Wealth Architects, LLC
Top Portfolio Positions
148 positions ·
$254,434,460 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
263,242 | $56,244,285 | 22.11% | |
| AAPL |
Apple Inc.
Technology
|
154,114 | $39,112,592 | 15.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
27,287 | $17,745,827 | 6.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
21,250 | $10,183,000 | 4.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,315 | $8,762,170 | 3.44% | |
| MSFT |
Microsoft Corp
Technology
|
20,623 | $7,634,015 | 3.00% | |
| AVGO |
Broadcom Inc.
Technology
|
19,763 | $6,116,846 | 2.40% | |
| NVDA |
Nvidia Corp
Technology
|
27,369 | $4,773,153 | 1.88% | |
| CAT |
Caterpillar Inc
Industrials
|
5,788 | $4,100,566 | 1.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,927 | $3,802,606 | 1.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CTO
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,619 | 11,391 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $209,708 | 11,391 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $185,673 | 11,391 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $196,608 | 11,391 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $221,041 | 11,447 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $224,516 | 11,391 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $216,656 | 11,391 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $198,886 | 11,391 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $193,077 | 11,391 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $197,406 | 11,391 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $184,648 | 11,391 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $195,241 | 11,391 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $196,608 | 11,391 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $208,227 | 11,391 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $213,467 | 11,391 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $77,357 | 3,797 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $83,939 | 3,797 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $77,737 | 3,797 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $68,042 | 3,797 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $67,738 | 3,797 | Shares | Sole | 2021-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||