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, 2026Top 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 |
|---|---|---|
| Technology | 55.9% | $175,150,172 |
| Financial Services | 8.5% | $26,736,061 |
| Unclassified | 7.6% | $23,935,785 |
| Industrials | 7.6% | $23,915,777 |
| Healthcare | 5.6% | $17,584,856 |
| Communication Services | 4.6% | $14,509,404 |
| Consumer Cyclical | 3.3% | $10,419,472 |
| Consumer Defensive | 2.8% | $8,815,839 |
| Energy | 1.7% | $5,204,994 |
| Utilities | 1.3% | $3,962,451 |
| Real Estate | 0.6% | $1,826,546 |
| Basic Materials | 0.4% | $1,200,529 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
Reduced | 178,222 | $77,228,939 | 24.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 153,166 | $44,320,113 | 14.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 27,583 | $20,598,156 | 6.58% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 21,534 | $10,775,398 | 3.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 16,064 | $9,048,690 | 2.89% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 21,111 | $7,874,825 | 2.51% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 17,172 | $6,486,723 | 2.07% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 30,055 | $6,013,704 | 1.92% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Added | 58,728 | $5,969,701 | 1.91% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 5,202 | $5,539,609 | 1.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 18,678 | $4,451,714 | 1.42% | |
| MMM |
3M Co
Industrials
|
Added | 27,267 | $4,414,799 | 1.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 12,817 | $4,195,388 | 1.34% | |
| INTC |
Intel Corp
Technology
|
Added | 29,296 | $4,090,600 | 1.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,336 | $3,693,776 | 1.18% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,001 | $3,599,489 | 1.15% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,734 | $3,155,828 | 1.01% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 23,525 | $2,744,661 | 0.88% | |
| KLAC |
Kla Corp
Technology
|
Added | 8,977 | $2,708,450 | 0.86% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 3,288 | $2,377,224 | 0.76% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 5,576 | $2,317,552 | 0.74% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 16,807 | $2,297,853 | 0.73% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 5,409 | $2,275,025 | 0.73% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 19,294 | $2,266,273 | 0.72% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 19,119 | $2,165,417 | 0.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,902 | $2,137,032 | 0.68% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,951 | $2,098,798 | 0.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,211 | $2,085,347 | 0.67% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,536 | $2,054,097 | 0.66% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 13,878 | $2,035,069 | 0.65% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 13,630 | $1,751,455 | 0.56% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 29,454 | $1,678,288 | 0.54% | |
| RTX |
RTX Corp
Industrials
|
Added | 8,432 | $1,599,803 | 0.51% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 6,968 | $1,581,526 | 0.50% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 4,810 | $1,433,716 | 0.46% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 7,579 | $1,371,116 | 0.44% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,686 | $1,317,750 | 0.42% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,832 | $1,215,924 | 0.39% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,279 | $1,196,466 | 0.38% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 3,076 | $1,189,581 | 0.38% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,404 | $1,148,078 | 0.37% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Held | 28,090 | $1,137,925 | 0.36% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 9,733 | $1,136,522 | 0.36% | |
| MGRC |
Mcgrath Rentcorp
Industrials
|
Added | 8,406 | $1,017,378 | 0.32% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
Added | 12,249 | $998,415 | 0.32% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,895 | $993,245 | 0.32% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 3,870 | $984,915 | 0.31% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 30,328 | $969,586 | 0.31% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 5,674 | $940,522 | 0.30% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 948 | $911,558 | 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.