Wealth Architects, LLC
CIK
1611518
Location
MOUNTAIN VIEW, CA
Portfolio Value
Small
$254,434,460
Diversification
Diversified
Filing Date
Global Rank
#3,403
/ 8,232
▲ 172
Top Industry
Semiconductor Equipment & Materials
25.1%
3Y Alpha vs SPY
+8.1%
Period ended 2 months ago
Filed May 15, 2026 · 29d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+114.7%
SPY
+76.5%
Annualised alpha
+8.1%
Max drawdown
−21.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
148 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.1%
+4.7 pts
Top 5
51.9%
+1.5 pts
Top 10
62.3%
−0.1 pts
HHI
846
Diversified+102
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.0% | $134,864,200 |
| Financial Services | 9.6% | $24,396,031 |
| Unclassified | 8.0% | $20,390,973 |
| Healthcare | 5.9% | $15,007,087 |
| Industrials | 5.7% | $14,500,682 |
| Communication Services | 5.4% | $13,819,292 |
| Consumer Cyclical | 3.8% | $9,743,328 |
| Consumer Defensive | 3.5% | $8,834,958 |
| Energy | 2.4% | $6,107,244 |
| Utilities | 1.6% | $4,075,513 |
| Real Estate | 0.6% | $1,583,714 |
| Basic Materials | 0.4% | $1,111,438 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OTF | Blue Owl Technology Finance Corp. | +9,942 | 21,454 | $265,815 | |
| IAU | Ishares Gold Trust | +1,462 | 5,425 | $478,268 | |
| CMCSA | Comcast Corp | +1,361 | 8,550 | $245,470 | |
| T | At&T Inc. | +647 | 9,004 | $261,025 | |
| ABBV | AbbVie Inc. | +576 | 5,132 | $1,116,158 | |
| WMT | Walmart Inc. | +487 | 19,259 | $2,393,508 | |
| AFL | Aflac Inc | +479 | 2,633 | $288,866 | |
| SPY | Spdr S&P 500 ETF Trust | +424 | 27,287 | $17,745,827 | |
| IBM | International Business Machines Corp | +354 | 4,603 | $1,115,721 | |
| UNH | Unitedhealth Group Inc | +354 | 5,602 | $1,515,845 | |
| AVGO | Broadcom Inc. | +334 | 19,763 | $6,116,846 | |
| COF | Capital One Financial Corp | +252 | 1,153 | $210,341 | |
| VZ | Verizon Communications Inc | +235 | 12,495 | $627,249 | |
| BAC | Bank Of America Corp /De/ | +223 | 29,601 | $1,443,048 | |
| DIS | Walt Disney Co | +204 | 3,190 | $307,452 | |
| PG | PROCTER & GAMBLE Co | +175 | 13,495 | $1,949,217 | |
| AMZN | Amazon Com Inc | +175 | 17,624 | $3,670,550 | |
| MOH | Molina Healthcare, Inc. | +156 | 2,357 | $314,188 | |
| INTC | Intel Corp | +141 | 29,012 | $1,280,299 | |
| JNJ | Johnson & Johnson | +137 | 7,981 | $1,950,875 | |
| SNOW | Snowflake Inc. | +134 | 7,626 | $1,150,153 | |
| MU | Micron Technology Inc | +114 | 2,532 | $855,410 | |
| L | Loews Corp | +112 | 3,545 | $378,393 | |
| AWK | American Water Works Company, Inc. | +103 | 3,798 | $516,869 | |
| LLY | ELI LILLY & Co | +81 | 2,882 | $2,650,777 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −10,013 | 154,114 | $39,112,592 | |
| AMD | Advanced Micro Devices Inc | −3,830 | 4,917 | $1,000,265 | |
| BRK-B | Berkshire Hathaway Inc | −3,250 | 21,250 | $10,183,000 | |
| NVDA | Nvidia Corp | −2,954 | 27,369 | $4,773,153 | |
| GILD | Gilead Sciences, Inc. | −2,176 | 3,943 | $549,535 | |
| RKLB | Rocket Lab Corp | −1,525 | 58,713 | $3,770,548 | |
| RBRK | Rubrik, Inc. | −1,315 | 4,364 | $213,705 | |
| NFLX | Netflix Inc | −1,200 | 4,472 | $429,982 | |
| ACN | Accenture plc | −618 | 1,886 | $373,974 | |
| ELPC | Energy Co Of Parana | −535 | 26,528 | $316,744 | |
| HMY | Harmony Gold Mining Co Ltd | −387 | 13,271 | $203,975 | |
| CWT | California Water Service Group | −306 | 6,755 | $306,271 | |
| STX | Seagate Technology Holdings plc | −210 | 610 | $238,973 | |
| BCS | Barclays PLC | −200 | 20,694 | $437,885 | |
| MRVL | Marvell Technology, Inc. | −196 | 2,971 | $294,277 | |
| JPM | Jpmorgan Chase & Co | −181 | 12,927 | $3,802,606 | |
| ADP | Automatic Data Processing Inc | −170 | 3,091 | $628,029 | |
| RTX | RTX Corp | −125 | 8,336 | $1,608,014 | |
| TECK | Teck Resources Ltd | −124 | 4,546 | $235,255 | |
| HD | Home Depot, Inc. | −121 | 6,132 | $2,016,753 | |
| INTU | Intuit Inc. | −118 | 787 | $340,283 | |
| ORCL | Oracle Corp | −111 | 3,237 | $476,195 | |
| ADBE | Adobe Inc. | −110 | 941 | $228,738 | |
| CRM | Salesforce, Inc. | −102 | 1,227 | $229,044 | |
| CAT | Caterpillar Inc | −93 | 5,788 | $4,100,566 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FITB | Fifth Third Bancorp | 8,521 | $395,885 | |
| TGT | Target Corp | 2,275 | $275,730 | |
| PVH | Pvh Corp. /De/ | 3,293 | $229,719 | |
| EMR | Emerson Electric Co | 1,744 | $228,498 | |
| RBLX | Roblox Corp | 3,916 | $221,488 | |
| VLO | Valero Energy Corp/Tx | 894 | $220,889 | |
| GSK | GSK plc | 3,916 | $216,124 | |
| MDLZ | Mondelez International, Inc. | 3,728 | $214,881 | |
| CME | Cme Group Inc. | 718 | $212,061 | |
| DE | Deere & Co | 375 | $211,237 | |
| MCK | Mckesson Corp | 241 | $208,551 | |
| NET | Cloudflare, Inc. | 977 | $201,594 | |
| HTGC | Hercules Capital, Inc. | 10,736 | $158,570 | |
