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 3 of 12
JPMORGAN CHASE & CO
Shares:13.7K
Value:$3.4M
% of Portfolio:0.4% ($3.4M/$906.4M)
NVIDIA CORP
Shares:30.9K
Value:$3.4M
% of Portfolio:0.4% ($3.4M/$906.4M)
25434V690
Shares:94.1K
Value:$3.3M
% of Portfolio:0.4% ($3.3M/$906.4M)
25434V880
Shares:122.8K
Value:$3.2M
% of Portfolio:0.4% ($3.2M/$906.4M)
74347B508
Shares:60.8K
Value:$3.2M
% of Portfolio:0.4% ($3.2M/$906.4M)
33939L795
Shares:55.1K
Value:$3.2M
% of Portfolio:0.4% ($3.2M/$906.4M)
UNITEDHEALTH GROUP INC
Shares:5.8K
Value:$3.0M
% of Portfolio:0.3% ($3.0M/$906.4M)
464288158
Shares:28.4K
Value:$3.0M
% of Portfolio:0.3% ($3.0M/$906.4M)
464287622
Shares:8.7K
Value:$2.7M
% of Portfolio:0.3% ($2.7M/$906.4M)
46434V878
Shares:50.9K
Value:$2.6M
% of Portfolio:0.3% ($2.6M/$906.4M)
Alphabet Inc.
Shares:16.2K
Value:$2.5M
% of Portfolio:0.3% ($2.5M/$906.4M)
922908363
Shares:4.8K
Value:$2.5M
% of Portfolio:0.3% ($2.5M/$906.4M)
Palantir Technologies Inc.
Shares:29.0K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$906.4M)
HOME DEPOT, INC.
Shares:6.6K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$906.4M)
46435U549
Shares:50.7K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$906.4M)
ELI LILLY & Co
Shares:2.9K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$906.4M)
97717W760
Shares:35.3K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$906.4M)
PROCTER & GAMBLE Co
Shares:13.5K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$906.4M)
464287630
Shares:15.1K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$906.4M)
464288372
Shares:40.5K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$906.4M)