Wealth-Architects
AI_NATIVE detailed information: This accession holds the following tickers:[ "ALAB", null, "IMO", "SNOW", "MU", "ACN", "MMM", "ABNB", "ABT", "ABBV", "ADBE", "APD", null, "ARWR", "GOOGL", null, "AXP", "TEAM", "T", "BLK", null, "CAT", "AVGO", null, null, "CCI", "CTO", null, "MGRC", null, "GILD", "GIS", "HD", "MCD", null, null, "INTU", null, null, "UNP", null, "QCOM", null, "AMAT", "META", null, "IJH", "QUAD", null, null, "KMI", "LRCX", "L", "MPC", "MRVL", "MA", "MDT", "MSFT", "MDLZ", "GE", "GTLB", "HMY", "BX", "IJR", "KLAC", "IWD", "ORCL", null, null, null, "IWF", null, "PANW", "PEP", "PGR", "IEMG", "GSBD", "IVV", "IYR", "DOW", "UNH", "AAPL", "SPY", "NVDA", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", null, "IEFA", "SPGI", null, null, "SHOP", "RTX", "SPDW", "AMT", "IBM", "SYK", "TXN", "TGT", "TMO", "TRV", "UPS", "VNQ", "VO", "VXF", "VV", "RKLB", "VWO", null, null, "IWV", null, "VIG", null, "IWN", null, "TSM", null, "ETR", "VYM", null, "EW", "AFL", "AMD", "SONY", "WEC", "AJG", "WM", "FSLR", "AEP", "ELP", null, "NVO", "AMZN", "SCHB", null, null, null, "ESGD", null, null, null, "VEU", "VGT", "VUG", "VEA", "VXUS", null, "BND", "VBR", "BSV", "VT", "VB", "VOO", "VTV", "V", "WMT", "WFC", "WELL", null, null, "UMC", null, "FINV", "SCHD", "SCHG", "SCHF", "SCHA", "MOH", "MFC", "SO", "CRM", "RBRK", "PACB", "GWW", null, "ESGU", "STLA", "ADP", "BAC", "BCS", "BRK-A", "BRK-B", "BMY", "CWT", "CDNS", "CVX", "CSCO", "KO", "CMA", "CMCSA", "ED", "COST", "DHR", "DE", null, null, "DFAX", "DFAC", "RSP", "EFA", "IWB", "NEE", "NKE", "QQQ", "IWM", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "AWK", "MO", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR/A • 2025-03-31
Filing Details
13F-HR/A • 2025-03-31- 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% identified183 identified46 unidentified
Holdings
229 positions
Manager:
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Page 3 of 12
25434V690
Shares:94.1K
Value:$3.3M
74347B508
Shares:60.8K
Value:$3.2M
33939L795
Shares:55.1K
Value:$3.2M
464288158
Shares:28.4K
Value:$3.0M
46434V878
Shares:50.9K
Value:$2.6M
46435U549
Shares:50.7K
Value:$2.4M
97717W760
Shares:35.3K
Value:$2.3M
464288372
Shares:40.5K
Value:$2.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.7K | All Managers (Combined) | $3.4M | |||
NVIDIA CORP(NVDAcusip67066G104) | 30.9K | All Managers (Combined) | $3.4M | ||
(cusip25434V690)✕ | 94.1K | All Managers (Combined) | $3.3M | ||
122.8K | All Managers (Combined) | $3.2M | |||
(cusip74347B508)✕ | 60.8K | All Managers (Combined) | $3.2M | ||
(cusip33939L795)✕ | 55.1K | All Managers (Combined) | $3.2M | ||
5.8K | QoQ +3.08% (+173)YoY +2.46% (+139) | All Managers (Combined) | $3.0M | ||
(cusip464288158)✕ | 28.4K | All Managers (Combined) | $3.0M | ||
8.7K | All Managers (Combined) | $2.7M | |||
(cusip46434V878)✕ | 50.9K | All Managers (Combined) | $2.6M | ||
Alphabet Inc.(GOOGcusip02079K107) | 16.2K | QoQ +4.21% (-657)YoY -2.02% (-335) | All Managers (Combined) | $2.5M | |
4.8K | All Managers (Combined) | $2.5M | |||
29.0K | All Managers (Combined) | $2.4M | |||
HOME DEPOT, INC.(HDcusip437076102) | 6.6K | All Managers (Combined) | $2.4M | ||
(cusip46435U549)✕ | 50.7K | All Managers (Combined) | $2.4M | ||
ELI LILLY & Co(LLYcusip532457108) | 2.9K | All Managers (Combined) | $2.4M | ||
(cusip97717W760)✕ | 35.3K | All Managers (Combined) | $2.3M | ||
13.5K | All Managers (Combined) | $2.3M | |||
15.1K | QoQ 0.00% (-0)YoY -1.20% (-184) | All Managers (Combined) | $2.3M | ||
(cusip464288372)✕ | 40.5K | All Managers (Combined) | $2.2M |