Wealth Architects, LLC

Position in ELV — Elevance Health, Inc.

CIK 1611518 MOUNTAIN VIEW, CA

Position in ELV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,189,581

+$294,059 QoQ

Shares Held

3,076

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#714

of 1,597 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Wealth Architects, LLC holds $4,332,457 across 4 Healthcare Plans names. ELV ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,576	$2,317,552
2	ELV	Elevance Health, Inc. This page	3,076	$1,189,581
3	MOH	Molina Healthcare, Inc.	2,368	$541,561
4	CVS	CVS HEALTH Corp	2,743	$283,763

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,189,581	3,076	+0.6%	Shares	Sole	2026-07-23
2026-03-31	$895,522	3,059	-1.3%	Shares	Sole	2026-05-15
2025-12-31	$1,086,354	3,099	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$998,440	3,090	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$1,222,501	3,143	+1.6%	Shares	Sole	2025-07-25
2024-12-31	$1,141,007	3,093	-1.0%	Shares	Sole	2025-02-10
2024-09-30	$1,624,480	3,124	+0.2%	Shares	Sole	2024-10-31
2024-06-30	$1,688,977	3,117	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$1,612,659	3,110	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$1,461,836	3,100	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$1,347,189	3,094	+1.1%	Shares	Sole	2023-11-09
2023-06-30	$1,359,527	3,060	-1.4%	Shares	Sole	2023-08-02
2023-03-31	$1,427,250	3,104	+0.7%	Shares	Sole	2023-04-21
2022-12-31	$1,580,460	3,081	+0.2%	Shares	Sole	2023-02-10
2022-09-30	$1,397,242	3,076	+0.1%	Shares	Sole	2022-10-24
2022-06-30	$1,482,485	3,072	-0.2%	Shares	Sole	2022-07-29
2022-03-31	$1,511,483	3,077	-0.2%	Shares	Sole	2022-05-17
2021-12-31	$1,429,093	3,083	+2.5%	Shares	Sole	2022-01-19
2021-09-30	$1,121,755	3,009	-0.2%	Shares	Sole	2021-11-09
2021-06-30	$1,151,127	3,015	-0.1%	Shares	Sole	2021-08-09
2021-03-31	$1,083,311	3,018	+1.9%	Shares	Sole	2021-04-29
2020-12-31	$951,068	2,962	+0.0%	Shares	Sole	2021-01-28
2020-09-30	$795,294	2,961	-0.0%	Shares	Sole	2020-11-09
2020-06-30	$778,946	2,962	+4.3%	Shares	Sole	2020-08-14
2020-03-31	$644,566	2,839	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.