Wealth Architects, LLC

CIK

1611518

Location

MOUNTAIN VIEW, CA

Portfolio Value

Small $313,261,886

Diversification

Diversified

Filing Date

Global Rank

#3,661 / 8,700 ▼ 1542

Top Industry

Semiconductor Equipment & Materials 28.5%

Period ended 2 months ago

Filed Jul 23, 2026 · 51d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

24.7%

+2.2 pts

Top 5

51.7%

−5.0 pts

Top 10

61.9%

−16.5 pts

HHI

915

Diversified−27

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
INTC	Intel Corp	+284	29,296	$4,090,600
BRK-B	Berkshire Hathaway Inc	+282	21,534	$10,775,398
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
GOOGL	Alphabet Inc.	−18,883	10,336	$3,693,776
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
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

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	1,986,797	$251,261,607
DCOR	Dimensional US Core Equity 1 ETF	3,454,141	$145,455,515
VB	Vanguard Morningstar Small-Cap ETF	433,702	$102,231,516
BNDC	FlexShares Core Select Bond Fund	3,180,556	$79,737,176
VIG	Vanguard Dividend Appreciation ETF	254,332	$54,307,703
VEA	Vanguard FTSE Developed Markets ETF	835,644	$53,548,067
CWI	State Street SPDR MSCI ACWI ex-US ETF	658,806	$49,897,357
ACSG	American Century Small Cap Growth Insights ETF	436,648	$45,703,613
VEU	Vanguard FTSE All-World Ex-US ETF	196,404	$25,188,239
FNDA	Schwab Fundamental U.S. Small Company ETF	610,787	$16,626,830
BIV	Vanguard Intermediate-Term Bond ETF	108,021	$8,208,343
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	106,856	$5,409,050
ANEW	ProShares MSCI Transformational Changes ETF	73,816	$4,107,909
—		17,624	$3,184,156
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	32,285	$2,631,227
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	17,493	$2,251,241
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	12,070	$1,228,001
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	21,725	$1,080,818
VXUS	Vanguard Total International Stock ETF	12,626	$973,590
—		9,916	$908,702
ABI	VictoryShares Pioneer Asset-Based Income ETF	8,178	$885,419
BNDX	Vanguard Total International Bond ETF	14,396	$691,727
—		3,285	$676,053
ALAB	Astera Labs, Inc.	5,096	$558,521
STT	State Street Corp	9,911	$489,306
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

151 tracked 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	+282	$10,775,398	−7.3%	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	Reduced	10,336	-18,883	$3,693,776	−56.0%	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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.