Wealth Architects, LLC
Position in OTF — Blue Owl Technology Finance Corp.
CIK 1611518
MOUNTAIN VIEW, CA
Position in OTF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$324,969
+$59,154 QoQ
Shares Held
31,398
+46.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#127
of 192 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Architects, LLC holds $1,865,001 across 4 Asset Management names. OTF ranks #3 (17.4% of the industry book) .
All Filings in OTF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,969 | 31,398 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $265,815 | 21,454 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $167,384 | 11,512 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||