	3,198	$716,192
RTX	RTX Corp	+96	8,432	$1,599,803
ACN	Accenture plc	+87	1,973	$245,520
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	−85,020	178,222	$77,228,939
ELPC	Energy Co Of Parana	−5,327	21,201	$246,991
SNOW	Snowflake Inc.	−3,756	3,870	$984,915
CSCO	Cisco Systems, Inc.	−3,483	19,294	$2,266,273
AVGO	Broadcom Inc.	−2,591	17,172	$6,486,723
AMD	Advanced Micro Devices Inc	−1,381	3,536	$2,054,097
NEE	Nextera Energy Inc	−982	3,682	$323,169
AAPL	Apple Inc.	−948	153,166	$44,320,113
PLTR	Palantir Technologies Inc.	−867	23,525	$2,744,661
BCS	Barclays PLC	−788	19,906	$534,675
CAT	Caterpillar Inc	−586	5,202	$5,539,609
HMY	Harmony Gold Mining Co Ltd	−567	12,704	$193,227
ABT	Abbott Laboratories	−418	5,540	$502,699
TSLA	Tesla, Inc.	−376	5,409	$2,275,025
VZ	Verizon Communications Inc	−326	12,169	$515,235
ABBV	AbbVie Inc.	−300	4,832	$1,215,924
GLW	Corning Inc /Ny	−267	3,525	$900,390
WFC	Wells Fargo & Company/Mn	−235	7,928	$655,169
APH	Amphenol Corp /De/	−217	1,653	$291,456
CVS	CVS HEALTH Corp	−189	2,743	$283,763
DIS	Walt Disney Co	−182	3,008	$289,520
HD	Home Depot, Inc.	−181	5,951	$2,098,798
IMO	Imperial Oil Ltd	−177	3,971	$444,831
COF	Capital One Financial Corp	−154	999	$200,419
AMAT	Applied Materials Inc /De	−152	3,288	$2,377,224
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	196	$445,651
PANW	Palo Alto Networks Inc	1,228	$418,772
DELL	Dell Technologies Inc.	808	$348,619
SIMO	Silicon Motion Technology CORP	988	$329,330
BE	Bloom Energy Corp	1,053	$318,743
ARM	Arm Holdings PLC /Uk	877	$310,957
HPE	Hewlett Packard Enterprise Co	6,292	$283,832
QCOM	Qualcomm Inc/De	1,484	$274,228
ANET	Arista Networks, Inc.	1,555	$264,163
DAL	Delta Air Lines, Inc.	2,632	$246,513
SOLV	Solventum Corp	3,004	$231,758
SPCX	Space Exploration Technologies Corp	1,355	$231,515
PNC	Pnc Financial Services Group, Inc.	813	$200,176
FTNT	Fortinet, Inc.	1,303	$200,166
ACCO	ACCO BRANDS Corp	29,588	$123,086
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
ALAB	Astera Labs, Inc.	5,096	$558,521
INTU	Intuit Inc.	787	$340,283
T	At&T Inc.	9,004	$261,025
PVH	Pvh Corp. /De/	3,293	$229,719
CRM	Salesforce, Inc.	1,227	$229,044
ADBE	Adobe Inc.	941	$228,738
RBLX	Roblox Corp	3,916	$221,488
RBRK	Rubrik, Inc.	4,364	$213,705
CME	Cme Group Inc.	718	$212,061
MCK	Mckesson Corp	241	$208,551
DHR	Danaher Corp /De/	1,072	$203,251
DXC	DXC Technology Co	10,290	$129,345
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

151 positions · $313,261,886 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 151 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LRCX	Lam Research Corp Technology	Reduced	178,222	-85,020	$77,228,939	+37.3%	24.65%
AAPL	Apple Inc. Technology	Reduced	153,166	-948	$44,320,113	+13.3%	14.15%
SPY	Spdr S&P 500 ETF Trust	Added	27,583	+296	$20,598,156	+16.1%	6.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	21,534	+284	$10,775,398	+5.8%	3.44%
META	Meta Platforms, Inc. Communication Services	Added	16,064	+749	$9,048,690	+3.3%	2.89%
MSFT	Microsoft Corp Technology	Added	21,111	+488	$7,874,825	+3.2%	2.51%
AVGO	Broadcom Inc. Technology	Reduced	17,172	-2,591	$6,486,723	+6.0%	2.07%
NVDA	Nvidia Corp Technology	Added	30,055	+2,686	$6,013,704	+26.0%	1.92%
RKLB	Rocket Lab Corp Industrials	Added	58,728	+15	$5,969,701	+58.3%	1.91%
