Wealth Architects, LLC

CIK

1611518

Location

MOUNTAIN VIEW, CA

Portfolio Value

Micro $8,834,958

Diversification

Diversified

Filing Date

Global Rank

#3,725 / 8,586 ▲ 73

Top Industry

Semiconductor Equipment & Materials 25.1%

3Y Alpha vs SPY

+7.9%

Period ended 3 months ago

Filed May 15, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+115.0%

SPY

+78.1%

Annualised alpha

+7.9%

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, 2025

Top 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	Positions
Technology	53.0%	$134,864,200	35
Financial Services	9.6%	$24,396,031	25
Unclassified	8.0%	$20,390,973	5
Healthcare	5.9%	$15,007,087	20
Industrials	5.7%	$14,500,682	17
Communication Services	5.4%	$13,819,292	8
Consumer Cyclical	3.8%	$9,743,328	8
Consumer Defensive	3.5%	$8,834,958	9
Energy	2.4%	$6,107,244	6
Utilities	1.6%	$4,075,513	9
Real Estate	0.6%	$1,583,714	2
Basic Materials	0.4%	$1,111,438	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
AMZN	Amazon Com Inc	+175	17,624	$3,670,550
PG	PROCTER & GAMBLE Co	+175	13,495	$1,949,217
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $8,834,958 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	19,259	+487	$2,393,508	+14.4%	27.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,495	+175	$1,949,217	+2.1%	22.06%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,283	+3	$1,278,419	+15.8%	14.47%
PM	Philip Morris International Inc. Consumer Defensive	Added	7,654	+15	$1,265,512	+3.3%	14.32%
MO	Altria Group, Inc. Consumer Defensive	Reduced	10,453	-4	$689,793	+14.4%	7.81%
KO	Coca Cola Co Consumer Defensive	Added	6,091	+17	$463,220	+9.1%	5.24%
PEP	Pepsico Inc Consumer Defensive	Added	1,962	+68	$304,678	+12.1%	3.45%
TGT	Target Corp Consumer Defensive	NEW	2,275	NEW	$275,730	NEW	3.12%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	3,728	NEW	$214,881	NEW	2.43%