Wealth Architects, LLC
Top Portfolio Positions
148 positions ·
$254,434,460 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
263,242 | $56,244,285 | 22.11% | |
| AAPL |
Apple Inc.
Technology
|
154,114 | $39,112,592 | 15.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
27,287 | $17,745,827 | 6.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
21,250 | $10,183,000 | 4.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,315 | $8,762,170 | 3.44% | |
| MSFT |
Microsoft Corp
Technology
|
20,623 | $7,634,015 | 3.00% | |
| AVGO |
Broadcom Inc.
Technology
|
19,763 | $6,116,846 | 2.40% | |
| NVDA |
Nvidia Corp
Technology
|
27,369 | $4,773,153 | 1.88% | |
| CAT |
Caterpillar Inc
Industrials
|
5,788 | $4,100,566 | 1.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,927 | $3,802,606 | 1.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SBDS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,947 | 18,603 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||