Wealth Architects, LLC
Top Portfolio Positions
147 positions ·
$244,251,460 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
263,242 | $56,244,285 | 23.03% |
| AAPL |
Apple Inc.
Technology
|
154,114 | $39,112,592 | 16.01% |
| SPY |
Spdr S&P 500 ETF Trust
|
27,287 | $17,745,827 | 7.27% |
| META |
Meta Platforms, Inc.
Communication Services
|
15,315 | $8,762,170 | 3.59% |
| MSFT |
Microsoft Corp
Technology
|
20,623 | $7,634,015 | 3.13% |
| AVGO |
Broadcom Inc.
Technology
|
19,763 | $6,116,846 | 2.50% |
| NVDA |
Nvidia Corp
Technology
|
27,369 | $4,773,153 | 1.95% |
| CAT |
Caterpillar Inc
Industrials
|
5,788 | $4,100,566 | 1.68% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,927 | $3,802,606 | 1.56% |
| RKLB |
Rocket Lab Corp
Industrials
|
58,713 | $3,770,548 | 1.54% |
Portfolio Trend
Holdings in QUAD
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,000 | 50,227 | Shares | Sole | 2026-05-15 | |
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