| DXC | DXC Technology Co | 10,290 | $129,345 | |
| SBDS | Solo Brands, Inc. | 18,603 | $69,947 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QCOM | Qualcomm Inc/De | 2,044 | $349,626 | |
| SOLV | Solventum Corp | 3,829 | $303,409 | |
| ROKU | Roku, Inc | 2,403 | $260,701 | |
| NKE | NIKE, Inc. | 3,826 | $243,754 | |
| U | Unity Software Inc. | 5,063 | $223,632 | |
| PFE | Pfizer Inc | 8,799 | $219,095 | |
| ISRG | Intuitive Surgical Inc | 383 | $216,915 | |
| PANW | Palo Alto Networks Inc | 1,139 | $209,803 | |
| SYK | Stryker Corp | 580 | $203,852 | |
| TEL | TE Connectivity plc | 895 | $203,621 | |
| SPRY | ARS Pharmaceuticals, Inc. | 10,000 | $116,500 | |
| No positions match the current search. | ||||
148 positions ·
$254,434,460 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 148 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
Reduced | 263,242 | $56,244,285 | 22.11% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 154,114 | $39,112,592 | 15.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 27,287 | $17,745,827 | 6.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 21,250 | $10,183,000 | 4.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 15,315 | $8,762,170 | 3.44% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 20,623 | $7,634,015 | 3.00% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 19,763 | $6,116,846 | 2.40% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 27,369 | $4,773,153 | 1.88% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 5,788 | $4,100,566 | 1.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 12,927 | $3,802,606 | 1.49% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Reduced | 58,713 | $3,770,548 | 1.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 17,624 | $3,670,550 | 1.44% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 24,392 | $3,568,061 | 1.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,309 | $2,964,456 | 1.17% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 16,650 | $2,824,839 | 1.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,882 | $2,650,777 | 1.04% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 19,259 | $2,393,508 | 0.94% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 5,785 | $2,150,573 | 0.85% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 6,132 | $2,016,753 | 0.79% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,981 | $1,950,875 | 0.77% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 13,495 | $1,949,217 | 0.77% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 22,777 | $1,767,267 | 0.69% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 13,373 | $1,608,638 | 0.63% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 8,336 | $1,608,014 | 0.63% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 5,602 | $1,515,845 | 0.60% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,517 | $1,452,762 | 0.57% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 29,601 | $1,443,048 | 0.57% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 6,945 | $1,373,095 | 0.54% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 910 | $1,339,893 | 0.53% | |
| INTC |
Intel Corp
Technology
|
Added | 29,012 | $1,280,299 | 0.50% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,283 | $1,278,419 | 0.50% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 7,654 | $1,265,512 | 0.50% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,744 | $1,188,433 | 0.47% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 3,440 | $1,175,757 | 0.46% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 7,626 | $1,150,153 | 0.45% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 9,701 | $1,123,084 | 0.44% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,132 | $1,116,158 | 0.44% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,603 | $1,115,721 | 0.44% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 30,263 | $1,014,718 | 0.40% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 4,917 | $1,000,265 | 0.39% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Held | 28,090 | $967,419 | 0.38% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 4,807 | $933,230 | 0.37% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,998 | $931,748 | 0.37% | |
| MGRC |
Mcgrath Rentcorp
Industrials
|
Held | 8,402 | $926,572 | 0.36% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,009 | $909,440 | 0.36% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 945 | $908,815 | 0.36% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 3,059 | $895,522 | 0.35% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,532 | $855,410 | 0.34% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,422 | $818,514 | 0.32% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
Reduced | 12,247 | $767,886 | 0.30% |