Wealth Architects, LLC

Position in MA — Mastercard Inc

CIK 1611518 MOUNTAIN VIEW, CA

Position in MA

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

Position Value

$673,843

+$33,279 QoQ

Shares Held

1,312

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,369

of 3,576 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Architects, LLC holds $2,660,746 across 5 Credit Services names. MA ranks #3 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,895	$993,245
2	AXP	American Express Co	2,074	$701,530
3	MA	Mastercard Inc This page	1,312	$673,843
4	COF	Capital One Financial Corp	999	$200,419
5	FINV	FinVolution Group	19,146	$91,709

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$673,843	1,312	+2.3%	Shares	Sole	2026-07-23
2026-03-31	$640,564	1,282	-1.3%	Shares	Sole	2026-05-15
2025-12-31	$741,573	1,299	-5.7%	Shares	Sole	2026-02-17
2025-09-30	$783,820	1,378	-0.1%	Shares	Sole	2025-11-13
2025-06-30	$775,477	1,380	-3.0%	Shares	Sole	2025-07-25
2025-03-31	$779,426	1,422	+2.3%	Shares	Sole	2025-05-14
2024-12-31	$731,932	1,390	-8.4%	Shares	Sole	2025-02-10
2024-09-30	$749,094	1,517	+2.6%	Shares	Sole	2024-10-31
2024-06-30	$652,034	1,478	+0.4%	Shares	Sole	2024-08-08
2024-03-31	$708,871	1,472	-5.2%	Shares	Sole	2024-05-13
2023-12-31	$661,943	1,552	+4.7%	Shares	Sole	2024-02-14
2023-09-30	$587,134	1,483	-0.2%	Shares	Sole	2023-11-09
2023-06-30	$584,443	1,486	-3.1%	Shares	Sole	2023-08-02
2023-03-31	$557,470	1,534	+2.5%	Shares	Sole	2023-04-21
2022-12-31	$520,204	1,496	+0.9%	Shares	Sole	2023-02-10
2022-09-30	$421,676	1,483	-3.9%	Shares	Sole	2022-10-24
2022-06-30	$486,785	1,543	-16.1%	Shares	Sole	2022-07-29
2022-03-31	$657,579	1,840	+6.9%	Shares	Sole	2022-05-17
2021-12-31	$618,749	1,722	+2.0%	Shares	Sole	2022-01-19
2021-09-30	$586,883	1,688	+2.4%	Shares	Sole	2021-11-09
2021-06-30	$601,668	1,648	+19.1%	Shares	Sole	2021-08-09
2021-03-31	$492,773	1,384	-0.6%	Shares	Sole	2021-04-29
2020-12-31	$496,860	1,392	-6.8%	Shares	Sole	2021-01-28
2020-09-30	$505,225	1,494	-1.3%	Shares	Sole	2020-11-09
2020-06-30	$447,394	1,513	-8.6%	Shares	Sole	2020-08-14
2020-03-31	$400,023	1,656	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.