Wealth Architects, LLC

Position in V — Visa Inc.

CIK 1611518 MOUNTAIN VIEW, CA

Position in V

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

Position Value

$993,245

+$83,805 QoQ

Shares Held

2,895

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,965

of 4,517 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Architects, LLC holds $2,660,746 across 5 Credit Services names. V ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	2,895	$993,245
2	AXP	American Express Co	2,074	$701,530
3	MA	Mastercard Inc	1,312	$673,843
4	COF	Capital One Financial Corp	999	$200,419
5	FINV	FinVolution Group	19,146	$91,709

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$993,245	2,895	-3.8%	Shares	Sole	2026-07-23
2026-03-31	$909,440	3,009	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$1,056,338	3,012	+2.6%	Shares	Sole	2026-02-17
2025-09-30	$1,001,950	2,935	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$1,049,172	2,955	-0.9%	Shares	Sole	2025-07-25
2025-03-31	$1,045,422	2,983	+6.9%	Shares	Sole	2025-05-14
2024-12-31	$881,751	2,790	-3.4%	Shares	Sole	2025-02-10
2024-09-30	$794,055	2,888	-2.2%	Shares	Sole	2024-10-31
2024-06-30	$774,811	2,952	-7.5%	Shares	Sole	2024-08-08
2024-03-31	$890,823	3,192	-5.5%	Shares	Sole	2024-05-13
2023-12-31	$879,462	3,378	-1.3%	Shares	Sole	2024-02-14
2023-09-30	$787,094	3,422	+2.3%	Shares	Sole	2023-11-09
2023-06-30	$794,370	3,345	+2.8%	Shares	Sole	2023-08-02
2023-03-31	$733,646	3,254	+3.3%	Shares	Sole	2023-04-21
2022-12-31	$654,444	3,150	-3.8%	Shares	Sole	2023-02-10
2022-09-30	$581,981	3,276	+1.5%	Shares	Sole	2022-10-24
2022-06-30	$635,364	3,227	-4.6%	Shares	Sole	2022-07-29
2022-03-31	$750,026	3,382	+62.9%	Shares	Sole	2022-05-17
2021-12-31	$449,889	2,076	-7.5%	Shares	Sole	2022-01-19
2021-09-30	$500,073	2,245	-0.9%	Shares	Sole	2021-11-09
2021-06-30	$529,836	2,266	+9.8%	Shares	Sole	2021-08-09
2021-03-31	$437,010	2,064	+3.5%	Shares	Sole	2021-04-29
2020-12-31	$436,366	1,995	+2.8%	Shares	Sole	2021-01-28
2020-09-30	$388,141	1,941	-1.2%	Shares	Sole	2020-11-09
2020-06-30	$379,385	1,964	+20.0%	Shares	Sole	2020-08-14
2020-03-31	$263,592	1,636	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.