Wealth-Architects

Filing Details

13F-HR/A2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
229
Total Value
906427424
Accession Number
0001611518-25-000003
Form Type
13F-HR/A
Manager Name
Wealth-Architects
Data Enrichment
80% identified
183 identified46 unidentified

Holdings

229 positions • $906.4M total value
Manager:
Search and click to pin securities to the top
Page 2 of 12
922908751
Shares:58.5K
Value:$13.0M
% of Portfolio:1.4% ($13.0M/$906.4M)
464288273
Shares:184.6K
Value:$11.7M
% of Portfolio:1.3% ($11.7M/$906.4M)
464287879
Shares:101.1K
Value:$9.9M
% of Portfolio:1.1% ($9.9M/$906.4M)
Meta Platforms, Inc.
Shares:16.5K
Value:$9.5M
% of Portfolio:1.0% ($9.5M/$906.4M)
46435G516
Shares:106.2K
Value:$8.7M
% of Portfolio:1.0% ($8.7M/$906.4M)
46435U663
Shares:222.2K
Value:$8.5M
% of Portfolio:0.9% ($8.5M/$906.4M)
MICROSOFT CORP
Shares:21.5K
Value:$8.1M
% of Portfolio:0.9% ($8.1M/$906.4M)
808524805
Shares:344.8K
Value:$6.8M
% of Portfolio:0.8% ($6.8M/$906.4M)
46435G425
Shares:46.5K
Value:$5.7M
% of Portfolio:0.6% ($5.7M/$906.4M)
25434V658
Shares:201.9K
Value:$5.3M
% of Portfolio:0.6% ($5.3M/$906.4M)
922908769
Shares:18.7K
Value:$5.2M
% of Portfolio:0.6% ($5.2M/$906.4M)
25434V716
Shares:141.4K
Value:$5.1M
% of Portfolio:0.6% ($5.1M/$906.4M)
464288877
Shares:82.9K
Value:$4.9M
% of Portfolio:0.5% ($4.9M/$906.4M)
25434V708
Shares:134.6K
Value:$4.4M
% of Portfolio:0.5% ($4.4M/$906.4M)
808524607
Shares:186.1K
Value:$4.4M
% of Portfolio:0.5% ($4.4M/$906.4M)
25434V682
Shares:120.9K
Value:$4.1M
% of Portfolio:0.4% ($4.1M/$906.4M)
Broadcom Inc.
Shares:23.9K
Value:$4.0M
% of Portfolio:0.4% ($4.0M/$906.4M)
921937827
Shares:50.8K
Value:$4.0M
% of Portfolio:0.4% ($4.0M/$906.4M)
921937835
Shares:53.6K
Value:$3.9M
% of Portfolio:0.4% ($3.9M/$906.4M)
AMAZON COM INC
Shares:20.0K
Value:$3.8M
% of Portfolio:0.4% ($3.8M/$906.4M)