Wealth Architects, LLC

Position in MSFT — Microsoft Corp

CIK 1611518 MOUNTAIN VIEW, CA

Position in MSFT

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

Position Value

$7,874,825

+$240,810 QoQ

Shares Held

21,111

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

#2,704

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Wealth Architects, LLC holds $11,951,758 across 6 Software - Infrastructure names. MSFT ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	21,111	$7,874,825
2	PLTR	Palantir Technologies Inc.	23,525	$2,744,661
3	ORCL	Oracle Corp	3,157	$462,658
4	PANW	Palo Alto Networks Inc	1,228	$418,772
5	NET	Cloudflare, Inc.	1,022	$250,676
6	FTNT	Fortinet, Inc.	1,303	$200,166

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,874,825	21,111	+2.4%	Shares	Sole	2026-07-23
2026-03-31	$7,634,015	20,623	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$9,951,932	20,578	-2.9%	Shares	Sole	2026-02-17
2025-09-30	$10,973,806	21,187	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$10,648,553	21,408	-0.4%	Shares	Sole	2025-07-25
2025-03-31	$8,065,629	21,486	+27.4%	Shares	Sole	2025-05-14
2024-12-31	$7,106,490	16,860	+5.3%	Shares	Sole	2025-02-10
2024-09-30	$6,891,684	16,016	-1.3%	Shares	Sole	2024-10-31
2024-06-30	$7,255,786	16,234	-7.8%	Shares	Sole	2024-08-08
2024-03-31	$7,410,562	17,614	-61.9%	Shares	Sole	2024-05-13
2023-12-31	$17,363,270	46,174	+209.0%	Shares	Sole	2024-02-14
2023-09-30	$4,718,568	14,944	+2.0%	Shares	Sole	2023-11-09
2023-06-30	$4,991,294	14,657	-1.3%	Shares	Sole	2023-08-02
2023-03-31	$4,282,408	14,854	+0.6%	Shares	Sole	2023-04-21
2022-12-31	$3,540,462	14,763	-1.0%	Shares	Sole	2023-02-10
2022-09-30	$3,472,539	14,910	+1.4%	Shares	Sole	2022-10-24
2022-06-30	$3,775,401	14,700	+1.5%	Shares	Sole	2022-07-29
2022-03-31	$4,466,178	14,486	+13.5%	Shares	Sole	2022-05-17
2021-12-31	$4,291,106	12,759	-4.9%	Shares	Sole	2022-01-19
2021-09-30	$3,781,111	13,412	-5.1%	Shares	Sole	2021-11-09
2021-06-30	$3,827,004	14,127	+3.8%	Shares	Sole	2021-08-09
2021-03-31	$3,210,244	13,616	+5.7%	Shares	Sole	2021-04-29
2020-12-31	$2,865,436	12,883	-6.7%	Shares	Sole	2021-01-28
2020-09-30	$2,905,077	13,812	+0.8%	Shares	Sole	2020-11-09
2020-06-30	$2,788,494	13,702	+14.0%	Shares	Sole	2020-08-14
2020-03-31	$1,896,147	12,023	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.