Wealth Architects, LLC

Position in HTGC — Hercules Capital, Inc.

CIK 1611518 MOUNTAIN VIEW, CA

Position in HTGC

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

Position Value

$433,044

+$274,474 QoQ

Shares Held

27,460

+155.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#165

of 332 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Architects, LLC holds $1,865,001 across 4 Asset Management names. HTGC ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	948	$911,558
2	HTGC	Hercules Capital, Inc. This page	27,460	$433,044
3	OTF	Blue Owl Technology Finance Corp.	31,398	$324,969
4	GSBD	Goldman Sachs BDC, Inc.	20,615	$195,430

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,044	27,460	+155.8%	Shares	Sole	2026-07-23
2026-03-31	$158,570	10,736	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.