Wealth Architects, LLC

Position in ORCL — Oracle Corp

CIK 1611518 MOUNTAIN VIEW, CA

Position in ORCL

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

Position Value

$462,658

-$13,537 QoQ

Shares Held

3,157

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,445

of 3,472 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. ORCL ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	21,111	$7,874,825
2	PLTR	Palantir Technologies Inc.	23,525	$2,744,661
3	ORCL	Oracle Corp This page	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	$462,658	3,157	-2.5%	Shares	Sole	2026-07-23
2026-03-31	$476,195	3,237	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$652,558	3,348	-10.1%	Shares	Sole	2026-02-17
2025-09-30	$1,047,900	3,726	+9.0%	Shares	Sole	2025-11-13
2025-06-30	$747,495	3,419	-7.1%	Shares	Sole	2025-07-25
2025-03-31	$514,780	3,682	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$611,235	3,668	-14.5%	Shares	Sole	2025-02-10
2024-09-30	$730,675	4,288	+3.9%	Shares	Sole	2024-10-31
2024-06-30	$582,732	4,127	+6.5%	Shares	Sole	2024-08-08
2024-03-31	$486,738	3,875	-1.1%	Shares	Sole	2024-05-13
2023-12-31	$413,180	3,919	+11.7%	Shares	Sole	2024-02-14
2023-09-30	$371,673	3,509	-0.4%	Shares	Sole	2023-11-09
2023-06-30	$419,673	3,524	+2.0%	Shares	Sole	2023-08-02
2023-03-31	$320,945	3,454	+0.2%	Shares	Sole	2023-04-21
2022-12-31	$281,839	3,448	+4.0%	Shares	Sole	2023-02-10
2022-09-30	$202,385	3,314	-30.0%	Shares	Sole	2022-10-24
2022-06-30	$330,764	4,734	+6.1%	Shares	Sole	2022-07-29
2022-03-31	$369,223	4,463	+0.8%	Shares	Sole	2022-05-17
2021-12-31	$386,253	4,429	+8.2%	Shares	Sole	2022-01-19
2021-09-30	$356,710	4,094	-3.7%	Shares	Sole	2021-11-09
2021-06-30	$330,975	4,252	-3.2%	Shares	Sole	2021-08-09
2021-03-31	$308,256	4,393	+0.8%	Shares	Sole	2021-04-29
2020-12-31	$282,048	4,360	+5.3%	Shares	Sole	2021-01-28
2020-09-30	$247,217	4,141	-49.1%	Shares	Sole	2020-11-09
2020-06-30	$449,621	8,135	-1.9%	Shares	Sole	2020-08-14
2020-03-31	$400,945	8,296	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.