CAT	Caterpillar Inc Industrials	Reduced	5,202	-586	$5,539,609	+35.1%	1.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,678	+1,054	$4,451,714	+21.3%	1.42%
MMM	3M Co Industrials	Added	27,267	+25,673	$4,414,799	+1807.1%	1.41%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,817	-110	$4,195,388	+10.3%	1.34%
INTC	Intel Corp Technology	Added	29,296	+284	$4,090,600	+219.5%	1.31%
GOOGL	Alphabet Inc. Communication Services	Added	10,336	+27	$3,693,776	+24.6%	1.18%
LLY	ELI LILLY & Co Healthcare	Added	3,001	+119	$3,599,489	+35.8%	1.15%
MU	Micron Technology Inc Technology	Added	2,734	+202	$3,155,828	+268.9%	1.01%
PLTR	Palantir Technologies Inc. Technology	Reduced	23,525	-867	$2,744,661	−23.1%	0.88%
KLAC	Kla Corp Technology	Added	8,977	+8,067	$2,708,450	+102.1%	0.86%
AMAT	Applied Materials Inc /De Technology	Reduced	3,288	-152	$2,377,224	+102.2%	0.76%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,576	-26	$2,317,552	+52.9%	0.74%
XOM	ExxonMobil Holdings Corp Energy	Added	16,807	+157	$2,297,853	−18.7%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,409	-376	$2,275,025	+5.8%	0.73%
CSCO	Cisco Systems, Inc. Technology	Reduced	19,294	-3,483	$2,266,273	+28.2%	0.72%
WMT	Walmart Inc. Consumer Defensive	Reduced	19,119	-140	$2,165,417	−9.5%	0.69%
QQQ	Invesco Qqq Trust, Series 1	Added	2,902	+385	$2,137,032	+47.1%	0.68%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,951	-181	$2,098,798	+4.1%	0.67%
JNJ	Johnson & Johnson Healthcare	Added	8,211	+230	$2,085,347	+6.9%	0.67%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,536	-1,381	$2,054,097	+105.4%	0.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,878	+383	$2,035,069	+4.4%	0.65%
MRK	Merck & Co., Inc. Healthcare	Added	13,630	+257	$1,751,455	+8.9%	0.56%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	29,454	-147	$1,678,288	+16.3%	0.54%
RTX	RTX Corp Industrials	Added	8,432	+96	$1,599,803	−0.5%	0.51%
WELL	Welltower Inc. Real Estate	Added	6,968	+23	$1,581,526	+15.2%	0.50%
TXN	Texas Instruments Inc Technology	Added	4,810	+3	$1,433,716	+53.6%	0.46%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	7,579	-75	$1,371,116	+8.3%	0.44%
IBM	International Business Machines Corp Technology	Added	4,686	+83	$1,317,750	+18.1%	0.42%
ABBV	AbbVie Inc. Healthcare	Reduced	4,832	-300	$1,215,924	+8.9%	0.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,279	-4	$1,196,466	−6.4%	0.38%
ELV	Elevance Health, Inc. Healthcare	Added	3,076	+17	$1,189,581	+32.8%	0.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,404	-18	$1,148,078	+40.3%	0.37%
MFC	Manulife Financial Corp Financial Services	Held	28,090	0	$1,137,925	+17.6%	0.36%
WEC	Wec Energy Group, Inc. Utilities	Added	9,733	+32	$1,136,522	+1.2%	0.36%
MGRC	Mcgrath Rentcorp Industrials	Added	8,406	+4	$1,017,378	+9.8%	0.32%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Added	12,249	+2	$998,415	+30.0%	0.32%
V	Visa Inc. Financial Services	Reduced	2,895	-114	$993,245	+9.2%	0.32%
SNOW	Snowflake Inc. Technology	Reduced	3,870	-3,756	$984,915	−14.4%	0.31%
KMI	Kinder Morgan, Inc. Energy	Added	30,328	+65	$969,586	−4.4%	0.31%
CVX	Chevron Corp Energy	Reduced	5,674	-70	$940,522	−20.9%	0.30%
BLK	BlackRock, Inc. Financial Services	Added	948	+3	$911,558	+0.3%	0.29%